Core Insights - The primary concern for Americans impacting their voting decisions in the upcoming midterm elections is the affordability of everyday items such as food and fuel [1] - A significant portion of the population, approximately half, lives paycheck to paycheck, indicating a widespread sense of economic insecurity [3] - The debate surrounding healthcare affordability is crucial, with a warning that failure to address this issue could lead to political repercussions for both parties [5] Economic Context - One-third of Americans are unable to afford an unexpected healthcare cost of $5,000, highlighting the severity of financial strain [4] - The perception of affordability is more relevant to the average American than technical economic terms like inflation, which are not commonly used in everyday discussions [2][6] - The rising costs of essential items, including healthcare, food, and fuel, are perceived as a crisis rather than a mere concern [4][7] Political Implications - There is a growing distrust among the public towards government solutions for healthcare, with a preference for alternatives outside of traditional political frameworks [11][12] - The messaging from political parties needs to shift towards acknowledging public concerns and providing tangible solutions rather than engaging in blame politics [16] - The current political landscape suggests that Democrats may narrowly retain control of the House, but failure to effectively address healthcare could jeopardize their position in the Senate [17][19]

Retirement portfolios need growing income that outpaces inflation and safety that lets you sleep at night. ...

RT Naga Avan-Nomayo (@JeSuisNaga)Bitcoin stalls after the Fed’s “hawkish cut,” slipping into a CPI-week waiting game.Despite structural stress easing (leverage reset and multi-year lows for exchange inflows), BTC floats below $90K as conviction is absent.Inflation prints now matter more than any crypto-native signal, analysts say.Full story below on The Block ⬇️ ...

分组1 - Cleveland Fed President Beth Hammack prefers more restrictive interest rates to combat high inflation, indicating current policy is around neutral [1] - Kansas City Fed President Jeffrey Schmid dissented against the recent FOMC decision to cut rates, citing persistent high inflation [1] - Chicago Fed President Austan Goolsbee anticipates more rate cuts in 2026 but dissented against a December cut, awaiting further inflation data [1] - Philadelphia Fed President Anna Paulson expresses greater concern about labor market weakness than inflation risks [1] 分组2 - Wall Street's major equity averages closed sharply lower, with Broadcom (AVGO) dropping over -11% due to disappointing AI market sales outlook [1] - Sandisk (SNDK) fell more than -14% after a downgrade from GF Securities, while Ciena Corp. (CIEN) slumped over -9% following a downgrade from Northland Securities [1] - Lululemon Athletica (LULU) surged more than +9% after reporting strong Q3 results and raising its full-year guidance [1] 分组3 - Investors are focusing on key U.S. economic data, including employment and inflation figures, as well as earnings reports from high-profile companies [2][4] - December S&P 500 E-Mini futures are up +0.48%, indicating a partial rebound from the previous selloff [2] - Notable companies reporting quarterly figures this week include Micron Technology (MU), Accenture (ACN), Nike (NKE), and FedEx (FDX) [6] 分组4 - Eurozone's October Industrial Production rose +0.8% month-over-month and +2.0% year-over-year, exceeding expectations [10] - China's November Industrial Production rose +4.8% year-over-year, but fell short of expectations [11] - Japan's Nikkei 225 Stock Index closed lower, with technology stocks leading declines, while bank stocks advanced ahead of a potential interest rate hike by the Bank of Japan [12]

Core Insights - The Federal Reserve cut interest rates for the third time in 2025, leading to a rally in U.S. stocks, which is seen as a relief for investors amid high inflation concerns [2][4] - The Fed is optimistic about inflation slowing to 2.4% and economic growth accelerating to 2.3% by the end of 2026, which is favorable for the broader market [3][7] Consumer Discretionary Stocks - **Brightstar Lottery PLC**: Expected earnings growth rate for the current year is 17.9%, with a Zacks Consensus Estimate improvement of 29.5% over the last 60 days, currently holding a Zacks Rank 2 [8] - **Las Vegas Sands Corp.**: Anticipated earnings growth rate is 30%, with a Zacks Consensus Estimate increase of 10.5% over the last 60 days, currently rated as a Zacks Rank 1 (Strong Buy) [9][10] - **Roku, Inc.**: Projected earnings growth rate exceeds 100%, with a Zacks Consensus Estimate improvement of 83.3% over the past 60 days, currently holding a Zacks Rank 2 [11] - **Kontoor Brands, Inc.**: Expected earnings growth rate is 12.5%, with a slight improvement of 0.7% in the Zacks Consensus Estimate over the last 60 days, currently rated as a Zacks Rank 2 [12]

Bitcoin stalls after post-FOMC slide as inflation data looms over December, analysts say https://t.co/z26BmInhWZ ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website discusses the complexities and high risks associated with cryptocurrencies and CFDs, highlighting the potential for significant financial loss [1]. - It encourages users to conduct their own research and fully understand the instruments and risks involved before making investment decisions [1].

Group 1: Central Bank Actions and Economic Data - The week is significant for central bank actions, with the Bank of Japan expected to raise interest rates by 25 basis points, which could have global ripple effects [7][13][35] - Key economic data releases include US payrolls, retail sales, PMIs, and CPI, which are crucial for the Federal Reserve's next meeting [6][14][16] - The Bank of England and the European Central Bank are also facing similar challenges regarding inflation and job market conditions [9][31][32] Group 2: Market Performance and Sector Analysis - US markets ended lower on Friday, with the tech sector, particularly the NASDAQ, experiencing significant declines, dropping nearly 3% [16][18] - Broadcom's stock fell almost 11% following its earnings report, contributing to the negative sentiment in the AI sector [18] - Asian markets reflected this trend, with notable declines in tech stocks, including SoftBank and TSMC [19] Group 3: Ukraine's NATO Membership and Financial Support - Ukraine has dropped its demand for NATO membership in exchange for bilateral security guarantees, marking a significant shift in its diplomatic stance [41][62] - Ongoing discussions in the European Council focus on financing Ukraine, with pressure building to find solutions for further financial support [50][56] - Italy and Belgium have expressed opposition to using frozen Russian assets for Ukraine, complicating the financial support discussions [44][48]

Group 1: Federal Reserve Actions - The Federal Reserve is expected to lower interest rates by 0.25 percentage points, with three out of ten members voting against this decision [1] - Jerome Powell confirmed another rate cut is anticipated in 2026, after which the FED may pause, focusing on inflation as the employment situation appears stable [1] Group 2: Market Reactions and Currency Dynamics - Traders are beginning to factor in the dovish stance of the new FED president Kevin Hassett, who suggested there could be more than three rate cuts [2] - Major currencies like the Euro and Yen are influenced by hawkish narratives compared to the US dollar, with German 30-year bond yields reaching new peaks [2] Group 3: Bond Buybacks and Market Liquidity - The FED announced monthly buybacks of short-term bonds (T-bills) amounting to $40 billion, which is expected to lower real interest rates and enhance market liquidity, positively impacting stocks, metals, and cryptocurrencies [3] Group 4: Commodity and Cryptocurrency Performance - US stock indices are struggling to maintain momentum, while metals have rallied significantly, with Gold surpassing $4300 and silver reaching new historical highs [4] - Bitcoin is facing challenges in maintaining momentum, trading within a narrow range of $92,000 to $93,000, following substantial outflows from Bitcoin ETFs [4] Group 5: Capital Flows and Investment Opportunities - The primary narrative driving capital flows favors European assets over US assets, with Chinese stocks also attracting significant investment as hedge funds prepare for a potential rally [5] Group 6: European Market Outlook - The DAX index is poised for a breakout from a consolidation pattern established since June 2025, with German bond yields at new peaks and inflation steady at around 2.3% [6] - European stocks are viewed as a balanced investment choice amid pressure on the US dollar and an overheated AI sector, with the DAX expected to test the 20-day moving average before any new peaks [7]

Politicians have used inflation to drain the value of the Christmas bonus to pensioners, freezing it at £10. It used to be enough to buy over 20 chickens for roasting. Now it couldn’t buy two https://t.co/mrFY6JfBDo ...