In the Fast Money segment, the panel discussed the anticipated rise in the 10-year Treasury yield, with estimates ranging between 5% and a concerning 6%. They explored how this could affect the stock market, particularly small-cap stocks, and examined the influence of government policies on inflation, including tariffs and immigration. The conversation also touched on Pfizer's outlook for 2025, Databricks' significant funding round and potential IPO, a possible merger between Honda and Nissan, and the challenges within the steel industry. Lastly, they considered the outlook for retail investors in 2025, highlighting a generally optimistic view bolstered by the current administration's business-friendly policies.
