Ben Emmons, an analyst at FedWatch Advisors, sheds light on market rotations and the potential for year-end rallies. David Riedel, a China expert from Riedel Research, discusses the recent recovery of Chinese stocks following a strong GDP report but raises concerns about the sustainability of this rally. The duo also analyzes consumer spending trends and the impact of geopolitical dynamics on market sentiment. With positive signs in U.S. indices, they explore the cautious optimism investors feel amidst these unfolding complexities.

Bloomberg Intelligence Senior Retail Analysts discuss Walmart and Macy's earnings. Businessweek Magazine covers a secretive shipwreck hunter. President Biden's meeting with President Xi of China is analyzed. Hilton's Chief HR Officer explains workplace culture. The correlation between water use and greenhouse gases is explored. Market sentiment shift and a holiday message.