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As of july 1, the longest Economic Cycle in modern history. You have to pick up the camp, either we are headed toward nearterm recession, or we are in a super cycle. Gershon, which one . Gershon always hard to say in the shortterm. Some of those people calling for lower rates are those that called for a 3 10 year a year ago. This is the only industry where you can be wrong again and again and people still want to know your view. It is really fascinating. The reality is, what europe has taught us is there is no lower bound. In other words, if equities are weak, if the economy is weak, we can go...

We are tennessee tremendous reflation we are going to see tremendous reflation by gold. On the other side we have some saying 10year yield are going to zero. I dont want to think of a world of zero interest rates. 0 for the u. S. Treasury seems like an excessively pessimistic forecast. We have had the recovery, its coming to an end. If you believe the Business Cycle is coming to an end, that call makes sense. Now the Central Banks are falling into line and cutting rates. When we get this polarization of use, it tend to be close to regime changes. Something is going to give. That is the journey...

2. 5 and maybe more. 1. 5 for the 10 year. Someone saying we will see tremendous reinflation over the next 10 years, buy gold. And on the other side, and have someone saying, 10year yields are going to zero. I dont want to think of a world of zero interest rates. That is where we are heading over the next couple years. 0 for the u. S. Treasury seems like an excessively pessimistic forecast. We have had the recovery, its coming to an end. If you believe that the Business Cycle is coming to an end, that call makes sense. Now the Central Banks are falling into line and cutting rates, one after an...

The Halftime Report with scott wapner starts right now. Welcome, good to have you with us on this friday, our Investment Committee at the desk today, josh brown, stephanie link, jim lebenthal, the chief Investment Officer at Boston Private Wealth is here, liz young is bny melons director of market strategy, anastasia from Jpmorgan Private Bank and lets begin with the broadcom story. Its one heck of a buzz kill today. Price targets cut across the board, lots of stocks in that space are down shortly, not jus broadcom, amd, lam research, micron, you pick it in the chips and its getting hit pretty...

A georgia grand jury indicts former President Trump charging him with felony and racketeering the defendants engage in a criminal racketeering enterprise on the record, ron desantis talks to cnbc exclusively that bob iger should drop his lawsuit and talks tough on china i view them as an adversary you have to deal with a lot of people that is not the direction we need to go now, good morning. There is a lot going on in markets this morning ill highlight the top stories we have been talking about in the last hour or so. First, lets start with china. China Central Bank Cut the onemonth loan rate...