Jane, does this mean that there is a revival of US exceptionalism. That the dollar is back in vogue and the weakening trend is broken. >> Well, you know, it's really quite interesting because if we look at US equity markets since June, then we could be talking about that then.So, for instance, in the equity markets, you could say, well, this rotation trade away from US assets, which really characterized trading in the first five months of the of the year, it was over. And yet the dollar in in June and then ...

Economic Outlook - The US economy is currently performing strongly [1] - Cutting interest rates could stimulate an even larger economic boom [1] Potential Benefits of Lower Interest Rates - Increased home affordability for more Americans [1] - Greater investment in R&D by American businesses [1] - Improved portfolio performance for American investors [1] Recommendation - Industry suggests creating conditions for a historic economic boom by fully leveraging economic opportunities [1]

The Fed should have cut interest rates so the US economy could grow faster. ...

You wrote about the the Fed recently and you talked about kind of explained how the Fed works. So I'm curious what you think is the biggest public misunderstanding about the Fed's function. Well, right now it seems to be the idea that um lower interest rates are a reward for good behavior, right.the if you listen to Trump, listen to some of the Republicans in Congress is they're saying, "Well, we should have lower interest rates because the US economy is doing great and uh you know that's a disputable thing ...

Hello everyone. We've got a lot to discuss today. Inflation continues to surprise everyone and now the bears.They're all capitulating in a major way. The latest humanoid robot is going to blow your mind. It's absolutely crazy.And I'm going to share my personal thoughts on the horrific violence in New York City yesterday. We're live today from the desk of Anthony Pompiano. [Music] Ladies and gentlemen, many economists and market commentators, they predicted sky-high levels of inflation after the fury of tari ...

Market Trends & Trade Impact - A trade deal with the EU removes a negative surprise from the markets [2] - US consumers are likely to bear the brunt of tariffs, potentially slowing the US economy [3] - Trade concerns may fade if the European deal is finalized and China trade issues are postponed [2] - The market has largely priced in a positive scenario, potentially overvaluing current conditions [7] - Fear-based investing has generally performed poorly in the past decade [11] Investment Strategies & Sector Focus - Staying invested is recommended, particularly in sectors with secular drivers unrelated to trade, such as AI [13] - Favored sectors include US large-cap equities, tech, communication services, financials, and utilities [13][14] - Less favored sectors include small caps, emerging market equities, and consumer discretionary, due to their greater exposure to trade and tariffs [15] - Equities, especially in favored sectors, are relatively attractive compared to bonds, which offer near-zero after-tax, after-inflation yields [16] Market Valuation & Outlook - The S&P 500 is up 12% since the Liberation Day announcement, exceeding initial expectations [10] - NASDAQ 100's forward earnings multiple is at 28 times, below the pandemic peak of 30 times [11]

Industry Trend - The US economy is shifting from a software focus to a hardware focus [1]

Well, just arithmetically, uh, Tom, if, um, real estate flattens out, uh, and actually I think the risk is that, uh, real estate prices are going to be going down as opposed to up. When you look at the latest unsold inventory numbers, uh, in the new and existing market, uh, you know, when you look at the CPI, you know, a third of the index is related to residential real estate, 40% of the core is related to residential real estate. So, it is actually very important and I think it's going to act as a very po ...

That's the bell on Wall Street and now it's market domination overtime. We're giving you full team coverage of all the moves to get you up to speed on the action from today's trade. Henny and Walsh CIO that would be Kevin Man as well as Yahoo Finance's Jared Blickery joining us here to break down the moves today.Jared, let's start with you my friend on the close. We do have fresh records. Yes, we do.in terms of the S&P 500, the NASDAQ Composite, and the NASDAQ 100. Couple sectors. More on that in a minute.F ...

All right, let's talk about uh President Trump's economic agenda, crypto regulation, the Fed, and more. With us now, to our delight, uh House Speaker Mike Johnson. Mr.. Speaker, um thanks for joining us this morning. Good morning. Glad to be with you as always. I don't uh think we've talked since the um I'm just it's the OBB. I you know, I can't explain it every time, but I don't think we've talked to you since the OBB. I don't know whether uh you saw earlier. I I had to laugh because we had President Obama ...