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 ...

Market Sentiment & Risk Factors - Despite anxieties surrounding government shutdowns and trade deal uncertainties, markets remain at record highs, with specific tech stocks like Micron performing strongly [1] - Safe haven assets like gold and the Japanese yen are also experiencing increased demand, indicating a mixed market sentiment [1][2] - Optimism surrounding potential Federal Reserve rate cuts continues to support the market, even amidst risks like the US government shutdown [3] - Market responses to policy announcements from the current administration are becoming more relaxed compared to the initial reactions seen previously [8][9] Tech Sector Focus - Tech stocks, particularly big tech in the US, continue to attract significant investor attention [2] - Europe is experiencing a pull from the US into tech stocks, showing encouraging signs of growth in the sector [4][5] - Taiwan rejects a US demand to move 50% of its semiconductor manufacturing to the US, highlighting the impact of policy on the technology sector [6] Policy & Government Influence - The current administration's policy plays a central role in market responses, outlook for stocks, and overall sentiment [7] - The US government is proactively seeking stakes in strategic sectors like lithium, aiming to enhance competitiveness against countries like China [10] Valuation & Earnings - High valuations are present in the market, with potential for overstretched areas, but a major collapse is not necessarily expected [11][12] - Earnings season and forward guidance will be crucial in determining market direction, with positive earnings potentially catalyzing another leg higher, especially if the Federal Reserve cuts interest rates further [12][13]

And meantime, we're getting some more clarity on the newlyannounced tariffs. Let's get to Aean Jabvers with that story. Aean.Yeah, Melissa, this is an important clarification from the White House on the tariffs that the president announced last night. The White House is telling me that any country that has a trade deal with the United States where they got a specific carveout for a specific type of import uh to be protected or capped in terms of the tariffs. Those carveouts and caps will apply to the tariff ...

Washington expects to finalize trade deals with some Southeast Asian countries within weeks, a US official says https://t.co/ke3g8ih98b ...

Ros, it's going to be a big week for for the prime Minister, arguably more important than for President Trump, who's coming with a number of CEOs. Let's start with the nuclear deal before maybe we get onto domestic politics. What do we know about this nuclear deal and some of the other other deals that may come through from Wednesday through through the rest of this week.Well, that's right. So they're highlighting a whole lot of different kinds of business deals they hope to get done this week. The nuclear ...

Trade Agreements - The US is predicted to eventually reach trade deals with Taiwan, Switzerland, and India [1] - South Korea has not yet formally signed the agreement it has reached with the US [1]

Trade Policy & Economic Impact - Tariffs are considered vital for the country's economic well-being, preventing it from becoming a "very poor nation" and being taken advantage of [1] - The imposition of tariffs is seen as a tool to generate substantial revenue, potentially bringing "trillions of dollars" into the country [1] - The country has secured a deal with the European Union, expecting to receive almost $1 trillion [3] - Tariffs are viewed as essential for maintaining the country's power, prestige, and dignity, contributing to its economic prosperity [4] International Trade Relations - The country has engaged in trade deals with various nations, including Japan and South Korea [4] - Previously, the country collected "hundreds of billions of dollars" in tariffs from China [3] Legal & Political Considerations - A significant case before the Supreme Court is highlighted, with the outcome potentially determining the country's economic future, either leading to being "unbelievably rich again" or "unbelievably poor again" [2][5]

Trade Policy - Potential trade deal terminations with the EU, Japan, and South Korea if global tariffs are deemed illegal [1] Geopolitical Risk - Trade relations are subject to legal challenges and policy shifts [1]

Brussels is chasing trade deals with partners across the world as Trump’s tariff onslaught continues https://t.co/sc2iiNf4Kc ...

And joining me now is Republican Senator James Langford of Oklahoma. Senator Langford, welcome back to Meet the Press. >> Thank you.Good Sunday morning to you. >> Well, good Sunday morning to you. It's always great to have you back.Let's start with that decision over tariffs on Friday. The court saying, quote, "Tariffs are a tax and only Congress has the power to impose taxes." Do you agree with the court's ruling that ultimately the ability to impose tariffs lies with Congress. >> Well, this is actually go ...