Treasury Yields Hit Highest Level Since 2002

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 Kestra Investment Management Chief Investment Officer Kara Murphy, Vanguard Senior Fixed Income Client Portfolio Manager Joyce Huang, BofA Securities Senior Equity Research Analyst Wamsi Mohan, CH Robinson President & CEO Dave Bozeman, Former Boston Fed President Eric Rosengren, Pivotal Advisors CEO & CIO Tiffany McGhee, UBS Chief Investment Office Fixed Income Strategy Head Leslie Falconio, CHANGE Global Founder & Managing Director Thea Jamison, Coresight Research Founder & CEO Deborah Weinswig, & Babylist CEO Jennifer Hyman. Chapters: 00:00:00 Bloomberg The Close 00:01:58 Kestra CIO on Inflation, Debt & Rising Rates 00:05:02 AI Earnings, Capex & Portfolio Positioning 00:08:38 Vanguard on Treasury Yields & Fed Policy 00:12:02 Bonds, Credit Risk & Fixed-Income Opportunities 00:14:23 Top Calls 00:15:31 Apple Faces New Threat From Meta’s Muse AI Agent 00:18:46 Apple’s AI Strategy, Privacy & Agentic Computing 00:22:38 C.H. Robinson CEO on $5.8 Billion RXO Deal 00:26:01 AI, Logistics & Freight Industry Consolidation 00:28:49 Former Boston Fed President on the Next Rate Hike 00:31:40 Fed Independence, Kevin Warsh & Forward Guidance 00:35:24 Stocks Near Records Ahead of Earnings Season 00:38:03 Oil, Inflation & Building a Diversified Portfolio 00:40:21 AI, Energy & Avoiding Big Tech Concentration 00:43:19 Closing Bell 00:46:13 Market Movers: PTC, SpaceX & M&A 00:48:38 C.H. Robinson, Chipotle & the Day’s Decliners 00:51:22 Meta, Microsoft & the Battle Over AI Tools 00:52:27 College Tuition Costs Finally Start to Fall 00:55:09 Market Recap: Tech Records & Treasury Yields 01:00:09 Bonds, Inflation & Fixed-Income Opportunities 01:02:53 French Debt Crisis Sends Euro to 17-Month Low 01:05:01 France’s Fiscal Risks & the European Bond Market 01:08:37 Brazil Election Boosts Stocks & Investor Optimism 01:11:00 Latin America Emerges as an Investment Opportunity 01:13:46 Commodities, Argentina & Emerging Markets 01:16:00 Amazon Prime Big Deal Days & Holiday Shopping 01:18:40 AI Shopping Agents Reshape the Holiday Consumer 01:20:39 Gen Z, GLP-1s & the Return to Physical Stores 01:23:16 Babylist CEO on Its New Manhattan Showroom 01:26:09 Babylist’s Expansion Beyond the Baby Registry 01:28:01 The Future of Baby Retail & Community Shopping -------- 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:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts