You're going through a white knuckle period. I think it goes back to like worries about circular financing. Openai too big to fail.You know, if Oracle sneezes, the stock's down 2% to a sort of analysis of how the build out works out. Look, in my in my view and we've covered so many times in the show, this is this is going to be a ten year build out of the air revolution in that period. You're going to go through these moments.Then it sort of prove it. What the use cases look like, what the spending looks li ...

I think for the near-term and near-term in this context, May being 2026, I think we should expect more M&A. And one of the reasons why I say that is because on one hand, you're seeing reasonably strong equity markets and some stability in rates. And, you know, you look at Treasury volatility, that's much lower.Rates may not be as low as some would like, but the rate volatility is lower. It sets a better platform. But I think the other sort of overarching theme here is that, you know, we have this k-shaped e ...

So if you look in the last 50 years or so, we had a lot of technology come in and we have twice as many people work in the US than we did 50 55 years ago. So think about David in our lifetimes what we've seen, you know, we've seen, you know, the desktop computer, the laptop computer to the phone as a computer, etc. And think of all that technology coming in and we employ twice as many people. So the question will be, will you have more people doing different types of jobs.And so my advice to myself and my a ...

For a long time. Anything that hinted of regime change or was regime change adjacent was verbiage that people at the State Department, diplomats, the Americans really didn't want to say, where is that ball moved. Well, I mean, your question at the very beginning of this, what's going on in Venezuela is still something we're all actually trying to figure out.I mean, the administration has moved very clearly. You had Kristi Noem today saying on FOX. Maduro has got to go.So they have been very explicit that th ...

It's been a very strong year for the markets, by the way. A very strong year for Bank of America in the markets. The economy has done well, not as well, perhaps, as the markets might indicate.Do you think the economy is in better shape because the markets are really over predicting what's going on. Look, as you look at our team, we have a great research team. As you know, David, their projection for 26 is a strong economy, 2.4% U.S. GDP growth.And that's strong not only on a relative basis to trend above 2% ...

SCARLET: WELCOME TO "ETF IQ." I AM SCARLET FU. KATIE: AND I AM KATIE GREIFELD. IT IS FINALLY HERE.SCARLET: HOLIDAY-SHORTENED TRADING WEEK. KATIE: AND OUR LAST SHOW OF THE YEAR. NEARLY $19 TRILLION GLOBAL ETF INDUSTRY, THE YEAR AS DISCUSSED IS WINDING DOWN AND STOCKS ARE MOVING HIGHER.THE S&P IS UP FOR THE LONGEST WINNING RUN SINCE 2018. WE WILL DISCUSS THE YEAR THAT WAS AND THE YEAR AHEAD. SCARLET: JUST MOMENTS, SHE WILL JOIN US TO DISCUSS THE OUTLOOK FOR 2026.KATIE: WE DISCUSSED THE SHAREHOLDER VOTE TO CON ...

Coming to the economy. Investors are watching for signals from policymakers heading into a key year for the Federal Reserve, with a new chair expected to be announced soon. Cleveland Fed President Beth Hammack among those, preferring to hold rates higher for longer.Well, our next guest is taking the other side, voting for a 50 basis point cut at the Fed's last meeting. Joining us now is Federal Reserve Governor Stephen Myron. Very good morning to you, Stephen.Thank you so much for joining us. Good morning. ...

At the end of that speech at Colombia, you nodded to the fact that uh recessions are inevitable. Fed's job is to kind of forstall them as much as as they can. Policy makers jobs are that I'm I'm very curious when you look at the labor market in particular, the rise that we've seen in the unemployment rate.That's kind of rise we've seen customarily before recessions. How do you assess the the risk of there being a recession here in the near term when you look at the labor market for instance. >> So I don't s ...

We had Wyckoff meeting with senior officials from Egypt, Turkey and Qatar to advance the talks on the second phase of this Gaza plan. What do we know about those talks. Well, we have a reading from Whitcomb himself, a statement he put out at the end of those talks, saying effectively that those cowards.It's worth remembering that when it comes to Egypt and Qatar, these are long term mediators between Israel and Hamas in Gaza. Turkey is on the periphery. It wants to be a stakeholder that is resisted by Israe ...

The market seems pretty good to us. Tactically. I think the one thing that gets us and I'm sure you've all talked about this, everyone complained only seven stocks going up most of this year.It really wasn't true. We disagreed with that. And now you have a day like yesterday with techs down 2%, but then you peel back the onion.There were more 52 week highs on the NYSE yesterday than the day before. The number of stocks above their 50 day and 200 day moving average were higher yesterday than the day before. ...