Treasuries Gain on Fed Rate-Hike Bets | The Close 7/2/2026

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Treasuries Gain on Fed Rate-Hike Bets | The Close 7/2/2026 Bloomberg Television 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 MSIM CIO, Portfolio Solutions Group Jim Caron, Roth Capital Senior Research Analyst Craig Irwin, CUNY Graduate Center Research Professor, Economics Paul Krugman, Securitize Co-Founder & CEO Carlos Domingo, Envestnet Co-Chief Investment Officer & Group President Dana D’Auria, Blueprint Capital Advisors CEO Jacob Walthour Jr., Vanguard Senior Fixed Income Client Portfolio Manager Rebecca Venter, Cambria Investment Founder & CIO Meb Faber, & Stew Leonard’s President & CEO Stew Leonard Jr. Chapters: 00:00:00 Bloomberg The Close 00:01:32 What the Jobs Data Means for the Fed 00:03:18 Morgan Stanley on Stocks, AI & the Second Half Outlook 00:10:33 Chip Stocks Slide as AI Competition Heats Up 00:15:06 Top Calls 00:16:15 Tesla Deliveries Beat Expectations—Why the Stock Fell 00:23:00 Paul Krugman on Jobs, AI & the Fed 00:30:30 Securitize Goes Public and the Future of Tokenized Assets 00:35:28 Countdown to the Closing Bell 00:37:06 Envestnet CIO on Market Breadth & AI Volatility 00:43:28 Closing Bell 00:46:58 Apple, Rivian & Healthcare Lead the Winners 00:48:49 Chip Stocks, Tesla & American Eagle Lead the Losers 00:53:44 Private Credit Redemption Pressures Explained 00:56:15 Blueprint Capital on Private Credit & Market Rotation 01:04:09 SpaceX Debt, Credit Markets & Investor Concerns 01:08:38 Vanguard on Bonds, Cre
  2026/07/02      youtube
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