We got some uh breaking news I want to get to right now from the Treasury. Some big changes coming to the Financial Stability Oversight Council. Our own Steve [music] Leeman, economics, senior economics reporter joins us with that exclusive story.What you got. >> Hey Andrew, CNBC has obtained exclusively the contents of a letter written by Treasury Secretary Scott Besson, proposing a pretty radical rethink of how the government will promote financial stability and prevent systemic risk. Rather than addition ...

Let's start with the Euro's own economy. It looks as though things are going rather well. >> So, I'm I'm used to say we are in a good place.And of course, I talk about our monetary policy. I talk about price stability, which is the primary objective of the European Central Bank. And with a track record of around 2% inflation and a medium-term projection at 2% I would say again that we are in a good place.Now of course that is in with the landscape of a Eurozone economy which is doing better than was feared. ...

How you doing. >> I'm good. >> Nice to see you.>> GPA weren't in uh percentage terms. So, >> no, they were not. Uh the Fed's decision just hours away.Joining us right now with more on how the central bank's rate path is going to impact the financial sector, Jason Goldberg is Barkley's senior equity analyst. What's your expectation, sir. >> I mean, I think the market's widely expecting a 25 basis point cut out of the Fed, maybe a couple descents either way.Um but certainly the market's pricing in a 25%. >> W ...

Group 1: ECB Economic Outlook - ECB President Christine Lagarde provided an optimistic assessment of the Eurozone economy, indicating that growth projections may be revised higher in December and that the economy is "quite close to potential" [2][9] - Lagarde emphasized the ECB's commitment to focusing on inflation while considering the broader economic context, with underlying inflation indicators aligning with the ECB's 2% medium-term target [3][9] Group 2: Support for Ukraine - Lagarde highlighted the geopolitical necessity of supporting Ukraine, stating it is the ECB's "duty to support Ukraine" and advocating for joint EU financing for defense, which she described as a "perfect case" for cooperation [4][9] Group 3: Deere & Company - Deere & Company is reportedly planning additional job cuts in 2026 due to intensified strain on US farmers caused by Donald Trump's tariffs, following thousands of layoffs in recent years [5][6][9] - The company is also shifting some production to Mexico as part of its response to the challenging environment in the agricultural sector [6][9] Group 4: CATL Bond Issuance - Chinese battery manufacturing giant CATL is planning to issue bonds worth up to CNY10 billion, which could provide significant capital for the company in the global electric vehicle battery market [7][9]

Economic Data Release - Federal statistical agencies are releasing delayed reports [1] - Reports cover inflation, jobs, and economic growth [1] Government Impact - Delays are due to the 43-day government shutdown [1]

We do think uh the Fed's likely to cut rates uh at the upcoming meeting. We also think that this is a Fed that would like to get rates a bit lower uh into 2026. The challenge of course is that we expect to see a little bit of reaceleration in the economy uh during the first half of the year and we also expect inflation to remain uh comfortably above the central bank targets.So we believe this Fed when they say they're going to continue to focus on the data. We do think the data is going to be a bit confusin ...

RT plur daddy (@plur_daddy)There hasn't been much discussion of another reconciliation bill recently, so this is incremental.Trump is getting hammered on cost of living concerns. There are three directions he can take.1. Biden Mode: Dig his head in the sand and make the case that the electorate is wrong.2. Volcker Mode: Turn turbohawkish and crush inflation, at the cost of hitting economic growth and financial markets. While this is the only correct option, the issue is the pain is immediate while benefits ...

Government Initiatives - New Zealand proposes a new planning system to facilitate home construction, farm development, and infrastructure projects [1] - The new system aims to underpin future economic growth [1]

Core Viewpoint - Oppenheimer Asset Management's John Stoltzfus predicts an 18% rally for the S&P 500 in the next year, aiming for a target of around 8,100 points by the end of 2026, driven by strong economic growth and monetary policy easing [1][2]. Group 1: Market Outlook - The S&P 500 is currently about 3% away from Stoltzfus's end-2025 target, indicating a positive market trend [1]. - US stocks are experiencing a third consecutive year of double-digit gains, supported by investor confidence in continued interest rate cuts by the Federal Reserve despite resilient economic growth [3]. Group 2: Investment Sentiment - Stoltzfus emphasizes a positive outlook on stocks, considering them the preferred asset class due to accommodative monetary and fiscal policies and strong corporate earnings [2]. - Other financial institutions, including Deutsche Bank AG, Morgan Stanley, and RBC Capital Markets, share a similar optimistic view, forecasting rallies of over 10% [4]. Group 3: Sector Preferences - Oppenheimer's Stoltzfus favors economy-linked cyclical sectors over defensive stocks, with top picks including information technology, communications services, industrials, financials, and consumer discretionary [5].

German industrial production rose much more than anticipated, a strong sign that the economy will return to growth in the final quarter of 2025. https://t.co/uzFuzQYtgq ...