Josh Lipton sits down with ADP chief economist Nela Richardson, Truist chief investment officer and chief market strategist Keith Lerner, and People Inc. chief business editor Caleb Silver to look at the current state of the market and what investors should look forward to heading into 2026. How excited are investors about the potential of AI? And what will the economy look like if there are additional rate cuts next month? For full interviews, highlights, and key insights, check out more from Yahoo Finance ...

Our podcast on markets, the economy and business. This week, how consumers are paying the price to help the island’s exporters https://t.co/euomvRczWS ...

Core Insights - Americans express optimism about the overall economy, yet they feel less confident about their personal financial situations, indicating a disconnect between general economic sentiment and individual financial health [1] Group 1 - The article highlights that consumer confidence in the economy is high, with many Americans believing that the economy is improving [1] - Despite the positive outlook on the economy, a significant portion of Americans report feeling financially strained, which could lead to potential challenges in consumer spending [1] - The disparity between general economic optimism and personal financial concerns may pose risks for businesses relying on consumer spending [1]

Labor Market Analysis - The government shutdown in October has created uncertainty regarding the availability and quality of key economic data, specifically inflation and employment figures [1][2] - November employment data collection is delayed and may be of questionable quality due to the Thanksgiving holiday, impacting market understanding of the economy's health [3][4] - Alternative indicators suggest the labor market is holding up, with Brailio Labs showing an increase in total non-farm payrolls and jobless claims remaining low [5][6] - The economy is likely still performing adequately, but a clearer picture may take another month to emerge due to data collection disruptions [6] - Economists are widening their data sources due to the unavailability of regular data from the BLS, CPI, and non-farm payrolls [9] Economic Risks and Federal Reserve Implications - The consensus among economists leans towards labor weakness as a greater risk than higher inflation in the coming months [9] - Job growth slowdown in the past 6 months may be attributed to slowing immigration, impacting labor supply rather than labor demand [10][11] - The Federal Reserve published a paper expecting job growth over the next 12 months to be 30,000, a significant decline due to slowing immigration [12] - The Federal Reserve's ability to address the situation is limited if the issue is labor supply, as opposed to labor demand [13]

It's an honor now to sign this incredible bill and get our country working again. Thank you. [applause] [applause] I hope we can all agree that the government should never be shut down again.Again, ended the filibuster. Terminate the filibuster. It'll never happen again.So, with my signature, the federal government will now resume normal operations, and my administration and our partners in Congress will continue our work to lower the cost of living, restore public safety, grow our economy, and make America ...

Government Shutdown & Political Commentary - Democrats in Congress are accused of shutting down the government for 43 days to extort American taxpayers for $1.5 trillion for illegal immigrants [1] - Republicans claim they never wanted a shutdown and voted 15 times for a clean continuation of funding [2] - The shutdown is described as the longest in American history, created purely for political reasons by extremists in the other party [4] - The speaker calls for a termination to the filibuster to prevent future government shutdowns [8][16] - The speaker claims a communist was elected mayor of New York City [15] Economic Impact & Performance - The government shutdown allegedly cost the country $1.5 trillion [2] - The shutdown is said to have caused 20,000 flights to be cancelled or delayed [6] - The speaker claims that the stock market reached its highest price ever, setting a record for the 48th time in nine months [9] - Thanksgiving costs are claimed to be 25% lower than the previous year under the prior administration [12] - Gasoline prices are stated to be at $2.50 per gallon, compared to $4.70 under the Democrats, with a goal to reach close to $2 [17] Healthcare & Policy - The speaker criticizes Obamacare as a disaster and calls for insurance companies not to be paid, but for the money to be given directly to the people to buy their own healthcare [20][21][23] - The speaker claims insurance company stock prices have increased by 1000% due to Obamacare [23] - The speaker claims the administration is giving everyone the biggest tax cut in the history of the country, with no tax on tips, social security, and overtime [18]

President Donald Trump is hosting Wall Street's top leaders for dinner at the White House. Sources tell Alexandra Bloomberg that JPMorgan's Jamie Dimon and Goldman's David Solomon are expected to attend. Bloomberg's Jack Fitzpatrick is tracking the story. Jack, what's the objective of tonight's dinner.So there's no listed objective, but there's a broader context to consider here that the president hinted at in those remarks. This is a president who put a huge amount of political capital into getting his sig ...

RT Bloomberg en Español (@BBGenEspanol)Algo inédito en la economía argentina: el peso cae, pero los precios no se disparan. El consumo débil y el ajuste fiscal mantienen contenida la inflación mientras Milei gana tiempo.@ioliveradoll explica https://t.co/cA1DeFXXIK https://t.co/HBHCC5dsNX ...

Economic Outlook - Some suggest that an economy needs occasional downturns to stay healthy [1] - The world is experiencing a "recession recession," leading to increasing costs [1]

Market & Economic Outlook - The market is anticipating a pause in rate cuts in December, potentially extending into the new year, influenced by Fed Chair Powell's recent signals [2][4][5] - The economy is showing resilience, reflected in surprisingly strong earnings reports, with Q3 earnings increasing by 14% year-over-year, exceeding initial estimates of 65% [5][6][7] - The analyst anticipates the S&P 500 reaching 7000 by year-end and 7700 by the end of next year, indicating a continued bull market [16][17] - The analyst believes the US economy does not need support, suggesting the Fed's previous rate cuts may have been a mistake [8][9] Monetary Policy & Interest Rates - The Fed has already lowered the federal funds rate by 150 basis points over the past year [2] - The analyst questions the effectiveness of lowering interest rates to solve labor market issues and expresses doubt about the concept of a measurable neutral rate [3][12][13] - Despite the Fed cutting rates by 50 basis points in September and October, bond yields remain sticky around 4%, and mortgages around 6-65%, indicating resistance to further easing [10][11] Gold & Currency - The analyst initially lacked a view on gold due to its lack of income, but now sees potential for a major breakout, driven by geopolitical factors and Chinese investment [22][23][24][25] - The analyst projects gold prices to reach $5000 by the end of next year and $10000 by the end of the decade [26] - The analyst is contrarian on the dollar, anticipating surprising strength potentially due to the legitimization of stablecoins [27][29][30] Tariffs & Geopolitical Risks - The market has largely discounted the reopening of the US government [18][19] - There is a risk that the Supreme Court may rule Trump's tariffs unconstitutional, potentially requiring the government to refund $350 billion over 12 months, which could adversely affect the bond market [19][20]