
About this episode
Big banks kick off earnings this week and key inflation data on deck. Scott Wapner and the Investment Committee debate what’s at stake for the markets and how to position your portfolio ahead of it all.
Plus, Brian Belski of BMO Capital joins us to explain why he is overweight financials. And later, a big downgrade to Lululemon, the Committee take their positions.
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.
Get every episode summarized
Each time Halftime Report publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Halftime Report

Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26
Halftime Report
Sep 10, 202644:10completed

Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9...
Halftime Report
Sep 9, 202643:10pending

Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/26
Halftime Report
Sep 8, 202643:25failed

The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/2...
Halftime Report
Sep 4, 202643:26completed