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, Credit & Fixed Income Strategy
01:15:00 Investing in America: 250 Years of the U.S. Stock Market
01:22:23 Fourth of July Grocery Prices with Stew Leonard Jr.
01:29:30 What to Watch
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