Stock market will see gains and good performance from financial assets, says JPMorgan's Tom Kennedy

Tom Kennedy, of course, as I said, is here with us. JP Morgan Private Bank. Mike Sani is along still as well.What's your view. Good to have you, by the way. What's your view on where we are, where you think we might be going from here.>> Yeah, on the eighth day of the government shutdown, what do we get. A new all-time high in the S&P 500. Get worried about a lot of these events and the market is responding and looking through tariff news, looking through the government shutdown and when take the broad sign ...