Transcript:

Caroline Woods: Bull market charging on or running out of steam.

Sonali Basak: We’re past the fifth inning.

Caroline Woods: Government shutdown. Short term setback or lasting damage.

Sonali Basak: Short term setback.

Caroline Woods: Inflation fight. Nearly won or far from over.

Sonali Basak: Far from over.

Caroline Woods: Hey labor market cooling or cracking.

Sonali Basak: Cooling.

Caroline Woods: Financials, resilient or ripe for a sell off.

Sonali Basak: Resilient.

Caroline Woods: Wall Street sentiment. Overconfident or cautiously.

Sonali Basak: Right, cautious. Very cautious.

Caroline Woods: Next 12 month market. Driver earnings or macro trends.

Sonali Basak: Earnings, bigger risk.

Sonali Basak: Luxury spending.

Caroline Woods: Tariffs easing tension or new uncertainty.

Sonali Basak: Easing tension.

Caroline Woods: And finally shutdown. Ending market boost or priced in.

Sonali Basak: Priced in