Steve Leisman, a CNBC reporter known for his sharp analysis of interest rates and the Fed, joins the discussion on consumer resilience heading into the holiday season. The conversation reveals optimism in retail and airline sectors, highlighting notable stock gains. With Election Day approaching, they explore how political dynamics are influencing market movements. Leisman also dives into the challenges facing Ford amid semiconductor tensions and offers insights into banking sector performance as investors strategically navigate the evolving economic landscape.