Silvercrest Asset Management reposted this
Thank you CNBC, Frank Holland, and the team at Worldwide Exchange for keeping a spot for me just before Rishi Sunak on a busy news morning. It's always a pleasure speaking with Frank about the economy and markets!! We discussed how the post-election environment in Europe should make for compelling stock selection. Here in the US, continued payroll gains are critical, and early earnings reports from banks provide insight into the consumer. The Fed remains on a “hard pause”, though we expect some clarity on the path ahead to emerge at their Jackson Hole meeting next month. Don’t step away for too long during the dog days of summer – earnings, inflation, job market data, and upcoming Fed-speak are all essential catalysts!!! The video clip is below. Check out our third quarter letter in the comments or on our website to learn more about our views. https://lnkd.in/ec2_EHjJ