New report from Ned Davis Research Dividend stocks outperform non-dividend stocks in the first 9months of easing. Worldwide Exchange

Hines portfolio: 41% INDUSTRIAL 33% LIVING 12% RETAIL 7% OFFICE 7% ALTERNATIVES

New propietary Citi data: The market is pricing in ~ 20% EPS growth over the next 12months... Consensus is 15% we talked about that divergence and what that means for sentiment and volatility. Worldwide Exchange

Great tech discussion with Malcolm Ethridge |Blue Check| with Frank Holland on Worldwide Exchange 🏆📺

Always great convo with Frank Holland. Consumer #Wealth divide determines how spending will be financed: Rich (top 10%) dip into #stockmarket #wealth, Upper Middle (next 40%) tap #pension #assets, while the rest resort to finding second jobs and #sidehustles. Milken Institute

On today's show with Dominic Chu: Markets: Scott Ladner Fed: Global_Macro Retail: David Bellinger Disney: David Joyce Trading: Degas Wright, CFA Reporting: Dan Murphy, Silvana Henao, and Jessica Layton See you at 5am ET on CNBC!

.⁦CNBC⁩ is the reason I understand financial news and my own finances so well. When I first started reporting 21 years ago (😳) I knew $$$ news was my weakness and watched nonstop to learn. Still do! Happy to join the ⁦Worldwide Exchange⁩ team for the world news update anytime

"The inflation data has definitely taken a back seat to employment data and to growth data," says Horizon Investments's Scott Ladner to Dominic Chu

"The Fed should make its own independent decisions because too much political interference has been historically not a good thing. It has typically led to inflation or more volatility," says Global_Macro to Dominic Chu

"As long as we get this stabilization in spending, and then couple that with a lower back half guide, that's what's expected in the market place right now," says Mizuho America, Inc.'s David Bellinger to Dominic Chu

"It is very good from the long-term perspective of a $DIS holder or investor in that they do keep sustaining the value of their intellectual property," says Seaport Research's David Joyce to Dominic Chu #DisneyD23

"We're not looking at individual sectors. We're actually looking at individual companies and what's the story behind their earnings growth," says Degas Wright, CFA to Dominic Chu

#WEXWrapUp w/ Dominic Chu: Stories you may have missed from today's show. - Fed's Michelle Bowman on rate cut outlook - Brian Moynihan on rate cuts - Susan Wojcicki dies at 56 - Kamala Harris fundraiser draws in $13M - $DJT posts Q2 loss

LISTEN NOW: It could be a make-or-break week for the markets as the consumer takes center stage. Mizuho's David Bellinger discusses. Listen and follow the Worldwide Exchange podcast here: link.chtbl.com/worldwide_exch…

On today's show with Dominic Chu: Markets: Alan McKnight Home Depot: Jeff Kilburg Trading: Matt Powers Reporting: Dan Murphy, Silvana Henao, Eunice Yoon, Emily Wilkins, Frances Rivera, and Steve Kovach See you at 5am ET on CNBC!

"We're still not convinced that the small-cap rally will come back to what we saw a few weeks ago. We think there's some challenges there, but the earnings look pretty good," says Regions Bank's Alan McKnight to Dominic Chu

"I am slightly more optimistic. I think the worst is priced in," says Jeff Kilburg to Dominic Chu. "There is some technical strength here." $HD

"Our advice is hold the tech trade. Hold positions. Don't pay too much as an entry point," says Matt Powers to Dominic Chu

#WEXWrapUp w/ Dominic Chu: Stories you may have missed from today's show. - Kamala Harris taps Brian Deese for policy pitch - S&P Global, Moody's downgrade $JBLU - $BA July orders and deliveries due - Crown Rock to sell $OXY shares

Thanks to the group at Worldwide Exchange...I enjoyed sharing some thoughts on the show this morning!