Closing Bell Closing Bell 1/7/25
6 snips
Jan 7, 2026 
Jeffrey Sonnenfeld, a Senior Associate Dean at Yale School of Management and CNBC contributor, shares his deep insights on corporate governance and the intricate relationship between business and politics. He discusses the significant CEO backlash towards government interventions and the risks posed by state capitalism. Sonnenfeld also addresses the silence from the Business Roundtable amid these upheavals, highlighting the industry's struggle to navigate political pressures. Tune in for a thought-provoking analysis of how these dynamics impact leadership and market behavior.
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Breadth Makes The Rally Healthier
- Early-year market strength often signals how the rest of the year may shape up.
- Tom Lee says breadth across sectors makes the rally more durable than a narrow tech surge.
Dovish Fed Is A Market Tailwind
- The Fed is shifting into a dovish stance which acts as a tailwind for equities.
- Tom Lee highlights QT ending and a Fed focus on the job market as supportive for stocks.
Banks Can Become Tech-Like Winners
- Financials are being re-rated as reliably profitable through cycles and tech-like beneficiaries of AI.
- Tom Lee argues banks with tech focus can see expanding margins and multiple re-ratings.
