This is your Bloomberg Daybreak podcast for the President's Day holiday. U.S. Markets are closed today. In this episode, we look at the hot start for US equities with Lori Calvasina, head of US equity strategy at RBC Capital Markets. Tiffany Wilding, chief US economist at PIMCO stops by to talk Federal Reserve policy. Plus, we look ahead to Walmart and Home Depot earnings with Bloomberg Intelligence Senior Analyst Jennifer Bartashus.