Closing Bell

The major averages closed near highs of the day; SEI CIO Jim Smigiel and Baird’s Ross Mayfield break down the market action. Our Phil LeBeau on the latest from the UAW strike. A rare interview with JP Morgan Global Chairman of Investment Banking Jennifer Nason on the state of capital markets and health of IPO pipeline. Jefferies’ Brent Thill on Amazon’s AI investment Anthropic. CEO of metals and mining giant BHP Group Mike Henry on the global economy and commodity cycles. Plus, Blue Origin names a new CEO and it’s a familiar name to the Closing Bell: Overtime audience.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is this still just a standard September setback or do the breakdowns below the surface and the rout in the bond market mean the bulls are losing the benefit of the doubt? BMO’s Brian Belski, Requisite Capital’s Bryn Talkington and Emily Roland of John Hancock give their forecasts. Plus, Elizabeth Burton from Goldman Sachs is breaking down where she is seeing some opportunity right now… despite her prediction that there’s a big downturn ahead. And, we dig in on Amazon’s big AI push and what it might mean for the company’s bottom line. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another down day to finish a down week for the major averages. Wells Fargo’s Darrell Cronk and Newton Investment Management’s John Porter break down the market action. Our Phil LeBeau is live from the UAW picket line and brings you the latest on the strikes. RBC’s Helima Croft on the surge in oil prices and if a return to $100 oil is near. Jon sat down with Super Micro CEO Charlies Liang, one of the shovel builders in the AI gold rush, to talk how much longer the rush can go on. Morgan interviewed Wes Edens on the day his Brightline project opened up its Orlando-Miami leg. Plus, Lockheed CFO on the impact a government shutdown would have and Oppenheimer’s Brian Nagel on Nike’s bad week.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are stocks close to completing a standard seasonal pullback or is there more payback to come as higher rates test the economy’s resilience? Greg Branch from Veritas Financial, Hightower’s Stephanie Link and Invesco’s Brian Levitt debate their forecasts. Plus, BMO’s Simeon Siegel breaks down retail’s rough week. And, Ed Clissold of Ned Davis Research is flagging some technical turbulence. He explains how he’s navigating the uncertainty.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks tumbled the day after the Fed’s decision. Goldman Sachs’ Candice Tse breaks down the market action and what’s next. Atlas Merchant Capital’s Bob Diamond talks the Fed’s odds of a soft landing and responds to a recent report his firm may be involved in bidding for SVB VC’s arm. Mobileye CEO Amnon Shashua on expansion in China, the autonomous driving race and the strong stock performance since last fall’s IPO. Hawaiian Airlines CEO Peter Ingram on the rise in oil prices, travel and demand and impact from Maui fires. Benefit Street President Richard Byrne on “the best investing opportunity we’ve seen.”   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Did the Fed just upend hopes that the rally in stocks might soon resume? Cameron Dawson of NewEdge and Virtus’ Joe Terranova give their forecasts for stocks. Plus, Plexo Capital’s Lo Toney weighs in on how he’s navigating the IPO landscape. And, Diana Olick breaks down why the housing stocks are suffering today.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks slid into the close, ending near session lows after Fed Chair Powell’s press conference. Jefferies’ David Zervos and BD8 Capital’s Barbara Doran break down the market retreat. Former CEA Chair Jason Furman and Evercore Vice Chairman Krishna Guha on the Fed’s decision and what it means for the rest of the year. Broughton Capital’s Donald Broughton reacts to FedEx earnings after the stock moved higher on strong EPS guidance. ServiceNow CEO Bill McDermott on its AI announcement. Seaport’s Kenneth Zener on KB Home’s earnings.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jay Powell held his news conference after the decision to keep rates unchanged. DoubleLine’s Jeffrey Gundlach gives his exclusive reaction. Plus, Sofi’s Liz Young and market expert Mike Santoli weigh in on the market reaction to that decision and Gundlach’s big call on rates. And, we break down the key metrics to watch when FedEx reports after the bell.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks closed lower but off the worst levels of the day as investors await Wednesday’s Fed decision. Adam Crisafulli from Vital Knowledge and Nancy Davis from Quadratic Capital discuss the market set-up and the pop in yields. Early Instacart investor and Y Combinator CEO Garry Tan talks about the company’s first day of trading and what other names are in the pipeline. Intel CEO Pat Gelsinger talks about the company’s latest AI efforts from the sidelines of the Intel Innovation summit. Dan Pickering from Pickering Energy Partners discusses oil’s steady rise. Plus the latest on Amazon, Alphabet, and Rocket Lab’s failed launch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Just how resilient is this economy… and what’s at stake when the Fed updates its policy outlook tomorrow afternoon? Dan Greenhaus of Solus gives his expert take. Plus, Deepwater Asset Management’s Gene Munster gives his first take on Instacart’s highly anticipated market debut on the Nasdaq. And, Julia Boorstin breaks down the big leg lower in Disney today and what it might mean for the company’s growth going forward. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.