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 ...

Market Overview - Global stock markets experienced a decline, particularly in Asia and Europe, as investors adopted a cautious stance ahead of significant U.S. employment and inflation data [1][12] - U.S. stock futures indicated a lower opening, with S&P 500 futures down 0.5% and Dow Jones Industrial Average futures down 0.3% [2] Sector Performance - Technology stocks were a major contributor to the market decline, with notable volatility observed in AI-linked stocks [6][12] - Speculative stocks showed gains, with Biodexa Pharmaceuticals surging nearly 60% to $7.63, AMC Robotics rising 35% to $9.83, and B. Riley Financial climbing almost 28% to $4.75 [3] Regional Insights - Japan's Nikkei 225 fell 1.6% to 49,383.29, influenced by weak manufacturing data, with the S&P Global Flash PMI rising to 49.7 in December from 48.7 in November, still below the expansion threshold [7][8] - Chinese stocks declined due to disappointing economic figures, with retail sales increasing only 1.3% year over year, the slowest since 2022 [9][10] - South Korea's Kospi dropped 2.2% to 3,999.13, heavily impacted by losses in chipmakers like SK Hynix and Samsung Electronics [11] Oil Market - Oil prices decreased, with U.S. crude falling $1.08 to $55.74 per barrel and Brent crude dropping $1.06 to $59.50 [12] Economic Data Focus - The upcoming U.S. jobs report is expected to show a net gain of about 40,000 jobs, with unemployment projected to remain near 4.4% [13] - Inflation data due Thursday is forecasted to indicate a 3.1% year-over-year rise in consumer prices [13]

Money managers are set to ring in the new year with resounding confidence about everything from economic growth to equities and commodities, according to a monthly poll by Bank of America https://t.co/teyNGHPQqv ...

#报告 法国外贸银行2026中国经济展望：韧性出口难掩内需之困，4.8%增长下的挑战与悬崖None (@None):None ...

China’s policymakers have been relying on unexpectedly strong exports to keep growth on track. That could prove to be a mistake https://t.co/J7OKz9xxot ...

Core Viewpoint - The U.S. Federal Reserve's recent interest rate cut positions it well to address future economic challenges, with expectations of moderating inflation and a cooling job market [1][2]. Monetary Policy - The Federal Open Market Committee has shifted from a modestly restrictive monetary policy stance towards a neutral position, which is deemed well-suited as the economy approaches 2026 [2]. - The Fed aims to bring inflation back to the 2% target without creating undue risks to employment [2]. Economic Outlook - Economic growth is expected to improve next year as uncertainty decreases and inflation pressures ease [4]. - The impact of tariffs on prices has been less significant than anticipated, leading to one-time price increases rather than persistent inflation [4]. Inflation and Employment Projections - Inflation is projected to moderate to 2.5% in the next year and reach 2% by 2027 [5]. - The unemployment rate is expected to rise to 4.5% this year, but with a forecasted growth of 2.25% next year, a gradual decrease in unemployment is anticipated over the following years [5]. - The cooling labor market is described as a gradual process without signs of sharp layoffs or rapid deterioration [5]. Financial Sector Liquidity - The Fed's recent asset buying of Treasury bills is aimed at rebuilding financial sector liquidity, ensuring firm control over interest rate targets, although some view it as a form of stimulus [6].

China’s growth stabilization masks ‘great divide’ of surging exports, slumping property https://t.co/isvkpVlTim ...

Rickety power grids are slowing down economic growth and the fifth La Niña in six years is looming on today's Green Daily https://t.co/mF5tnMx7Yr ...

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]

Market Trends - The rapid increase in small-cap stocks is driven by declining interest rates and economic expansion [1]