But Toran Slock, chief economist at Apollo Global Management is here with us at Post9. It's great to have you here. Welcome.>> Thank you. >> So, we just teased it. The economy is in better shape than people than people are uh expecting.Why. What are you seeing. >> Well, the list of bullet points of the tailwinds is just getting longer and longer.So, we have the one big beautiful bill which will literally start next week. That's good for consumers. That's good for immediate expensing for companies.We also ha ...

No Overhead Resistance, Only Reversal RiskWith no true resistance, let’s face it, the only fear for the bulls is a sudden reversal to the downside with better-than-average volume. We could still get this today, but if it occurs, it will be driven by low volume, which will set up the next “buy the dip” opportunity.The New Definition of a Dip in a Vertical Gold MarketAs we move higher and more vertical, the definition of dip is going to change. Sticking with a 50% correction of a price swing, our “dip” level ...

Metals have had a record year with recent surges in gold (GC=F) and silver (SI=F) prices, but there’s a third metal hitting its own record highs. Copper prices have rallied by more than 35% this year, poised for the biggest annual gain since 2009, driven higher by rising tech demand, supply constraints, and tariff uncertainty. Global copper (HG=F) prices officially surpassed $12,000 per ton on the London Metal Exchange on Tuesday for the first time ever and continued to march higher on Wednesday. Coppe ...

Joe, always good to see you. Thanks so much for joining me. >> Thank you.Very good to be with you, Jennifer. Happy holidays. >> Happy holidays to you.And what a way to kick off the holidays with such a stellar third quarter GDP number up 4.3% a full percentage point above expectations and driven by consumer spending up three and a half% though a large chunk of that from healthcare spending. Though we also saw trade really add to this number as well. Joe, can we see this level of growth sustained into next y ...

COUPLED WITH LITTLE JOB CREATION COULD BECOME A DOUBLE EDGED SWORD. LET'S DISCUSS THE DECOUPLING OF JOBS AND GROWTH AND THE IMPACT IT COULD HAVE ON THE MARKETS, WITH OUR NEXT GUEST JOINING US FOR MORE. DAVID ZERVOS, CHIEF MARKET STRATEGIST AT JEFFERIES.HOW DID I DO READING THE PROMPTER. >> YOU DID GREAT. >> WHAT DO.>> YOU THINK REALLY IMPRESSED YOU. >> THE READING THING WITH THE WORDS ONE AFTER ANOTHER. I'M GOOD AT THAT.>> YOU JUST PUT YOU JUST PUT IT TOGETHER. >> PERFECT. BUT HERE'S THE QUESTION.HOW GOOD A ...

Those macro assumptions feed directly into how the bank thinks markets behave. In U.S. equities, its strategists project roughly 14% earnings‑per‑share growth for S&P 500 companies in 2026 but only 4–5% upside in the index level, targeting a year‑end S&P 500 around 7,100. That combination (strong earnings, modest index gains) suggests a world where the economy is doing its job, but valuations are already rich enough that you can’t count on big multiple expansion to juice returns.Bhave’s team doesn’t stop at ...

The US economy grew at an unexpectedly strong pace of 4.3% in the third quarter — the highest rate in two years — according to a government report released Tuesday.Vigorous consumer spending on services such as health care and products like recreational vehicles fueled the surge in the gross domestic product, which is comprised of the value of all goods and services produced across the economy, for the July through September quarter.The inflation-adjusted annual rate of 4.3% marked an uptick from 3.8% growt ...

US GDP smashed in Q3, growing by 4.3%Expectations were for 3.2% growth https://t.co/vmExbgSccw ...

The US economy expanded in the third quarter at the fastest pace in two years, bolstered by resilient consumer and business spending and calmer trade policies. https://t.co/X5JPdsIVco ...

“When you go a very long period without recession, costs do begin to mount.” On “The Intelligence” @econcallum explains why uninterrupted economic growth is risky https://t.co/BEe6Wf3V8m ...