Powell Sends Markets Ripping After Jackson Hole Speech 8/22/25
Navigate the Federal Reserve’s market impact with Vince Reinhart and Carole Schleif from BNY Investments analyzing implications from Powell’s speech. T. Rowe Price’s Tony Wang examines the ongoing tech rotation. UBS’s John Lovallo breaks down the housing trade opportunities, while RBC’s Gerard Cassidy provides insights on the banking sector outlook. Adam Crisafulli from Vital Knowledge sets up next week’s key market catalysts as consumer discretionary faces pressure and chips rally.
What exactly did chair Powell mean to convey in Jackson Hole this morning and is the market interpreting his message correctly? We discuss with the Wharton School’s Jeremy Siegel, Neuberger Berman’s Shannon Saccocia and Metlife Investment Management’s Drew Matus. Plus, Randy Kroszner – a former Fed Governor – tells us what Powell’s speech might mean for the upcoming September meeting. And, HSBC’s Max Kettner helps us break down the final crucial moments of this busy trading day.
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Manifest Space: The SPAC Comeback, Military AI, & Future of Defense Tech 8/22/25
SPACs, or Special Purpose Acquisition Companies, are back – with aerospace & defense tech startups embracing the moment. Merlin, a startup focused on deploying AI into cockpits, is the latest to do so. The company announced a reverse merge with a SPAC led by Inflection Point Asset Management, valuing the company at $800 million pre-money and raise hundred of millions of dollars in proceeds. CEO Matt George joins Morgan Brennan to discuss the prospects of going public.
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Closing Bell Overtime: The Jackson 5: Wells Fargo on the Fed; America's Biotech Boom 8/21/25
Wells Fargo Senior Economist Sarah House leads "The Jackson 5" analysis of key economic indicators ahead of the Fed symposium. Wedbush's Matt Bryson explains his Nvidia price target hike this week ahead of earnings. Brooke May from Evans May Wealth charts the market's next move. Plus, an exclusive look inside one of America's largest biologic drug manufacturing plants as Fujifilm's North Carolina facility prepares to produce drugs for Johnson & Johnson and Regeneron. Tom Rogers, former NBC Cable President and Versant Board senior advisor, breaks down the streaming wars as ESPN launches its new standalone app.
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Manifest Space: Hyperscalers for the Edge, Movable Data Centers, & The AI Arms Race with Armada CEO Dan Wright 8/21/25
Armada is a startup focused on movable data center systems in AI computing in remote locations. It all started with a close collaboration with SpaceX, using the Starlink broadband network for connectivity. Co-founder & CEO Dan Wright joins Morgan Brennan to discuss edge computing, partnerships with energy producers and the AI arms race.
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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