Fed Hikes Rates for the First Time Since 2023
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 DoubleLine Capital Portfolio Manager Ken Shinoda, Brookings President Cecilia Rouse, Hoover Institution Senior Fellow Michael Spence, OMFIF Chief Economist, Vice Chair Mark Sobel, BlackRock Global Head of Retirement Solutions Nick Nefouse, & Brown Harris Stevens CEO Bess Freedman.
Chapters:
00:00:00 Bloomberg The Close
00:02:11 DoubleLine on Fed Hikes, Inflation & Bond Yields
00:05:03 Treasury Yields, Mortgages & Fixed-Income Opportunities
00:08:08 Credit Markets, AI Debt & Data Center Financing
00:11:48 Markets React to Kevin Warsh & the Fed Rate Hike
00:14:18 Cecilia Rouse on Inflation, Jobs & the U.S. Economy
00:17:23 Labor Markets, Immigration & Economic Growth
00:20:31 AI Productivity, Data Centers & Economic Policy
00:24:15 Michael Spence on the Fed, AI & Structural Economic Change
00:27:09 AI Investment, Higher Rates & the Productivity Boom
00:30:35 Global Trade, AI Adoption & Emerging Economies
00:32:59 Dollar Strength, Fed Policy & the Bank of Japan
00:35:08 Bank of Japan Rate Outlook & the Yen
00:38:02 Currency Intervention, Treasury Yields & Japan
00:41:14 Fed Rate Hike’s Impact on Savers & Retirement
00:43:03 BlackRock on Reinventing the 401(k)
00:46:09 Private Markets, Treasuries & Retirement Investing
00:48:22 Housing Affordability & 7% Mortgage Rates
00:51:12 Homebuyers, Higher Rates & the Housing Lock-In Effect
00:53:34 What to Watch
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