Closing Bell Closing Bell: Momentum Grinding to a Halt? 8/5/25
Aug 5, 2025
Join Adam Parker, Founder of Trivariate Research, Steve Leisman from CNBC, and Keith Lerner of Truist Wealth as they dive into the current market dynamics. They debate whether the market is just catching its breath or has stalled. Key topics include navigating stagflation, the labor market's resilience, and investor sentiment towards 'meme stocks.' Plus, they discuss Disney's upcoming earnings, the challenges facing ESPN in streaming, and AMD's success in AI, highlighting the evolving investment landscape.
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Episode notes
Buy Market Dips
- Market dips should be bought as most investors expect a mild growth scare.
- Earnings projections remain higher, and market valuation isn't currently a big concern.
Consumer Strength Endures
- Consumer spending remains resilient despite some concerns.
- Bank and financial earnings suggest the consumer is still in reasonably good health.
U.S. Equities Well Positioned
- U.S. equities are well positioned due to exposure to growing global themes.
- Major sectors like tech, communication services, and financials drive earnings growth potential.