加载中...
共找到 15,291 条相关资讯
CNBC's Steve Liesman joins 'Squawk Box' to discuss the latest on the race to replace Fed Chair Powell.
The S&P 500 (SP500) is rated a buy, with a projected 2026 target of at least 8,000, driven by AI enthusiasm and anticipated lower rates. REITs (XLRE) are positioned to deliver income and alpha in 2025–2026, benefiting from strong fundamentals and undervaluation as rates decline.
I expect the Basic Materials sector to outperform in 2026, driven by record-high metals prices and robust demand. Linde, Newmont, and Freeport-McMoRan are top XLB holdings, each positioned for earnings growth and strong free cash flow.
Consumer price growth in Canada held steady last month as consumers paid less for services but faced the sharpest rise in grocery costs since the end of 2023 and prices at the pump declined less sharply.
Liquidity remains the primary market driver, with falling rates expected to support asset prices. Fed projects the federal funds rate at 3.4% by 2026, implying one rate cut and higher GDP growth.
‘I am 24 years old and just woke up to this': Everyday traders have been sharing screenshots of big wins from crazy trades, exemplifying the nature of the markets in 2025.
Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, a Hightower company, says the S&P 500 could reach 7,000 by year-end, warns cash is a risk, and sees small caps and lower rates driving gains into 2026.
The November CPI report is expected to be noisy, but alternative inflation data suggest that inflation is moderating. The bond market is pricing goldilocks, consistent with the Fed's view.
During extended upward-trending markets that reward risk-takers and punish caution, everyone is a “bull market genius”. As someone who has lived through and traded through both the dot-com and financial crisis, when the next bear market drawdown arrives, the illusion of safety will be shattered.
As of Dec. 15, 2025, two stocks in the financial sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Coming off a strong 2025, S&P 500 investors might hope for a repeat. But analysts are warning that some members are likely to disappoint.
Tech has carried the load this year. But there are many issues brewing into the end of 2025.
As McKinsey & Co. marked its 100th anniversary with fanfare in Chicago, the consulting firm's leadership struck a confident public tone about its future. Yet behind the scenes, executives have been delivering a more restrained message: the firm needs to become leaner after several years of flat growth.
The Fed's latest move confirms my "running it hot" thesis, signaling a shift toward prioritizing growth and liquidity even as inflation risks remain elevated. With QE-style support returning and policymakers clearly favoring economic momentum, I see the market entering a new phase that could reshape 2026.
David Katz, Managing Director at Jefferies, says travel demand remains strong as consumers prioritize experiences. He notes cruise lines are gaining share as a lower-cost alternative to hotels and flights, with growth likely into 2026.
Tom Sosnoff, Founder and CEO of LossDog and former CEO of Tastytrade, says retail traders are driving market moves, rotating away from parts of the Mag 7, with near-term volatility and profit-taking likely after triple witching.
After the Fed acted to cut the Federal Funds Rate by a quarter point on Wednesday, 10 December 2025, the S&P 500 went on to strike a new record high of 6,901.00 on Thursday, 11 December 2025. But the index retreated the next day as new fears arose about the outlook for earnings of firms making big AI-technology investments.
Appetite for Israeli technology innovation has remained undiminished this year, with a surge in acquisitions and IPOs led by Alphabet's $32 billion purchase of Israeli cybersecurity company Wiz, PwC Israel said on Monday.
Frank Luntz, pollster and political strategist, joins 'Squawk Box' to discuss the debate around affordability, bringing cost down vs. bringing wages up, impact on next year's midterm elections, and more.
Hedge funds sold Hong Kong and Japanese stocks last week, Goldman Sachs said in a note, just before the tech-heavy Hang Seng and Nikkei indices fell in the last two trading sessions on worries over over-inflated tech values.