Services economy is doing well, says Oak Hill's Glenn August
CNBC Televisionยท2025-09-03 16:03
Overall, when you think about the macro environment environment right now, it has looked pretty benign. I mean, stocks are at a record high. The economy is hanging in there.We don't really see recession in sight. What What is your base case. >> I mean, the backdrop is pretty positive.I mean, again, stocks are high for a reason. Uh earnings growth has been good. Uh the tariff situation seems to have abaded in general, notwithstanding the recent court set of issues.And I think companies are performing in the ...