Vigilantes.
The last full trading week of 2025 followed a weekend which saw a temporary spike in the odds on the “other Kevin”, Warsh, being nominated by Trump as the next Fed chairman at the expense of Hassett whose potential chairmanship has not been well received by markets due to the perception that he could put the economy at risk by being so clearly deep in the president’s pocket.
Stocks steadied on Monday after the previous Friday’s tech rout as analysts kept up a somewhat optimistic drumbeat in their 2026 index projections but, again, more ho-hum “old school” names and smaller companies behaved…
The skinny
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