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CNBC Closing July 5, 2024

Policy rate more than five percentage points. Constant recession bets have come up. Recent months, and narrow market leadership has given way to a convincingly broad rally. That brings us to the talk of the take. Is this approachable time has a chance for investors to cash in, breakeven or confirmation that a young bull market has gathered steam into 2024 . Lets ask warren pies. It is great to have you here. How are you doing . Im good. Thank you for having me. Sure thing. The story for this year, we could have said it a year ago but it was, can inflation go down more quickly than the economy loses steam . That has happened to this point. We have seem to have seen a fed pivot rhetorically and if not in reality. Where does that leave you in terms of what we should expect at least in the first part of next year . I think that we try to be driven at the 314 research. The data points are in a bullish direction. It is hard to deny that at this point in time. You end up with a few broad axio ....

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