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Japan's potential rate hike is a pivotal global risk, with the yen strengthening and JGB yields at multi-year highs. Japanese institutions may shift capital from US Treasuries to domestic bonds, pressuring US yields and equity valuations.
Market action during Thanksgiving week delivered a broad-based rebound across U.S. equities. Nearly every ETF in our coverage list finished higher, led by strong gains in small caps (VB +3.64%), consumer discretionary (XLY +3.48%), and materials (XLB +3.33%).
The OECD forecast the global economy to expand by 2.9% next year, a slowdown from 3.2% this year.
Futures fell, breaking a five-day winning streak, and the dollar stayed weak after a selloff in cryptocurrencies in the prior session.
Economists polled by Reuters expected a reading of 2.1% for the twelve months to November. The ECB held its key deposit facility rate at 2% for the third consecutive time in late October, having last cut rates in June.
Our 2026 S&P 500 Index target is 8,000 for 2026, assuming a 23x multiple of 2027 estimated S&P earnings of 348. We continue to be bullish on Treasury bonds with a 3.75% year-end 2026 yield target on the 10-year, which is 100bp over our forecast of the neutral/terminal rate of Fed Funds.
November offered a reminder that even in a market defined by powerful structural themes, the path forward is seldom linear. Within both markets and the economy, the bifurcation that has characterized much of 2025 remained firmly in place in November.
Mark Cudmore, Guy Johnson and Anna Edwards break down today's key themes for analysis and investors on “The Opening Trade.” -------- More on Bloomberg Television and Markets Like this video?
The European Central Bank released its Financial Stability Review in late November. It noted the high valuations and increased concentration of global stocks, and said the market may be driven by fear of missing out.
European stocks are seen opening in flat to lower territory on Tuesday as regional markets continue to struggle to find momentum in December.
The CNN Money Fear and Greed index showed some easing in the overall fear level, while the index remained in the “Extreme Fear” zone on Monday.
Bitcoin's retracement after stabilizing late last week has reintroduced fragility and volatility, said trading firm Zerocap.
Interviews for the position are still under way, but Hassett offers what other candidates don't: the president's trust and credibility with markets.
Both the Nasdaq and S&P 500 saw their first red month since April 2025 in what proved to be a highly volatile trading period. A late-month stark rebound managed to erase most of the monthly losses, but it seems that risk appetite is catching a cold to begin the new month.
Jeremiah Riethmiller believes the tech growth story is here to stay, but "you just have to be careful with it." He explains why he believes the A.I.
Stocks fell in the wake of Thanksgiving's big rally. Plus, a Black Friday report card.
The Nikkei 225 falls to 49,303 as rate-hike odds for December 19 approach 80%. Electronics, pharma, and industrials lead declines as liquidity expectations tighten.
Listening to these firms announce their S&P 500 price targets for 2026, it's easy to draw the conclusion that the “Street” is bullish in 2026. With just a month left in 2025's trading calendar, the S&P 500 has been on a 3-year tear.
Wedbush's Dan Ives joins 'Fast Money' to talk what is next for the AI trade.
After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC's Jim Cramer said. He said stocks affiliated Alphabet's Gemini have seen a boost, while those related to OpenAI's ChatGPT have weathered losses.