Brian Jacobson, we talked to um an economist earlier and other folks who are involved in the market and they said indeed take this one with a huge grain of salt. Is that how we should be viewing this report. >> Yeah, I actually think that'd be a mistake to take it with too much of a grain of salt.I mean, every data release you do want to have a grain of salt probably around the rim of a margarita glass. But I think that when we're looking at this, yes, they did start the data collection a little bit later. ...

Inflation Analysis - Inflation is moving in the right direction, but perhaps not as fast as indicated in the report [5] - Shelter costs, a significant component of the consumer basket, are trending lower, supported by Zillow rent indices [2][3] - Imports account for 16% to 20% of goods, while goods excluding food and energy represent only about 20% of the consumer basket [3] - Inflation remains an issue, still a positive number and above the Federal Reserve's target [5][6] Investment and Market Outlook - The market anticipates 2026 to be a good period for the economy, influenced by various factors including starting valuations [7] - The focus is on whether firms can grow into their valuations, leading to a preference for small and mid-cap companies and value stocks [7] - A key aspect for the coming year is the return on invested capital, especially for investments in artificial intelligence and data centers [8] - The tax incentives in the "one big beautiful bill" are expected to drive significant investment spending in areas like data centers, buildings, computers, and machinery [8][9] - The market may react differently to economic news than expected, as seen in 2018 after the 2017 tax bill, where small caps underperformed despite initial expectations [10][12] - The next chapter in AI is about use cases and specific areas where a decent return on investment can be achieved, such as healthcare, the service sector, industrials, and logistics [16][17]

PRICES RISING 2.7% FROM A YEAR AGO. THAT WAS COOLER THAN EXPECTED. THE PRINT SENDING ODDS OF A MARCH RATE CUT TO OVER 50% RIGHT NOW.JOINING US NOW IS PIMCO GLOBAL ECONOMIC ADVISOR, FORMER FEDERAL RESERVE VICE CHAIR RICHARD CLARIDA. IT'S GREAT TO HAVE YOU HERE. >> WELCOME BACK.YEAH. ALWAYS ENJOY IT. >> SO HOW MUCH DO YOU READ INTO THIS INFLATION PRINT.>> I THINK THERE'S SOME GOOD NEWS HERE. OBVIOUSLY DISTORTIONS WITH THE SHUTDOWN AND SOME SEASONALS. BUT I THINK YOU TAKE THE GOOD NEWS WHEN YOU CAN CAN GET IT. ...

Joining us now is Pimco, global economic adviser, former Federal Reserve vice chair Richard Clara. It's great to have you here. Welcome back.>> Yeah, always enjoy it. >> So, how much do you read into this inflation print. >> I think there's some good news here.Obviously, distortions with the shutdown and some seasonals. Uh uh but I think you take the good news when you can can get it. Um and I think it reinforces the message out of the Fed last week, which is inflation is still pretty stubborn, but it's it' ...

Thursday's inflation data come with a number of caveats, but it keeps the rate cut dream alive, @jonathanjlevin says (via @opinion) https://t.co/uzGUTQoPAC ...

The first inflation report since the government shutdown ended last month is now out. Inflation rose by 2.7% in November year-over-year. There is no month overmonth figure because the October report was cancelled due to the shutdown.What we're talking about here are better than expected numbers. If we're talking about November to November of last year, over that year period, prices increased by 2.7%. That was below what economists had expected.They were expecting something closer to 3.1%. So inflation being ...

The average rate on a 30-year U.S. mortgage edged lower this week, staying relatively close to its low for the year. The decline brings the average long-term mortgage rate to 6.21% from 6.22% last week, mortgage buyer Freddie Mac said Thursday. A year ago, the rate averaged 6.72%. Borrowing costs on 15-year fixed-rate mortgages, popular with homeowners refinancing their home loans, also fell this week. The rate averaged 5.47%, down from 5.54% last week. A year ago, it averaged 5.92%, Freddie Mac said. ...

Corporate News - Shares of Broadcom (AVGO) and Oracle (ORCL) rebounded more than 1% in premarket trading after closing down 4.5% and 5.4% respectively [3] - AI chipmakers Nvidia (NVDA) and Advanced Micro Devices (AMD) also saw a recovery, with shares up more than 1% in premarket trading after finishing down 3.8% and 5.3% [3] - Micron Technology (MU) shares surged over 10% following earnings that exceeded analysts' expectations, driven by increased demand for AI hardware [4] - Tesla (TSLA) shares advanced about 1.5% in premarket trading after a 4.6% drop the previous day [4] - Nike (NKE) and FedEx (FDX) shares rose 0.8% and 0.6% respectively ahead of their quarterly results scheduled for later today [4]

Wage growth recently outpaced inflation, offering short-term relief that has yet to translate into sustained financial security.Inflation is easing overall, but consumers are still paying more for food, beverages and everyday retail goods.After weeks of a government shutdown, economic data continue to roll in, and the latest inflation figures sketch a picture that is far from definitive.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information ...

The "smart money" predicted inflation was going to increase last month.Instead inflation went down.It is time for the Fed to cut larger, GDP to grow faster, and asset prices to go higher. https://t.co/o42CmFmTZn ...