Welcome to Market Catalysts. I'm Julie Hyman. We're 30 minutes since the US trading day. Here's what we're watching this hour. First up, the stock rebound continues on Wall Street. We'll break down the outlook for stocks as the bulls return. Plus, we'll discuss the outlook for rate cuts and the future of the Fed as the White House nears the end of its search to replace JPAL. and we'll hone in on the health of the consumer, the outlook for holiday shopping, and which retailers could be poised to outperform. ...