Welcome back. Stocks moving higher today. An S&P record looks to be within reach.New's head of equities and fixed income Sarah Malik is out with her second half playbook and joins me now. Sarah, it's good to see you. Good to see you.So, you know, for as much as has happened in the first half of this year, it's been dramatic. Some of these violent market moves point to point the S&P 500 and the total bond market index are really close to where we started the year, within a few percent. So what should an inve ...

Market Sentiment - Market anticipates a positive trend, hoping to avoid any "Black Swan" events for at least a month [1] Macroeconomic Factors - Expectations of potential interest rate cuts by the Federal Reserve, indicated by Powell's statements [2] - Resolution of the Middle East situation, contributing to market stability [2] - The DXY (US Dollar Index) is experiencing a significant decline [2] Investment Flows - ETF (Exchange Traded Fund) inflows are increasing, suggesting renewed investor confidence [2] Cryptocurrency Market - Anticipation of cryptocurrency being accepted as collateral [2] - US government potentially focusing on purchasing Bitcoin (BTC) [2] Market Performance - NASDAQ has reached a new All-Time High (ATH), indicating strong market performance [2]

BREAKING:🇺🇸 US JOBLESS CLAIMS 236K IN JUNE WITH EST. 245KRATE CUTS ARE COMING 🚀 ...

THIS IS THE ASIA TRADE. HAIDI: THE TOP STORIES THE SOUR, A CAUTIOUS OPEN AHEAD FOR ASIA AS WALL STREET'S RALLY SHOWS SIGNS OF FATIGUE AMID CHEAP POLITICAL RISKS. THE U.S. YIELD CURVE STEEPENING.THE NATO SUMMIT GIVES TRUMP A WIN ON DEFENSE SPENDING AS HE DECLARES THE LATEST MIDDLE EAST CONFLICT OVER AND FLAGS MEETING SOON WITH IRAN. WE WILL HEAR FROM CATL'S CHIEF MANY FRACTURING OFFICER ABOUT THEIR PUSH TO PRIORITIZE OVERSEAS EXPANSION. WE TALK AI WITH THE FOUNDER OF ONE OF CHINA'S LITTLE DRAGONS.ASIA TECH W ...

Market Sentiment & Investment Opportunities - The crypto market is perceived to be in a "last chance zone" for current price levels, suggesting a potential upcoming bull run [1][2] - Rate cuts by the Federal Reserve are anticipated, which are expected to positively impact altcoins [3][4] - The market is shifting from retail-driven to Wall Street institutions and nation-state driven [1] - A specific altcoin, DMC (Delorean token), is highlighted as a promising project within the SUI ecosystem, having launched successfully [6] Regulatory Landscape & Institutional Adoption - The Federal Reserve is facing increasing questions about Bitcoin and crypto, with the Fed chair's responses being viewed as positive for the crypto market [7] - The Fed has removed "reputational risk" as a component in bank exams, seen as a positive step to depoliticize bank oversight, potentially encouraging bank involvement in digital assets [8][12] - Visa is expressing bullish sentiment on crypto and stablecoins, actively building infrastructure to embrace them [16][17] - The Genius Act has passed the Senate and is expected to pass the House, providing regulatory clarity for stablecoins [17] - The crypto market structure bill (Clarity Act) is considered a significant development that could allow exchanges to register with the CFTC, potentially reducing SEC oversight [18][20] Technological Evolution & Future Trends - Crypto is viewed as the next stage in the evolution of financial services, with shared infrastructure replacing traditional business logic [25][26] - The Robin Hood CEO believes that Bitcoin and crypto will replace traditional finance [23]

Fed Chair Powell Holds Firm On 'Wait-And-See' Approach To Rate Cuts https://t.co/ohqmJIYmVd ...

We also have some breaking news right now from the Federal Reserve. Let's get to that with Steve Leeman. Hey Brian, thank you.Uh Chicago Fed President Austin Goulby uh in an interview with the Milwaukee Business Journal saying that if the tariff air clears, we should proceed, we as in the Federal Reserve should proceed with cuts. Uh and and he's talking rather dovishly about the concern about tariff inflation. He's still concerned about it.still concerned about stagflation but says we haven't seen it yet. S ...

on closing bell overtime with Daly the San Francisco Fed president. We look forward to that. Let's stick with the fed though and the broader market as stocks maintain their climb.Although off the opening highs trying to lock in some gains for the week. Sam Stovall joins us. Cfra research chief investment strategist.Happy Friday Sam good to see you. >> Hey Carl good to talk to you again. >> You got a strong view on on which mandate the fed needs to emphasize.>> Well, a strong view I would tend to say is what ...

that that the inflation from tariffs is self-correcting because the demand destruction is so fierce. Speaking of the fed voting member, Waller today made some headlines during this interview with our Steve Liesman this morning. And Steve joins us with the latest in the highlights.Hey, Steve. >> Hey. Good morning.Yeah. Fed Governor Chris Waller, in an exclusive CNBC interview, threw a wrench in this market consensus that we have at the fed. Hey, it's going to take the summer off.But Waller said the central b ...

electric utilities at Mizuho. Good morning. Good to see you.>> Hey good morning Frank. >> All right. So is a heat wave necessarily good for utilities.Does that increase profits. Does it increase revenue. What does it do.>> A little of everything. It's definitely really good for utilities because we're spending at record levels. Just to give you some numbers here five years ago I think the sector.So if I just use electric, gas and water utilities spending about $150 billion a year in CapEx. And in 2026, we'r ...