This holiday-shortened trading week ends with a tension-release rally pushing the key infexes further into record territory. So what could be next for your money? We discuss with Fundstrat’s Tom Lee, Truist’s Keith Lerner and Wealth Enhancement Group’s Aya Yoshioka. Plus, former Fed Governor Frederic Mishkin breaks down his first reaction to the jobs report and what it might mean for the Fed’s next move. And, Lisa Shalett – CIO of Morgan Stanley Wealth Management – tells us where she is finding opportunity in the second half of the year.
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41:31
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41:31
Closing Bell Overtime: Affirm CEO On Consumer Health; Tech Labor Landscape 7/2/25
S&P 500 closed at a record high today. Our Kristina Partsinevelos tracks key stock movers, while Rick Santelli breaks down action in the bond market. Scott Wren of Wells Fargo and Adam Crisafulli of Vital Knowledge weigh in on where the second half of the year could be headed. Big Technology’s Alex Kantrowitz reacts to Microsoft’s plan to cut 9,000 jobs and what is says about broader tech labor landscape. Affirm CEO Max Levchin joins to discuss what he’s seeing from consumers and payment trends Tim Seymour makes the case for getting bullish on health care.
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43:35
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43:35
Closing Bell: The Road Ahead for the Rally 7/2/25
What’s next for stocks? Solus’ Dan Greenhaus, Hightower’s Stephanie Link and Invesco’s Brian Levitt. Plus, Plexo Capital’s Lo Toney tells us how he is playing the tech space right now. And, we get some top plays for your portfolio as we kick off the second half with Michael Bapis from Vios Advisors at Rockefeller Global.
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43:10
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43:10
Closing Bell Overtime: OMB Director on Budget Bill Passing Senate; Booking Holdings CEO on Travel Demand 7/1/25
Washington wrestles with the latest budget bill. Our Emily Wilkins breaks down the latest, followed by reaction to the Senate passing its version of it from OMB Director Russell Vought. Paul Hickey of Bespoke and Jose Rasco from HSBC weigh in on the market setup heading into the second half. Banks begin unveiling capital return plans—Leslie Picker tracks the headlines. Booking Holdings CEO Glenn Fogel joins on the travel boom ahead of July 4th and what he is seeing for summer.
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43:33
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43:33
Closing Bell: What Will Drive Stocks? 7/1/25
What will drive the market for the remainder of the year? We discuss with Trivarite’s Adam Parker, Schwab’s Kevin Gordon and Robinhood’s Stephanie Guild. Plus, we break down the latest in the ongoing drama between President Trump and Elon Musk – and what it could mean for Tesla’s stock. And, Abby Yoder from JP Morgan Private Bank breaks out her playbook for the second half.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Morgan Brennan and Jon Fortt guide listeners through each trading session and bring to you some of the biggest names in business.
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