Calamos Investments President and CEO John Koudounis joined FOX Business\u2019 Maria Bartiromo on “Mornings with Maria<\/a>” to discuss market resilience and why he sees further upside despite ongoing uncertainty.<\/p>\n Markets anticipate possible Fed rate cuts amid easing inflation. (istock \/ Getty Images)<\/p>\n Koudounis pointed to strong corporate earnings and supportive policy dynamics as key drivers behind recent market gains, noting that “the underlying economy is pretty strong” and that “earnings are doing really well.” He added that factors like tax-related cash flow<\/a> are also helping support consumer activity and sentiment.<\/p>\n That backdrop, he argued, is helping markets look past short-term disruptions tied to rising oil prices and Middle East tensions<\/a>. While “you’re going to see the market volatile because of the price of oil,” Koudounis said he expects those pressures to ease, with energy markets eventually stabilizing and supporting broader growth.<\/p>\n Panelists EJ Antoni and Kaylee McGhee White analyze President Donald Trump\u2019s economic wins and May Day protests on \u2018The Bottom Line.\u2019<\/p>\n “When that happens, we’re off to the races again,” he said, adding that “the market really, really wants to run.”<\/p>\n Looking ahead, Koudounis emphasized that monetary policy could play a critical role in accelerating economic momentum. If inflation remains contained<\/a>, he expects interest rates to move lower, creating a more supportive environment for growth.<\/p>\n FED’S FAVORED INFLATION GAUGE REMAINED ELEVATED IN MARCH<\/a><\/p>\n “I think we\u2019re going to have rates being lowered,” Koudounis said. “And I think that\u2019s going to continue one of the biggest explosions in the economy that we\u2019ve seen.”<\/p>\n Panelists Mark Penn and Reince Priebus discuss Americans\u2019 perceptions of the U.S. economy amid the Iran War on \u2018Kudlow.\u2019<\/p>\n Despite ongoing uncertainty, including geopolitical risks<\/a> and the upcoming midterm elections, he maintained a bullish outlook, noting that “we\u2019re in a great position where we can handle this crisis” and that market performance remains “incredible” given current conditions.<\/p>\n FEDERAL RESERVE LEAVES INTEREST RATES UNCHANGED AS POWELL’S CHAIRMANSHIP NEARS END<\/a><\/p>\n He added that the broader setup heading into and beyond the midterm elections<\/a> is likely to remain “very, very positive for the markets.”<\/p>\n![\"Federal](\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2026\/05\/interest-rates-cut-4.jpg\")
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