Warren, um, good to have you on. You know, we hear you you've been giving the market the benefit of the doubt for some time. It's it's been the right way to approach it right here.How does the things set up right now in terms of what the market has already been feeding off of and where do you think it goes from here. Yeah, I mean, I we're still overweight equities. Uh, that's been our posture since early May.Uh, we stepped out, we neutralized our overweight back in February and and kind of got back in in ea ...

talk all about this and very much more with me pand JP Morgan global market strategist mirror great to have you with us um very good morning to you snapshot I guess for me why don't we start there on the international pitches obviously US markets record highs bounce back very strongly but outperformed by a number of international markets has that changed the sort of perspective your clients have on on those markets or very much still focused on the US there is still a huge home bias towards US stocks but it ...

Ivory Johnson, founder of Delancey Wealth Management, says global liquidity and fiscal stimulus will push stocks higher, favors tech over small caps, and sees more upside for gold. ...

Welcome to Catalyst everyone. I'm Brad Smith. 30 minutes into the US trading day.Let's get to it. Three catalysts that we're watching this hour. First up, oil prices pull back after surging to their highest level since January last week.We'll get the insight on the outlook for the sector. Plus, defense stocks continue their climb higher as the Israel Iran conflict enters its fourth day. We'll have full coverage on that ahead.and investors eye potential trade talks as President Trump and other world leaders ...

Chinese retail sales rose more than expected in the past month. A National Bureau of Statistics spokesperson attributed the spike to stimulus like the consumer goods trade-in program in the upcoming 618 shopping festival. But challenges to the Chinese economy including persistent inflation and trade uncertainty that yeah still persists with industrial growth slowing from April.for a read on what this means for international investors. I want to bring in Jay Peloski who is the TPW advisory founder. Good to h ...

20 May 2025 | 3:52PM EDT Global Market Views: Smaller Tails Widen Some Paths, Narrow Others 1. Some paths widen, some narrow. Equity markets have relaxed over the past month following a succession of positive trade-related developments between the 90-day pause on reciprocal tariffs and the recent tariff reduction with respect to China. Tariff rates are now lower, but not low, and the same can be said about recession risks in the US. The lowering of trade tensions means that even if hard data 'catch down' to ...

J P M O R G A N Asia Pacific Economic Research 04 May 2025 China monthly data outlook When economic recovery meets tariff tsunami China's 1Q GDP and March activity data pointed at a solid growth momentum. Real GDP grew 5.4%oya in 1Q on a solid 6.6%q/q saar expansion (after a strong recovery of 7.6%q/q saar in 4Q). The details of March activity data generally beat expectations. On the production side, IP came in notably above expectations, rising 7.7%oya on a 0.7%m/m sa gain. On the demand side, retail sales ...