McKiernan: "Glass Half-Full" View on Economy; META "Must-Own"
Schwab Network · Schwab Network
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Show Notes
Frank McKiernan joins Diane King Hall at the NYSE to discuss the economic picture for the final 6 months of 2025. He's expecting 1-2 rate cuts this year from the Fed and adds that the "highest risk to the markets right now is higher interest rates." Frank believes stocks can do well between 4%-4.5%. Later, he says the A.I. trade is back in full momentum in 2025, pointing to Meta Platforms (META) growth outlook with reinvigorated efforts to grow its presence in the A.I. space. McKiernan calls META a "must-own" before making the case for CrowdStrike (CRWD).
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