Good to see you. Let's jump into it. What's your word of the day.Durability. I think if you don't have a durable portfolio, it's been very difficult to navigate these markets uh for the first half of the year. Uh so with that in mind, you're trying to create a durable portfolio.You gave us an energy name as your pick. We just were going to reveal our mystery chart. It's EOG Resources.Why is this a good buy right now. We're seeing a lot of volatility in the energy space. Look, it's a premium driller with a g ...

Roger Ferguson, Former Federal Reserve Vice Chairman and CNBC contributor, says Powell will highlight uncertainty. CEOs remain cautious, with many expecting mild recession; Fed remains divided on timing of rate cuts amid global risks. ...

Fred, you're here in studio. I'm going to start with you. Good morning.Thanks again for being here. Morning. Um, as we look at uh the end of these quote unquote liberation day tariffs pause coming up, you know, in about two weeks, even though we know it could even be longer because it's being battled in court right now.What does this all mean for emerging markets considering the other action we're seeing the potential of a rate cut in the US and then also a weakening dollar. Well, everybody really wants to ...

Daniel, what do you make of the fact that we're seeing futures uh they're higher right now, not really responding to the idea that potentially there's a break in the ceasefire. It seems like investors seem pretty confident the ceasefire will hold. I don't know if I'd say people feel terribly confident, but there is clearly a baseline assumption in all of this that even before the announcement of the ceasefire, frankly, uh a belief that this wouldn't escalate too far.uh if you looked at the reaction even whe ...

Our next guest says that a market correction is coming in the second half of the year. Barry Banister is chief equity strategist at Stiffel. And uh Barry, we we've watched so many swings over the last several months.Um back to those new highs basically for the markets. What makes you think a correction is coming in the second half. Yeah, we weren't too worried about the geopolitical risk.So um we knew that it wasn't in Iran's best interest to block the oil flow to uh which is its only source of money to its ...

Yeah, I do. They violated but Israel violated it too. Israel as soon as we made the deal.They came out and they dropped a load of bombs, the likes of which I've never seen before. The biggest load that we've seen. I'm not happy with Israel.You know, when I say, okay, now you have 12 hours, you don't go out in the first hour, just drop everything you have on them. So I'm not happy with them. I'm not happy with Iran either, but I'm really unhappy if Israel is going out this morning because of one rocket that ...

All right, we should tell you about some news just coming out. President Trump just posting on Truth Social. Israel, do not drop those bombs.If you do, it is a major violation. Bring your pilots home now. Donald J.Trump, President of the United States. Now, President Trump just spoke to reporters on his way to Air Force One. We will bring you his comments in just a moment.Uh but again, there was uh word that Iran had dropped some bombs on Israel. Um, Israel's defense minister was saying that they would resp ...

>> IT IS 5:00 A.M. IN NEW YORK CITY. I AM DANI BURGER WITH YOUR BLOOMBERG BRIEF. HERE'S WHAT YOU NEED TO KNOW. ISRAEL ACCUSES IRAN OF A NEW MISSILE LAUNCH AFTER A TRUCE ANNOUNCED BY PRESIDENT TRUMP I ROCK DENIES THE ACCUSATION. SENATE REPUBLICANS CONSIDER AN AGREEMENT ON A SALT PROVISION AS THEY AIM TO CAP THE LEGISLATION. FED CHAIR POWELL HEADS TO CAPITOL HILL FOR HIS SUNNY ANNUAL REPORT. IT IS FOR AGILITY AND GEOPOLITICS THAT IS BEING TESTED AND TRIED. WHAT IS THE STATE OF THE CEASE-FIRE? UNKNOWN. THE OIL ...

The Americans don't want the war to continue. They want it to be one and done as Trump did when he assassinated Kasamsulammani in his first term. And they believe with some evidence that the Iranians are very riskaverse here.They don't have much they have been able to do against Israel. And frankly, they have even less that they're capable of doing really against the United States. The markets also are very focused on oil.And so far, Iran's own oil export capabilities have not been touched by the US or by I ...

FICO is factoring buy now, pay later activity into its credit scores. https://t.co/1bsuOCxP3b ...