>> ALL RIGHT. JP MORGAN RESEARCH NUMBER ONE BY EXTEL. CONGRATULATIONS ON THAT.>> THANK YOU SCOTT. >> IT'S GOOD TO HAVE YOUR VIEWS AND GET YOUR OUTLOOK DUBRAVKA. WE'LL SEE YOU SOON.ALL RIGHT NOW TO OUR PANEL. LET'S BRING IN SOPHIE ZILLIZ THOMAS NEW YORK LIFE INVESTMENTS LAUREN GOODWIN MORGAN STANLEY WEALTH MANAGEMENT ELLEN ZENTNER IT'S GREAT TO HAVE EVERYBODY HERE ON THE DESK WITH US. ALL RIGHT, LIZ, YOU FIRST.WHAT DO YOU THINK ABOUT WHAT MR. LAKOS HAD TO SAY. BASE CASE 7500, BULL CASE 8000.>> SO WHEN I LOOK ...

One thing I hear from a lot of women is they really feel like they are judged more harshly. The data in here in your study talks about um the likability gap and this idea that women are judged far more on their style than on their substance. There are so many studies that have found that women are judged on their style.As a woman who's been in the forefront, under the spotlight, I should say under the microscope, what would your advice be to women who feel like they're being scrutinized. >> Well, I want to ...

Market Outlook - JP Morgan suggests S&P 500 could surpass 8,000 next year if the Fed eases further due to improving inflation dynamics [2] - The base case is S&P 500 reaching 7,500, driven by one more Fed easing and a prolonged pause [3] - A stronger-than-expected economy, even with Fed rate cuts, should prime the market to perform well [3][4] Sector Analysis - The AI trade is undergoing a digestion period, but broadening out is expected tactically in Q1 [6] - Low-end consumer segments, such as cruise lines, restaurants, and the Las Vegas strip, could see a tactical lift [8][9] - For the medium-term (2026), AI remains central, benefiting big tech hyperscalers, utilities, big banks, and certain parts of healthcare like pharma [10] Risks - The biggest risk is the Fed closing the door to future easing earlier than expected, which could negatively impact markets and the broadening out trade [10][11] - The energy sector is becoming increasingly decoupled from weakening oil prices and is expected to be under downward pressure [11] - Pockets of staples, parts of industrials, and financials outside of banks may not fare well [11]

Hey, Scott. Yeah. Outgoing Atlanta Fed President Raphael Bostics uh not too concerned about the jobs numbers uh saying he expected them, but he was opposed to the last rate cut says the Fed's credibility is on the line with 5 years of above target inflation.He's concerned rate cuts could anchor inflation expectations uh could unanchor uh inflation expectations. The surveys that he does at the from the Atlanta Fed show firms will continue to increase prices into 2026. the Fed, he says, should keep policy res ...

Uh, let's talk about Amazon. Not had a great year. No.All right. Now, they seem to be taking over the world and everything else. What do we make of the stock.>> Well, I think the stock's got got room to run here. And the reason why, one, it's lagged behind most of the rest of the Mag 7. But we're going in the holiday season.Four out of every $10 that's going to be spent online are going to go through an Amazon platform. They're absolutely dominant in that space. And so, I we think that it's only an increasi ...

The idea of sending direct payments to Americans has been proposed as an alternative to extending the enhanced ACA subsidies. Do you think that that's a viable solution for lawmakers to consider. >> I would explore it.I think one of the major other changes that's coming down the pike, which was actually enacted in the legislation that was passed in July, the one big beautiful bill, is a ma another major change into the way that these subsidies are treated in the tax system. Until now, there's been what we c ...

What is going on with the US consumer right now. We just learned the unemployment rate climbed to 4.6% in November. That's the highest level in more than four years as that long delayed government report shows the economy added just to 64,000 jobs.Added to fresh data talking about retail sales being kind of flattish to decelerating and questions are mounting about how resilient consumer spending really is. Michelle Meyer can answer all of this for us. She joins us from Mastercard to break down these trends. ...

Market Analysis Based on Potential Fed Chair Picks - Reflexivity's analysis suggests different investment strategies based on who is chosen as the next Federal Reserve chair [1][3] - The platform uses odds calculation to provide optimal positioning advice [3] Investment Strategies Under Different Scenarios - If Kevin Hasset is chosen, the best strategy is to invest in small-cap stocks, benefiting from potential immediate rate relief and higher expected growth [3][4] - Small caps have 60% floating rate debt versus 30% for large caps, making them more sensitive to rate changes [4] - If Kevin Warsh is chosen, financial sector stocks (e g, XLF) are preferred due to his perceived stability and market trust [5][6] - A Warsh appointment is expected to steepen the yield curve, benefiting banks [6] Investment Strategy for Uncertainty - If the choice between candidates is unclear, the Vanguard Dividend Appreciation ETF (VIG) is recommended [7][8] - VIG performs well in a lower rate environment, as companies maintaining dividends often have pricing power [8] - VIG offers diversification across financials, healthcare, tech, and consumer staples [8] - VIG provides lower volatility and lower expected reward, suitable when the outcome is uncertain [8][9]

We were just talking before we sat down about your book, Lean-In, which was very impactful for me and really influenced me wanting to write my book, When Women Lead. And it came out about 13 years ago, and it seems like that empathetic model of leadership that you showcased and that you promoted has been replaced in the tech ecosystem. If you were writing Lean-In today, what is the chapter you would write? I mean, look, I think thinking that leaning in is not hardcore is a mistake, right? What do we need to ...

There are several key factors that are helping push oil prices down. You've got OPEC plus and its allies boosting production after years of making cuts. In the meantime, Trump is pushing for a possible peace deal between Russia and Ukraine.Now, as a result of this or any other thing, the energy ETF XLE on track for its fourth negative day in a row. That may not sound like much, but that is actually the longest losing streak in three months. Let's talk about that oil stocks and maybe even Venezuela and bring ...