Closer look at the markets here and reaction to the geopolitical news overnight. S&P's down 610 of 1%. Scott Croner joins us, Cityroup US equity strategist.He's here at Post 9. He raised his year-end S&P target to 6,300 this week from 5800. So kind of catching up with the market here, I guess, as we continue to make new highs, although a step back today.Does this how do you think that what happened overnight impacts the US equity market if at all. Yeah, Sarah. So, I I the way we've been talking about it is ...

I would definitely be betting on uh substantially lower front-end rates. We'll have a we'll have a new Fed chair within six months at that point in time. And I think Trump's going to pick someone who's going to be uh uber doubbish.Bloomberg News has reported in the past 24 hours that Scott Besson has emerged as a pick. Kevin Worsh is under consideration. I mean, if you had your pick, who do you think is best suited for the chair.Those are two great names. Those are two fabulous names. Um, again, if I was pr ...

Vice President JD Vance attacks the Federal Reserve. Here's why: https://t.co/vqO6Z6VDCr https://t.co/fq6fGeh7Gg ...

Market Performance & Influencers - Since October 2022, CPI reports have dominated market gains with a 16 percentage point increase [3] - Post-Trump election, jobs data turned negative, down 5 percentage points [3] - CPI's impact has flattened since November, introducing volatility [4] - Fed days continue to drag stocks lower [4] Bond Market & Yields - Fed decisions are the biggest movers for bonds, pushing the 10-year yield down 98 basis points [6] - Since November, jobs data has added 26 basis points to the 10-year yield, signaling concerns about sticky inflation [7] - A recent jobs report drove the 10-year yield up 10 basis points [7] Economic Concerns - Investors fear slowing growth and potential recession instead of cheering cooling inflation [4] - Significantly lower yields could signal doubts about the reflation trade and economic trouble [6]

Prepare for the back half of 2025 during our annual midyear outlook conversation with Fidelity leaders. How can investors help protect their money? Are there opportunities in this climate? Where are the greatest risks? Our team is breaking it down for investors. Topics covered: • Stock & bond markets • Potential risks and opportunities • Trump administration policies: tariffs, taxes & deregulation • Federal Reserve & interest rates • Tech stocks, gold, & Bitcoin 00:00 Introduction 2:43: Where does the econo ...