Let's bring in Sofi's Liz Thomas, New York Life Investments Lauren Goodwin, Morgan Stanley, Wealth Management's Ellen Zner. It's great to have everybody here on the desk with us. All right, Liz, you first.What do you think about what Mr. . Lakos had to say. Base case 7500, bull case 8,000.>> So, when I look at in 2026, first of all, to your point, not a lot of bears to be found. And I think that's warranted. There aren't a lot of really strong reasons to be bearish into 2026 aside from looking at the market ...

Michael Gray has devoted his career to following the capital markets and managing fixed income assets. He founded Gray Capital Management LLC and before that was Head of Taxable Fixed Income at Fidelity Investments. Michael has an MBA in Finance from Wharton and a BA in Economics from Union College.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, ...

Joining us now for more on the markets and jobs, Joe Mato, president CIO at Newberger Berman. Joe, great to have you with us. Good >> to be here.Thank you. >> Um, it's interesting to get the jobs report now after the Fed decision. How important is this for you.>> I think the data is really important. I think the state of the labor market is one of the critical issues in terms of determining what the Fed path is going to be. And, you know, our sense is you're going to continue to see a grinding, weaker labor ...

It appears the race for the next Fed chair is down to two. While talking to the Wall Street Journal, the president named Kevin Hassett and Kevin Warsh as his top two choices. Policy, policy market, I should say.Poorly market odds had Hassett as the clear front runner. But Warsh is closing the gap considerably. Here with me now is Michael McKee Bloomberg International economics and policy correspondent.And I, I know mystery is a big part of the strategy of this administration, but previously the president sa ...

Well, that's what we're getting. The explanations. It's become a tradition lately for Fed officials to explain as soon as the blackout lifts why they dissented and the blackout has lifted.So we got a few minutes ago Austan Goolsbee, comments from the Chicago Fed saying basically people are telling him inflation worries them more than jobs. Goolsbee said almost all business people and consumers that we have spoken to in the district lately identify prices as the main concern. I remain optimistic that interes ...

Well, that's what we're getting. The explanations. It's become a tradition lately for Fed officials to explain as soon as the blackout lifts why they dissented and the blackout has lifted.So we got a few minutes ago Austan Goolsbee, comments from the Chicago Fed saying basically people are telling him inflation worries them more than jobs. Goolsbee said almost all business people and consumers that we have spoken to in the district lately identify prices as the main concern. I remain optimistic that interes ...

we just got the third rate cut of 2025, bringing the target range to its lowest level in nearly three yearsthe FED also announced a major new liquidity injection — roughly $40 billion per month in Treasury bill purchasesand this is happening right after BTC bounced from a 35% correction, its most significant pullback so far this cycleat the same time, ultra-conservative, deca-trillion-dollar asset managers like Vanguard and Charles Schwab are pushing crypto products to their tens of millions of users for th ...

US stock futures traded mixed on Friday, with the Nasdaq sliding but the Dow poised to bid for another record after a rotation from tech to value names propelled the index to a new all-time high. Contracts on the tech-heavy Nasdaq 100 (NQ=F) fell roughly 0.6%, continuing a tech slump. Dow Jones Industrial Average futures (YM=F) edged up roughly 0.2%, coming off an almost 650-point gain for the blue-chip gauge. S&P 500 futures (ES=F) dropped 0.2% after ending above 6,900 for the first time on Thursday. I ...

US stocks traded mixed on Friday, with the Nasdaq sliding but the Dow poised to bid for another record after a rotation from tech to value names propelled the index to a new all-time high. The tech-heavy Nasdaq Composite (^IXIC) fell 0.3%, continuing a tech slump. The Dow Jones Industrial Average (^DJI) edged up over 0.2%, coming off an almost 650-point gain for the blue-chip gauge. The S&P 500 (^GSPC) dropped roughly 0.1% after ending above 6,900 for the first time on Thursday. Investors are switching ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe market was split today: the Dow pushed to fresh highs, while the S&P 500 and Nasdaq slipped early on as renewed worries about pricey tech and AI plays took some air out of yesterday’s Fed-fueled optimism.The rate cut glow from the prior session was still there, but Oracle’s numbers reminded traders that not every big AI story is translating cleanly into earnings just yet.Oracle sank about 13% after missing on revenue ...