Halftime Report The Fed, the Markets and your Money 6/24/25
Jun 24, 2025
Josh Brown, an investment expert and CNBC commentator, joins Stephanie Link, a member of the investment committee, to dive into the Fed's cautious monetary stance and its impact on the market. They discuss the optimistic trends in the banking sector and the rise of major banks’ share prices. Brown shares insights on Disney's streaming growth as an emerging investment opportunity, while both guests explore tech stock performances and strategies in a volatile market. Catch their predictions as the economy evolves!
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Fed's Cautious Stance on Rates
- Fed Chair Jerome Powell signaled no rush to cut rates, emphasizing the economic impact of tariffs as a key uncertainty.
- Without tariffs, rate cuts might already be underway according to Fed officials' commentary.
Market Resilience Nears Highs
- The market is nearing all-time highs, driven by resilience and optimism despite geopolitical issues.
- Investor sentiment reflects confidence in economic fundamentals and Fed's patient approach.
Strong Consumer Supports Economy
- Consumer strength with solid jobs and wages underpins the economy despite tariff concerns.
- Powell's admission that tariffs delay rate cuts highlights Fed's cautious balancing act.