Valuation Concerns and Small-Cap Strength

The President says he has settled on a new fed chair in a new interview with the New York Times. We discuss with the Wall Street Journal’s Nick Timiraos. Plus, Walter Isaacson gives his take on some high-profile announcements out of the White House over the past 24 hours aimed at big business. And, Apollo’s Torsten Slok maps out his outlook for the economy and where he sees rates headed in 2026.

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