There's been a good reason to be bullish: Jason Katz

In a recent interview, Jason Katz, a senior portfolio manager at UBS, expressed a bullish outlook on the stock market. He highlighted two main factors contributing to this positive sentiment: the anticipated interest rate cuts from the Federal Reserve, which could stimulate economic growth and market performance, and Democrats' proposed tax on unrealized gains, which could impact high-net-worth investors but may also lead to focus on long-term investment strategies. Katz believes these factors create a favorable environment for equities going forward.