Closing Bell Overtime: Markets Navigate Fed Speculation, Consumer Pressure and the Next Wave of Trading Mania 5/22/26

Markets head into the holiday weekend with investors balancing Fed speculation, rising valuations and questions about the consumer. Our Matthew Peterson weighs in Kevin Warsh’s confirmation and what changes could be ahead. Cameron Dawson, CIO at NewEdge Wealth, joins to debate whether investors should favor stocks or bonds from here. Nasdaq Private Market CEO Tom Callahan discusses soaring valuations and the company’s new partnership with Polymarket. The focus turns to inflation and the consumer: Ron Shaich, Chairman of Cava, discusses food prices heading into Memorial Day weekend and explains how consumers are adapting to persistent inflation pressures. Plus, the growing race to bring more ETFs to market and closes with a look at the changing economics of entertainment as Julia Boorstin asks whether Star Wars movies still carry the same box office force they once did.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.