US markets kick off a pivotal week on a steady note, with stocks rising as investors weigh fresh political headlines, looming tariff risks and a packed calendar of earnings and central bank decisions. With GDP growth running hot, profit margins at record highs and big tech earnings back in focus, the question is whether this rally can finally broaden beyond AI leaders. Todd Rabold, Investment Management Partner at Callan Family Office, unpacks the strength of the US economy, the outlook for small caps and cyclicals, the pause in the AI trade, the surge in gold and silver, and what markets may be mispricing as the Fed stays on hold and policy uncertainty lingers.

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