

Closing Bell: Stocks on the Rise 6/12/25
Jun 12, 2025
Ellen Zentner, an economist from Morgan Stanley, shares crucial insights on market trends, inflation, and Federal Reserve policy. Kevin Gordon, an investment strategist from Schwab, dives into market valuations and key economic indicators. Together, they discuss the optimistic market outlook driven by potential rate cuts and trade agreements, the impact of tariffs on job stability, and the performance of tech giants. As they analyze current stock trends and the role of AI in investments, they emphasize the importance of cautious optimism amid potential volatility.
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Episode notes
Bull Market Plausibility Doubts
- The bull market that began April 8 is plausible but not probable to continue without clearer narratives.
- Uncertainties remain around trade, inflation, labor market weakness, and Fed rate cuts.
AI and Earnings Boost Optimism
- Top-line and earnings reacceleration fueled by AI and strong earnings surprises boosts economic outlook.
- Rate cuts and pro-growth policies might cause increased bullish sentiment in markets.
Labor & Infrastructure's Growth Roles
- Labor market strength and immigration policies influence growth by limiting labor force expansion.
- Infrastructure investment could drive GDP growth as consumer-led growth wanes in 2026.