Closing Bell

Barry Knapp, macroeconomist at Ironsides Macroeconomics, challenges how policymakers view energy shocks versus demand hits. Discussion covers oil's market ripple, implications for monetary policy and banks, plus commodity breakdowns and whether a rebound is realistic. Short takes on LNG markets, airline fuel pain, and cybersecurity risks round out the conversation.

Jeffrey Gundlach, founder and CIO of DoubleLine Capital, shares macro and fixed-income views on volatility, gold, commodities, and credit. Eamon Javers, Washington reporter, provides on-the-ground U.S.-Iran and policy updates. They discuss market reactions to Iran talks, sector repricing, software and AI rebounds, and risks in private credit and Fed messaging.

Christina Parts, market reporter who breaks down company-specific news, walks through the market sell-off, sector leadership shifts, and the Supermicro smuggling allegations. Short takes cover oil’s disruption, Japan’s pullback as a buying window, technical warnings from chartists, index rule changes for mega IPOs, and new ETFs tracking star investors.

Christina Partsinevelis, CNBC markets reporter, covers the Supermicro legal fallout and late-day movers. Anastasia Amoroso, Partners Group partner, discusses energy shocks, private markets and portfolio stress testing. They unpack Iran headlines, oil’s equity impact, Nasdaq sell-off, private credit and inflation trade-offs in a fast-paced market wrap.

Pippa Stevens, CNBC energy reporter covering oil, gas and supply shocks from Middle East strikes. Bob Elliott, CEO and CIO offering cross-asset market perspective on stocks, bonds and metals. Frank Holland, market reporter summarizing FedEx results and guidance. They discuss geopolitical energy shocks, market technical risks and FedEx earnings impact in short, punchy segments.

Sherry Paul, a Morgan Stanley private wealth advisor who helps clients with long-term portfolio and income strategies. She discusses market resilience amid geopolitical headlines. She outlines all-weather portfolio themes, cash management, and tech positioning. Short-term risks from oil and reactions to late-day market moves are also explored.

Markets tumble after a Fed presser and traders parse Powell’s stance and legal questions. A former Fed official dissects policy signals and inflation risks. Tech earnings shine with Micron’s strong quarter and analyst reactions. Energy and geopolitical tensions raise supply and inflation concerns. Private credit and interest-sensitive sectors face scrutiny as yields move.

Pippa Stevens, CNBC energy reporter tracking oil and LNG moves. Stephanie Guild from Robinhood on retail trading shifts and sector bets. Steve Leisman, senior economics reporter, on Fed press dynamics. Joe Lavorgna, CMBC Americas chief economist, on growth versus inflation risks. Jeremy Siegel, Wharton professor, on Fed policy and long-term growth. They discuss market reaction to the Fed hold, Powell’s remarks, yields, sector flows and mortgage refinance pressure.

Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, explains his firm’s move to trim equity exposure and favor bonds and cash. Conversation covers rising volatility, weakening market breadth, oil’s market impact, where tech opportunities may emerge globally, and signals from airlines and earnings. Short, market-focused takeaways without deep investment advice.

Sonali Basak, an iCapital macro and market strategist, and Lori Calvasina, an RBC equity strategist focused on consumer and sector allocation. They debate positioning ahead of the Fed, small caps and rates, consumer pain from higher fuel, Nvidia GTC highlights, labor and spending dynamics, and which sectors may be vulnerable or resilient as policy clarity emerges.