For more, let's bring in Julian Emanuel. He is Evercore ISI's senior managing director and strategist there. Julian, it's great to great to see you.Um, I guess it's hard to argue with that point, right. This is a a kind of insurance or good news or normalization rate cut program from here on out if we get a full program. Um, to what degree is that enough at this point now that the market's up, you know, 35% since April.So, actually, when we think about it, there's two ways of looking at it. In the here and ...

Chair of the US Federal Reserve Jerome Powell speaks during a news conference following the July 29-30 Federal Open Market Committee (FOMC) meeting in Washington, DC on July 30, 2025. (Photo by Mandel NGAN / AFP) (Photo by MANDEL NGAN/AFP via Getty Images)AFP via Getty ImagesIn what's shaping up to be a pivotal week for global markets, the U.S. Federal Reserve is set to meet on September 16-17. Most analysts expect the Fed to cut interest rates by 25 basis points.While that’s the prevailing expectation, the ...

How much of the market's next move is centered around a considerable cut from the Fed. Let's ask Ed Yardenni. He is the president of Yardeni Research with me here at Post 9.Welcome back. Thank you very much. Is that what this really is about you think like 50 basis points is now what the market thinks is going to happen.I think it's partly that, but I think what uh what the market knows for sure is that earnings were much better than expected in the first quarter and in the second quarter despite all the tu ...