Brian Levitt

…expansion globally. Fed was going to lower interest rates. Oil costs were low rates were low. It was a very nice backdrop. We ran into the war in Iran which disrupted things momentarily disrupted the broad ening out trade. Confident now that we 've seen oil prices come down significantly. In flation expectations down rates down that we've got a nice macro backdrop and the broadening of these markets should continue. Yeah the biggest story really so far has been this broadening that we've been seeing small caps having their best first half in decades . The Dow I think it's the best first half in five years. Do you expect that to be kind of a temporary broadening or is that is this a new phase of the bull market. I would categorize it as a new phase of the bull market. I mean we've always known that these parts of the market are cheaper. The question is do you have a catalyst for them to outperform. And so those catalysts which are better growth globally and some of that's fiscal stimulus in most parts of the world. Also declining energy prices is helpful. You 'd like to see some policy easing. I'm not sure we're going to get all the way there with the Fed but I think if they stay on hold that's enough of a catalyst. And I think one of the things that people underestimate is you've seen a lot of bidding up of the companies that are bringing us a market starting to think about some of the bigger beneficiaries of that. Smaller cap…From: this video · 3 claims mined from it

…broadening real shift or short lived real shift. Emerging markets or U.S. markets. Emerging markets. Equal weight or market cap. Equal weight. Small caps or large caps. Small caps. More upside in the second half. The Dow or NASDAQ. Dow. Russell or S&P 500. Russell. AI hardware or software. Software. Industrials or tech industri als staples or consumer discretionary discretionary financials or health care. Both. Financials. Real estate or private credit. Real estate. Bigger risk. Geopolitics or inflation inflation. One word to describe the U.S. economy. Res ilient. Straight of her move is resolved by your end or ongoing risk. Resolved. Oil by your end . Higher or lower than 70. Lower. One word for the second half. Productive S& P 500 price target by your end. Eight thousand. Brian Levitt the speediest this or that I think that we've ever had. You certainly are the champion there. That's Brian Levitt Chief Global Market Strategist Evan Ves co. Thank you so much. Thank you. If you enjoyed this street talk check out our full interview with Gareth Soloway. He explains why he expects an over 20 percent pullback for the S&P 500 by your end. He has a fifty six hundred price target.…From: this video · 3 claims mined from it

…Small caps. More upside in the second half. The Dow or NASDAQ. Dow. Russell or S&P 500. Russell. AI hardware or software. Software. Industrials or tech industri als staples or consumer discretionary discretionary financials or health care. Both. Financials. Real estate or private credit. Real estate. Bigger risk. Geopolitics or inflation inflation. One word to describe the U.S. economy. Res ilient. Straight of her move is resolved by your end or ongoing risk. Resolved. Oil by your end . Higher or lower than 70. Lower. One word for the second half. Productive S& P 500 price target by your end. Eight thousand. Brian Levitt the speediest this or that I think that we've ever had. You certainly are the champion there. That's Brian Levitt Chief Global Market Strategist Evan Ves co. Thank you so much. Thank you. If you enjoyed this street talk check out our full interview with Gareth Soloway. He explains why he expects an over 20 percent pullback for the S&P 500 by your end. He has a fifty six hundred price target.…From: this video · 3 claims mined from it