Stock Market News
Markets Eye China Economic Summit for Clues on 2026 Policy Plans
High on the to-do list will be ensuring the economy is ready for another round of tussles with the U.S., as signaled by the emphasis Chinese leaders have placed on reducing reliance on foreign technol...
A Debt-Driven Credit Crisis May Be On The Horizon
The U.S. faces a $15T debt wall from 2026–2028, risking a severe liquidity crisis and historic refinancing risk. Refinancing pandemic-era debt at quadruple interest rates will spike net interest costs...
Review Preview: Fed Jitters
The Fed is expected to cut rates another quarter point on Wednesday. The question is what comes next.
Trump Insists Tariffs Will Buoy the Economy and Ease Cost Concerns
The president rolled out a $12 billion bailout for farmers as he makes the case that his policy is working — or will soon.
World Markets Watchlist: December 8, 2025
All nine indexes on our world markets watch list have posted gains through December 8, 2025. Hong Kong's Hang Seng is in the top spot with a year-to-date gain of 31.3%.
Dow transports are on a roll. Why investors shouldn't ignore the bullish message.
As Dow transports have rallied — which the Dow Theory says is a good sign for the stock market — most of the components remain cheaply priced.
BLS to Include October PPI Data in November PPI Release
The Bureau of Labor Statistics (BLS) will not produce an October 2025 Producer Price Index (PPI) news release, according to a revised news release dates page on its website. The agency will instead pu...
Stocks Dip Ahead of Fed Decision as Tech Stays Green | 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 Matt Miller.
The 2026 Market: Why Wall Street sees a 12% S&P surge ahead
Year-end momentum could set up huge 2026 gains, according to this market pro
Bull market will continue run in 2026, will be bumps in the road: Hennion & Walsh's Kevin Mahn
Kevin Mahn, Hennion & Walsh and Victoria Greene, G Squared Private Wealth, joins 'Closing Bell Overtime' to talk the day's market action.
Dow Falls as Investors Count Down to Fed Meeting
Stocks drifted lower as the battle for Warner Bros. Discovery went hostile and investors expected a Fed rate cut this week.
Santa Claus Has A Favorite Index, And Santa's Rally Has A Favorite Start Date
The Fed's interest rate decision and press conference on Wednesday are expected to deliver a 25 bps cut, and then the market will immediately focus on the odds of future cuts based on Chair Powell's c...
Mortgage rates are surging ahead of the Fed's expected rate cut. What gives?
Mortgage rates are rising sharply even though the Federal Reserve is expected to cut interest rates later this week.
Why the SEC's Top Accountant Is Weighing Changes to Audit Inspections, Conflict-of-Interest Rules
Kurt Hohl, who became the securities regulator's chief accountant in July, talks about his plans for oversight.
Fed cuts in January are not a foregone conclusion, says JPMorgan's Jordan Jackson
CNBC's Michael Santoli and Jordan Jackson, JPMorgan global market strategist, joins 'Closing Bell' to discuss the market action this week.
The Fed can cut rates again Wednesday, but higher yields are a threat to markets
Treasury yields were climbing on Monday, stoking fears that more interest-rate cuts from the Federal Reserve might ultimately leave anyone hoping for lower borrowing costs disassapointed.
U.S. Tech Stocks May Not Be So Exceptional in 2026
Ed Yardeni of Yardeni Research is calling for a change in one of the most successful investment strategies of recent years.
Fed still has room to go with rate cuts, says BlackRock's Rick Reider
Rick Reider, BlackRock CIO of global fixed income, joins 'Closing Bell' to discuss the upcoming Federal Reserve meeting, the state of the labor market and much more.
Market Outlook 2026: The World Outside The S&P 500 Is Getting Louder
The U.S. economy avoided a widely expected recession, despite a deeply inverted yield curve historically signaling downturns. Massive AI-driven CapEx by hyperscalers has created a parallel economic bo...
Jamie Dimon sends STARK inflation warning ahead of Fed decision
‘The Big Money Show' panel discusses President Donald Trump's new affordability tour, stubborn inflation and whether the Fed's upcoming rate decision could make or break the market's year-end rally.
Soloway: Santa Claus Rally Not Likely, Technical Weakness in A.I. & Bitcoin
@verifiedinvesting's Gareth Soloway isn't convinced Santa Claus is coming to the stock market. A Yen Carry Trade unwind is something he considers a real possibility, which will lead to a major selling...
Tiger Global plans cautious venture future with a new $2.2B fund
Tiger Global, the investor that spurred the VC bull market of 2020-2021, is reportedly raising a fresh $2.2 billion fund.
Fed commentary and tone much more important than rate decision, says Citi Wealth's Kate Moore
Kate Moore, Citi Wealth CIO, joins 'Power Lunch' to discuss the upcoming Federal Reserve meeting and its impact on markets.
This top Wall Street strategist is pulling back on Big Tech
Yardeni Research president Ed Yardeni says it "no longer makes much sense" for the firm to recommend being Overweight on tech given the sector's dominance in the S&P 500. Yardeni's statement marks the...
2026 Market Outlook: S&P 500 To 7600, Healthcare, Renewable Energy, Industrials Will Lead
I rate the S&P 500 Index as a Buy with a 2026 price target of 7,600, expecting continued upward momentum. AI-driven big tech and semiconductor firms should sustain growth, but I anticipate sector rota...
AI Powered the Market Rally. Watch These Sectors for Continued Growth.
Plenty of strategists see another year of double-digit gains to come, but it won't be all about AI.
Five reasons investors are feeling good about stocks again
Wall Street stocks recovered near record highs as AI optimism returns, supported by improving economic growth and anchored inflation expectations.
Lowering rates now could spur inflation, says Richard Bernstein CEO Richard Bernstein
Richard Bernstein, Richard Bernstein Advisors CEO, joins 'The Exchange' to discuss the Federal Reserve's upcoming rate decision, the market opportunity in 2026 and much more.
Why Covered Call Funds Might Not Work In A Downturn
Covered call ETFs, especially those selling short-duration calls, provide poor downside protection and underperform in both bull and bear markets. The CBOE Buy-Write Index has delivered subpar returns...
Fed signaling they won't follow Trump-appointed dovish Fed chair, says Brookings' David Wessel
David Wessel, Brookings senior fellow, joins 'The Exchange' to discuss the upcoming Federal Reserve meeting.
Bessent says US 'going to finish the year' with 3% GDP growth despite government shutdown
Treasury Secretary Scott Bessent predicts the U.S. will finish 2025 with 3% GDP growth despite economic volatility from tariffs and immigration policy changes.
2026 S&P 500 Outlook: Why AI Will Lead Again, Even As Risks Build
The U.S. market enters 2026 with stretched valuations, macro uncertainty, and AI-driven tech outperformance, supported by pro-growth policy and strong capital inflows. I expect the Nasdaq to continue ...
Trading the pivotal week for the market
The Investment Committee debate how to trade this week with a Fed Decision looming and Oracle and Broadcom report earnings. CNBC's Steve Liesman joins us with the latest out of the Fed and what to exp...
Why the market is pricing in a Fed rate cut for December
Yahoo Finance speaks with market insiders about the outlook for a December rate cut and the impact on markets. #youtube #federalreserve #stocks #interestrates About Yahoo Finance: Yahoo Finance provid...
Betting Odds Overwhelmingly Favor An Interest Rate Cut This Week—Here's Why
The Federal Reserve will announce Wednesday at 2 p.m. EST whether policymakers voted to lower interest rates.
Investors' bearishness is often overdone — but their bubble fears may be spot-on
You're kidding yourself if you think a stock-market bubble can't form when there is widespread concern about a bubble.
Forget Meta And Microsoft — 'Pick And Shovel' Stocks Are The AI 'Capex Super Boom' Play
The AI infrastructure build-out has not yet peaked. In fact, AI cap ex spending is accelerating, said Ben Powell, chief investment strategist for APAC at the BlackRock Investment Institute.
BLS: October and November PPI reports delayed until January 14
CNBC's Steve Liesman reports on the latest news surrounding the United States Bureau of Labor Statistics.
DWS Group Americas' David Bianco: Markets expect the Fed to cut rates this week
David Bianco, DWS Group Americas CIO, joins CNBC's ‘Money Movers' to discuss the Fed's rate-cut decision, why he advises portfolio diversification, and more.
BLS to Skip October PPI Report
The BLS will skip publication of its delayed report on wholesale-price inflation, and will instead roll those figures into a postponed November report to be published on Jan. 14.
Demmert: TOL "Best" Housing Stock, Fed Offers Bullish 2026 Path
James Demmert calls Toll Brothers (TOL) "best of the group" in homebuilders. He highlights what makes the company different from peers like D.R.
FOMC "Diversion" to Complicate 2026 Interest Rate Picture
Cooper Howard with @CharlesSchwab says he "won't be surprised" to see dispersion in December's FOMC meeting. He explains how a divide among Fed governors will complicate the interest rate picture into...
Dollar Weakens As Market Prices In Rate Cut, Questions Path For 2026
The first week of December has shown a dip-buying seasonal pattern, as all major indices consistently rose. Yet, under the surface, a more important price pattern unfolded in the forex market as shift...
NY Fed: Inflation expectations unchanged, labor market outlook improves
CNBC's Steve Liesman reports on the latest news surrounding the New York Fed survey.
Tiger Global launches new fund eyeing between $2-$3 billion as it takes more disciplined approach
Tiger Global Management announced the launch of Private Investment Partners 17, its latest venture capital fund. The firm is targeting a raise between about $2 billion and $3 billion.
Nasdaq 100 and S&P500: Tech Stocks Support US Indices While Markets Eye Fed Decision
US stocks trade mixed as traders await the Fed rate cut. Tech stocks lead gains while corporate deals shake up US markets in early trading.
We are in a high-risk bull market, says Crossmark Global Investments CEO
Bob Doll, Crossmark Global Investments CEO and CIO, joins CNBC's ‘Squawk on the Street' to discuss the latest market trends, his expectations for the Fed, and more.
Market Outlook: S&P 500 Will Reach New Highs In 2026, Gold To Lead While Other Sectors Follow
The S&P 500 is projected to reach 7600 in 2026, driven by persistent liquidity and accommodative monetary policy. I anticipate at least one 10%+ drawdown, followed by a liquidity-driven recovery and a...
US Stocks Mixed; Dow Falls Over 100 Points
U.S. stocks traded mixed this morning, with the Dow Jones index falling around 100 points on Monday.
The Everything Rally Endures As The Year's End-Game Unfolds
With three and a half weeks of trading left for 2025, all the major asset classes are holding on to gains, based on a set of ETFs through Friday's close (Dec. 5). As the end of the year comes into foc...
US stocks open higher on tech strength with Fed rate-cut odds near 90%
US stocks edged higher on Monday, with the S&P 500 kicking off the week in the green, leaning on a tech-led rally to shake off pre-Fed jitters. At open, the S&P 500 was trading around 6,875.33, 0.20% ...
Why this veteran strategist is dropping his preference for tech stocks after 15 years
More competition is coming for the “juicy profit margins” of the “Magnificent Seven,” Ed Yardeni said, and he's ready to look elsewhere for gains.
S&P 500 Investors Waiting On Fed To Deliver Expected Rate Cut
The S&P 500 closed out the first week of December 2025 at 6,870.40, up 0.3% from where it closed the previous week. The main focus of investors continues to be what action the Federal Reserve will tak...
The Journal is inviting subscribers to submit questions about the U.S. economy, markets and political landscape
Subscribers can submit questions in the comments space. Come back to watch our livestream at 2:15 p.m.
2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop
I remain bullish on the S&P 500 heading into 2026, despite concerns about index concentration and bubble talk. Big Tech earnings resilience, strong corporate balance sheets, and a likely return to eas...
Why I'm moving my money out of U.S. stocks — just like Warren Buffett
You'd have made a lot more this year investing in non-U.S. stock markets. These ETFs are worth considering now.
The Most Important Rate Of Change
I see continued economic expansion into 2026, despite recent headwinds like tight monetary policy and government shutdowns. Upward revisions in S&P 500 earnings estimates for Q4 are highly unusual out...
Former NY Fed Pres. Bill Dudley: The idea that Powell is losing control of the Fed is misplaced
William Dudley, former New York Fed president, joins 'Squawk Box' to discuss the Fed's policy meeting this week, what to expect from the central bank, rate path outlook, what to expect from the next F...
Why Wall Street's 2026 predictions matter
This post originally appeared in the Business Insider Today newsletter. You can sign up for Business Insider's daily newsletter here.
Trump Trade War: How Tariffs Reshaped U.S. Business and Global Trade
Trump's trade war is reshaping global trade, forcing U.S. companies to shift away from China, manage rising costs and legal uncertainty, and adapt to new financial and supply chain risks.
Treasury Yields Start the Week Higher
Treasury yields rose ahead of the year's final Fed meeting this week.
Fed expected to deliver third straight rate cut this week amid labor concerns
Fed policymakers face a tough decision on rates with inflation remaining above target as weak job market data and rising layoffs complicate the outlook for the December meeting.
5 Things to Know Before the Stock Market Opens
Stock futures are inching higher to start the week as the S&P 500 approaches a new record high; President Trump says he plans to be involved in the regulatory decisions around Netflix's planned acquis...
Trump to issue order creating national AI rule
U.S. President Donald Trump said on Monday he would sign an executive order this week that he said would create a single national rule for artificial intelligence, which the industry has said is neces...
Expect a 'hawkish cut' from the Fed this week, says Wharton's Jeremy Siegel
Jeremy Siegel, professor emeritus of finance at University of Pennsylvania's Wharton School of Business and WisdomTree chief economist, joins 'Squawk Box' to preview this week's Fed Policy meeting, wh...
SP500: 2026 Outlook And The Wider Impact Of AI In Perspective
The S&P 500, per my projection, is likely to reach 7,900 in 2026, assuming continued AI adoption and sustained investor optimism. Current AI infrastructure investments, though aggressive, are foundati...
S&P 500: Stock Picking Becomes A Lost Art, As Index Forces Take Over
Stock-picking is no longer as alpha-friendly as in past decades due to the dominance of indexed investing, particularly in the S&P 500. I now prioritize ETF-based strategies, using a mix of offense (S...
The DPI Link To Margin Debt
Margin debt now stands at a record of more than $1.1 trillion, up nearly 40% on an annual basis. In recent years, not only has margin debt surged, but the “cost of carrying” that debt has also risen.
S&P 500 win streak, Berkshire's leadership changes, Netflix's regulatory path and more in Morning Squawk
The S&P 500 neared all-time highs on Friday. Some are questioning whether the Netflix-Warner Bros.
Rising stocks and IPOs helped create 287 new billionaires this year
More than 280 new billionaires were minted this year, made richer in part by rising stocks and a return of IPO activity. The U.S. led the global billionaire increase, with 92 new self-made billionaire...
How to beat inflation over the next year in one investing move
Short-term interest rates are too high. This sets up an opportunity in 1-year Treasury bills.
S&P500 and Nasdaq 100: US Stocks Stall in Pre-Market Trade Ahead of Fed Forecast
US stocks stall in pre-market trade as traders await the Fed's rate cut forecast and outlook for 2026, with tech stocks and indices holding near record levels.
The Wrap-Up for Monday, December 8
The top headlines that could drive today's trading.
Why I'm Turning Aggressive Now - Even With Everyone Yelling 'Bubble'
I do not believe the current market is a bubble; fundamentals remain strong, especially among leading S&P 500 companies. S&P 500 returns are likely to be subdued in coming years due to elevated valuat...
Investors Remain Exposed to Potential Dollar Losses, Bank for International Settlements Says
Hedge ratios remain fairly low, leaving investors vulnerable to any further falls in the dollar, according to the financial institution owned by 63 central banks.
Fed's favorite inflation indicator stayed elevated in September as spending weakened
The Federal Reserve's preferred measure of inflation changed little in September, likely easing the way to a widely expected interest rate cut by the central bank next week.
Divided Fed ponders US interest-rate cut at end of tumultuous year
Markets expect final rate cut amid pressure from Trump as Jay Powell urges central bank to proceed with caution
Stocks Head for Third Year of Big Gains. Inflation Could Derail a Fourth.
Fed rate decision looms, Trump to outline economic policies, Netflix's Warner Bros. Discovery deal, and more news to start your day.
5 Things To Know: December 8, 2025
CNBC's Becky Quick reports on the 5 things to know on December 8, 2025.
There's a stable view of the economy overall, says Defiance ETFs CEO Sylvia Jablonski
Sylvia Jablonski, Defiance ETFs CEO and CIO, joins 'Squawk Box' to discuss the state of the economy, latest market trends, the Fed's interest rate outlook, 2026 forecast, and more.
Trump reboots campaign narrative with AGGRESSIVE economic agenda rollout
‘Mornings With Maria' panel discusses Trump's renewed focus on high prices as his advisers push an economic reset ahead of a pivotal Pennsylvania appearance.
Chart Of The Day: Transports, Small Caps Push Tech Aside
The MoneyShow Charts of the Day shows that the iShares Transportation Average ETF (IYT) and the iShares Russell 2000 ETF (IWM) are really on the move. In the last month, IYT is up 5.4% and IWM is up 4...
Probability Grows For Below-Average Returns In 2026
The S&P 500 could return 5-7% in 2026, and while it would feel like a significant change, the S&P 500 would have just an average year in terms of historical annual returns. The "average annual" return...
Powell Faces Pressure From Multiple Fronts as Fed Prepares to Cut Rates
The chair of the central bank is dealing with internal divisions while being besieged by President Trump and front-runners jockeying to replace him.
Global Markets Mixed at Start of Key Week
U.S. stock futures pointed to a flat to modestly higher open at the start of a key week, with the Federal Reserve expected to cut interest rates.
Investment Story Of 2026: Pure Fiat Monetary System To Show Early Cracks
2026 will likely be the year when we will start to see serious flaws, with the pure fiat global monetary system exposed. The root cause is the need for accommodating central bank policies in the face ...
This Week's Fed Meeting Is for Traders: 3-Minutes MLIV
Anna Edwards, Guy Johnson and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:07 - ECB Schnabel on ECB Chair 00:01:16 - New Fed...
Fed Res set for final cut of 2025
Investors anticipate a Fed Christmas rate cut later this week with other central banks' final policy meetings potentially following suit. Soaring Chinese exports to the EU push the country's surplus b...
Stock Market Today: Nasdaq Futures Lead Gains; Indexes Eye Records
Stocks are boosted by expectations the Federal Reserve will cut rates on Wednesday
Goldman Sachs: RBI signaling 'lower for longer' rates
Santanu Sengupta, Chief India Economist at Goldman Sachs, discusses the RBI's rate cut last week. He says this could be the end of the central bank's rate-cutting cycle, at least for the next few quar...
Ed Yardeni Discusses Shift From Magnificent Seven Tech Stocks
Veteran strategist Ed Yardeni, president of Yardeni Research, talks to Bloomberg Television about his move to underweight Magnificent Seven tech stocks. He says he recommends "broadening out" portfoli...
FOMC Preview: Markets In Full Apnea Ahead Of The Fed
The Fed is poised for a 25bps rate cut, but liquidity injections — QE in substance if not in name — are the true market catalyst. FOMC is deeply divided; Powell likely to cut rates, while maintaining ...
The Rate Cut May Produce A 'Sell The News' Event
The anticipated 0.25% Fed rate cut is likely already priced in, setting up potential for a 'sell the news' event. I expect institutional money managers are aggressively buying into the year-end rally,...
The Week Ahead: Markets Focus on FOMC Decision, Jobs Data, and Earnings This Week
Markets today face a pivotal week as investors track the FOMC meeting, labor signals, and key earnings that could guide sentiment.
U.S. households are nearing the end of the year feeling more dour about the economy than they did at the beginning, even as they keep spending
Sentiment has neared record lows, even as spending is continuing.
Favorable Economic Data Supports A Dovish Fed In 2026
A 25 bps rate cut at the December FOMC is priced in, with >90% probability per prediction markets. What matters is the policy stance for 2026.
Ad Spend to Grow More Than Expected in 2025 as Tariffs Sting Less and AI Gives a Leg Up
A new report from WPP Media says global ad revenue will reach $1.14 trillion this year.
Stock Futures Little Changed. Markets Await Fed's Decision.
On Wednesday, the Fed will announce its interest rate decision and release the latest Summary of Economic Projections, followed by remarks from Fed Chair Jerome Powell.
U.S. stock futures flat as investors await Fed meeting — and likely a rate cut
U.S. stock futures were little changed Sunday, as investors anticipated another interest-rate cut by the Federal Reserve later this week.