Halftime Report Stocks and the Fed 6/18/25
9 snips
Jun 18, 2025 
Joining the discussion are Steve Weiss, an expert in market valuations and economic trends, Deirdre Bosa, a CNBC correspondent reporting on tech and AI, and Mike Santoli, a senior commentator sharing insights on market behavior. They tackle the stock market's potential trajectory as the Fed meeting approaches. Other hot topics include Waymo's expansion in the rideshare market, and how recent economic data influences investor sentiment. The conversation also touches on market dynamics, innovations in tech, and the implications of the GENIUS act on crypto.
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Market Resilience Versus Complacency
- The market shows signs of resilience but also complacency, creating mixed positioning dynamics.
- Inflation expectations are decreasing, suggesting potential easing risks while tariffs and geopolitical instability keep uncertainty high.
Resilience and Inflation Pressure Insight
- Inflation pressure may be rising again due to dwindling non-tariffed inventories and higher costs.
- Market momentum in various sectors is strong but depends heavily on upcoming earnings reports.
Buy Caterpillar for Industrial Growth
- Consider Caterpillar as a stealth play tied to industrial growth and data center construction needs.
- It offers value with a lower PE than Deere and strong free cash flow prospects.