Strategas’ Dan Clifton makes the case for why Elon Musk is the ultimate bond vigilante, and what comes next could be earth-shattering. Plus, we have the latest from Capitol Hill as Congress races to avoid a shutdown by Friday night. And Bloom Energy has been called an underappreciated AI play for its ability to scale quickly and power data centers. The CEO joins us exclusively with what’s behind the innovative technology.

Today’s retail sales data suggests consumers are getting more cautious, and tariffs may not help things in 2025. Plus, our market guest is going long Europe despite the growing geopolitical uncertainty there. And BofA is out with its food forecast for 2025, claiming chocolate milk could be a growth driver next year.