Closing Bell

Sassan Ghahramani, President and CEO of SGH Macro Advisors, joins to discuss how current macroeconomic trends and geopolitical risks impact the markets. He analyzes the Fed's decision to keep interest rates steady and its implications for future economic forecasts. Mat Ishbia, CEO of UWM, provides insights on the mortgage market and housing trends amid rising interest rates. The conversation also touches on the tensions between the U.S. and Iran, exploring their potential market ramifications.

Jeffrey Gundlach, CEO of Double Line Capital, shares his expert take on the Federal Reserve's latest meeting and its implications for the bond market. He delves into rising inflation and economic forecasts, providing strategic insights for investors. Steve Leisman adds depth with updates on market reactions and economic uncertainties, including concerns around oil prices and military actions in the Middle East. Together, they navigate the complexities of interest rates and the evolving landscape of economic policy.

Investors navigate falling stocks amid rising Middle East tensions, balancing strategies and market dynamics. Discussions emphasize the critical role of rare earths in national security and trade. Insights reveal how geopolitical uncertainties affect stock performance, especially in tech and defense sectors. The CEO of MP Materials shares thoughts on the supply chain and stock surges, while economic implications of congressional budget battles shift investor sentiment. The landscape remains volatile, prompting caution amidst potential opportunities.

Listeners explore the impact of escalating geopolitical tensions on the stock market, particularly regarding U.S. military strategies. Experts discuss balancing investment strategies amid economic uncertainties, including inflation and tariffs. Eli Lilly's acquisition of Verve and Jabil's strong performance highlight notable market shifts. Amazon's innovative chip technology aims to rival industry leaders. The dynamics of AI competition are analyzed, alongside potential market corrections and vulnerabilities stemming from high valuations and economic data insights.

Amid global tensions, the stock market shows surprising resilience, largely driven by tech giants. Insights into the G7 summit reveal strategies addressing U.S.-China relations and the volatile Middle East. The discussion also highlights a tech resurgence, particularly with AI's influence on market dynamics. Notably, Meta's and Alphabet's performances are scrutinized amidst shifting advertising strategies. Beauty stocks are on the rise, despite industry struggles, as companies adjust to new market realities.

Adam Parker, founder of Trivariate and CNBC contributor, shares insightful market analysis and strategies. Megan Casella provides live updates from the G7 summit, discussing global challenges and diplomatic talks. Mohamed El-Erian, chief economic advisor at Allianz, delves into market uncertainty and the Federal Reserve's delicate balancing act amid geopolitical tensions. Topics include the resilience of S&P 500 companies, the impact of oil prices on inflation, and emerging AI investment opportunities reshaping industries.

Geopolitical tensions between Israel and Iran are sending shockwaves through global markets. Rising oil prices are a direct response, impacting inflation and investor sentiment. Experts delve into the strategic significance of the Strait of Hormuz and the potential for stagflation. The discussion also touches on how these developments are influencing the housing market and builder confidence. With uncertainties looming, the Federal Reserve's interest rate strategies are up for analysis amid these escalating risks.

Eamon Javers, a CNBC correspondent specializing in economic policy, joins Dan Greenhaus, chief strategist at Solus, and Kevin Simpson from Capital Wealth. The trio dives into Iran's retaliatory actions against Israel and their ripple effects on oil prices and market stability. They discuss how these geopolitical tensions are influencing investment strategies and inflation trends. Insights into the current stock market's downturn and the complexities of interest rates further highlight the urgent challenges investors face in navigating this volatile climate.

Dylan Taylor, CEO and co-founder of Voyager Space, discusses his company's impressive public debut on the NYSE, with an 80% stock surge signaling optimism in the commercial space sector. He dives into the significance of public offerings for national security and the booming potential of the space economy. Taylor also addresses the challenges and risks investors face, the promise of innovations like Starlab, and Voyager's vision for the future of defense technology, making a compelling case for investment in this newly emerging frontier.

Lisa Su, Chair and CEO of AMD, talks about groundbreaking AI technologies unveiled at their recent event, including the MI355 chip and the push for integrated systems. Brian Armstrong, CEO of Coinbase, shares insights from the Crypto Summit, discussing the current state and future of the crypto industry. Meanwhile, Barbara Doran provides market perspectives, balancing bullish and cautious views, and highlighting key financial trends. Together, they explore the intersection of technology, finance, and market dynamics in today's rapidly evolving landscape.