Profitable production will come for companies in fiscal year '26, says Merrill's Chris Hyzy
CNBC Television·2025-06-23 20:13
streaming at CNBC. com plus. >> All right.Welcome back. Joined now by Maryland Bank of America private bank CIO Chris Heisey. Stocks having a pretty good go of it.It's nice to see you back here. You too Scott. Sound from the notes like you're pretty bullish.You expect earnings revisions to go up. Productivity and margin protection. Just the beginning.Oil prices not spiking. Tariffs going to be quiet. Financial conditions easier.Tech leadership I get that right. You're pretty bullish. That's the latter. That ...