Stock Market News
Guggenheim's Eric Mandl talks M&A outlooks for 2026
Eric Mandl, Guggenheim, joins 'Closing Bell Overtime' to talk the dealmaking and IPO landscape in 2026.
One bullish outlook for stocks in 2026, cybersecurity risks and AI
Market Domination anchor Josh Lipton breaks down the latest market moves for December 16, 2025. Bank of America Senior Investment Strategist Lauren Sanfilippo discusses her bullish market outlook for ...
2026 Market Outlook: A Time For Caution Given Megacap Weighting
I set a 6,400 price target for the S&P 500 by end-2026, implying 6% downside and a 'sell' rating. Robust earnings growth is priced in, but valuations are elevated and market gains are concentrated in ...
May be time to add fixed income to portfolio, says Unlimited's Bob Elliott
Bob Elliott, Unlimited CEO and CIO, joins 'Closing Bell Overtime' to talk the market's reaction to recent economic data.
AI funding fears are overstated, says Goldman Sachs' Sung Cho
CNBC's “Closing Bell” team discusses where the AI trade may be heading, market outlook and more with Sung Cho, co-head of public tech investing and U.S. fundamental equity at Goldman Sachs Asset Manag...
Human Nature: The One Risk Investors Always Overlook
There are many significant risks facing investors right now. Two of the primary ones are bubbles that have formed in AI-related names and in housing.
Dow Falls After Jobs Data Shows Rising Unemployment Rate
The blue-chip average dropped 300 points, with energy stocks among the biggest losers.
Markets believe there will be economic pickup in early 2026: Santoli
CNBC's Michael Santoli breaks down the day's market action.
Nasdaq moves to start 23-hour trading, plans to submit paperwork to SEC
CNBC's “Closing Bell” team discusses the implications for markets if the Nasdaq starts 23-hour trading.
S&P Slips After Jobs Report as Treasury 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.
Not many strong reasons to be bearish into 2026, says SoFi's Thomas
CNBC's “Closing Bell” team discusses the outlook for markets, U.S. economy and more with Liz Thomas of SoFi, Lauren Goodwin of New York Life Investments and Ellen Zentner of Morgan Stanley Wealth Mana...
Investors Are Being Discerning With the AI Trade: BMO's Schleif
Carol Schleif, chief market strategist at BMO Private Wealth, says investors are being discerning by putting money into both the public and private side of the AI trade. She joins Caroline Hyde on “Bl...
Fed's Bostic: Concerned rate cuts could unanchor inflation expectations
CNBC's Steve Liesman reports on what Raphael Bostic, the president of the Federal Reserve Bank of Atlanta, is saying about October and November jobs data, future interest rate cuts and more.
Why the Stock Market's Fed Fixation Is Misplaced
Investors don't need to worry about the central bank's coming interest-rate decisions. Policymakers have their back.
Fed's Bostic expects no rate cuts in 2026 due to worries GOP tax bill might fuel inflation
Atlanta Fed President Raphael Bostic said he thought the economy was no longer in danger of a sharp rise in the unemployment rate that might spur a recession.
Dallas Fed paper argues federal funds rate transmission effectiveness waning
New research from the Federal Reserve Bank of Dallas is building the case for a change in the interest rate the central bank targets to achieve its monetary policy goals.
How investors can position for President Trump's Fed Chair pick
CNBC's "Power Lunch" breaks down how investors can position their portfolios dependent on the next pick for Fed Chair with Jan Szilagyi, CEO and co-founder of Reflexivity.
Investing Pros Feel Good About Stocks These Days. That Might Not Be a Good Thing.
Professional money managers are feeling better about the stock market than they have in years. That may be cause for caution.
Reasons to stay optimistic but be balanced, says Northern Trust's Tanious
CNBC's “Power Lunch” team discusses recent economic data, market outlook and more with Joe Tanious, chief investment strategist at Northern Trust.
Kevin Hassett regains lead over Kevin Warsh on prediction markets in neck-and-neck Fed chairman race
Hassett, director of the National Economic Council, regained the top spot on Kalshi and Polymarket on Tuesday as he made his case for the job.
Agentic A.I. Next Step for 2026, "Tens" of Winner to Command Markets
The next step for A.I. is agentic, says @WindowsCentral's Daniel Rubino.
President Trump is set to interview another candidate for Federal Reserve chair, governor Christopher Waller, on Wednesday
The president has indicated that Kevin Warsh and Kevin Hassett are the front-runners to succeed Jerome Powell next year.
Economy to remain K-shaped in 2026, says Charles Schwab's Sonders
CNBC's "The Exchange" team discusses what may be next for markets and the U.S. economy in 2026 with Liz Ann Sonders, chief investment strategist at Charles Schwab.
AI talent war continues in tech without generating many jobs, says KPMG's Swonk
CNBC's "The Exchange" team discusses the labor market after the release of the October and November jobs data with Diane Swonk, chief economist at KPMG.
Upcoming U.S. jobs report, delayed by government shutdown, will likely show sluggish hiring
The U.S. job market is sluggish and confusing this fall.American companies are mostly holding onto the employees they have. But they're reluctant to hire new ones as they struggle to assess how to use...
Rallies, Records And Relentless Restlessness: A Tale Of Markets In 2025
The combination of strong developed ex-U.S. performance and below-par U.S. small-cap performance culminated in a significant differential between these two segments over the past 12 months. Turning to...
Trump opened window for Warsh to win Fed Chair race, says Strategas' Clifton
CNBC's "The Exchange" team discusses what may be next for the Federal Reserve amid the battle for next the Fed Chair and the differences between the leading candidates with Dan Clifton, head of policy...
Downey: Brace for "Rough" 2026, Banking & Discretionary Stocks Hold Value
@MoneyFlowsCom's Lucas Downey tells investors to brace for a "rough year" in 2026. Historical data he compiled shows points to underperformance in mid-term years compared to the prior year.
The era of US assets are safest mindset is coming to an end: market expert warns
Global investors may be witnessing a historic turning point in how the world views US financial assets, according to Ron Temple, chief market strategist at Lazard.
Ken Griffin Says Europe's Capital Markets Not ‘Deep, Robust Enough'
“There is no doubt that the Western world needs Europe to be more successful,” Citadel founder Ken Griffin said during in an interview at a conference in Paris Tuesday. Griffin spoke about the importa...
Nasdaq moves to make trading nearly 24 hours. Why some on Wall Street say that's a bad idea
Critics argue that formalizing nearly nonstop trading could worsen some of the very problems that plague the structure of equity markets today.
Goldman Sachs forecasts 12% earnings growth for 2026
Sara Naison-Tarajano, global head of capital markets at Goldman Sachs Private Wealth Management, joins 'Money Movers' to discuss the outlook for 2026, family offices' role in the market, and more.
Here's where to invest in AI, copper and credit before the holidays, according to Citi
Forget turtledoves and golden rings. When December rolls around, investors expect Wall Street strategists to deliver actionable trade ideas.
Mohamed El-Erian on why we 'should look through' the November jobs report
The US labor market expanded by 64,000 non-farm payroll jobs in November, according to the US Bureau of Labor Statistics' (BLS) delayed report, following a decline of 105,000 jobs in October amid the ...
Economy will 'rev up' in the first half of next year, says JPMorgan's David Kelly
David Kelly, JPMorgan Asset Management chief global strategist, joins 'Squawk on the Street' to discuss the November jobs report, his prediction for the markets in 2026, and more.
2026 Market Outlook: If We're In An AI Bubble, It's A Profitable One
The S&P 500 (SPX) is poised for further gains into 2026, driven by robust AI adoption and capex spending. I expect AI-driven operating efficiencies to justify elevated index valuations, supporting a f...
Goldman Sachs' Ashok Varadhan says he is 'very optimistic for 2026', expects more rate cuts
Ashok Varadhan, co-head of global banking and markets at Goldman Sachs, joins 'Money Movers' to discuss rate cuts, the 2026 market outlook, and more.
2026 Market Outlook: Elevated Risks, My Strategy, And Top Buys
I see elevated risks for the S&P 500 (SPY) in 2026 due to high valuations, concentration, and economic headwinds. Negative job growth, rising layoffs, and weak consumer sentiment suggest recession ris...
What Trump's reclassification of pot and CBD could mean for seniors, research and stocks
President Donald Trump is considering a Medicare pilot program that would provide some seniors access to CBD as he looks to reclassify marijuana as Schedule III. A looser classification would ease tax...
Retail Sales Stall as Paycheck-to-Paycheck Pressure Builds
After weeks of delay, a fresh wave of government data is finally offering a clearer snapshot of how consumers and workers in the United States have weathered months of tariff uncertainty, higher inter...
The Fed's Hidden Policy Easing Beyond Their 25 Basis Point Rate Cut
The Fed cut rates by 25 basis points to 3.50%-3.75%, marking its third consecutive cut and lowest level in three years. Beyond the rate cut, the Fed initiated Reserve Management Purchases (RMPs), buyi...
MARKET WARNING: Fed continues to misread the labor market as job insecurity explodes
‘Mornings with Maria' jobs panel breaks down November jobs report.
Scott Bessent says real affordability relief, 'substantial drop' in inflation coming soon
Treasury Secretary Scott Bessent predicts inflation relief and tax refunds for Americans in 2026, forecasting a "bountiful" economic year ahead for Main Street and Wall Street.
November Jobs Report: More Weakness - But Little Clarity for the Fed
The jobs report from the Bureau of Labor Statistics (BLS) for November 2025 was finally released this morning, after a delay induced by the federal government shutdown. The report offers some anxiousl...
Ed Yardeni finds the labor market ‘funky'
Ed Yardeni, president at Yardeni Research, joins 'Squawk on the Street' to discuss the latest jobs data, interest rates, and more.
December Jobs Release: A Double-Package Data Gift
On Tuesday, the Labor Department provided market observers with a double whammy jobs release. The data release included the jobs picture for both October and November, a catch-up from prior delays rel...
November jobs report doesn't change much for the Fed, says Fed's Dennis Lockhart
Dennis Lockhart, former Atlanta Fed president and Georgia Tech professor, joins 'Squawk Box' to discuss how November's jobs report impacts the Federal Reserve.
Emerging Markets 2026: The Next Phase Of Global Rebalancing
Emerging markets are entering 2026 as a central force in the reordering of global growth. All in all, we believe a stable U.S. dollar, ample global liquidity, and strong demand for industrial commodit...
September business inventories: +0.2% vs. +0.1% estimate
CNBC's Rick Santelli breaks down the latest economic data to cross the tape.
KG: "Mixed at Best" Data, Tech's Bid Potential & Crude Near 52-Week Low
It was a mixed picture between October and November's jobs data, says Kevin Green, noting a third month of payroll declines in October followed by a rebound in November. He explains why markets aren't...
Hassett: Fed independence is 'really important'
National Economic Council Director Kevin Hassett, one of the finalists for the Federal Reserve chair job, showed support Tuesday for central bank independence. With President Donald Trump apparently i...
US adds 64K jobs in November: What it means for markets, the economy, and Fed
The US labor market grew by 64,000 non-farm payroll jobs in the month of November, according to the US Bureau of Labor Statistics, above economists' forecasts for 50,000. This comes a week after the F...
S&P global U.S. services PMI comes in at 52.9 vs. 54.0 estimated
CNBC's Rick Santelli breaks down the latest economic data to cross the tape.
U.S. economy sags in December, S&P says, due to tariffs, inflation and softer sales
The U.S. economy stumbled at the end of the year, new surveys showed, as rising prices tied to tariffs reduced customer demand and spurred businesses to further tighten the reins on hiring.
Bessent says Supreme Court tariff ruling, Fed chair pick expected in January
Treasury Secretary Scott Bessent reveals the Supreme Court tariff ruling and Fed chair selection are both expected in January, with Kevin Hassett and Kevin Warsh as top candidates.
U.S. business activity growth hits 6-month low in December
U.S. business activity growth slowed in December to the weakest pace since June, with new orders sliding for both manufacturers and service providers to cap a year of volatility and uncertainty for th...
Fed independence is ‘really important,' Trump ties shouldn't disqualify chair candidates: Hassett
National Economic Council Director Kevin Hassett joins 'Squawk on the Street' to discuss the latest jobs report, the race for the new Fed chair, and more.
NEC Director Kevin Hassett reacts to November jobs report
National Economic Council Director Kevin Hassett joins 'Squawk on the Street' to discuss November jobs report, interest rates, and more.
Risk-On Market Signals Persist Ahead Of U.S. Economic Reports
The resumption of US economic reports continues this week with two key updates for November: payrolls report and consumer inflation. Risk-on signaling also rolls on for the US equity market, based on ...
Payrolls rose by 64,000 in November after falling by 105,000 in October, delayed job numbers show
Nonfarm payrolls grew slightly more than expected in November, the Bureau of Labor Statistics reported Tuesday in numbers delayed by the government shutdown. Job growth totaled 64,000 for the month, b...
US stocks plunge after November jobs report signals labor market cracks
US stocks edged lower on Tuesday as investors assessed the long-awaited November employment report. The S&P 500 slipped 0.1%, the Nasdaq Composite declined roughly 0.2%, and the Dow Jones Industrial A...
November unemployment rate jumps to 4.6% as labor market shows signs of weakness
The unemployment rate jumped to 4.6%, its highest level since September 2021 – up from 4.4% in September, according to government data.
US November Payrolls Rise 64,000, Unemployment Rate Edges Up to 4.6%
US job growth remained sluggish in November with nonfarm payrolls increasing 64,000 for the month after declining 105,000 in October, according to Bureau of Labor Statistics data out Tuesday. The unem...
Tariff Related Inflation Is Key Unknown, Rosenberg Says
BlackRock Portfolio Manager of the Systemic Multi-Strategy Fund Jeff Rosenberg talks about the impact of the November US employment report on inflation and fixed income. He speaks on "Bloomberg Survei...
Jobs Numbers Not "as Bad" as Investors Think, Retail Sales Flat
Futures saw pressure in the hour ahead of the opening bell, brought partly by an uptick in unemployment and higher-than-expected job losses in October's jobs report. Kevin Hincks says the numbers "are...
November unemployment rate rose to 4.6%, highest level since September 2021
CNBC's Carl Quintanilla, Jim Cramer and David Faber discuss the November jobs data.
A Bearish 2026 Market Outlook: 3 Scenarios For AI And The Economy
The stock market's main 2026 focus point is on AI CapEx and tangible results on investments. A good market performance in 2025 sets expectations high.
Fed chief candidate Hassett says central bank's independence is 'really important,' would move rates by consensus
Fed chief candidate Hassett says central bank's independence is 'really important,' would move rates by consensus
Nasdaq Seeks SEC Approval for 23-Hour Weekday Trading
Nasdaq Inc. asked the US Securities and Exchange Commission for permission to add an additional trading session, from 9 p.m. to 4 a.m. ET, to extend trading hours on its stock venues to 23 hours durin...
Morgan Stanley's Slimmon on Excess Liquidity Risks
Morgan Stanley Investment Management Senior Portfolio Manager Andrew Slimmon speaks on Bloomberg TV about the risk of excess liquidity spurring higher inflation. He speaks as investors are assessing t...
Grinding weaker labor market will lead Fed to be more dovish, says Neuberger Berman's Joe Amato
Joe Amato, Neuberger Berman president and CIO, joins 'Squawk Box' to discuss the latest jobs report and status of the economy.
November non farm payrolls comes in at 64,000
CNBC's Rick Santelli reports on the latest jobs data.
US jobs report: payrolls rise 64,000 in November, unemployment hits 4.6%
US employers added 64,000 jobs in November, data released Tuesday by the US Bureau of Labor Statistics revealed, exceeding economists' expectations of a gain of 50,000. At the same time, the unemploym...
US added 64K jobs in November after losing 105K in October, delayed report shows
The Labor Department released the highly anticipated November jobs report which showed the U.S. economy added jobs despite uncertainty over inflation.
Retail Sales Stall in October
The report showed that sales at retail stores were flat in October, after growing by 0.1% in September. Economists polled by The Wall Street Journal were expecting growth of 0.1%.
Cash Holdings Hit Record Lows as Investors Go Big on Stocks. What History Says Happens Next.
Global investors are heading into next year with the lowest levels of cash on the sidelines on record, according to Bank of America's closely-tracked survey of fund managers, and big bets in place on ...
The Healthy Rotation Continues
I expect the tail end of the mid-cycle slowdown, with economic growth set to reaccelerate into 2026. Rotation from technology leaders like Oracle and Broadcom into small caps signals an impending econ...
US lost 105,000 jobs in October and added 64,000 in November, according to delayed data
Data shows the headline unemployment rate continued to climb and hit 4.6%, a four-year high, last month
Kevin Warsh moves ahead in Fed chief race on Kalshi after Hassett pushback
Traders marked Warsh as the narrow favorite to replace Jerome Powell, assigning him roughly a 46% chance of nomination, compared with about 39% for Hassett.
Delayed Data Shows Job Gains in November, But Unemployment Rate Rises to 4.6%
A long-delayed government report on Tuesday showed that 64,000 jobs were gained in November, while 105,000 jobs were lost in October.
Payrolls rose by 64,000 in November, more than expected, delayed jobs numbers show
Nonfarm payrolls were expected to increase by 45,000 in November as the unemployment rate rose to 4.5%.
2026 S&P 500 Outlook: 7,800 Target And 5 Risks Markets Ignore
I maintain a 'buy' rating on the S&P 500, targeting 7,800 by 2026, contingent on macro and liquidity scenarios holding. 2026 will demand active management, rigorous selection, and discipline—passive E...
Dow Transports are stock-market leaders now. Here's what this means for investors.
U.S. transportation stocks have been strong performers — but investors shouldn't get too excited. The recent strength exhibited by the Dow Jones Transportation Average is not the bullish omen that man...
Expecting sluggish jobs reports for October and November, says Indeed's Laura Ullrich
Laura Ullrich, Indeed economic research director, joins 'Squawk Box' to discuss the upcoming jobs data.
Consumer is stronger and better than feared, says TD Cowen's Oliver Chen
Oliver Chen, TD Cowen senior retail analyst, joins 'Squawk Box' to discuss the best retailers this holiday season, the Target and Walmart race and much more.
Top Wall Street Forecasters Revamp Veru Expectations Ahead Of Q4 Earnings
Veru Inc. (NASDAQ: VERU) will release earnings results for its fourth quarter before the opening bell on Wednesday, Dec. 17.
Rodriques: Private markets are seeing staggering growth rates
Kelly Rodriques, CEO of Forge Global, says investor demand for private market leaders like SpaceX and AI firms is driven by execution and long-term growth. He sees rising participation in private mark...
Dow futures plunge sharply on Tuesday: 5 things to know before Wall Street opens
Dow futures retreated Tuesday as market participants braced for November's employment report. The employment data, which is delayed due to the government shutdown, is a key economic indicator that cou...
The Wrap-Up for Tuesday, December 16
The top headlines that could drive today's trading.
Clark: Rising unemployment could push the Fed to cut again in January
Veronica Clark, Economist at Citi, says labor market weakness raises the risk of Fed cuts in early 2026. She expects shelter inflation to ease but cautions that AI investment may not fully translate i...
McKnight: If the data meets expectations, it's a non-issue for markets
Alan McKnight, CIO at Regions Wealth Management, says markets can handle expected jobs data but remain sensitive to surprises. He warns of near-term volatility in tech and AI and sees limited upside i...
For Utilities, AI Poses Questions Of Capacity And Affordability
The data center buildout is helping drive electricity demand, utility capex and issuance, but it is also fomenting risks tied to regulation and stranded generation capacity. As artificial intelligence...
Jobs report matters but won't 'move the needle' much, says JPMorgan's Jordan Jackson
Jordan Jackson, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the upcoming jobs report, the AI trade and much more.
Consumers are feeling gloomy about the economy. Here's why they're spending anyway
Consumer sentiment is low and the job market is shaky. Shoppers are still spending during the holidays.
Consumers are feeling gloomy about the economy. Here's why they're spending anyway
Consumer sentiment is low and the job market is shaky. Shoppers are still spending during the holidays.
The Fed's ‘dovish version of a hawkish cut' signals shift in stock-market leadership, says Jeremy Siegel
A decline in short-term rates is positive for the balance sheets of businesses, banks and households, says Wharton professor
AMERICAS Jobs news, AI blues and falling oil
What matters in U.S. and global markets today
Focus: Wall Street banks prepare for round-the-clock stock trading, reluctantly
Round-the-clock trading is fast approaching U.S. stock markets, but not all of Wall Street is embracing the move.
Jittery investors continue to dump A.I. stocks
The A.I. stock sell-off continues with U.S. futures suggesting a day in the red. Investors now await the U.S. jobs report later today.
U.S. halts UK tech trade deal negotiations, FT reports
Talks between the two countries over a "technology prosperity deal" have been suspended by Washington, the Financial Times reported on Tuesday. The deal was announced in September as part of President...