With the midterm elections in the rearview mirror, Talley Leger says investors can get back to looking at company fundamentals heading into the end of 2026. He explains how the correlation in nominal GDP growth and 10-year Treasury yield supports a tactical rally in the former. However, Talley warns the economy may not be growing at the rate investors think. The financials sectors is a corner of Wall Street Talley sees as promising, along with software as the AI buildout continues.