Closing Bell Closing Bell: 4/2/26
Apr 2, 2026
Ed Yardeni, market strategist who sees a possible market bottom, offers macro views on tech and oil. Leslie Picker, financial reporter on private markets, explains Blue Owl's redemption gating. Julia Boorstin, tech and media reporter, discusses Meta’s rebound and analyst takes. Eamon Javers, Washington reporter, provides on-the-ground context about presidential remarks and market reaction.
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Duration Not Just Price Dictates Equity Impact
- Equity moves now hinge on the duration of oil disruption rather than just level; short disruptions limit pass-through to consumer prices.
- Shannon Sikosha said equities look for de-escalation evidence because secondary pass-through to consumer inflation matters most.
Buy AI Infrastructure And Durable Growth Into Volatility
- Use volatility to pick into areas with durable growth like AI infrastructure, mag seven, financials and industrials.
- Stephanie Link recommended buying pockets that rallied earlier: tech, AI infrastructure and industrials into the volatility.
Economic Data Still Supports Solid Earnings Growth
- Stronger-than-expected early economic data (jobs-related metrics, retail sales, manufacturing) supports the view earnings could still grow mid-double digits.
- Adam Parker noted S&P earnings are projected up 17% but even 12–13% growth with market declines makes equities attractive.