Jay Hatfield thinks optimism is “appropriate for the U.S., but not really Europe.” He explains how the attacks on Qatar’s LNG facilities is “great” for Cheniere Energy (LNG) and other natural gas companies in the U.S., but will have major impacts abroad. He lays out his case for how the Fed can cut two or three times this year. He still thinks the S&P 500 can hit 8K before year-end, but hedges the narrative.

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