At the very beginning of the year, we ran this three-part segment on my 25 questions for 20 2025. Look, I came up with four big macro questions. One question for each of the 11 major sectors, and of course, 10 tech specific questions.So, now that the year is nearly over, let's talk about the answers. First question, does the yield on the 10-year Treasury go to 4% or 5% first or neither. At the time, the tenure was sitting at just over 4.5%.This is one where we got a definitive answer because the tenure went ...

>> AT THE VERY BEGINNING OF THE YEAR, WE RAN THIS THREE PART SEGMENT ON MY 25 QUESTIONS FOR 20 2025. LOOK, I CAME UP WITH FOUR BIG MACRO QUESTIONS, ONE QUESTION FOR EACH OF THE 11 MAJOR SECTORS AND OF COURSE, TEN TECH SPECIFIC QUESTIONS. SO NOW THAT THE YEAR IS NEARLY OVER.LET'S TALK ABOUT THE ANSWERS. FIRST QUESTION, DOES THE YIELD ON THE TEN YEAR TREASURY GO TO 4% OR 5% FIRST OR NEITHER. AT THE TIME, THE TENURE WAS SITTING AT JUST OVER 4.5%.AND THIS IS ONE WHERE WE GOT A DEFINITIVE ANSWER BECAUSE THE TEN ...

The Russell 2000 has had a strong year, hitting all-time highs a few weeks ago and pacing for its eighth straight month of gains. Its best run since mid 2021, but what can we expect for the group in 2026. Let's turn to our resident small cap expert Julie Beiel.What do you think the backdrop will be for small caps, Julie. >> I I think it looks pretty positive. You know, small caps are more economically sensitive and they should be benefiting from lower interest rates because they tend to borrow on a variable ...

The Russell 2000 has had a strong year, hitting all-time highs a few weeks ago and pacing for its eighth straight month of gains. Its best run since mid 2021, but what can we expect for the group in 2026. Let's turn to our resident small cap expert Julie Beiel.What do you think the backdrop will be for small caps, Julie. >> I I think it looks pretty positive. You know, small caps are more economically sensitive and they should be benefiting from lower interest rates because they tend to borrow on a variable ...

Can the positive momentum continue. Joining us now is Kay Okamura. He is New Burger Berman's portfolio manager for Japanese equities.And Kay, it's great to have you on the show. Given the fact that the bank of the Japan Bank of Japan has been hiking, can the equity market continue to power higher. >> Hi, thanks for having me on the show, Marine.So, let me let me break that down to a couple parts. First of all, uh we do think that the market can go higher and that's on the back of the fundamentals and the va ...

Kicking off the short holiday trading week with gains and a broad-based rally. Everything from AI names to banks to retailers, industrials getting a bump. Can this broadening out continue into 2026.Well, joining us now, Carol Schlife from Beimo Private Wealth and Bob Dah from Cross Market Global Investments. It's great to have you both here. And Carol, I will start this conversation with you.How does this set us up for 2026. Well, clearly markets seem to be indicating that there's a lot of things going on u ...

Coming to the economy. Investors are watching for signals from policymakers heading into a key year for the Federal Reserve, with a new chair expected to be announced soon. Cleveland Fed President Beth Hammack among those, preferring to hold rates higher for longer.Well, our next guest is taking the other side, voting for a 50 basis point cut at the Fed's last meeting. Joining us now is Federal Reserve Governor Stephen Myron. Very good morning to you, Stephen.Thank you so much for joining us. Good morning. ...

Let's go inside out on Home Depot. Joining us now is Michelle Connell, president and owner of Porsche Capital Management. Welcome to the show, Michelle.>> Thank you for having me. >> All right, so let's get into this discussion about Home Depot. Stairs are down about 10% this year.Earnings continue to Wayne here. Uh, I know they're a pretty shareholder friendly type company with buybacks and raising that dividend, Michelle, but the way that I look at it is until we get interest rates down, you know, these s ...

At the end of that speech at Columbia, you nodded to the fact that recessions are inevitable. Fed's job It's going to forestall them as much as they can. Policymakers, jobs or that.I'm very curious when you look at the labor market in particular, the rise that we've seen in the unemployment rate, that's kind of rise we've seen customarily before recessions. How do you assess the risk of there being a recession here in the near term when you look at the labor market, for instance. So I don't see a recession ...

Federal Reserve Bank of Cleveland President Beth Hammack said she saw no need to change US interest rates for months ahead after the central bank cut borrowing costs at its last three meetings, the Wall Street Journal reported on Sunday.Hammack opposed recent rate cuts as she is more worried about elevated inflation than the potential labor-market fragility that prompted officials to lower rates by a cumulative 75 basis points over the past few months, the report added.Hammack told the Journal that the Fed ...