Oil, Treasury Yields & Inflation Pressure Markets
Bloomberg TelevisionThe Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are MSCI Chairman & CEO Henry Fernandez, NATO Secretary General Mark Rutte, Apple Store Creator Ron Johnson, Principal Asset Management CIO George Maris, Pictet Research Institute Head Maria Vassalou, BlackRock Portfolio Manager, Global Fixed Income Investment Group Chi Chen, Whole Foods CEO & Amazon Worldwide Grocery Stores Vice President Jason Buechel, ALDI US Chief Operating Officer Dave Rinaldo, & Global Citizen CEO Hugh Evans. Chapters: 00:00:00 Bloomberg The Close 00:03:24 MSCI CEO Henry Fernandez on the AI Investment Cycle 00:06:00 AI, Climate Risk & Hyperscaler Concentration 00:09:24 AI Agents, Productivity & MSCI’s Digital Workforce 00:12:28 Private Markets, Daily Valuations & MSCI Indices 00:13:08 NATO’s Mark Rutte on Russia, Ukraine & a Ceasefire 00:16:00 Ukraine’s Air Defense, Patriot Missiles & U.S. Support 00:19:21 NATO, European Defense & the Middle East 00:22:29 China, Iran & U.S.-Led Diplomacy 00:24:32 Treasury Yields, Oil & Pressure on Stocks 00:27:05 Former Apple Retail Chief Ron Johnson on the Apple Store 00:30:03 AI Shopping, Retail & the Bifurcated Consumer 00:33:02 JCPenney, Discounting & Lessons From Retail 00:36:03 Apple Stores, Human Service & the Future of Retail 00:37:08 Bank Stocks Enter Correction Territory 00:40:16 Oil, Iran & Treasury Yields Drive Markets 00:41:21 Principal Asset Management on Bonds, Stocks & Inflation 00:44:33 Labor Costs, Fed Policy & Inflation Risks 00:47:19 Closing Bell 00:50:21 Market Movers: Oracle, Everpure & GoDaddy 00:53:00 Oracle Data Center Delays & Software M&A 00:54:22 Anthropic’s $12 Billion Akamai AI Computing Deal 00:58:35 Trump-Xi Summit & the Bond Market 01:01:33 Maria Vassalou on U.S. Debt & Technology Leadership 01:04:25 AI Growth, Productivity & the U.S.-China Race 01:07:28 Treasury Yields Hit Multi-Decade Highs 01:10:16 Fixed Income Opportunities as Real Yields Rise 01:13:08 Whole Foods CEO on Amazon’s Grocery Strategy 01:16:00 Amazon Fresh, Same-Day Grocery & Consumer Value 01:17:13 Aldi on Inflation, Private Labels & U.S. Expansion 01:20:40 Aldi’s Low-Price Strategy & Rising Food Costs 01:23:37 Aldi’s Digital Strategy, Instacart & Online Grocery 01:25:47 Global Citizen CEO on Fighting Extreme Poverty 01:28:45 Global Citizen, FIFA & Global Education Funding 01:31:45 Global Citizen Festival, Artists & Philanthropy 01:33:29 What to Watch -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts