AI boom and Fed cuts fueling markets, says Bahnsen Group's David Bahnsen
CNBC Televisionยท2025-09-22 21:17
Well, speaking of those record highs, as the tech and AI trade continue to power this rally, Deutsche Bank pointing out that equity positioning is at a one-mon high, but still only moderately overweight. Can a broadening rally carry the markets even higher. Well, joining us now to discuss is Bonson Group CIO David Bonson and Vanguard chief global economist Joe Davis.Great to have you both here. David, I'll start with you and that very question, can it carry the markets higher here. Well, it certainly can.Th ...