Core Insights - Inflation is expected to persist, with economists suggesting that pressure may increase by 2026, necessitating investor composure as inflation rates hover around 3% and the Federal Reserve implements interest rate reductions [1][2]. Financial Strategies - An urgent assessment of cash flow and debt management is essential, as inflation will reduce actual investment returns [3]. - Individuals should consider placing funds into high-yield accounts that offer returns exceeding inflation rates before transitioning to short-term Treasury bills or certificates of deposit (CDs) for interest rate protection [4]. - The current low interest rates present an opportunity for businesses to establish financial stability rather than accumulating excessive debt [5][6]. - Investors are advised to review their portfolios, as inflation growth will diminish the purchasing power of idle funds, and diversifying into equities, inflation-protected securities, and real-asset funds can help mitigate this risk [6]. Timing and Strategy - Financial decisions are directly influenced by inflation and interest rate changes, which occur independently, making it crucial to start financial planning early to maintain future flexibility [7]. - A robust financial strategy must extend beyond short-term forecasts, focusing on long-term resilience to navigate various market conditions [8].

President Trump has vowed to give qualifying Americans a $2,000 tariff dividend. There are no details or a plan, but  White House press secretary Karoline Leavitt confirmed that Trump is “committed” and told reporters on Nov. 12, “We are currently exploring all legal options to get that done.” While many Americans could use an extra boost, experts worry that the $2,000 dividend could raise prices, including grocery costs. Here’s how. How the Dividend Can Affect the Price of Groceries Trump’s proposal i ...

Deposit account rates are on the decline. The good news: You can lock in a competitive return on a certificate of deposit (CD) today and preserve your earning power. In fact, the best CDs still pay rates above 4%. Read on for a snapshot of CD rates today and where to find the best offers. Where are the best CD rates today? CDs today typically offer rates significantly higher than traditional savings accounts. Currently, the best short-term CDs (six to 12 months) generally offer rates around 4% to 4.5% AP ...

Deutsche Bank analysts raised concern on the crucial role of AI investments in the latest better-than-expected U.S. GDP data underscoring its significance in maintaining the country’s economic stability.AI Spending Anchors US Economic GrowthThe U.S. economy has been significantly bolstered by investments in AI-related sectors, according to a recent note from Deutsche Bank. The bank’s analysts, Adrian Cox and Stefan Abrudan, emphasized the pivotal role of tech-related spending in sustaining the country’s eco ...

Treasury yields were steady in thin trade on a holiday-shortened week, reversing much of Tuesday's rise after data showed the U.S. economy grew at a 4.3% annual pace in the third quarter.This lifted two-year Treasury yields to a 13-day high of 3.559% as investors trimmed expectations for another interest-rate cut in January.However, the data are backward-looking and traders will continue to watch for any signs of a weak jobs market and slowing inflation. ...

Core Insights - Precious metals, including gold, silver, and platinum, have reached all-time highs, indicating a potential shift in market dynamics and investor sentiment [1][2][3]. Group 1: Precious Metals Performance - Gold has surged past $4,500, setting a new all-time high at $4,526 [2]. - Silver peaked at $72.7, with expectations of reaching $80 by year-end [2]. - Platinum recorded a peak price of over $2,370, while palladium surpassed $2,000, a level not seen since November 2022 [3]. Group 2: Market Drivers - The performance of precious metals is attributed to a combination of rate cuts, geopolitical tensions, and the dollar debasement trade [3]. - Copper also saw significant gains, reaching $12,000 per ton, marking its largest annual gain since 2009 [3]. Group 3: Economic Implications - Analysts suggest that the rally in precious metals may signal underlying macroeconomic issues, including the potential for the highest inflation in U.S. history [4]. - Despite a reported GDP growth of 4.3% in Q3, concerns remain about the reliability of official economic data [5]. - The rapid increase in silver prices is viewed as a warning sign of declining confidence in political leadership and fiat currencies [6].

Core Viewpoint - The U.S. GDP growth of 4.3% in Q3 is being challenged by economist David Rosenberg, who claims the real growth is only 0.8% due to underlying economic weaknesses masked by government spending and depleted savings [1][2][3]. Economic Analysis - The BEA reported a rise in real GDP from 3.8% in Q2 to 4.3% in Q3, primarily driven by consumer spending, exports, and government spending [2]. - Rosenberg argues that the GDP figures are misleading, suggesting manipulation similar to CPI data, and emphasizes that true economic growth is minimal when accounting for government spending and a significant drop in personal savings [2][3]. - The personal disposable income growth has remained flat, which Rosenberg identifies as a critical indicator contradicting the apparent consumption boom [3]. Diverging Perspectives - The report has ignited a debate among analysts, with Rosenberg viewing the economy as hollow and dependent on unsustainable spending, while Gordon Johnson from GLJ Research perceives a concerning nominal boom [4]. - Johnson points out that nominal GDP growth surged by 8.2%, with a GDP price index of 3.8%, indicating inflationary pressures that the Federal Reserve's easing cycle may exacerbate [5]. GDP Components - The BEA confirmed that a decrease in imports, which negatively impacts GDP, artificially inflated the headline growth figure [6]. - The price index for gross domestic purchases increased to 3.4% from 2.0% in the previous quarter, supporting Johnson's concerns about inflation [6]. Market Reactions - Investors face a dilemma in interpreting the GDP report, choosing between the headline strength, Rosenberg's "fugazi" weakness, or Johnson's inflationary concerns [7].

Asian markets are mostly higher after the U.S. benchmark S&P 500 closed at another record high following a report that the U.S. economy grew at a 4.3% annual rate in July to SeptemberA person walks in front of a chart showing Japan's Nikkei index at a securities firm Friday, Dec. 19, 2025, in Tokyo. (AP Photo/Eugene Hoshiko)HONG KONG -- Asian markets mostly advanced Wednesday after the benchmark S & P 500 closed at another record high following a report that the U.S. economy grew at an unexpectedly strong 4 ...

December 23, 2025 09:56 PM GMT US Economics | North America What's going on, part 2? Firms are pushing price to recover tariff costs The Q3 US GDP report indicates firms took a significant step towards recovering the costs of tariffs by pushing output prices higher. This should mean less downside risk to the labor market and lower recession probabilities, supporting our outlook for a rebound in growth in 2026. Key Takeaways Exhibit 1: Price, cost, and profit per unit of real gross value added on nonfinancia ...

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 ...