'Halftime Report' Investment Committee debate how to navigate the seasonal volatility
Youtubeยท2025-09-11 17:03
I want to talk about this note from Morgan Stanley today. They say even if the second half of September warrants caution, it is going to be a herculean task to interfere with strengthening AI visibility into 2026. Real Money simply cannot afford to have a tracking error at this stage of the year.Wolf today, the Mag 7 continue to outpace the other 493. They continue to favor that. It feels like the market does too.Although on obvious days like this with rates coming down and rate cuts on the horizon, you wou ...