Well, we mentioned it before, but today is the six-month anniversary of the tariff crash low. The S&P 500 is up 35% since then. Our next guest says a return of volatility would not be surprising, but growth opportunities still exist.So, let's bring in Henyan and Walsh Asset Management President and CIO Kevin Man. Kevin, it's great to have you back here. >> Thank you, Morgan.>> On set, I mean, 35% gain in the S&P in six months. Who would have thought it. >> Who would have thought it.But if history serves as ...

Market Overview - U.S. equities are experiencing another record-setting day, driven primarily by strong performance in tech stocks [2][7] - The S&P 500 is in record territory, with a gain of approximately 39 points, while the Nasdaq composite has seen a significant increase of over 300 points [7][8] - The Dow Jones Industrial Average closed nearly unchanged, while the Russell 2000 gained about 1% [8] Federal Reserve Insights - There is ongoing uncertainty regarding inflation risks, with the Federal Reserve discussing potential upside to inflation and its implications for interest rates [4][5] - The market appears to be largely unconcerned about inflation pressures for the time being, focusing instead on tech stocks [5] Sector Performance - The tech sector is outperforming, with a notable increase of 1.5%, while industrials also had a strong day [9][10] - Financials were the biggest decliners, with expectations for upcoming big bank earnings [10] Notable Stock Movements - AST Space Mobile shares rose by 8% after signing an agreement with Verizon for direct cellular connectivity [12] - AMD shares increased by 11% following news of a significant investment from Nvidia into OpenAI for data center development [13] - Beauty brand Road, associated with Hailey Bieber, saw a 3% increase in shares due to a price target lift from Morgan Stanley [14] Decliners - FICO shares fell due to competitive pressure from Equifax's new credit scoring service [16] - Warner Brothers shares declined amid reports of acquisition discussions involving Paramount Skydance and Legendary Entertainment [18] Other Noteworthy News - Poly Market's CEO Shane Kaplan became the youngest self-made billionaire following a $2 billion investment from ICE, raising the company's valuation to $8 billion [26][27]

Paul, it's great to have you on. And let's start right there. What are you looking at that indicates that momentum is slowing.>> Yeah, thanks. No, we're starting to see the gains be a little bit less than they were in previous days, a little bit like throwing a ball in the air where it as it gets to its peak, its rate of in of increase or its rate of climb gets less and then you're then you get the ball falling. So, could the market fall here.Yes, absolutely. uh as we saw in January, it would only take one ...

The International Monetary Fund raising the curtain on their 2025 annual meetings kicking off next week, outlining expectations for the global economy amid quote exceptionally high uncertainty. Joining us here first on CNBC is IMF managing director Cristina Gorgva. Madame MD, welcome back.It's nice to have you. >> Great to be with you. >> So, it sounds like you're saying the global economy, here's how you you characterize it, better than feared, but worse than we need.I I've been really eager to ask you par ...

While overall mortgage demand has weakened, there's a growing trend when it comes to home borrowers adjustable rate mortgages. Our Diana Olic is here with that story. Morning, Diana. >> Good morning, Carl.Yeah, mortgage demand fell again last week, even as interest rates eased slightly. The average rate on the 30-year fix dropped to 6.43% from 6.46%. And that's for loans with 20% down or conforming loans.Applications to refinance fell 8% for the week, and applications for a mortgage to buy a home fell 1%. A ...

Poland’s central bank unexpectedly reduced interest rates for a fourth time this year in a signal that policymakers expect price pressure to remain contained despite the country’s accommodative budget policy https://t.co/CmyNrTXCgF ...

Later today, investors are going to be parsing through the Fed's minutes for clues on the path of interest rates. Joining us right now with her take on the markets is Alicia Lavine. She's head of investment strategy and equities at BNY Wealth.And Alicia, thanks for coming in this morning. Great to be in. So, we mentioned earlier in the tease that we broke the winning streak we've seen for the markets, but we are still talking about all three of the major averages, less than 1% from all-time highs.So, I don' ...

Five things to know ahead of today's opening bell. Soft Bank is buying the robotics division of Swiss engineering firm ABB for $5.4% billion. ABB had been looking to spin off that division.Soft Bank founder Masayoshi Sun said the company's next frontier is physical AI. New Federal Reserve Governor Steven Myin says his desire to lower interest rates is supported by the relative common treasuries. At an event in New York, Myron said bond market behavior, which has been fairly muted since the Fed eased by 25 b ...

ECB Governing Council member José Luis Escrivá sags policymakers don’t have a bias toward cutting rates at present and could equally end up hiking them instead https://t.co/zk4zbFehLl ...

Sweden’s core inflation eased for a third straight month, likely reassuring the nation’s central bank that it can keep interest rates at a three-year low for now https://t.co/UqZVknFS86 ...