The holiday season is fast approaching—and once again, the spotlight is on the American consumer. Will slower job growth, rising prices, and delivery delays cool consumer spending, or will shoppers surprise us again? But retail isn’t the only story. From the recent government shutdown to a Supreme Court case on tariffs and trade negotiations with China, policy developments are adding new layers of uncertainty. And with midterm elections just a year away, the political backdrop is becoming increasingly important. Meanwhile, earnings season kicked off with strength, so we’ll break down the sectors leading the charge and the key themes driving the equity market. And since it’s the season of gratitude, we’ll also share what we’re thankful for—from resilient economic and earnings growth to the Fed’s steady hand and much more. Join Chief Investment Officer Larry Adam and other thought leaders Monday, November 10, at 4:00 pm ET, for a dynamic conversation on the forces shaping the markets through year-end—and what to watch as we head into 2026.