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'Fast Money' traders talk AI valuation fears rattling the markets
Youtube· 2025-11-06 22:43
So what should we make of the latest moves and is a steeper correction coming. It feels like these concerns have been bubbling and here we are with a sell-off. >> So the Fed made it clear in Jackson Hole that they were concerned about the labor market.Clearly these numbers suggest that was the right concern. Of course the problem is this ISM services number that was got the other day was hot which leads me to believe that inflation is still a problem as well. So they're sort of in a bit of a box here.And wh ...
JPMorgan's Dubravko Lakos on raising its S&P target to 6,000
CNBC Television· 2025-06-12 20:34
a couple of months ago. It shows how much sentiment has shifted with stocks edging towards new highs. Dubravko Lakos JP morgan's head of global market strategy joins us now.It's good to see you. Welcome back. >> Thank you Scott.>> You did raise your target. But it's to 6000 where we're already there. So you think the next six months are going to bring us what.>> Well, look, if you look at the details of our last 2 or 3 reports, we've actually been pushing the bullish tactical trade since the end of April. A ...