Stocks looked set to move sideways on Tuesday, with much of Wall Street on vacation and only a couple of economic data releases due between now and the holiday season. The three major indexes all rallied on Monday, putting the S&P within striking distance of its record closing high. Volumes have been light, but investors appear to be in a cheery enough mood in the lead-up to Christmas, with risk assets buoyed by last week's cooler-than-expected inflation print. Futures tracking the Dow Jones Industrial Aver ...

Market Outlook - Wells Fargo Investment Institute expects modest growth with moderate to moderating inflation, a good setup for risk assets in 2026 [3] - The Institute has a year-end 2026 target of 7500 for the S&P 500, considering it a doable number given the expected economic environment [7] - The Institute anticipates the rest of the world, including the US, will perform better next year relative to this year [13] Investment Strategy - The Institute took advantage of the pullback in early April and would like to see another one [4] - The Institute previously overweight infoch and communication services but went neutral on communication services and technology [4][5] - The Institute favors financials as its most favored sector, anticipating financing, M&A, deregulation, and a better economy [6] - The Institute likes industrials and utilities, viewing them as beneficiaries of the AI trade due to the need for data center construction and electrical grid upgrades [5][6] - The Institute is neutral on developed international and emerging markets, viewing emerging markets as a potentially cheaper way to play technology and AI [8][9] - The Institute prefers sticking with larger cap midcaps and US over international, but is looking for opportunities to increase international exposure [9][10]

Tom Lee's 2026 Outlook: The Start of Expansion After Three Years of SuppressionIn interviews with The Prof G Pod (Dec 12) and Squawk Box (Dec 15), Bitmine Chairman Tom Lee shared his 2026 outlook.He argues markets have been suppressed by six "extinction-level" events and Fed hesitation, crushing corporate "animal spirits." He believes the business cycle only truly starts next year when rates drop and AI earnings grow, benefiting risk assets.Consequently, he sees 2026 mirroring this year: bearish first, then ...

us CPI. Photo by BeInCrypto US inflation slowed more than expected in November, delivering a clear downside surprise that could reshape near-term market and Federal Reserve expectations. According to fresh data released on December 18, the headline Consumer Price Index (CPI) rose 2.7% year over year, well below market expectations of 3.1%. Meanwhile, core CPI, which excludes food and energy, increased 2.6% year over year, also missing forecasts of 3.0%. The data marks a notable deceleration in price pres ...

Japan’s households stepped up their quest for yield by boosting risk assets to more than a fifth of their total assets for the first time, as prolonged inflation erodes the value of cash holdings https://t.co/tNgB3ed0Mu ...

Bitcoin slipped in Asia trading hours while other risk assets gained after the US Federal Reserve cut interest rates and expressed optimism about the economy https://t.co/aYhNYmpJaP ...

currently also in camp that you want to be long going into back half of 2026 but really am not convinced Bitcoin/ETH/SOL/HYPE will be the fastest horses for risk assetsfejau (@fejau_inc):@Bing0to yeah the thesis has been- macro growth scare/shutdown impact/monetary liquidity concerns in Q4- same time as everyone selling cause 4 year cycle top- victory laps about 4 year cycle being right again- q4 dat unwind which has been ongoing, dont think they will be big sellers ...

Trump Bessent Hassett. Photo by BeInCrypto President Trump’s potential appointment of Kevin Hassett as Fed Chair is raising alarms and excitement, as financial markets eye a power duo with Treasury Secretary Scott Bessent. Experts suggest this unprecedented pairing could reshape U.S. monetary policy, fueling risk assets like stocks and Bitcoin while pressuring savers and bondholders. How Could the Duo of Hassett and Bessent Impact the Crypto Market? If the potential Fed chair is confirmed, the Bessent-H ...

We do expect rates to come down in the US to around 3% by the middle of next year. And that coupled with ongoing economic growth and some moderation in the dollar, is a reasonably good set up, I think, for risk assets and equities in general. You're right that tech stocks have continued to dominate the US market.They make up almost 40% of that index and they've done well. But let's not forget, this year is a year where diversification has really worked. This US stock market has actually underperformed most ...

Bitcoin climbed above $89,000, clawing back ground after a more than a month-long selloff, as a broad rally in risk assets and easing volatility gave traders room to push higher https://t.co/SNOSQtDtfs ...