invested brian levitt tell after advil. feeling better? on top of the worlddddd!!! before advil.il targets pain at the source of inflammation. when pain comes for you, come back fast with advil liqui-gels. ♪ tourists tourists that turn into scientists. tourist taking photos that are analyzed by ai. so researchers can help life underwater flourish. ♪ jack: despite a cooler than expected june jobs report on friday rate hike hurries persist, back to 3.6% and wages grew 3.4% from one year ago, my next guest says economic data is improving and the recession obsession can wait until next year, joining the invesco global market strategist brian levitt. thank you for coming by. >> let's start with inflation on everyone's mind. of course you say it is slowly but the market says it is not slowing an offer jay powell's. >> is not to jay powell's liking but we are getting there. we were to get the consumer price index report everyone has been waiting when is getting into the low threes and high twos and if we climb this month what we've been climbing on average this year you will be on the l

invested brian levitt tells us what investors should be watching, that is coming up.ristina) with verizon business unlimited, i get 5g, truly unlimited data, and unlimited hotspot data. so, no matter what, i'm running this kitchen. (vo) make the switch. it's your business. it's your verizon. salonpas lidocaine flex. a super thin, flexible patch with maximum otc strength lidocaine that contours to the body to relieve pain right where it hurts. and did we mention, it really, really sticks? salonpas, it's good medicine. will ♪ (upbeat music) ♪ ( ♪ ) woah. ( ♪ ) ( ♪ ) ( ♪ ) ( ♪ ) constant contact delivers the marketing tools your small business needs to keep up, excel, and grow. constant contact. helping the small stand tall. jack: despite a cooler than expected june jobs report on friday rate hike hurries persist, back to 3.6% and wages grew 3.4% from one year ago, my next guest says economic data is improving and the recession obsession can wait until next year, joining the invesco global market strategist brian levitt. thank you for coming by. >> let's start with infla

come down faster than feared that a recession is still in the forecast, global market strategist brian levittl share his outlook. you can teach an old store new tricks, how walmart is using innovative technology to reasons game. later what men's underwear sales can tell us about the future of the economy. but we began as always with three things investors to be thinking about right now. hiring slowed in june but wages rose leading investors to sell stocks that the fed will hike interest rates with earnings seasons around the corner we have three sectors to keep an eye on then the sucker bird versus elon musk battle continues, medicine twitter killer threads making the big debut, get the new platform dethrone twitter? on the barron roundtable kristen beltran, carleton english and jacob sonnenschein. carlton for a while i thought we returned to an era where good news was good news but it was not to be made a really strong adp report on thursday and the market tanks, on friday the number not quite as strong but still enough to convince investors that it will keep i and stocks did not have a good

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invested brian levitt tell ♪ tourists tourists that turn into scientists.st taking photos that are analyzed by ai. so researchers can help life underwater flourish. ♪ your best defense against erosion and cavities is strong enamel- nothing beats it. new pronamel active shield actively shields the enamel to defend against erosion and cavities. i think that this product is a gamechanger for my patients- it really works. bath fitter is a better way to remodel your tub. a custom-made watertight fit and high-quality materials mean a beautiful tub, and a great value. bath fitter. it just fits. visit bathfitter.com to book your free consultation. jack: despite a cooler than expected june jobs report on friday rate hike hurries persist, back to 3.6% and wages grew 3.4% from one year ago, my next guest says economic data is improving and the recession obsession can wait until next year, joining the invesco global market strategist brian levitt. thank you for coming by. >> let's start with inflation on everyone's mind. of course you say it is slowly but the market sa

jon: brian levitt of invesco. frontloaded in all these rate hikes and now they can pause. and maybe other places. tom: i agree with that and the issue here is the degrees of freedom they have and the emerging markets have much less wiggle room than the major banks so when they have to act, they have to protect the different dynamics in their system. jon: i don't know how to describe what is happening in china. i get the language is shifting. i am waiting for the follow-through, are you? lisa: very much so. that accurately describes what we got, no details about directing supporting consumers and no details on how they plan to ignite housing market that's facing high leverage, lack of people in said homes and the fact they have built up so they don't have that stimulus letter --lever. you buy that china is facing japanese last decade? jon: they had the best week in 2023. tom: i would say the chinese inflation is an interesting commodity. it can be usually discordant -- distorted domestically. it looks like there could be disinflation or deflation. jon: break line-up this mo

it will be interesting to see what brian levitt does with asset allocation.ers and worse, this was gospel. you put 60 here and 40 year and you played golf. jonathan: you know by now that you pick up 5% and put money in ai and do something more distinct and play golf. lisa: surf? jonathan: get away for a long weekend. tom: we are having an october conversation in july. that is the heart of the matter. jonathan: you are skipping summer? no vacations? ♪ it can happen to the people who teach us and rescue us, the people on our team and in our family. it can happen to the people who serve us and the people who served. the people we work late with and stay out late with. it can even happen to the person in the mirror. opioid use disorder is a disease that can happen to any of us. it's possible recovery can happen to any of us, too. tom: good morning. we are altogether again. ferro as gone off to get ready for 9:00. cpi wednesday. it is a rich discussion. for those joining in across america, it is about china and whispers of disinflation. lisa: there were a lot of w