Two major narratives unfold — one on Wall Street, the other in Washington. We kick things off with market insight from Richard Bernstein of Richard Bernstein Advisors and Citi’s Scott Chronert. Stifel’s Brian Gardner breaks down the latest from D.C.. Evercore Chairman Emeritus and BlackRock Co-Founder Ralph Schlosstein weighs in on global M&A and the policy landscape. Plus, Morgan digs deep on the Army’s autonomous push. Rocket Lab CEO Peter Beck on space demand and the stock’s huge run.