The Federal Reserve expects gross domestic product to grow quickly in 2026, faster than what they thought just months ago. Some of that may be AI, just also, I think productivity has just been almost structurally higher for several years now. We have had a boost in productivity growth. And he was pointing out that that boost in productivity had occurred even before AI was a big thing on the scene.Economists believe AI could dramatically change how Americans work. In terms of policy makers concerns, employme ...

Core Viewpoint - UBS projects that the strength of the U.S. equity market will continue into 2026, with the S&P 500 expected to advance significantly due to earnings growth, looser financial conditions, and reduced policy uncertainty [1] Group 1: Earnings Growth and Market Projections - UBS highlights strong profit growth, especially among large technology firms, which has supported share prices without leading to unsustainable valuations, maintaining a solid market foundation for the upcoming year [2] - The bank anticipates corporate earnings for the S&P 500 to grow by approximately 10% in 2026, projecting the index could reach around 7,700 by year-end if earnings remain the main driver of price increases [2] Group 2: Monetary Policy and Economic Conditions - UBS expects the Federal Reserve to continue easing monetary policy into early 2026 as inflation decreases, which will lower borrowing costs and support risk assets [3] - A change in Fed leadership is anticipated to reinforce a more accommodative policy stance, further enhancing market conditions [3] Group 3: Trade and Regulatory Environment - UBS points to improving visibility on trade and regulatory issues as a supportive factor, with legal clarity around tariff authority expected in early 2026 potentially reducing investor uncertainty [4] - Despite possible near-term pauses, UBS maintains a bullish outlook on U.S. equities, supported by earnings growth, easier monetary policy, and improved policy clarity [4] Group 4: Divergence Among Wall Street Banks - Major Wall Street banks exhibit divided views on the S&P 500's trajectory for 2026, with Bank of America projecting a cautious end around 7,100 due to valuation pressures and risks from weakening consumption [5] - Conversely, other banks foresee further upside driven by earnings growth and AI investment, with JPMorgan targeting 7,500, Goldman Sachs at 7,600, and Morgan Stanley forecasting 7,800 [6]

JUST IN: 🇺🇸 Federal Reserve scheduled to inject $6.8 billion into the market tomorrow at 9:00 AM EST. https://t.co/42UytyfA7h ...

Federal Reserve Bank of Cleveland President Beth Hammack said she saw no need to change US interest rates for months ahead after the central bank cut borrowing costs at its last three meetings, the Wall Street Journal reported on Sunday.Hammack opposed recent rate cuts as she is more worried about elevated inflation than the potential labor-market fragility that prompted officials to lower rates by a cumulative 75 basis points over the past few months, the report added.Hammack told the Journal that the Fed ...

Lackluster growth in Asia and low inflation justified rate cuts, writes @Moss_Eco. The same prescription may not work in 2026 (via @opinion) https://t.co/JtQblAXIK2 ...

Welcome to this week’s edition of Top Stock Highlights.This week brought positive developments across Singapore’s economy and property market. Economists sharply upgraded the city-state’s 2025 GDP growth outlook, while Keppel DC REIT moved to consolidate ownership of two data centres. Meanwhile, a CapitaLand-UOL consortium emerged as the top bidder for a landmark Hougang Central mixed-use site.MAS December 2025 Economic Survey Economists have sharply raised Singapore’s 2025 GDP growth forecast to 4.1%, up f ...

The dollar index (DXY00) climbed to a 1-week high on Friday and finished up by +0.19%.  The dollar rose on Friday amid yen weakness.  Also, upbeat comments on Friday from New York Fed President John Williams supported the dollar, as he said some of the data we're seeing is "pretty encouraging" and that he sees no sign of a sharp deterioration in the jobs data.  The dollar fell back from its best level after the University of Michigan's US Dec consumer sentiment index was unexpectedly revised lower.  Also, ...

The big risk in the market's mind is that as the government both fiscal and monetary policy moves are towards easing will inflation take off again. That's the biggest question we face. We have a strong point of view on it.But the burden of proof is on us because inflation does seem to have been stuck in this 2 and a half to 3% range for a while now. So we have to answer that question and I think the biggest answer to the question is if uh real growth rates start accelerating now uh we believe inflation will ...

>> WHY DON'T WE GET OVER TO STEVE LIESMAN. HE'S GOT A VERY SPECIAL GUEST THIS MORNING. A SPECIAL INTERVIEW WITH NEW YORK FED PRESIDENT JOHN WILLIAMS.STEVE. >> ANDREW. THANK YOU.YES, I AM HERE AT THE NEW YORK FED WHERE I'VE BEEN. WE DON'T KNOW HOW MANY YEARS IN A ROW NOW, BUT SEVERAL WITH PRESIDENT JOHN WILLIAMS FOR A TRADITIONAL DECEMBER HOLIDAY INTERVIEW. WELL, WELCOME BACK, STEVE.THANKS. AND JOHN, I WAS JUST REMARKING ABOUT HOW GREAT OUR TEAMS ARE WHO SCHEDULED THIS MONTHS IN ADVANCE, KNEW THERE WOULD BE ...

>> WHY DON'T WE GET OVER TO STEVE LIESMAN. HE'S GOT A VERY SPECIAL GUEST THIS MORNING. A SPECIAL INTERVIEW WITH NEW YORK FED PRESIDENT JOHN WILLIAMS.STEVE. >> ANDREW. THANK YOU.YES, I AM HERE AT THE NEW YORK FED WHERE I'VE BEEN. WE DON'T KNOW HOW MANY YEARS IN A ROW NOW, BUT SEVERAL WITH PRESIDENT JOHN WILLIAMS FOR A TRADITIONAL DECEMBER HOLIDAY INTERVIEW. WELL, WELCOME BACK, STEVE.THANKS. AND JOHN, I WAS JUST REMARKING ABOUT HOW GREAT OUR TEAMS ARE WHO SCHEDULED THIS MONTHS IN ADVANCE, KNEW THERE WOULD BE ...