Year-end rally or a reversal ahead?
Youtubeยท2025-09-29 17:14
Steve, um, earnings, Fed easing, that's the bull thesis right there in front of you. Anything to anything to hit out on that. >> Well, let's simplify it.Don't fight the Fed. So, whether the Fed goes in October, whether they go again before the end of the year, and there's some debate about that as the economy continues to look strong, and we've seen somewhat a moderation in inflation, meaning it's not ticking up. The last couple numbers came in.Okay. So look, while I don't think anybody's happy with valuati ...