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Profits, the Fed, and where sector leadership goes next
Yahoo Finance· 2025-12-16 23:12
You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Investors who can stay patient may have the real edge heading into 2026. On Trader Talk, Kenny Polcari sits down with Truist (TFC) Chief Investment Officer and Chief Market Strategist Keith Lerner to break down what surprised him most in 2025 and why resilient corporate profits kept this bull market alive. Lerner outlines a “weight of the evidence” outlook for 2026, encompassing the labor market, Fed rate-cut e ...