Treasury yields hit highest since 2002

KUALA LUMPUR, 6 OCTOBER 2026 —

Bloomberg Television aired an episode of "The Close" on October 5, 2026, featuring a lineup of ten guests across investment management, fixed income, equity research, logistics, central banking, and retail sectors.

The program, which runs approximately one hour and twenty-eight minutes, is structured around the final minutes before and after the Wall Street closing bell.

The guest roster included Kara Murphy, chief investment officer at Kestra Investment Management; Joyce Huang, senior fixed income client portfolio manager at Vanguard; Wamsi Mohan, senior equity research analyst at BofA Securities; Dave Bozeman, president and chief executive of C.H.

Robinson; Eric Rosengren, former president of the Federal Reserve Bank of Boston; Tiffany McGhee, chief executive and chief investment officer at Pivotal Advisors; Leslie Falconio, head of fixed income strategy at UBS Chief Investment Office; Thea Jamison, founder and managing director of CHANGE Global; Deborah Weinswig, founder and chief executive of Coresight Research; and Jennifer Hyman, chief executive of Babylist.

The episode was divided into thirty chapters, beginning with an overview of inflation, debt, and rising rates, followed by a segment on artificial intelligence earnings, capital expenditure, and portfolio positioning. Vanguard's perspective on Treasury yields and Federal Reserve policy occupied the third segment, succeeded by discussion of bonds, credit risk, and fixed-income opportunities.

A "Top Calls" segment preceded analysis of Apple's competitive position relative to Meta's Muse AI agent and a broader examination of Apple's AI strategy, privacy framework, and agentic computing.

C.H. Robinson's $5.8 billion acquisition of RXO was addressed by Bozeman, followed by a segment on AI, logistics, and freight industry consolidation. Rosengren provided commentary on the next potential rate hike, and a subsequent segment examined Federal Reserve independence, former Fed governor Kevin Warsh, and forward guidance. The program then turned to equities trading near records ahead of earnings season, oil prices, inflation, and portfolio diversification, including strategies to avoid big tech concentration.

After the closing bell recap, market movers highlighted PTC, SpaceX, and merger-and-acquisition activity. Decliners for the session included C.H. Robinson and Chipotle. A segment on Meta, Microsoft, and the battle over AI tools preceded a report on college tuition costs beginning to fall. A market recap covered tech records and Treasury yields, followed by further discussion of bonds, inflation, and fixed-income opportunities.

International developments included the French debt crisis driving the euro to a seventeen-month low, with analysis of France's fiscal risks and the European bond market. Brazil's election was cited as boosting stocks and investor optimism, framing Latin America as an emerging investment opportunity. Commodities, Argentina, and emerging markets were also covered.

The final segments shifted to consumer trends: Amazon Prime Big Deal Days and holiday shopping, AI shopping agents reshaping the holiday consumer, Gen Z preferences, GLP-1 drugs, and a return to physical stores. Hyman discussed Babylist's new Manhattan showroom, the company's expansion beyond the baby registry, and the future of baby retail and community shopping.

The video description directs viewers to Bloomberg's website for business news, analysis, market data, features, and profiles, and lists Bloomberg Television and Bloomberg Business social media accounts across X, Facebook, Instagram, TikTok, Reddit, and LinkedIn, as well as Bloomberg Radio, Bloomberg Surveillance, Bloomberg Politics, Bloomberg Originals, and various Bloomberg YouTube channels including Bloomberg Technology, Bloomberg Quicktake, Bloomberg Espanol, and Bloomberg Podcasts.