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Transcripts For FBC Maria Bartiromos Wall Street 20240713

Trade deal. So were really in a win win position. Either the tariffs will continue, or well have an acceptable deal with china. So the important thing is to make sure that the deal is what we think it is, make sure that it is consistent with the premises that theyve made to us. Maria and there was a lot of back and forth about that this week. Also this week we saw signs that the consumer is still strong thanks to great retail sales numbers, better than expected earnings from walmart, among others. All of this led to a texassized rally on wall street. And joining me right now to talk about this week and beyond with is the president of the Dallas Federal Reserve bank, robert kaplan. The president of the bank there. And, robert kaplan, its great to have you this weekend. Thanks so much for joining me. Great to talk to you, maria. Maria how would you assess the economy right now . We did get some okay numbers on the consumer t ....

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Transcripts For FBC Maria Bartiromos Wall Street 20240713

Week, david banson is here, and it is great to have you here. Good to be with you. Maria thank you so much. You are focused on dividend payers, growth stories. How do you want to allocate money on the heels of what weve seen from the Third Quarter earnings season and ahead of the fed meeting this coming week . Whats interesting is we think its an allweather strategy. But i honestly really believe its particularly appropriate now. Theres a really compelling argument to make for increasing deespecially thive defensiveness. Youve had a huge runup in growth. You do have uncertainty around the 2020 election, around Global Growth conditions and, certainly, we know the china trade war is not fully fixed and the resolutions not readily apparent. On the other hand, i believe theres plenty of opportunity if you get resolution on the trade side. You dont want to be overly defensive. We th ....

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