Closing Bell

Tom Barkin, the Richmond Fed President, dives deep into the swirling waters of economic forecasts and inflation realities. He discusses the Fed's strategic responses to market conditions and the implications of potential tariff announcements. The conversation also touches on the risks of stagflation and how it might play out in today's unpredictable economy. With insight into energy market shifts and investment strategies amidst all this uncertainty, Barkin provides a compelling look at what may lie ahead for both the markets and consumers.

Marketers dissect the latest shifts in the stock market, driven by fresh inflation data and consumer sentiment. Experts analyze hedge fund strategies amidst tariff deadlines and rising uncertainties. The threat of stagflation looms as economic forecasts spark concern over growth and inflation. Tech stocks are under scrutiny, with insights on opportunities amidst volatility. Recent corporate news, including fraud cases and consumer spending trends, shapes the economic landscape while market dynamics hint at potential buying moments.

Lizanne Saunders, a strategist at Charles Schwab, dives into the current market dynamics, discussing the disconnection between public perception and reality. She explores the Federal Reserve's balancing act with inflation amidst slow growth and the risks of stagflation. Key corporate movements are highlighted, like Lululemon’s stock drop and Rocket Lab's partnership prospects. Additionally, Lizanne addresses the chip industry's struggles and emphasizes the importance of diversification in uncertain economic times.

Peter Beck, Founder and CEO of Rocket Lab, dives into the exciting partnership with the U.S. Space Force for the National Security Space Launch program. He discusses the strategic importance of their new Neutron rocket, a game-changer in the medium-lift category. Beck highlights the financial potential of $5.6 billion and how their innovative approach, including reusability and a unique splashdown strategy, positions Rocket Lab against industry giants. He also shares insights on the evolving competitive landscape of space launch services.

Market fluctuations driven by tariff concerns are analyzed, alongside emerging investment opportunities. Lululemon's struggles amid shifting consumer sentiment and CoreWeave's IPO challenges are discussed. Parallels to 2017's economic climate suggest potential recovery as investor confidence grows. The concept of a V-shaped market recovery is speculated, especially regarding Tesla's influence. Optimism around upcoming corporate earnings reflects evolving market sentiments, while tariff impacts on trade relations and their economic implications are thoroughly examined.

Rick Reeder, BlackRock's CIO of Global Fixed Income, shares his insights on the complex landscape of market trends and investment strategies, focusing on the impact of new auto tariffs on stocks. Ted Leonsis, founder of Monumental Sports, delves into sports team valuations and business strategies, highlighting the importance of succession planning in sports organizations. They discuss the implications of upcoming IPOs like CoreWeave, revealing how investor sentiment and financial practices play out in today’s unpredictable market.

Ian Cinnamon, CEO of Apex Space, leads a satellite manufacturing startup that just celebrated a satellite's year in orbit. He discusses the shift toward smaller, efficient satellites and the associated challenges within the spacecraft supply chain. The conversation touches on the importance of navigating failures in space exploration, highlighting innovations and lessons learned. Ian also speculates on future policies that could shape the industry and how Apex plans to grow while supporting defense contractors with reliable satellite technology.

Our Eamon Javers reports on Trump’s auto tariffs announcement. Kevin Gordon of Charles Schwab and Adam Crisafulli of Vital Knowledge break down the current state of the market. Kristina Partsinevelos analyzes weakness in semiconductor stocks. JPMorgan’s David Kelly shares his market outlook, while Invitation Homes CEO Dallas Tanner discusses the impact of tariffs on housing and mortgage demand. Plus, Phil LeBeau reports on Hyundai’s new EV plant amid growing U.S.-Korea trade tensions, and Forethought CEO Deon Nicholas talks AI advancements in customer support. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What could potential restrictions around exports to China mean for Nvidia and other chip stocks? We discuss with our Kristina Partsinevelos and Trivariate’s Adam Parker. Plus, Morgan Stanley’s Sherry Paul breaks down her high net worth playbook for Q2. And, we tell you what’s behind some big drops in the vaccine makers.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paul Hickey of Bespoke Investment Group and Jose Rasco of HSBC break down the latest market trends. Rockefeller International Chairman Ruchir Sharma discusses his latest Financial Times piece on the decline of American exceptionalism. Informatica CEO Amit Walia weighs in on cloud, AI, and macro uncertainty. Canaccord Genuity’s George Gianarikas analyzes Tesla’s outlook and its run higher in the past week. Plus, CNBC’s exclusive Global CFO Survey reveals top concerns on inflation, Trump policies, and the Fed’s impact. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.