Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)
In this episode, Liz Ann Sonders and Kathy Jones discuss the market's reaction to Kevin Warsh's nomination for Fed chair, the potential rationale for lowering interest rates, and the drivers behind recent volatility in precious metals, while highlighting a broadening in market performance thanks to more widespread earnings strength.
Then, Liz Ann is joined by Dennis DeBusschere, president and chief market strategist of 22V Research. They discuss the implications of the declining dollar, the impact of AI on productivity, factor-based investing trends, monetary policy, some potential risks and opportunities in the market, and much more.
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