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Debate: The Best Trades Right Now 7/2/25
2025/7/2
Halftime Report
B
Bryn Talkington
J
Joe Terranova
知名华尔街分析师和投资策略师，现任 Virtus Investment Partners 首席市场策略师。
K
Kevin Simpson
M
Mike Santoli
以超过20年的华尔街报道经验，目前担任CNBC高级市场评论员的金融专家。
S
Steve Weiss
活跃的投资者和金融分析师，常在 CNBC 分享投资观点和策略。
Joe Terranova: 我认为成长型股票涨势过猛，需要停止上涨。价值股需要补涨，但目前成长股仍然领先。如果刺激法案通过，价值股可能会有所补涨。我不喜欢市场失去动能，也不喜欢收益率上升。未来90天债券市场可能占据主导，导致市场横盘或下跌。我认为美联储将在9月17日降息。
Deep Dive
The Investment Committee discusses the current market conditions, particularly the performance of growth stocks and value stocks. They debate whether the recent rebound is sustainable and consider the potential impact of upcoming legislation and global economic challenges on market direction. Concerns are raised about the loss of momentum and rising yields.
- Growth stocks (Robinhood, Palantir, Spotify) seem overvalued.
- Value stocks are lagging.
- Momentum factor weakening.
- Rising yields are a concern.
- Global economic challenges (e.g., UK yields) could impact the market.
Shownotes Transcript