SlateStone Wealth’s Chief Market Strategist, Kenny Polcari, joined Fox Business’s Varney & Co. to discuss the outlook for growth, rate cuts and trade policy.
Kenny pushed back on the Fed’s weak growth forecast, calling it more about justifying rate cuts than reality. He also noted that tariff fears have faded, and markets are embracing AI-driven gains, though investors should be cautious about chasing stretched valuations.
Watch the full segment here.