Closing Bell: The Pullback from Record Highs 5/4/26

Closing Bell: The Pullback from Record Highs 5/4/26

From Closing Bell by CNBC

May 4, 2026 · 42 min

About this episode

Tony Pasquariello discusses market forecasts while Robert Smith and Chris Verrone provide insights on software rallies and interest rates.

Goldman’s Tony Pasquariello breaks down his forecast for markets, earnings and much more. Plus, Vista Equity Group’s Robert Smith joins David Faber from the Milken Conference with his take on the recent rally in software. And Strategas’ Chris Verrone weighs in on the interest rate landscape.

People in this episode

Host: David Faber

Guests: Tony Pasquariello, Robert Smith, Chris Verrone

Topics covered

  • market forecast
  • earnings
  • software rally
  • interest rates
  • Milken Conference

Keywords

  • market forecast
  • earnings
  • software
  • interest rates
  • Milken Conference

Mentioned in this episode

Organizations: Goldman, Vista Equity Group, Strategas

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