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Altimeter Capital’s Brad Gerstner joins us Live 6/12/25
2025/6/12
Halftime Report
B
Brad Gerstner
J
Josh Brown
金融分析师和评论家，专注于金融市场趋势和经济预测。
K
Kevin Simpson
L
Leslie Picker
M
Malcolm Etheridge
S
Scott Wapner
主持《Halftime Report》，领导投资委员会讨论市场趋势和投资策略。
Scott Wapner：当前市场面临多重风险，包括伊朗地缘政治紧张、美元汇率跌至低点以及国债收益率下降，整体市场情绪偏向避险。
Josh Brown：美元汇率长期来看会是一个背景因素，虽然有时会刺激国际股票市场，但不会是市场的主要驱动力。更大的催化剂将是经济数据和公司盈利。我仍然认为市场受困于美联储不愿行动的局面，利率维持现状，同时劳动力市场疲软，人工智能支出以外的实际经济增速放缓。这种拉锯状态已经持续数月，并且可能不会很快消失。虽然美元汇率降至低位值得关注，但更重要的是关注经济数据和企业盈利。
Deep Dive
This chapter begins by discussing the current market conditions, including the performance of the Dow, S&P, and NASDAQ, as well as geopolitical concerns and economic indicators. The discussion then shifts to Brad Gerstner's bullish outlook on the market, citing factors such as the potential trifecta of pro-growth administration, the reconciliation bill, and rate cuts. The chapter concludes with an analysis of the AI super cycle and its impact on the market.
- S&P nearing a new all-time high
- Dollar at its lowest level since March 2022
- AI super cycle is driving market growth
- Government policies are becoming more pro-growth
Shownotes Transcript