Stock Market News
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...
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...
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.
Micro Is Macro In Mega AI Buildout
We remain pro-risk and see the AI theme still the main driver of U.S. equities. Identifying the winners as AI revenues spread is an active investment story.
Consumer Loans Are Getting Harder to Tally—and the Risks Harder to Gauge
Tracking borrowing gets complicated when more lending is funded beyond banks and public markets.
Fed Chair Jerome Powell is expected to push for an interest-rate cut this week and signal a higher bar for further easing
Despite unease among voters, Chair Jerome Powell appears set to lower interest rates again and signal a higher bar to further easing.
Diane Keaton's L.A. home is back on the market for $27 million, 2 months after her death
One of the last homes that Hollywood legend Diane Keaton renovated before her death has been put back on the market.
Global Stocks Trade in Narrow Range Ahead of Key Fed Meeting
U.S. stock futures inched slightly higher ahead of the start of the Federal Reserve's two-day meeting.
What to expect from the last Fed meeting of 2025 — and what a rate cut could mean for your wallet
The Federal Reserve will decide on a possible interest rate cut at its final 2025 meeting. The government shutdown delayed economic data, making the central bank's decision more difficult.
Consumers Expect Inflation to Stay High and Financial Stress to Rise
Inflation expectations are steady, but households are not. The latest results from the Federal Reserve Bank of New York released on Monday (Dec. 8th) show consumers believe prices will continue rising...
Huge divisions at Fed cause market trepidation
The Federal Reserve is deeply divided over its December rate decision as hawkish commentary around the FOMC's two-day meeting causes jitters among investors. President Trump is set to authorise export...
ValuEngine Weekly Market Summary And Commentary
Market sentiment steadied this week as major ETFs posted measured, broad-based gains following the volatility of November. Technology again led the advance, with QQQM up 1.34%, while cyclical sectors ...
Dow Dips Over 200 Points Ahead Of Fed Decision: Greed Index Remains In 'Fear' Zone
The CNN Money Fear and Greed index showed an increase in the overall fear level, while the index remained in the “Fear” zone on Monday.
U.S. Treasury Yields Mixed Amid Investor Caution Pre-Fed Meeting
Treasury yields were mixed amid investor caution ahead of the Federal Reserve's interest-rate decision Wednesday.
Precious Metals Enter Pivotal Week as Traders Brace for Fed's Final 2025 Rate Decision
The most highly anticipated FOMC Meeting of 2025 and quite possibly the most pivotal moment in monetary policy history is finally here.
The consumer is the 'engine of growth': Market strategist
J.P. Morgan Asset Management global market strategist Jack Manley discusses the 2026 investment outlook, highlighting AI's sustained impact and economic volatility on 'Making Money.' #fox #media #us #...
Consumer Stocks Vs. Consumer Sentiment
While sentiment surveys show that US consumers are not very happy right now (especially boomers), many consumer-related stocks have been telling a different story lately. Our equally weighted basket o...
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...
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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
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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...