Let's bring in Stephanie Link, chief investment strategist and portfolio manager for High Tower. >> Morning. >> Uh also a CNBC contributor.>> Let's do it for the third time here. Uh Stephen and tell me whether it makes sense because uh >> what for scum say I'm not a smart man. Um so 400 on the S&P for earnings in next year 2027.If you take 20 times earnings is is like it's a round number. That's 8,000. Is that reasonable after the gains we've already seen in the S&P.>> Uh I think so, Joe. And I think that's ...

>> GOOD MORNING. THE TOP STORIES THIS MORNING. HEY I TRADE WOBBLES.PATIENT EQUITIES PARING GAINS, WITH KOREA REVERSING SHARPLY. OIL WITH SAWS AS FLOWS THROUGH THE STRAIT OF HORMUZ PERSIST AND OPEC-PLUS SIGNALS HIGHER SUPPLIES. PRESIDENT TRUMP PETZ THE TURKEY AFTER -- HEADS TO TURKEY AFTER CALLS WITH PUTIN AND PRESIDENT ZELENSKYY.SET TO DOMINATE THE AGENDA. IT HAS GONE 8:00 A. M.ACROSS THE EMIRATES. HAPPY MONDAY. IT LOOKS LIKE A HAPPY MONDAY FOR U.S. FUTURES THIS MORNING, POINTING TO PROBABLY A POSITIVE SESS ...

Israel’s central bank is set to cut rates for a second straight meeting as a strong currency and moderate inflation expectations outweigh an anticipated pickup in growth and shift toward more restrictive policy in the US and Europe https://t.co/4SwNiqDz4D ...

Thailand’s headline inflation slowed for a second straight month in June even as underlying price pressures continued to build https://t.co/T181imCvSo ...

So you and the team out with some research. Robin, it says the summer barbecue for ten people will cost about $161. That's for a pretty big menu. It's for food, it's for beverages.Yet that's still up 2.4% from last year. What are the other distinctions that you noticed with this year versus last year. Yeah, well, I think you called it right out of the gate.You know, we are seeing meats and proteins really rise year over year, specifically when we talk about ground beef, which is up about 14%. As you noted, ...

Are we expecting people to show up and, uh, break out the plastic credit card to to load up on Ethan goods or what. What are we doing. Are we shifting and going vegan for 4th of July.You know, it's not that bad. Okay. I mean, when you think about it, uh, I saw that there's $73 there, but for ten people at seven bucks ahead, you know that you can't go to a restaurant for that.But anyway, here's here's really what, what it boils down to the superstar of 4th of July is this guy right here. Your cheeseburger. O ...

Inflation is back at the top of the list. Plus, Philips’ Charlotte Hanneman on helium-free scanners and finding €1.5 billion in savings. https://t.co/0EiUhLfO7X ...