Headline Risk

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'Fast Money' traders talk the impact of latest tariff news on the markets
CNBC Television· 2025-07-07 21:50
Well, it was a combination of we now have headline risk, right. We just don't know that there's going to either be followthrough on where we are. The nice as as Megan referred to, we have this implicit extension.Seems like we actually got an August one extension is the good news today, but that there are definitely places where the administration is going to dig in. Japan and South Korea are really important trading partners. I'm sorry.Um, I understand that the European Union and China go ahead of them, but ...
Seeing better value in small cap and non-U.S. equities in 2nd half of the year, says Joe Amato
CNBC Television· 2025-07-02 11:56
Let's talk markets now with Joe Amato, president and chief investment officer at Newberger Burman, which has $515 billion dollars in assets under management. Joe, great to have you with us. Morning.Good to be here. Obviously, you know, second half there, you you take a look at what you should be doing with your own portfolio and a lot of people are wondering and and what happened yesterday's market was really interesting because it was like July 1 hit and there was just a rotation out of the higher multiple ...