If we look at the fund flows data, it sure as heck appears as though there continues to be fuel for a rally almost across the board. What are you seeing right now. Yeah, I mean absolutely that's the case.When we take a look at the sentiment around equities and of course when we're thinking about equities, it's hard not to look at the epicenter there with technology and AI. There still is a very strong bid there. I think there's a lot of positive sentiment and of course the fundamentals support it especially ...

Let's bring in Wilmington Trust Megan Shu. Megan, good to talk to you. It seems as though investors are just really shrugging off any impact from the government shutdown here.>> Yeah, Contessa, I think that's right. And it jives with what we've seen historically. Uh historically, shutdowns don't have a material economic impact, especially if they stay short enough in duration.you tend to get uh basically a a tenth to two tenths per week for every week that the government shut down, but then you get that mad ...

Asian stocks are poised to outperform US counterparts in the current quarter on attractive valuations and earnings prospects, according to a Bloomberg survey https://t.co/bJpO6fJTnA ...

Joining us now is Afan Bash. She is founder and CEO of Rock Creek and it's great to have you back on the show. Welcome.Great to be with you. So, let's start right there because this has been a global bull market. Um, we focus so much on the US, but how do you see that versus the rest of the world.So, we had such low valuations in places like emerging markets that we were just talking about. And of course, you've had a number of companies that are in getting better. plus they're benefiting from inflation and ...

The U.S. economy expanded at a much faster pace than initially estimated last quarter, according to new Commerce Department data released Thursday. Gross domestic product grew at a 3.8% annual rate in the April–June period, topping both the government’s previous 3.3% estimate and the initial 3% reading. It was the strongest showing since the fall of 2023, underscoring the economy’s resilience despite high borrowing costs and persistent inflation. It comes amid a flurry of revisions of major economic dat ...

Uh let's turn to the broader market now with stocks trading right around record levels. Joining us here on set is Gabriella Santos, chief market strategist for the Americas at JP Morgan Asset Management. So you're looking at a lot of the cross asset moves and you say that the focus has now been more by monetary policy versus the the fiscal and trade uh and other immigration policies coming out of Washington.uh how do you expect stocks and bonds to perform with monetary policy at front and center right now. ...

Group 1 - The article does not provide any specific information or data regarding companies or industries [1]

joining us this afternoon, Richard Fischer, former Dallas Fed president and Jeff senior adviser. Richard, great to see you again. Thanks for joining us today.Yeah, thank you Carl. What's up. Um, you know, the thing that got a lot of attention in in Pal's remarks was this notion that equities are quote fairly highly valued.I was thinking back to when Yellen got some blowback for saying small cap biotech shares were expensive back in the day. Did Did this line strike you as interesting. I think it's interesti ...

Asian stocks will likely keep eclipsing their US peers, as a weaker dollar further raises the appeal of a region that has benefited from cheaper valuations and a momentous shift away from American assets, according to analysts https://t.co/ENz98ynR89 ...

Forbes 2025 America's Top CPAs For Valuations List https://t.co/UwNoHIY7bL https://t.co/GGGZIeoQow https://t.co/FYMpNJLpKZ ...