Fundstrat head of research and Fundstrat Capital CIO Tom Lee, also a CNBC contributor, joins me here. Tom, good to see you. Great to see you.So, we have this rally that's now extending uh probably beyond what most were positioned for, but it started in a moment of peak uncertainty. Yes. And even when we were in peak uncertainty, a lot of us were saying that's kind of usually forward-looking bullish.But are we now getting to a point where we have finally feasted on all of the uncertainty and now we have a lo ...

Welcome back. Fed meetings getting underway today and some growing optimism perhaps among CNBC's Fed survey participants about the outlook for markets. Steve Leeman has the details for us.Steve. Yeah, David. A little bit brighter when it comes to the outlook for stocks with respondence to the CBC Fed survey uh lowering their recession probability and seeing more of a bounce back in the economy uh and stocks in 2026.Uh year end, we're looking at 6133. That's just up one and a half. But things look better for ...