Closing Bell Overtime: AI, Memory Trade Takes A Pause 5/12/26
Olaolu Aganga, Head of Portfolio Construction at Citi Wealth, breaks down positioning and where investors should focus next, plus what she’s telling clients. Commodities take center stage with moves across copper, oil and agriculture shaping the broader trade. The show also explores emerging markets for power and energy infrastructure along with pressure in athleisure as Under Armour struggles.
Mike heads to the dashboard to track wage growth and what it signals for the economy. Beeneet Kothari of Tekne Capital Management explains why Asian markets are hitting new highs and makes the case for…
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