Matt Miller highlights the market-moving news you need to know heading into the opening bell on Wall Street. Today’s guests: Yung-Yu Ma, BMO Wealth Management CIO; Julian Emanuel, Evercore ISI Chief Equity, Derivatives & Quant Strategist.
01:13 Yung-Yu Ma discusses inflation, Fed rates, opportunities in markets, cash levels
14:53 Ed Ludlow reports on Masayoshi Son’s ambition to create Super AI
26:45 Natalia Kniazhevich reports on Sarepta Therapeutics’ gene therapy to treat Duchenne Muscular Dystrophy
28:47 Julian Emanuel discusses raising his call for the S&P 500 year-end target, AI stock rally
38:05 Michael McKee reports on US PMI data
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