Halftime Report The Slowing Economy and Stocks 6/4/25
Jun 4, 2025
This discussion features Joe Terranova and Jim Lebenthal, both Investment Committee members with deep insights into market fluctuations. They dive into the paradox of a booming stock market amidst economic troubles. Jim reveals his latest portfolio strategies, while the duo analyzes key sectors like tech and consumer staples. Topics also cover the challenges Apple faces before its big conference and contrasting performances of Visa and Wynn. Listeners gain valuable advice on stock picking and diversification during these uncertain times.
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Growth Is The Main Concern
- The economy is showing signs of weakening though stocks are near all-time highs.
- The main concern now is slowing growth rather than inflation.
Be A Stock Picker Now
- Focus on stock picking amid overall market uncertainty.
- Look for stocks with positive earnings growth and earnings revisions like Cisco and Qualcomm.
Tech's Mixed Market Performance
- Technology sector is leading recently but only ranks eighth year to date.
- Industrials, financials, and utilities have carried the market so far in 2025.