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Friday wasn't that day, but it could be closer than you think.
Torsten Slok, Apollo Global chief economist, joins 'Power Lunch' to discuss why the Federal Reserve should not cut rates next month.
The S&P 500's forward 10-year returns are often misrepresented as tightly and negatively correlated with its trailing P/E ratios. Statistical flaws—non-independent samples and outlier events—made the correlation far tighter than it actually is.
'The Big Money Show' panel breaks down the widening economic divide and questions whether Americans are truly struggling or if media-driven fear is distorting the real data.
Nvidia is positioned for sustained, logarithmic, AI-driven growth, not a dot-com-style collapse. Even under ultra-conservative scenarios, NVDA remains stable due to broad AI demand and resilient financials.
The U.S. stock market is flirting with its all-time high on Friday. The S&P 500 rose 0.1% and was on track earlier in the day to squeak past its record closing level, which was set in October. The Dow Jones Industrial Average was up 69 points, or 0.1%, as of 12:29 p.m. Eastern time, and the Nasdaq composite was 0.1% higher.
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Charles Schwab Head of Fixed Income Research and Strategy Collin Martin, Wolfe Research Chief Economist Stephanie Roth, PIMCO Portfolio Manager of Multi-Sector Credit Sonali Pier and Barclays Global Head of Research Brad Rogoff.
Markets anticipate a Fed rate cut, with CME FedWatch showing an 87.2% probability of a 25 bps reduction at the upcoming meeting. Small caps (IWM) and financials have outperformed, reflecting expectations for looser monetary conditions and improved bank profitability.
The stock market may not be roaring into the most wonderful time of the year, but it is chugging along. Its next big test, however, is right around the corner.
Liquidity constraints persist, with elevated overnight funding rates and record Treasury holdings on primary dealer balance sheets. Fed reserve balances remain below $3 trillion, unlikely to rise until active balance sheet expansion resumes.
Wall Street is finding the challenge of parsing delayed economic data even more frustrating this week, with stock markets cheering a muted Friday inflation report and bond investors dumping Treasuries amid concerns that price pressures will remain sticky well into the coming year.
Japan's bond stress is becoming a global liquidity test, and for crypto too This week's macro narrative has been shaped by Japan. Volatility at the long end of the government bond curve intensified after a weak 20-year JGB auction, marked by soft demand and a wider price tail.
As of Dec. 5, 2025, two stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Issuers are aiming to democratize access to private markets through tokenized stocks, but investing in the emerging asset class can expose traders to certain risks, experts told CNBC. With tokenized equities, retail investors can "invest" in private companies like OpenAI and SpaceX by purchasing digital representations of them on blockchains.
The Federal Reserve's decision will take center stage in the coming week, with the central bank widely expected to cut interest rates after recent weak U.S. jobs data.
José Torres of Interactive Brokers and Steve Hou of Bloomberg Index Research break down the real drivers behind inflation, interest rate expectations, consumer behavior, quantitative analysis, and more. They also explain what could derail the growth outlook, how stretched consumers are reshaping spending trends, what falling volatility is signaling, and where risk may be hiding in both stocks and fixed income.
US consumer confidence rose in December for the first time in five months. The University of Michigan index climbed to 53.3 from 51 a month earlier.
Rapid AI progress (as shown in recent events, such as AI working out an unsolved math problem) suggests non-zero odds of meaningful Artificial-General-Intelligence-level breakthroughs as soon as 2026. AGI would trigger massive deflation, especially via labor-cost collapse, forcing central banks toward lower rates and likely new forms of monetary stimulus like Universal Basic Income.
Bitcoin and other digital assets fell early Friday as the latest cryptocurrency rebound proved to be another false dawn—for now.
AI-driven investment, rising leverage and shifting market dynamics are reshaping the 2026 stock market outlook. As companies accelerate spending on data centers, chips and digital infrastructure, micro-level decisions are increasingly influencing the capital markets and broader economy.