Halftime Report Pause or Pullback? 8/21/25
10 snips
Aug 21, 2025 
Join financial expert Josh Brown, known for his savvy stock insights, along with Investment Committee members Jenny Harrington and Malcolm Etheridge. They dissect whether the market is pausing or pulling back, sharing their latest portfolio moves. Josh highlights Illinois Tool as a top stock pick. The team discusses Jerome Powell’s upcoming speech, AI stock influences, and the tumultuous landscape for tech shares. They also touch on global events, investment strategies, and the impacts of rising inflation on consumer behavior.
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Episode notes
AI Trade Is The Market's Main Engine
- The market's direction will hinge more on the AI trade's durability than on minor Fed rate moves.
- Nvidia's upcoming report is the next major inflection point for market conviction.
Cut Rates To Restart The Housing Market
- Bring liquidity to housing by cutting rates to restart turnover and refis for middle-class households.
- Lower mortgage rates would help millions who need mobility and refinancing, not just wealthy stock-market participants.
Consolidation, Not Collapse
- Current market action looks like consolidation and leadership reshuffling rather than a full pullback.
- Healthcare and staples have outperformed recently while IT has cooled, signaling rotation not collapse.