Retail Check In, Consumer Strength, and a Bet on UNH’s Comeback 05/26/25

Unlimited CEO Bob Elliot and Truist Wealth’s Keith Lerner break down the macro setup in the market panel, while CNBC’s Kate Rooney reports on why Main Street is continuing to buy the dip.

John San Marco of Neuberger Berman weighs in on retail earnings and a resilient consumer. Deutsche Bank’s George Hill makes a case for sticking with UnitedHealth despite its drawdown this week. Plus, our Robert Frank reports on the future of the estate tax, and Morgan Brennan highlights $17B space company Trimble for this week’s Manifest Space.