Inflation
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FOMC minutes: Fed officials feared ‘entrenched' inflation- here's why 3 refused to cut
Invezz· 2025-12-30 19:32
The Federal Reserve cut rates by a quarter percentage point on December 10, but beneath the surface, the official meeting minutes reveal a sharply divided committee. The FOMC is wrestling with a troubling concern: inflation could become permanently stuck above the Fed's 2% target. ...
Federal Reserve: Inflation risk tilted to upside, labor market tilted to downside
Youtube· 2025-12-30 19:27
分组1 - The Federal Reserve's recent rate cut of 25 basis points was a closer call than it appeared, with some members expressing a preference for no change or a larger cut [1] - There is a debate within the Fed regarding the balance between inflation concerns and labor market conditions, with some members advocating for future cuts if inflation declines as expected [1] - The Fed acknowledges a K-shaped economy, where higher-income households are spending strongly while lower-income households are adjusting to inflation [1] 分组2 - Concerns about persistent inflation are present, with some members worried that the Fed's commitment to the 2% inflation target could be undermined [1] - The labor market is expected to continue softening but may stabilize next year with appropriate policy measures [1] - The impact of tariffs on inflation is seen as diminishing, but there are still concerns about entrenched inflation and its effects on the economy [1][2]
Gold holding support as minutes show Federal Reserve remains focused on inflation in 2026
KITCO· 2025-12-30 19:20
Neils ChristensenNeils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada. He has worked exclusively within the financial sector since 2007, when he started with the Canadian Economic Press. Neils can be contacted at: 1 866 925 4826 ext. 1526 nchristensen at kitco.com @Neils_cShareDisclaimer: The views expressed ...
Bitcoin Retreats Below $90,000 as Oil Prices Climb and Macro Pressure Builds
Yahoo Finance· 2025-12-30 18:49
Bitcoin slipped back toward $86,800 after briefly reclaiming $90,000, while oil prices climbed and gold sold off in a sharp cross‑market move. That mix matters because it tightens financial conditions and makes life harder for risk assets like Bitcoin. In plain English: energy is getting more expensive, safe-haven trades are wobbling, and crypto sits in the firing line. What Does This Cross‑Asset Move Mean for Everyday Bitcoin Holders? Let’s zoom out for a second. When we say “cross‑asset,” we just mean ...
Stifel's Bannister explains the two factors that saved the economy this year
Youtube· 2025-12-30 18:37
Core Viewpoint - The market is experiencing a consolidation phase with potential for both upward and downward movements, influenced by price earnings ratios and economic conditions [3]. Market Predictions - The S&P 500 is projected to range between 6,500 and 7,500, with current levels near 7,000, indicating optimism but also caution regarding big tech cyclical growth [2][3]. Investment Opportunities - Defensive sectors such as waste management and food, beverage, and tobacco are seen as potential hedges against big tech exposure, with specific companies like Republic Services and Philip Morris highlighted [4]. - Healthcare and biotech are expected to benefit significantly from AI advancements, providing a defensive mode around their products [5]. - Growth opportunities are identified in software, which appears more favorable compared to other internet names [5]. Economic Insights - Capital spending on AI has been crucial in supporting the economy, particularly in 2025, amidst concerns of a K-shaped economy that is politically unsustainable [6][7]. - The consumer sector, accounting for approximately 68% of GDP, is under scrutiny, with capital expenditures and AI potentially counterbalancing consumer weaknesses [6]. - Unemployment trends are being monitored as indicators of broader economic health, with implications for inflation risks [7][8].
The key themes for stocks in 2026
Youtube· 2025-12-30 18:06
分组1 - The Federal Reserve is currently divided, with three dissenting opinions regarding interest rate decisions, indicating uncertainty in their approach to inflation and labor market conditions [1][7][19] - The focus for the Fed is primarily on the labor market, with expectations that inflation data will influence future decisions [8][18] - There is a significant emphasis on waiting for more data before making any policy changes, particularly regarding inflation and employment trends [4][17][20] 分组2 - The upcoming Supreme Court ruling on tariffs could have a substantial impact on inflation numbers, potentially altering the economic landscape [5][22] - Current market conditions show strong performance in various sectors, with communication services up 34%, technology up 25%, and industrials up 20%, indicating a broader wealth creation atmosphere beyond Fed actions [12][14][15] - The outlook for earnings remains positive, suggesting that if the economy stays strong, earnings forecasts will improve, which is crucial for investors [23][24]
Should You Pull Money From Your 401(k) to Pay Off Your Mortgage? Dave Ramsey Weighs In With His Take
Yahoo Finance· 2025-12-30 17:40
Canva: Yagi-Studio from Getti Images Signature and EricVega from Getti Images Signature Quick Read Withdrawing from a 401(k) before age 59.5 triggers a 10% penalty plus income tax on the distribution. The median U.S. home price reached $426K in September. That is 63% higher than a decade ago. 30-year mortgage rates now stand at 6.9% despite Federal Reserve rate cuts. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. R ...
What the Buffett Indicator is signaling about markets, why inflation is still a top market concern
Youtube· 2025-12-30 16:11
[Music] Good Tuesday morning. I'm Yahoo Finance executive editor Brian Sazy and this is opening bid. What's on my investing mind today.You're wondering is it Meta's $2 billion deal for Chinese AI company called Madis made during a slow week. Nope. Or how about the Fed minutes out later today.Definitely not those Fed minutes. It will never be VIP to me. It will it just vote.I just I'm not a fan of Fed minutes. What's on my mind is one mythical investing creature. Actually, that creature is the oracle of Omah ...
10 Hottest Large-Cap Stocks of 2025
Insider Monkey· 2025-12-30 14:53
On December 22, Scott Wren, chief global equity strategist at Wells Fargo Investment Institute, joined CNBC’s ‘Squawk on the Street’ to express optimism regarding accelerating earnings alongside moderating inflation. He identified a 2.8% CPI target for the next year and noted that if this projection is incorrect, inflation is likely to drift even lower over the coming years. He characterized the combination of modest growth and moderating inflation as a favorable setup for risk assets in the new year.Wren e ...
Got $500? 3 Dividend-Paying Healthcare Stocks to Buy and Hold Forever
Yahoo Finance· 2025-12-30 14:35
Key Points Bristol Myers Squibb is a pharmaceutical giant with a solid dividend history. Medtronic is a high-yield medical device maker that's nearing Dividend King status. J&J makes drugs and medical devices and boasts of over 50 annual dividend increases. 10 stocks we like better than Bristol Myers Squibb › Most dividend investors are looking not just for a high yield, but also for a company that can reliably support that yield over the long term. It is harder to find than you may think, but n ...