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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 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 buying opportunity for risk assets before year end.
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 labor market, 2026 outlook, and more.
The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.
Private companies grew their payrolls slightly on net through much of November, human-resources firm ADP said.
Rising Treasury yields could be an roadblock for small caps, but fundamentals finally have started to improve, says one money manager.
The end of the AI boom has begun, and these consumer-focused stocks are playing to win.
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.
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 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 quietly rolling over beneath the surface; without fuel price increases, PCE would already be in a decisive downtrend.
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.
Alpine Macro is pushing back on three big pillars of investor AI worries, offering investment ideas to think about.
A rate cut from the central bank that is considered hawkish could keep stock market gains muted in December.
As of Dec. 9, 2025, two stocks in the communication services sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
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 U.S. credit market.
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 for.
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What matters in U.S. and global markets today
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.
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.