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 ...

Market Outlook - Asian stocks are expected to outperform US stocks this quarter [1] - Attractive valuations and earnings prospects are driving the outperformance of Asian stocks [1]

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]

Market Valuation - Equities are considered "fairly highly valued" [1] - Current market valuations are strong, concentrated in a few companies, and perceived as richly priced, if not overpriced [4] - S&P experienced a tenfold increase from its bottom at 666 to 6,666 [3] Monetary Policy & Economic Outlook - The Fed faces conflicting signals regarding employment downside risk and inflation upside risk [5][6] - A quarter-point rate cut was implemented due to uncertainty, with potential for further cuts [6] - The Fed is navigating a challenging situation with no risk-free path [5] - The industry is doing the right thing by moving at the margin to deal with risk, further rate cuts are possible [8] Labor Market & Business Concerns - Small and medium-sized businesses (SMBs) are not complaining about access to credit, but are concerned about labor availability and retention [8][9] - Immigration policies are making labor relations difficult and more expensive for SMBs [10] - SMBs are not primarily worried about inflation yet, but have concerns going forward [10] - Percentage of firms planning to raise average selling prices fell to 21%, a low not seen since October of last year [12]

Market Trends - Asian stocks are likely to outperform US stocks [1] - A weaker dollar increases the attractiveness of Asian assets [1] - The region has benefited from cheaper valuations [1] - There is a significant shift away from American assets [1]

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