CEO and CIO Nancy Tengler joined Yahoo! Finance to give her prediction on whether or not the Fed will cut rates this week.
“I don’t think they will,” she said. “I think this Fed has demonstrated that they’ve been wrong at every turning point.”
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joined Scott Shellady, The Cow Guy, on ‘The Cow Guy Close’ on RFD TV to discuss possible candidates to replace Fed Chair Jerome Powell. Check out the segment to hear her favorite picks.
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joined Mornings with Maria to weigh in on the state of American exceptionalism, Q2 bank earnings, and where yields may be headed next. “Any economy that prizes efficiency over equity — which ours does — will continue to drive growth, particularly through productivity,” she noted. Tengler favors sectors boosting productivity, highlighting tech and industrials, and points to U.S. corporate earnings that continue to outpace global peers.
Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joined The Larry Kudlow Show this week to explain why her long-term bullish stance goes beyond recent market rallies. She highlights a strong business backdrop: a friendly policy environment, major investments in AI, robotics, and data infrastructure, and tech giants evolving from capital-light to capital-heavy. Her advice: remain diversified, but overweight technology.
Drawing parallels to the 1990s, she notes that strong stock performance can coexist with higher interest rates and inflation. Tengler also urges investors not to overinterpret Fed Chair Jerome Powell’s frequently shifting commentary, which she says is often misunderstood. She’s confident inflation is easing and argues that tariffs are disinflationary—a view gaining broader acceptance. Bottom line: Nancy isn’t predicting a peak—she’s positioning for the next growth move.
Important: See disclosures and fact sheets below.
On Fox Business with Charles Payne, Nancy Tengler, Laffer Tengler Investments CEO & CIO, shared why it’s time to rebalance—even in a strong market. She spotlighted companies embracing AI and innovation, from Microsoft to Walmart, and stressed the value of strong leadership. Her “next Mag Seven” includes Oracle, Broadcom, and ServiceNow. The takeaway? Don’t chase hype—own quality businesses built to lead the future.
Important: Please see complete performance information and required disclosures below that supplement the returns stated in this video. You can also review our Equity Growth Q2 2025 Factsheet, our Equity Income Q2 2025 Factsheet or the 12 Best Ideas Factsheet for more information.Read More
In June, consumer confidence fell short of expectations, sparking a debate on its underlying causes. Peter Tchir and Laffer Tengler Investments President Arthur Laffer Jr. offered contrasting takes on the Schwab Network. Laffer attributes much of the drop to poor timing, suggesting political factors around the release skewed sentiment. He sees the dip as more reflective of noise than a fundamental change in consumer attitudes.
In a recent segment with TheStreet, CEO & CIO Nancy Tengler weighed in on why geopolitical tensions—such as the latest developments involving Iran—tend not to have lasting impacts on the market. While headlines may trigger short-term volatility, history has shown that markets are remarkably resilient when it comes to international conflict.
Nancy Tengler recently joined Fox News Radio to share her take on the latest jobs report—and why she’s not buying into the recession buzz. With 139,000 jobs added in May and strong performance in cyclical sectors, Nancy sees signs of resilience, not retreat. Still, she’s watching trade policy and hiring trends closely. Her advice? Stay focused, stay selective, and do not panic.
In a recent segment on Schwab Network’s “The Watch List,” Laffer Tengler Investments President Arthur Laffer Jr. and Jeffrey Cleveland analyzed the April PCE report. Laffer emphasized the importance of making the 2017 Jobs Act permanent to sustain economic momentum. Their discussion highlights the interplay between fiscal policy and monetary decisions in shaping the economic outlook.
In a recent appearance on Yahoo Finance’s Morning Brief, Nancy Tengler, CEO and CIO of Laffer Tengler Investments, shared her insights on Nvidia’s pivotal role in the AI sector. She emphasized that Nvidia is a company investors should consider owning to capitalize on the AI boom, describing it as an “AI name you want to own and take advantage of.”
Discussing the broader market, Tengler mentioned that while there are other players in the AI space, Nvidia’s consistent performance and innovation set it apart. She advised investors to consider companies that are not only participating in the AI trend but are also leading it, with Nvidia being a prime example.
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