Holly Newman Croft. Welcome back, Holly. Good to have you.Thanks. Good to be here as always. It's quite a setup for Fed day with the stock market at record highs, the 10-year yield back down to 4%, gold up 40% into the year.H how do you view the risk award into the Fed. I think what's really interesting is how the shift in focus from the market has been on inflation and what the Fed's going to do to now a weakening labor market in a slowing economy and what the Fed is going to do. The bond market is telling ...

What a year, so far. The Dow, S&P and Nasdaq are all sitting near all-time highs. The small-cap Russell 2000 is sitting at YTD highs, and it looks like they have finally begun their long-awaited upside breakout.What a difference a handful of months can make.Stocks sank earlier in the year on tariff concerns, before bottoming in early April.Since then, the major indexes have all surged by double-digits from their 4/7 lows, with the Dow up by 25.9%, the S&P up by 36.2%, the Nasdaq up by 49.1%, and the small-c ...