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Tariffs are never an easy thing to digest, says Oppenheimer’s John Stoltzfus
CNBC Television· 2025-08-01 18:34
Joining me now is John Stowfus, chief investment strategist at Oppenheimer. John, lot of moving parts today. Um, nuclear subs moving.Uh, you know, social media in the picture as usual, but how big a deal is this jobs number, the revisions and the implications for rates and policy for the rest of the year. Well, we great to be on CNBC with you, John. It's been a while since you and I have been on together on CNBC and I always enjoy speaking with you.So, how fortunate to be here today. Uh first off, related t ...
Fed has increased likelihood to cut rates in September now, says Oppenheimer’s John Stoltzfus
CNBC Television· 2025-08-01 17:47
Despite concerns about the economy, my next guest, there it is. Uh 4.23% on the 10-year remains bullish. He says progress on trade negotiations has removed an uncertainty that had weighed on markets and he just reinstated his S&P year end target of 7,100.That's the highest on the street. Joining me now is John Stofus, chief investment strategist at Oppenheimer. John, lot of moving parts today.um nuclear subs moving uh you know social media in the picture as usual but how big a deal is this jobs number the r ...