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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 into broader economic growth.
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 in bonds without a recession.
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 shakes up the economy and markets, the need for a massive buildout of data center infrastructure has become clear.
Jordan Jackson, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the upcoming jobs report, the AI trade and much more.
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Consumer sentiment is low and the job market is shaky. Shoppers are still spending during the holidays.
A decline in short-term rates is positive for the balance sheets of businesses, banks and households, says Wharton professor
What matters in U.S. and global markets today
Round-the-clock trading is fast approaching U.S. stock markets, but not all of Wall Street is embracing the move.
The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies.
London's FTSE 100 slipped on Tuesday, weighed by losses in energy and defence stocks, while investors assessed fresh jobs data that reinforced expectations for an interest rate cut by the Bank of England later in the week.
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.
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 Donald Trump's U.K. state visit.
Hiring and unemployment data for November will offer a snapshot of a cooling job market buffeted by President Trump's policies.
Wall Street analysts have been dusting off their crystal balls and setting year-end targets for the S&P 500 for next year. The forecast from Bank of America Securities is the most bearish, expecting the main U.S. index to close at 7,100, or just 4% above current levels - citing volatility in AI stocks.
Goldman Sachs analysis suggests investors are perhaps seeing through the real reasons behind the announcement of job losses by companies.
U.S. futures and global markets were broadly down as peace talks dragged on European stocks and concerns around AI continued to weigh on markets.
The biggest mover in the cross-asset vol space last week was gold, with GLD 1M implied vol now trading in the 76th percentile high. GLD vol is expensive not only in absolute terms but also relative to realized vol, with the 1M implied-realized spread widening to the 98th percentile high.
Futures tick lower ahead of labor-market and retail-sales data
As the benchmark S&P 500 continues to trade near all-time highs amid volatility, Bank of America Securities has issued the most cautious outlook on Wall Street for 2026.