Mike Gallagher joins CNBC to discuss the outlook for AI-driven equity markets, the Federal Reserve's policy path, tariffs and inflation, and why higher Treasury yields are making bonds an increasingly attractive portfolio hedge.

Mike Gallagher on Sky News thinks markets may be set for a roughly 5 percent pullback as investors reassess whether the macro outlook is as perfect as recent optimism suggests.

Mike Gallagher on CNBC thinks equities may be vulnerable to a roughly 5 percent drop as investors grow increasingly concerned that stock valuations, especially in AI-linked tech, could be overstretched.

Mike Gallagher on CNBC discusses the outlook for the U.S. market in the year ahead and beyond.

Mike Gallagher expects the dollar to remain strong through the first half of 2025, driven by Trump's higher tariffs on China, which could lead to a devaluation of the yuan.

Mike Gallagher commenting on France’s prime minister to push through contested budget despite risk of no-confidence vote

Mike Gallagher on the resilience of corporate earnings in the tech sector

Mike Gallagher on CNBC following CPI release discussing the path for US Treasury Yields and how rate cuts will to be market driver in 2024

Mike Gallagher on Panel at recent ETF Asset Allocation conference in London, speaking about our 2024 outlook for Developed Markets and US interest rates

Mike Gallagher on CNBC discussing 2024 economic outlook. "We see S&P 500 falling to 4,000 in second half before building back next year"