Halftime Report Can Stocks Hit New Highs? 6/20/25
Jun 20, 2025
Josh Brown, an investment professional and financial commentator, brings his keen insights to the table. He and the Investment Committee analyze the stock market's mixed reactions post-Fed meeting and discuss strategies for navigating uncertainty in Iran. They dive into market recovery patterns, emphasizing the patience needed to reach new highs. The conversation also highlights the strength of regional banks compared to fintech giants and explores promising stocks like CarMax and Rocket Companies, all while examining Netflix's growth against Disney's strategies.
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Market Recovery Timing
- Stocks rarely hit new highs immediately after recovering from a 20% drawdown.
- Markets typically stall near old highs for about 3.6 months before advancing further.
Economic Health Snapshot
- The economy is stable at around 2% GDP growth with consumers still spending.
- Inflation is decreasing, but rising jobless claims warrant monitoring.
Fed Leaders' Divergent Views
- Fed Chair Powell is cautious about raising rates due to tariff inflation's uncertain impact.
- Fed Governor Waller is more confident tariffs are a one-time price increase and favors cuts sooner.