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Transcripts For CNBC Fast Money Halftime Report 20240714

Investment committee, josh, steve brown, we begin with the markets, stocks continue to stage their rebound, rise in bound yields giving relief there. You finally can take a little bit of a sigh of relief that yields have stop going down, maybe they bottomed and stocks did too. I feel like were in one of those moments and we have had them off and on over the years it remind message a lot of that risk on, risk off kind of market environment that we had previously spent months in different years throughout the recovery 2011 stands out. We probably did this in 2015 too. Where you have days is obvious, today is a risk on day, and so they sell off all the bond proxy, defensive sec ttors, and lasts a di or two days, and find yourself in other days, theyre taking up consumer stable stocks and utilities and Everything Else gets dumped i dont know that were definitively in that for a long time, but we have definitely been in that the last ....

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