Stock Market News
Industrials stocks have been red-hot this year — mostly. One analyst explains which stocks to buy and which to avoid.
Nigel Coe of Wolfe Research says industrials have been a hot sector this year, but it's a stock pickers market.
The Fed's Divided on Rates. Why Stock Markets Can Rise Through 2026 Anyway.
What a SpaceX IPO could mean for Tesla shareholders, Pfizer pursuing next weight-loss drug in Chinese labs, more news to start your day.
This Wall Street Expert Thinks the Fed Has 'More Room to Cut' Than Most Expect in 2026
A nice surprise in U.S. labor market data could be the gift that keeps giving next year.
Fed meeting updates: Federal Reserve to decide on interest rate cut at final 2025 meeting
It's the last Fed meeting of the year The Federal Reserve will announce its December interest rate decision at 2 p.m. ET Wednesday.
Top 2 Consumer Stocks That May Fall Off A Cliff This Month
As of Dec. 10, 2025, two stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
IMF's Georgieva urges China to speed up 'long-overdue' shift away from relying on exports for growth, so as 'not to provoke' other countries
China needs to speed up its decades-long plan to increase its reliance on consumption as a driver of growth, IMF Managing Director Kristalina Georgieva told reporters Wednesday. She said such a move w...
Fed Divisions Will Cloud Interest Rate Decision at Final 2025 Meeting
The central bank is poised to lower interest rates on Wednesday even as a growing chorus of officials urge caution.
Global Markets Mixed as All Eyes Turn to Fed Rate Decision
Futures for U.S. indexes nudged up slightly, while Europe opened to a mixed picture and Asian indexes slipped lower.
AI Adoption on Wall Street Set to Drive Near-Term Hiring
Two-thirds of financial services companies will likely see staff numbers rise initially as they adopt artificial intelligence, according to a survey. More than 70% of respondents in a survey by Bloomb...
Fed models do not account for Trump's policies, Treasury official warns
Counselor to the Treasury Secretary Joe Lavorgna discusses growing calls for reform at the Fed and President Donald Trump's emphasis on economic growth on ‘Kudlow.' #fox #media #breakingnews #us #usa ...
Tech Fears Subside As Dovish Fed Expectations Return
Tech fears have subsided on the back of increasing expectations of a Fed rate cut (now ~92% implied probability vs. 40% two weeks ago), with the QQQ-SPX 1M implied volatility spread narrowing from a 1...
Bitcoin Rises. Why the Crypto May Drop Below $90,000, Even After a Fed Rate Cut.
Ethereum, Solana, and other cryptocurrencies are also up.
Bank of France will give slight upgrade to France's GDP forecasts
The Bank of France will slightly raise its economic growth forecasts for France, said central bank governor Francois Villeroy de Galhau, who added that the country's economy was holding up despite the...
IMF urges China to speed up structural reform, raises growth forecasts
The International Monetary Fund on Wednesday urged China to speed up structural reform, as global pressure mounts on the world's second-largest economy to shift to a consumption-led growth model and r...
CNBC Daily Open: A Fed rate cut might not be festive enough
U.S. stocks were mixed Tuesday amid the Russell 2000 hitting an intraday high. India's AI space attracts billions in investment from Microsoft and Amazon.
Equities Trading Boom To Fuel 10% Rise In 2025 Investment Bank Revenues
Revenues at the world's largest investment banks are expected to grow about 10% in 2025, led by a surge in equities trading. Current Coalition Greenwich estimates for global investment bank revenues i...
Initial Thoughts On 2026
As the calendar nears turning to the new year, the economy is likely to benefit from the stimulus resulting from the passage of the One Big Beautiful Bill Act (OBBBA). The NFIB released its monthly Ec...
Fed Policy Looms Large for the 2026 Stock Market
The expected appointment of a Trump-friendly Federal Reserve chair in May could drive stocks higher—but it could also introduce some nasty risks.
European stocks head for negative open as global markets await Fed decision
European stocks are expected to open in megative territory on Wednesday as global investors gear up for the U.S. Federal Reserve's interest rate decision.
Why now may be the time for investors to check out small caps
Small-cap stocks are in the spotlight as they enter their period when they typically tend to outperform large-cap companies: mid-December to early March. Yahoo Finance markets and data editor Jared Bl...
Trump Plans Final Interviews With Fed Chair Candidates in Coming Days
President Trump is planning to start his final round of interviews in the coming days with candidates to be the next Federal Reserve chair. Trump and some of his aides are scheduled to interview forme...
Massive Debt-Fueled Deals Are Back on Wall Street
Paramount's $77.9 billion bid for Warner—backed by $54 billion in debt—is making some bond investors queasy.
'STAY OUT OF POLITICS': Kevin Hassett argues what the Fed should focus on
National Economic Council director Kevin Hassett doubles down on his accusation that the Federal Reserve is partisan and addresses growing calls for reform on 'Kudlow.'
Trump says he 'heard' Biden Fed appointments were signed by autopen, tells aide to investigate
President Donald Trump on Tuesday claimed to have "just heard" that all four of former President Joe Biden's appointments to the Federal Reserve were approved by "autopen." Trump provided no evidence ...
Asia Shows Economic Resilience in Year of Tariffs, But Growth Set to Slow, ADB Says
Asia's economies have fared better than expected in a year dominated by U.S. tariff threats but growth will slow next year, the Asian Development Bank said.
CNBC Daily Open: A 'hawkish cut' by the Fed could dull festivities
U.S. stocks were mixed Tuesday amid the Russell 2000 hitting an intraday high. The Fed is expected to cut rates, but the decision might not be unanimous.
Review & Preview: Fed's Big Finale
After six weeks of waiting, the Fed delivers its next rate move. Plus, JPMorgan's big spending.
Investors can make money by picking individual stocks, says Jim Cramer
CNBC's Jim Cramer talks about the importance of stock picking for individual investors.
Markets Wary Ahead of Fed Meeting as Bond Yields Rise | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
Retail investors are cautiously optimistic, says Investopedia's Caleb Silver
CNBC's “Fast Money” team discusses how retail investors are feeling about markets, according to a new Investopedia survey, with Caleb Silver, editor-in-chief of Investopedia.
December FOMC Decision to Outline Rate Cutting Path for 2026
Investors will have their attention all on Fed Chair Jerome Powell and the FOMC in a highly anticipated interest rate decision. Ian Wyatt believes a hawkish tone will lead to a pause in January.
Big Bubbles Are Not Deterring Bullish Investors
Individual investors remain optimistic despite fears of bubbles and inflation. Many bought the dip in the biggest stocks in November. AI-related stocks and cryptocurrency top the list of frothy assets...
Memos From Howard Marks: Is It A Bubble?
News reports are filled with widespread fears that America's biggest corporations are propping up a bubble that will soon pop. Bubbles are what happen when the enthusiasm reaches irrational proportion...
Why a former Trump advisor believes Kevin Hassett would be a good Fed chair
Independent Institute senior fellow Judy Shelton explains why she believes Kevin Hassett would be a strong fit for the next Fed chair on ‘The Claman Countdown.'
Fed will cut interest rates because market wants it, says Richard Bernstein's Contopoulos
CNBC's “Fast Money” team discusses what to expect from the Federal Reserve in anticipation of a likely interest rate cut with Michael Contopoulos, deputy chief investment officer at Richard Bernstein ...
Hassett likely next Fed chair, but most think Trump should nominate someone else, CNBC Fed survey shows
The December survey shows 84% believe President Trump will tap Hassett, director of the National Economic Council, to head the central bank.
Japan Might Be A Bomb Ready To Explode-- Why You Should Care
Japan's 229% Debt/GDP ratio, once sustainable via yield curve control, now faces crisis as inflation and rising rates end this policy era. With the Bank of Japan turning hawkish and long-term yields c...
How The Data-Dependent Fed Stopped Depending On The Data
The Fed is expected to cut the Fed Funds Rate by 25 bps at the December FOMC, lowering the range to 3.5%-3.75%. Despite historically emphasizing data dependence, Powell has prioritized labor market ri...
Tuesday's Final Takeaways: Jobs Uptick Ahead of Fed Decision & ORCL Earnings
JOTLS and ADP weekly employment showed a little reprieve for what many consider a jobs market under pressure. It's expected to be a critical focus in Wednesday's interest rate decision from the FOMC.
This Political Event Should Occur In 2026 And Could Boost Your Portfolio
I reiterate a buy recommendation on assets tracking main American indices, supported by robust trading data and positive macro signals. Put/call ratio at a four-year low and record foreign inflows sig...
Possibility of market pullback in 2026, says Interactive Brokers' Sosnick
CNBC's “Closing Bell Overtime” team discusses markets with Steve Sosnick, chief strategist at Interactive Brokers, and Brij Khurana, portfolio manager at Wellington Management.
The voting Fed members who could dissent on rate cut, Michael Burry's latest bullish stance
Market Domination host Josh Lipton breaks down the day's market headlines ahead of the closing bell on December 9, 2025. GammaRoad Capital Partners CIO Jordan Rizzuto joins the program to discuss how ...
From mortgages to car loans: How affordability rises and falls with the Fed
Affordability in America increasingly comes down to one institution, the Federal Reserve, whose decisions ripple through nearly every household budget.
Tech earnings will be more important Fed rate cuts next year, says Truist's Keith Lerner
Truist's Keith Lerner joins 'Closing Bell' to discuss the latest news prior to Tuesday's close.
US consumer bureau to issue 'interim final' open banking rule, cites funding shortfall
The top U.S. watchdog agency for consumer financial protection said Tuesday it will issue interim regulations for "open banking" and consumer data rights because it expects to run out of money before ...
SpaceX to pursue 2026 IPO raising above $30 billion, Bloomberg News reports
Elon Musk's SpaceX is moving ahead with plans for an initial public offering that would seek to raise significantly more than $30 billion, Bloomberg News reported on Tuesday, citing familiar with the ...
Fed likely to lower rate but may pause follow-up cuts
The Federal Reserve faces an unusually contentious meeting this week that will test Chair Jerome Powell‘s ability to corral the necessary support from fellow policymakers for a third straight interest...
Technology Stocks Appear Ready For Another Six Month Advance
Investors in technology and AI stocks are showing a high degree of bearish positioning with prices near their highs. This is highly unusual - and very bullish.
The Fed decision is expected to feature a rate cut and a lot more. Here's what to expect
The Federal Reserve is poised to deliver its third straight interest rate cut Wednesday, while simultaneously firing a warning shot about what's ahead. The rate-setting FOMC is split between members w...
Neutral late is lower than many in the market think, says Treasury Sec. counselor Joe Lavorgna
Joe Lavorgna, Counselor to Treasury Secretary Bessent, joins 'Power Lunch' to discuss the expectations for the Federal Reserve, the state of the economy and much more.
Private Equity Stocks Rally In Sync: Here's Why Something Big Is Brewing
A synchronized rally of private-equity titans unfolded on Tuesday as investors rushed into alternative-asset plays ahead of a widely expected Fed rate cut and after JPMorgan Asset Management unveiled ...
Weaker parts of the economy will rebound in 2026, says CIO Group's Steven Wieting
Steven Wieting, CIO Group chief investment strategist, joins 'The Exchange' to discuss the upcoming Fed meeting, the state of the labor market and much more.
Fed's completing the normalization process, says Georgetown's Paul McCulley
CNBC's Steve Liesman and Paul McCulley, former PIMCO chief economist, joins 'The Exchange' to discuss the upcoming Federal Reserve meeting, the path going forward and much more.
Trump Wants ‘Immediate' Rate Cuts. Markets Are Acting Like He Won't Get Them.
The president has long advocated for lower interest rates, saying they're supercharge the domestic economy, unlock a stagnant housing market and lower borrowing costs for the federal government.
Russell 2000 Hits Record Highs, Silver Rallies To $60: What's Moving Markets Tuesday?
U.S. small caps climbed to fresh record highs Tuesday as traders nearly fully priced in a Federal Reserve rate cut at Wednesday's policy meeting.
Tech Stocks Are Rebounding. Two Reasons It Can Continue.
Rather than worry about AI spending, investors should take heart from the continued adoption of AI, which is poised to fuel tech stocks higher in 2026.
Stocks close lower, what a Fed rate cut would mean for homebuyers
Market Domination Overtime Host Josh Lipton recaps some of the top stories on Monday, December 8, including all three of the major averages closing lower and how a Federal Reserve rate cut could impac...
Kevin Hassett says he would rely on his own judgment and not bow to political pressure to decide whether to cut interest rates if he becomes the next chairman of the Federal Reserve
But favorite to be next Fed chairman agrees with Trump there is “plenty of room” for cuts in coming months.
We remain 'constructive' on the market, says Piper Sandler's Michael Kantrowitz
Michael Kantrowitz, chief investment strategist at Piper Sandler, joins CNBC's 'Money Movers' to discuss his market expectations, the areas he is watching, and more.
Jeremy Siegel expects a ‘hawkish cut' from Fed on Dec 10
The Federal Reserve is set to announce its next interest rate decision on December 10, a meeting that comes amid unusual uncertainty. With official economic data releases disrupted by the government s...
Goldman Sachs CFO expects M&A momentum to continue into 2026
Goldman Sachs says this year is on track to become the second-biggest in history for announced mergers and acquisitions industrywide, an encouraging sign for 2026, according to its finance chief Denis...
Why the A.I. Boom Is Unlike the Dot-Com Boom
Silicon Valley is again betting everything on a new technology. But the mania is not a reboot of the late-1990s frenzy.
LA Ports See Fewer Imports From China Due to Tariffs
Port of Los Angeles Executive Director Gene Seroka says imports from China have slipped due to tariffs. But he says overall business is up since "we've picked up a lot of trade from Southeast Asia.
Goldman Sachs' Jonny Fine: The Fed will cut rates on Wednesday
Jonny Fine, global head of investment grade credit at Goldman Sachs, joins CNBC's ‘Squawk on the Street' to discuss his expectations for the Fed on Wednesday, his market outlook, and more.
What a Fed rate cut could mean for the market's Santa Claus rally, SailPoint CEO talks AI agents
Yahoo Finance executive editor Brian Sozzi keeps an eye on several of this morning's top trending stocks and stories on December 9,2025. A panel of Yahoo Finance Senior Reporter Ines Ferré, Siebert Fi...
Bracing for Hawkish Fed & SPX Needs Muscle for Santa Claus Rally
Nathan Peterson with @CharlesSchwab says he's surprised the chances of the FOMC cutting interest rates Wednesday are high. He warns investors to brace for a hawkish cut if it happens.
Job Openings Reached Five-Month High In October—As Hiring Slowed
Job listings in the U.S. rose to a five-month high in October, according to delayed federal data released Tuesday, as Federal Reserve officials have warned about a cooling labor market in recent month...
It's been well telegraphed that the Fed will cut rates on Wednesday, says Bespoke's Paul Hickey
Paul Hickey, Bespoke Investment Group co-founder, joins CNBC's ‘Squawk on the Street' to discuss the October JOLTS report, the latest market trends, and more.
U.S. Leading Indicators Point to Economic Slowdown in 2026
The Leading Economic Index, published by research group The Conference Board, fell 0.3% to 98.3 in September, after a similar 0.3% decrease in August.
Layoffs Ticked Up in a Mostly Steady Job Market, JOLTS Report Suggests
Layoffs crept higher in recent months, but the job market remained fundamentally steady since the summer, the Labor Department reported in its monthly survey of job openings and labor turnover.
KG: JOLTS Improve, Watch FOMC Dot Plot & HD Shows "What You Want to See"
There's plenty on Tuesday's radar to watch as the Fed starts its interest rate meeting ahead of Wednesday's decision. Kevin Green turns to the better-than-expected JOLTS print giving markets a bump so...
Will The Bond Market's 2025 Rally Extend Into The New Year?
The rearview mirror paints a rosy picture. All the primary sectors of the US bond market are posting solid year-to-date gains, based on a set of ETFs through Monday's close (Dec. 8).
Job openings rebound — but hiring doesn't — in low hire, low-fire U.S. economy
Job openings in the U.S. rose sharply in the fall and layoffs remained low as businesses geared up for the holiday season , but the number of people actually being hired was still down in the dumps.
Job openings unchanged in October; hires, quits slide
CNBCs'sRick Santelli joins 'Squawk on the Street' to break down the latest economic data to cross the tape.
2026 Outlook: Market May Fall 15%, With A Rotation To SMID Caps
I expect the S&P 500 to decline ~15% in 2026 due to extreme valuations and AI monetization risks. Rotation out of large-cap growth is likely.
What to Expect From Fed Decision on Wednesday
Jonathan Pingle of UBS Investment Bank says it's normal to see dissents when it comes to Federal Reserve interest rate decisions. He expects a large majority of FOMC members to support a 25 point rate...
S&P 500, Nasdaq open flat ahead of the Fed decision
Stocks were little changed on Tuesday as investors positioned themselves ahead of the Federal Reserve's final policy decision of the year, keeping major indices largely rangebound. The S&P 500 hovered...
Markets "Nervous" Ahead of FOMC Rate Decision, NVDA's Next Moves
The Fed starts its interest rate meeting today, and Kevin Hincks notes jittery markets as talks begin. He explains how the FOMC's prior decision left investors "nervous" for December.
Trump Threatens ‘Severe' Tariffs on Canadian Fertilizer: Q&A
President Trump answers questions from reporters in the cabinet room after announcing $12 billion in aid to American farmers. The president spoke about the health care fight, the EU's fine on Elon Mus...
Reagan Institute's Zakheim on "Dollar Diplomacy"
JPMorgan plans to invest $10 billion dollars of its own capital in the defense, aerospace, health care and energy sectors. Roger Zakheim, director of the Ronald Reagan Institute, discusses how these t...
CNBC Fed Survey: 45% of respondents say the Fed should cut by 25 bps in December
CNBC's Steve Liesman joins 'Squawk Box' to break down the latest results from the CNBC Fed Survey.
Former Cleveland President Mester: I hope the Fed pauses for a while after December rate cut
Former Cleveland Fed President Loretta Mester joins 'Squawk Box' to discuss the Fed's interest rate decision, what to expect from the central bank's policy meeting this week, inflation concerns, rate ...
Hawkish Risks Are Mounting: 3-Minute MLIV
Anna Edwards, Guy Johnson and Skylar Montgomery Koning break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:07 - Global Inflation...
CFOs upbeat on economy, don't expect recession: CNBC survey
Chief financial officers worry about consumer demand, but are generally upbeat on the U.S. economy and do not see a recession in the cards in 2026, according to the Q4 CNBC CFO Council Survey.
The Impact Of Rising Long-Term Interest Rates
The Fed's upcoming rate cut is widely anticipated, but Powell's commentary and SEP projections will drive market sentiment. A hawkish tone from Powell may prompt a post-cut selloff, presenting a buyin...
Morgan Stanley's Mike Wilson: The Fed has more room to cut next year than people think
Mike Wilson, Morgan Stanley CIO and chief U.S. equity strategist, joins 'Squawk Box' to discuss the state of the economy, the Fed's interest rate decision this week, rate path outlook, strength of the...
Weekly ADP Update Suggests Private Companies Added Jobs
Private companies grew their payrolls slightly on net through much of November, human-resources firm ADP said.
Why the record rally for small-cap stocks could run into a big problem in 2026
Rising Treasury yields could be an roadblock for small caps, but fundamentals finally have started to improve, says one money manager.
AI stocks are flashing ‘Code Red' — insiders at these familiar companies are seeing green
The end of the AI boom has begun, and these consumer-focused stocks are playing to win.
Shah: It's very likely we will see another rate cut tomorrow
Seema Shah, Chief Global Strategist at Principal Asset Management, expects a likely “hawkish” Fed cut, long-term support for the Mag-7 and AI productivity gains benefiting sectors like healthcare.
Thomas: We're at peak 18-year-olds, and that will reshape the U.S. economy
Lisa Thomas, Deputy Head of Global Research at TD Cowen, highlights 2026 themes driven by demographics, aging populations, AI-powered healthcare, autonomous vehicles, an
Payrolls Mirror 2008 Stress - Not Cutting Rates Would Be A Mistake
Payrolls are flashing the same warning signs that preceded the 2008 Financial Crisis, were witnessed in the middle of the Dot-Com bust, and observed at the onset of the COVID-crash. Inflation is quiet...
What the bears are getting wrong on AI — and why these stocks will keep climbing the wall of worry
Alpine Macro is pushing back on three big pillars of investor AI worries, offering investment ideas to think about.
Bond Markets Don't Expect a Dovish Fed. That Could Test the Santa Claus Rally for Stocks.
A rate cut from the central bank that is considered hawkish could keep stock market gains muted in December.
US private credit defaults to ease in 2026, but fragility to persist, says BofA
Private credit defaults are set to edge lower next year as interest rates drop, strategists at BofA Global Research said, but warned that the red-hot sector remains among the most fragile parts of the...
Tech bull run to continue for two more years, says Wedbush's Dan Ives
Dan Ives, Global Head of Tech Research at Wedbush Securities joins CNBC's Squawk Box Europe, discussing the outlook for artificial intelligence, and how long he expects the tech bull run to continue f...
China's Answer To Tariffs Is A $1T Trade Surplus
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AMERICAS Wobbling bonds find a level as Fed meets
What matters in U.S. and global markets today
This Wall Street Expert Is Less Bullish on Big Tech Stocks Now. Here's Why.
Why ask for the moon, when there are plenty of stars to go around? That's the latest take from a Wall Street expert regarding the S&P 500.