Disinflationary forces

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Earnings growth will be the key driver of market returns, says Manulife's Matthew Mishkin
CNBC Television· 2025-08-21 18:02
Despite the recent rotation out of tech, my next guest still sees opportunity there. So, joining me now is Matt Mskin, co-chief investment strategist at Manu Life, John Hancock Investments. Matt, it's great to have you on.And let's start right there. What do you think of stocks at these levels and and where do you think we go from here. Yeah, Morgan, today's a day that reminds you that the market was really looking forward to some rate cuts.And the thought that the economy is actually accelerating here into ...
Former Dallas Fed Pres. Robert Kaplan: There are a number of disinflationary forces going on
CNBC Television· 2025-07-29 11:05
The Fed kicking off its two-day FOMC meeting today. The central bank widely expected to hold rates steady. Joining us right now is Goldman Sachs's vice chairman Rob Kaplan.He is a former Dallas Fed president. Good morning to you. Good morning.What do you think uh we are going to to hear from this Fed. I I doubt they're going to they're going to change the policy anytime soon. I imagine it's going to be about what we actually hear from the man himself, but that's probably going to come later tomorrow.What ar ...