Because the Supreme Court overturned 40 years of federal agency deference, the ESG case is headed back to the Texas judge who originally heard it.

"Investors still have faith that the dollar itself, regardless of the state of the actual government, will continue to be the global currency of choice and keep value in a fraught political situation."

"Now that inflation has come down and the labor market has indeed cooled off, we're going to be looking at both mandates. They're in much better balance."