Tech Rally, Fed Decision & Big Tech Earnings Ahead

The 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 Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, State Street Investment Management Global Head, Gold Strategy Aakash Doshi, City Analyst Ari Rosa, UPS CEO Carol Tomé, Goldman Sachs Asset Management Global Head of Multi-Asset Solutions Alexandra Wilson-Elizondo, Tola Capital Founder & Managing Director Sheila Gulati, Montage International Chairman, CEO & Founder Alan Fuerstman, Former Fed Governor Randy Kroszner, & RBC Capital Markets Head of US Rates Strategy Blake Gwinn. Chapters: 00:00:00 Tech Rally, Fed Decision & Big Tech Earnings Ahead 00:02:04 Morgan Stanley on AI, Market Rotation & Portfolio Strategy 00:08:47 Gold Outlook, Higher Rates & the Fed 00:15:43 Top Calls 00:16:40 UPS Earnings, Pricing Power & Freight Recovery 00:22:08 UPS CEO Carol Tomé on the Company’s Turnaround 00:27:15 Health-Care Logistics, GLP-1s & UPS Growth 00:32:44 UPS Succession, Automation & Productivity 00:37:26 Teamsters, Labor Negotiations & the 2028 Contract 00:42:48 UPS on Holiday Demand & the K-Shaped Consumer 00:46:35 Goldman Sachs on AI Financing & Market Risk 00:50:08 The Closing Bell 00:53:03 Market Movers: Western Digital, JetBlue & Boeing 00:57:06 Robinhood, Visa & Seagate Report Earnings 01:02:50 Big Tech Earnings & the AI Trade 01:05:02 Microsoft, Azure & the Return on AI Investment 01:09:29 Microsoft Buyouts, AI Jobs & Corporate Culture 01:12:08 Israel Election Exit Polls & Coalition Outlook 01:15:21 Montage International CEO on Luxury Travel & Consumer Resilience 01:20:02 Luxury Hotels, Global Expansion & the Middle East 01:22:25 Fed Decision Preview & Inflation Risks 01:27:10 Labor Market Risks & the Fed Rate Outlook 01:29:19 RBC on Fed Hikes, Treasury Yields & Warsh 01:35:12 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