UBS' Mark Haefele: There is upside if we continue to see strength in AI, power and resources trend

what it all means for the markets now with the UBS CIO, global wealth management CI Mark Heley. Mark, great to see you. Thanks so much for for joining us.I mean, if we only get the first rate cut in September and only get one or two this year, is that bearish for stocks or or not. Uh, we don't think it's bearish for stocks. I think there's been a lot of great news that uh has has come out from you know a uh resolution on let's say the near-term price of oil the one big beautiful bill.So you know we think th ...