Inflation came in ice cold compared to expectations.All the economists were wrong about tariffs. ...

分组1: Micron Technology - Micron's stock has increased over 160% this year, but there are concerns about it being a crowded trade [2] - Despite a strong earnings report, Micron's stock sold off following earnings from other chip makers like Nvidia and Broadcom [3] - The stock has shown a significant increase of 192% to its peak but has recently experienced a notable pullback [3] 分组2: Economic Indicators - The Consumer Price Index (CPI) reported a surprising drop to 2.7%, which is seen as positive for the market and the Federal Reserve's potential rate cuts [6][8] - The CPI drop is viewed as a potential trend change that could provide the Fed with the opportunity to cut rates again [7][8] 分组3: Market Outlook for 2026 - The market is expected to continue its bull run, but gains may be tempered, with projections of only 3-5% growth for the S&P 500 [12][14] - Leadership in the market is shifting, with staples and financials expected to lead, while big tech may not perform as strongly [11][12] - Small caps may see improved performance if inflation continues to decrease and rate cuts occur [14] 分组4: Individual Stock Insights - Tesla is anticipated to have a strong year, driven by advancements in robotics and AI, despite stagnant car sales [16][17] - Alphabet is considered a more stable long-term investment compared to Tesla, but Tesla shows high upside potential going into the new year [18]

A strong read on CPI today.CPI YoY: 2.7% vs. 3.1% expectedCore CPI YoY: 2.6% vs. 3.0% expectedA big miss, and a miss that's showing that inflation is cooling down.Strong signal for the markets, and given that the Bank of Japan rate hike is already priced in, we might be due for some green candles on risk-on assets like #Bitcoin. ...

Core Insights - Inflation remains elevated in November, significantly above the Federal Reserve's target rate, as policymakers consider potential interest rate cuts next year [1] - The consumer price index (CPI) rose by 0.2% in November compared to September and increased by 2.7% year-over-year [1] - Core prices, excluding volatile items like gasoline and food, increased by 0.3% from the previous month and 2.6% from a year ago, with the monthly figure meeting expectations but the annual figure being lower than anticipated [2] Data Collection Impact - The release of the November CPI inflation report was delayed due to a 43-day government shutdown, which affected data collection and postponed the release date from December 10 [3]

Inflation Slowed To 2.7% Last Month—Below Expectationshttps://t.co/4D3zSudMiV https://t.co/CwVDOkROYQ ...

The CPI data release was bullish for BTC — Source: CoinGape U.S. CPI inflation fell to 2.7% in November, way below expectations of 3%. The core CPI also fell to 2.6%, below expectations of 3%. Bitcoin sharply broke above $88,000 on the back of this development. The U.S. CPI inflation came in well below expectations, providing a bullish outlook for Bitcoin and the broader crypto market. BTC sharply reacted to the data release, which could pave the way for more rate cuts from the Federal Reserve. ...

Group 1: Market Overview - Futures are trading higher as the Christmas holiday approaches, but the AI/Data Center sector is facing challenges, with a nearly 30% rally since April [2] - Blue Owl Capital may not fund a $10 billion data center for OpenAI, negatively impacting Oracle Corporation, leading to significant losses in major indices, particularly a 1.81% drop in the Nasdaq [2] Group 2: Treasury Bonds - Treasury yields remained flat as traders awaited Consumer Price Index data, with a year-over-year inflation expectation of 3.1% for both headline and Core CPI, which is still above the Federal Reserve's 2% target [3] - The 30-year bond closed at 4.83%, while the benchmark 10-year note was at 4.15% [3] Group 3: Oil and Gas Sector - Oil prices increased due to President Trump's blockade on Venezuelan oil tankers, aimed at stopping oil sales to restricted countries and addressing drug trafficking [4] - Brent Crude rose 2.55% to $60.42, and West Texas Intermediate also increased by 2.55% to $56.68, while natural gas saw a 5.17% rise to $4.09 [4]

The Czech central bank held borrowing costs at its last policy meeting of the year after the new government’s plans blurred the inflation outlook and investors curbed bets on an interest rate hike next year https://t.co/nNmmSpW7qO ...

Inflation eased its grip on the American consumer in November, with prices rising 2.7% from a year earlier, the Labor Department said in a Dec. 18 report. The annual inflation rate had crept as high as 3% in September. The slightly lower rate for November reflected smaller price increases for gasoline and new vehicles, among other items. Core inflation, which excludes volatile food and energy items and is watched closely by the Federal Reserve, came in at 2.6% in November – the lowest rate since 2021. ...

RT Bloomberg Opinion (@opinion)@GregDaco @AllisonSchrager Underlying US inflation rises in November from a year earlier at the slowest pace since early 2021.Tune in for live analysis 🎥https://t.co/5e2pNFGJC3 ...