Insights & Understanding

Clear Harbor CEO Aaron Kennon joined Bloomberg Radio to discuss the outlook for earnings season, the strength of the U.S. economy, and the factors shaping today's investment landscape. Aaron shared perspectives on corporate earnings expectations, recent shifts in semiconductor leadership, opportunities emerging in fixed income as yields remain elevated, and what investors will be watching in Alphabet's earnings report as the AI investment cycle continues to evolve.

Clear Harbor CEO Aaron Kennon joined Bloomberg TV this morning to discuss the implications of China's latest AI model release, the evolving competitive landscape for artificial intelligence, the recent pullback in semiconductor stocks, broadening market leadership beyond mega-cap technology, and opportunities for investors as earnings season and Federal Reserve policy remain in focus. On Bloomberg Radio yesterday, Aaron discussed the market impact of geopolitical developments in the Middle East, the continued strength of corporate earnings, the outlook for the U.S. economy, and the importance of maintaining a disciplined, long-term investment approach amid periods of heightened uncertainty.

Clear Harbor CEO Aaron Kennon joined Bloomberg TV and later Bloomberg Radio this morning to discuss the powerful influence of artificial intelligence on markets, the Federal Reserve's evolving policy outlook, semiconductor-driven earnings growth, and the challenges investors face as technology optimism increasingly outweighs geopolitical concerns, rising energy prices, and signs of softer consumer sentiment.

Clear Harbor CEO Aaron Kennon appeared in studio this morning for two interviews on Bloomberg TV and Bloomberg Radio, discussing how semiconductors are shaping U.S. and global equity returns, key takeaways from earnings season, the growing disconnect between Main Street sentiment and market performance, and the Federal Reserve’s path forward amid persistent inflation.

Clear Harbor CEO Aaron Kennon joined Bloomberg TV and Bloomberg Radio for two interviews this morning to discuss the market’s resilience in the face of geopolitical uncertainty, the re-emergence of growth leadership, strengthening earnings expectations, and emerging risks within energy markets and global supply chains.

Clear Harbor CEO Aaron Kennon joined Charles Payne on Fox Business Network today to discuss how markets are navigating geopolitical uncertainty, growth expectations, and what still looks compelling beneath the surface. While the headlines are dominated by conflict, markets have yet to fully price in a longer-term inflation impact, and the path forward may hinge on how quickly this situation resolves.