UBS' David Lefkowitz: All signs point to continued growth in earnings

Stocks retreating from record highs as a weaker thanex expected jobs report renewed concerns about the economy. But the data also strengthened the case for a September rate cut. Something my next guest believes is positive for stocks and is uh keeping him bullish on tech.Joining us now is David Lewitz, head of US equities at UBS Global Wealth Management. David, it's it's good to see you. So uh look, the market's having this modest rethink, I guess, of the perfect scenario of getting rate cuts into a strong ...