Market Selloff, Volatility & Post-Midterm Repositioning
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 JPMorgan Head of Technical Strategy Jason Hunter, UBS Alignment Partners Managing Director, Wealth & Private Wealth Advisor Alli McCartney, TC Energy CEO & President François Poirie, Expedia CEO Ariane Gorin, Tapestry CEO Joanne Crevoiserat, Citi Head of US Equity Strategy Scott Chronert, T. Rowe Price Science & Technology Equity Strategy Portfolio Manager Tony Wang, Evercore ISI International Political Affairs & Public Policy Chief Strategist Sarah Bianchi, MetLife President & CEO Michel Khalaf, e.l.f. Beauty CEO Tarang Amin, & Charles Schwab Chief Investment Strategist Liz Ann Sonders.
Chapters:
00:00:00 Bloomberg The Close
00:03:23 JPMorgan on Technical Levels & Market Capitulation
00:08:00 UBS on the AI Selloff & Buying Opportunities
00:12:09 TC Energy CEO on Data Centers & Natural Gas Demand
00:17:07 Energy Infrastructure, Permitting & AI Power Demand
00:20:00 Expedia CEO on Earnings, Travel & the Consumer
00:24:45 Expedia, AI Travel Agents & International Demand
00:27:44 Tapestry CEO on Coach, Gen Z & Holiday Spending
00:33:16 Coach Pricing, Tariffs & Kate Spade Turnaround
00:39:57 Chip Stocks Plunge as Investors Flee the AI Trade
00:47:47 U.S. Equity Strategy on AI Risk & Market Weakness
00:53:16 The Closing Bell
00:58:12 Airbnb, Akamai & Consumer Earnings After the Bell
01:03:57 AI Selloff, Data Centers & the Future of the Bull Market
01:08:40 T. Rowe Price on Nvidia, AI & Buying the Selloff
01:14:38 Data Center Regulation & Post-Election Policy Risk
01:20:51 MetLife CEO on Earnings, Private Markets & AI
01:26:20 MetLife on Retirement, Insurance & Political Risk
01:31:41 E.l.f. Beauty CEO on Earnings, Rhode & Gen Z
01:37:34 Liz Ann Sonders on the Historic Tech Selloff
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