We're joined on set by Rob Row. He is the head of global strategy at City Research right here at Post 9. Rob, >> glad to see somebody else working today.Really, really appreciate. >> We're all here on Boxing Day as they say in the UK. >> Yes, exactly.Um, you know, listen, lot there's a lot of tax law changes that are happening next year, both personally and on the corporate side as well. It's a little bit call it WBI, wonky, but important. How much of it all is that factoring into your outlook for next year ...

No Overhead Resistance, Only Reversal RiskWith no true resistance, let’s face it, the only fear for the bulls is a sudden reversal to the downside with better-than-average volume. We could still get this today, but if it occurs, it will be driven by low volume, which will set up the next “buy the dip” opportunity.The New Definition of a Dip in a Vertical Gold MarketAs we move higher and more vertical, the definition of dip is going to change. Sticking with a 50% correction of a price swing, our “dip” level ...

Michael Zakur. Did I say that correctly. Michael, thank you.F five new digital founder and author of the new retail. All right. Can we talk about this calendar thing.Did it matter at all this year. In your opinion, >> it did matter. Um it was it jumped out at me immediately in the summer, you know, when I'm planning my holiday rituals and uh what I'm doing for my own shopping and working with my clients.I said, "Oh my god, we're only going to have I think it was 27 days between right uh Thanksgiving and and ...

分组1 - The current market dynamics indicate a significant interest in gold and precious metals, suggesting a shift in investor sentiment towards these assets as a hedge against inflation and currency instability [2][3][4] - The Federal Reserve's outlook is characterized by a potential pause in interest rate changes, with expectations of cuts beginning in mid-2026, influenced by political pressures and the composition of the Federal Open Market Committee [7][8][10] - There is a prevailing belief that the Federal Reserve may lack independence in its decision-making, leading to a higher likelihood of rate cuts despite economic indicators [9][12][14] 分组2 - Consumer sentiment reflects expectations of a 5-year forward inflation rate remaining high, between 3.5% to 4%, indicating ongoing concerns about inflation among the public [6] - The market is currently experiencing confusion regarding the Federal Reserve's future actions, with a split in opinions on whether the Fed should cut rates, which could lead to volatility in financial markets [13][14]

Market Outlook - The market is expected to continue its strong performance into the final trading week of 2025, driven primarily by AI developments despite concerns about overvaluation [2] - Inflation is a significant concern for 2026, with potential inflationary pressures from oil and a weakening consumer backdrop [3][4] - There is a cautious outlook for 2026, with expectations of a flat market and reliance on dividend returns after a strong run in previous years [5] Consumer Behavior - The consumer market is described as bifurcated, with affluent consumers maintaining spending while lower-income consumers face financial pressures [6] - The overall job market is not strong, which may impact consumer spending and corporate results [6][7] - Consumers have accumulated high credit card balances, which may limit future spending despite potential rate cuts [7] Investment Focus - Investment strategies are shifting towards AI infrastructure, which is seen as less overpriced compared to applied AI segments [9] - Companies involved in cloud computing and chip manufacturing are highlighted as attractive investment opportunities due to their business infrastructure focus [9] - Beldin, a company focused on automation and robotics, is identified as a promising investment, benefiting from North American automation spending and trading at lower multiples compared to peers [10][11]

gold bitcoin, gold all time high, silver, gold prices,. Photo by BeInCrypto While the crypto community remained focused on the possibility of an altcoin season and fresh Bitcoin highs, a different narrative unfolded. By late 2025, what many analysts now describe as a “metal season” has taken shape. Precious metals and even base metals have outperformed cryptocurrencies this year. With analysts expecting this momentum to extend into next year, a key question emerges: could copper offer a more compelling be ...

All those marked-down smart home gadgets and Ralph Lauren socks under Christmas trees this year have already been regifted. To Uncle Sam. Commerce Department data released just before the holiday showed that US gross domestic product rose at an unexpectedly robust 4.3% in the third quarter, with the American consumer to thank for it. That might be enough to power one final miniature stock market rally to end 2025. SUBSCRIBE:  Receive more of our free The Daily Upside newsletter. READ ALSO: Video Game Con ...

As Americans reflect on 2025 in its final week, many retirees are calculating and stress-testing if they have enough to endure various financial situations. For those falling short, unretiring may be the best option.Over the past year, I've spoken to over 250 older Americans, most of whom still work. The majority said they never retired or unretired because of financial uncertainty. Some lived paycheck to paycheck with limited savings and no defined-benefit pension plan. Others had six figures in the bank b ...

Vi e w p o i n t | 23 Dec 2025 04:21:39 ET │ 16 pages Japan Economics Prospects for 2026：Will seeds of destabilization emerge amidst stability? CITI'S TAKE We expect Japan's GDP to grow at above-trend +1.0% in 2026, demonstrating resilience (albeit down modestly from +1.3% growth in 2025). As headline inflation temporarily falls below 2% and strong wage growth continues, headwinds facing purchasing power of consumers look likely to ease. We expect this situation to allow pass-throughs of rising costs to ser ...

First Insights Global Markets Research Economics - Asia ex-Japan India: Are rate cuts over? The December MPC meeting minutes show that ultra-low inflation was the trigger for the rate cut, while advocating data dependence ahead. Downside surprise on inflation led to the December cut In the December meeting, the RBI materially cut its FY26 (year ending March) inflation forecast to 2.0% from 2.6%, with the one-year ahead forecast lowered by around 50bp to 4.0% (at the RBI's target). With concurrent inflation ...