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Be cautious, consumers could slowdown, warns Stifel's Barry Bannister
CNBC Televisionยท2025-07-08 17:32

Can you just kind of give us your thoughts uh on the new tariff announcements the past day or two and does that factor in here to why you expect tougher sledding for for the market. Hey Kelly. Yeah.So obviously the market moves a lot on the tweets. Whatever Trump tweets out the markets kind of react but we're looking at the actual economy as slowing sharply in the second half. and that has for decades had a strong relationship to the year-over-year change of the S&P 500.In addition, we agree with the Fed th ...