As Wall Street eyes Friday's jobs report ahead of the next Federal Open Market Committee meeting, many investors are keeping their hopes up for an interest rate cut. Rockland Trust vice president and portfolio manager Michael Sayers and Halo Investing president & co-founder Jason Barsema join Market Domination to reflect on the state of the economy and discuss their top plays.
And you're starting to see that in volatility, both Friday and today and, and clearly the last day of the trading uh month and the first day of the trading month, don't tell a lot.That seems to be kind of the conventional wisdom right now, Michael, that we're gonna get this volatility coming. They're high dividend yielders, those should look more attractive if the Fed, in fact cuts interest rates this year.But I think it's about a global macro play really talking about the offensive there's such a strain on our grid system thanks to obviously the A I boom, uh evs and ultimately just a robust economy.
Uh uh And so, you know, kind of looking forward, Honeywell is very well positioned uh to benefit from the industrial uh renaissance that we're kind of seeing in the USA lot of the supply chains being moved back onshore. Also though you seem to suggest here, Jason, you think this is another sector sector that benefits from the A I roll out.There's over 400 applications uh you know, within JP Morgan via A I and, and ultimately, as, as Michael pointed out, right?
Japan is really popular and they want to go along the index, but they want to go along with a level of downside protection, not just in case they, you know, macro thesis of uh us equities or international equities wrong.You have a multitude of elections including one in this country coming up, you have the fed where we have no clue of what's gonna happen this year.
Ireland Ireland Latest News, Ireland Ireland Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
Source: YahooFinanceCA - 🏆 47. / 63 Read more »