Joe, always good to see you. Thanks so much for joining me. >> Thank you.Very good to be with you, Jennifer. Happy holidays. >> Happy holidays to you.And what a way to kick off the holidays with such a stellar third quarter GDP number up 4.3% a full percentage point above expectations and driven by consumer spending up three and a half% though a large chunk of that from healthcare spending. Though we also saw trade really add to this number as well. Joe, can we see this level of growth sustained into next y ...

Headline though, GDP much stronger than expected, 4-3, highest read since Q3 of 2023. You know, Josh, I I wonder what this does to the thinking on rates. Torstston at Apollo says long-term interest rates will remain higher for longer.Investors should plan accordingly. Deutsche Bank today ratchet higher for yields is a significant story. I mean, we've been talking about and gaming out and planning for a rate cut in early 26.What if the Fed takes a hawkish tilt. I mean, do investors need to rethink this whole ...

This is a stock market that the president loves to Trump. It's near all time highs. Why worry about it on a day like today when you've got great economic news.Well, you can see in this truth post that Trump is really, really worried about interest rates in particular. This is you know, he's supposed to be meeting with Rick Rieder, potential Fed chair this week. And as he's kind of started to figure out, is that he is not able to compel markets to do exactly what he wants them to do.We've seen this time and ...

Economic Messaging and Market Reactions - The president is concerned about interest rates and is meeting with potential Fed chair Rick Rieder, indicating a struggle to influence market behavior as desired [1] - The president's attempts to communicate positive economic news to traders have not aligned with the Federal Reserve's and traders' perspectives on the broader economy, which shows warning signs [2] - The president's economic messaging has been complicated, as he tries to create a narrative that may not be sustainable in the long term [3] Public Perception vs. Economic Indicators - The president's team aims to focus on affordability and pocketbook issues that resonate with voters, but the president remains fixated on metrics like the stock market that may not reflect the average person's experience [4] - While the stock market may be performing well, the general public is facing challenges such as rising rent, housing affordability, and increased grocery bills, which have risen by 25% compared to a couple of years ago [5]

Joining us now is Bill Smei. He's the chief investment officer at Sme Capital Management. Bill, it's great to see you again.Welcome. >> Hey, great to be with you. >> Jump in here.You can pick the housing piece first if there's anything in that last discussion that you know you wanted to chime in on. >> Well, I I I don't want to pick on your prior guest too much, but somebody once said if you put all the economists end to end, you'd never get anywhere. >> Understood.But where so do you come down as as in thi ...

Policymakers were reluctant to predict whether the next change in interest rates would be up or down, citing volatile data and elevated trade-policy uncertainty. ...

"I want my new Fed Chairman to lower Interest Rates if the Market is doing well, not destroy the Market for no reason whatsoever," Trump wrote. "I want to have a Market the likes of which we haven't had in many decades, a Market that goes up on good news, and down on bad news, the way it should be, and the way it was. Inflation will take care of itself and, if it doesn't, we can always raise Rates at the appropriate time— But the appropriate time is not to kill Rallies, which could lift our Nation by 10, 15 ...

For more on what this all means for the markets, let's bring in UBS Global Wealth Senior Portfolio Manager, Alan Rex Shaffen. Alan, thank you for being here. Um, what do you make of Kevin Hassid's comments there.>> You know, I I think it's Leslie, thank you for having me on, Carl. Thank you. Um, what you saw in 2025 was a period of fog and uncertainty.And I think what you heard from from Kevin Hasset and what you're seeing in the administration that 2026 is going to be a time of clarity, of normalization, a ...

The stock market can expect a resurgence in real estate stocks and funds after the December 18 Consumer Price Index fell to 2.7%, well below consensus forecasts of 3.0% or higher.That scenario is already supporting a rally in stocks and lifting interest-rate expectations. Investors are locking in positions based on muted inflation as potential evidence that the Federal Reserve can keep easing into early 2026, sending yields lower and boosting rate-sensitive sectors like real estate.Although economists warne ...

US inflation reportedly cooled, and the Fed already cut rates three times, but Bitcoin price keeps stalling every time it pokes near $90,000, just like it did yesterday, the 22nd of December. Watching the order books on Binance and Coinbase during Monday’s European session, it was clear that $90,000 wasn’t just a psychological wall or a large sell wall; it was being refreshed every time the price ticked up, suggesting sophisticated ‘limit’ selling rather than a retail panic. On the surface, this looks l ...