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Good morning, welcome to breakfast with Charlie Stayt and naga munchetty. Our headlines today. Murderers who refuse to reveal the whereabouts of their victims bodies could spend longer behind bars under new plans unveiled by the government. Conservative leadership vote blunder two ballot papers instead of one have been sent to some Party Members. Welcome to wimbledon, where the fairy tale continues for 15 year old coco gauff. The american saved two match points to beat slovenias Polona Hercog, and become the youngest player in the last 16 for almost 30 years. Game of thrones star Emilia Clarke tells breakfast how having a stroke in her 20s has led her to back calls for more support for young victims. Ifi if i could be able to help a young person in the same state i was ....
It boils down to a simple question, are we set up for a yearend rally or not . I think thats what our viewers want to know more than anything else. I think its possibly. A tug of war between high Interest Rates, geopolitical tensions, valuations that are high, and an economy thats strong, earnings are delivering and a consumer thats remaining resilient. I certainly think thats a possible outcome. Lets remember, if we rallied back to those july highs valuation becomes an issue again especially if its driven by the stocks that the magnificent 7 and rates have stayed higher, you have those same tensions at that point. When we look over the last two years, scott, markets havent gone anywhere, since june, markets havent gone anywhere, but were seeing a loft opportunity you underneath the surface because of the narrowest of these stocks, so i think the answer is yes, you have to be a lot more selective. 11 of the s p 500 reporting this ....
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