Chip Stocks Sink on Inflation Surprise | The Close 7/15/2026

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 Carlyle Senior Advisor Jeff Currie, SoFi Chief Market Strategist Liz Thomas, Barclays Senior Analyst Jason Goldberg, DWS Head of Real Estate, Americas Todd Henderson, Partners Group Chief Investment Strategist Anastasia Amoroso, SDT Capital Advisors President Stephen Trent, Goldman Sachs Asset MGMT Americas Client Portfolio Co-Head Katherine Bordlemay, Authentic CEO of Entertainment Corey Salter, Christie’s CEO Bonnie Brennan, & Mimi’s Frozen Yogurt CEO & Founder Amber Linz.

Chapters:
00:00:00 Bloomberg The Close
00:03:22 Jeffrey Currie on Oil, Refining Bottlenecks & Commodities
00:12:49 Inflation Outlook, Rates & Market Strategy
00:17:50 Morgan Stanley Earnings and the Big Bank Trade
00:23:23 Commercial Real Estate: Why It’s an Attractive Entry Point
00:30:28 President Trump Speaks at Defense Innovation Summit
00:35:03 PayPal Surges on Stripe Acquisition Report
00:39:18 Partners Group on AI, Energy & Defense Investing
00:46:13 Closing Bell
00:49:00 United Airlines Earnings: Demand, Fuel Costs & Outlook
00:53:23 JB Hunt Beats Expectations as Freight Recovers
00:56:59 Post-Close: United Airlines and Travel Sector Analysis
01:04:01 Goldman Sachs Asset Management on AI, Small Caps & Emerging Markets
01:11:11 Authentic Brands on Sports, Entertainment & Global IP
01:18:13 Christie’s CEO on the Art Market Boom and New Collectors
01:26:26 Mimi’s Frozen Yogurt and the Return of Froyo
01:31:17 What to Watch
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