Iran, Oil, Canada & U.S. Trade Tensions
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 RBC Capital Markets Head of Derivatives Strategy Amy Wu Silverman, Canada Chamber of Commerce Principal Economist Andrew DiCapua, Guggenheim Senior Analyst, Retail & E-Commerce Simeon Siegel, Marquee Brands CEO Heath Golden, Westwood Holdings Group CEO Brian Casey, AllianceBernstein Head of Equities Nelson Yu, BIVA CEO Maria Ariza, Panama Canal Administrator Ilya Espino de Marotta, Qualcomm CFO Akash Palkhiwala, Cisco President & Chief Product Officer Jeetu Patel, & Kroll CEO Jacob Silverman.
Chapters:
00:00:00 Bloomberg The Close
00:03:00 RBC’s Amy Wu Silverman on September Volatility & CPI
00:06:02 AI Data Centers, Midterms & Market Correlation Risks
00:10:09 Canada Retaliates With New U.S. Tariffs
00:13:00 Canada’s Trade Diversification & U.S. Dependence
00:17:21 Top Calls
00:18:30 Retail Outlook: Lululemon, Off-Price & Macy’s
00:22:36 Marquee Brands CEO on Roots Acquisition
00:25:37 Roots, Tariffs & Marquee’s Asset-Light Strategy
00:29:06 Martha Stewart, Cavalli & Global Brand Expansion
00:31:27 AI Power Demand & a New Texas Stock Exchange ETF
00:35:59 Markets, Tariffs & AI Capex With Nelson Yu
00:39:00 Market Broadening Beyond Big Tech
00:41:17 Iran Headlines Send Oil Higher & Stocks Lower
00:43:25 Closing Bell
00:46:23 Market Movers: Bloom Energy, Quantum Stocks & Intel
00:48:09 Amgen, Consumer Weakness & Treasury Yields
00:51:02 Market Recap: Iran, Oil, Canada & U.S. Trade Tensions
00:53:51 Investing in Mexico Amid U.S. Trade Uncertainty
00:57:45 Mexico’s Capital Markets, Listings & Foreign Investment
01:02:08 Panama Canal Chief on El Niño & Transit Cuts
01:05:05 Panama Canal Drought Risk, Revenue & Water Security
01:08:33 Panama Canal, U.S. Relations & Geopolitical Pressure
01:12:44 Qualcomm CFO on Amazon AI Data Center Deal
01:15:08 Qualcomm’s AI Chips, Power Efficiency & Hyperscalers
01:18:27 Smartphones, Edge AI & Qualcomm’s Growth Strategy
01:20:22 LIV Golf Files for Chapter 11 Bankruptcy
01:20:44 Cisco on AI-Powered Cybersecurity Threats
01:24:07 Cisco’s Secure Networks & Real-Time Threat Defense
01:25:43 Private Credit, SaaS Risk & Kroll’s Jacob Silverman
01:29:20 Refinancing Risk, Higher Rates & Private Credit
01:31:24 AI Cybersecurity Risks & the CrowdStrike Partnership
01:32:21 LIV Golf Bankruptcy: What Went Wrong
01:35:00 What to Watch
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