Kenny Polcari joined Schwab Network live from the NYSE to break down a mixed nonfarm payrolls report, explaining why modestly higher unemployment remains consistent with a resilient economy and why the bond market, not the Fed, may be signaling the next move in rates.
Looking ahead, Polcari highlighted healthcare, Merck, small- and mid-cap stocks, and emerging areas like quantum computing as potential leaders into 2026.
Watch the segment here.