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cover of episode The Road to New Records 6/11/25

The Road to New Records 6/11/25

2025/6/11
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Halftime Report
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The Investment Committee discusses the S&P 500 nearing all-time highs, analyzing factors such as cooling inflation, easing China trade tensions, and the potential for an industrial impulse in the second half of the year. The panel debates whether the market has already priced in positive news or if further gains are likely.
  • S&P 500 within 2% of all-time high
  • Easing inflation and China trade tensions
  • Anticipation of industrial impulse in second half of year
  • Debate on whether positive news is already priced in

Shownotes Transcript

Frank Holland and the Investment Committee discuss the market reaching for new records with the S&P within 2% of an all-time high. Plus, Steve Weiss shares some of his latest buys. And later, we debate the latest Call of the Day on Goldman Sachs. 

Investment Committee Disclosures)