Recession next year or no? No. You kidding me? Not worried about a boom over here. One stock you'd buy and keep for a year once. Oh, that's going to be Nike. The Fed cuts. You think they will be too soon cutting rates or too late? I think they're fine. I think that J Pal's doing a great job. I don't know how he does it with cartoons written, you're fired. Jay is an amazing guy and I I met Jay years and years and years ago at a party and I this guy is like really smart and and everyone else was saying like, ...

The economies of more than 20 states are either in a recession or are on the brink of slipping into one, according to an analysis by Moody's Analytics chief economist Mark Zandi. Zandi's analysis found that as of late August, 21 states and the District of Columbia were either in recession or at high risk of entering recession. It also found that 13 states were "treading water" while another 15 states' economies are expanding."State-level data makes it clear why the U.S. economy is on the edge of recession," ...

Economic Growth - Economic growth has shown resilience in 2025 year-to-date despite negative macroeconomic conditions caused by the trade war and tariffs [1] - The primary reason for this resilience is likely attributed to frontloading [1]

JPMorgan Chase CEO Jamie Dimon declined to rule out the possibility of a recession in 2026, saying Tuesday (Oct. 7) that he will “hope for the best, plan for the worst.”By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins requir ...

I'll admit it - I don't have a crystal ball and I don't know with 100% assurance what tomorrow will bring so I MUST hedge my investments in Bitcoin and altcoins. Could we be in a 10 year bull cycle? Sure! Recession soon? Maybe. Here's what I see... ●▬▬▬▬▬▬CRYPTO CRITICAL VIDEOS▬▬▬▬▬▬▬● 1. THE 5 RULES - https://youtu.be/iNBiZ5Bo__U 2. AVOID ALL SCAMS. SOURCE IT - https://youtube.com/live/m77Oxmh70Zc 3. DON'T FALL FOR A.I. SCAMS! - https://youtu.be/8m4M0lvP5-o 4. WHY STORAGE DIVERSIFICATION? - https://youtu.b ...

Market Overview - The current market is characterized as a bull market with high asset prices and low credit spreads, supported by a stable consumer job market [1] - There are concerns regarding inflation not decreasing as expected, influenced by significant government spending which may be inflationary [2][4] Economic Outlook - There is a possibility of a recession occurring in 2026, although it is not a primary concern at the moment [3] - The US government shutdown is not seen as critical to market performance, with previous shutdowns having minimal economic impact [5][6] Inflation and Federal Reserve - The market is pricing in approximately 100 basis points of interest rate cuts from the Federal Reserve over the next year, but there are doubts about the accuracy of these forecasts [6][7] - If inflation rises unexpectedly, it may complicate the Fed's ability to implement the anticipated rate cuts [8]

Where do you think we are in that bull market. Is there is there any complacency there. Is it underpinned by rational factors.Is there more momentum. Yeah, you know, look, we're in a bull market. It's been clear.Asset price are high, credit spreads are low, consumer still okay. The consumer has jobs. Remember, jobs, jobs, jobs are what usually starts to force people to cut back and change thing and consumers spend less and companies cut back.So far so good. There are a lot of issues out there that, you know ...

Economic Outlook - JPMorgan Chase & Co. CEO Jamie Dimon has not ruled out a possible recession in 2026 despite current upward trends in U.S. GDP [1] - Dimon expressed concerns about inflation not decreasing as expected, with consumer prices rising 2.9% year-over-year as of August, up from 2.7% the previous month [3] Market Sentiment - Dimon's views are closely monitored by investors due to his candid assessments of the economy, including a recent statement that the U.S. economy is weakening following a disappointing jobs report [2] - He commented that ongoing government shutdowns are "a bad idea," but believes they will not significantly impact markets [3][4] M&A Activity - M&A activity has increased recently, with global dealmaking reaching $2.6 trillion through August, the highest seven-month total since the pandemic peak in 2021 [5] - JPMorgan committed $20 billion for the Electronic Arts take-private deal, marking the largest debt commitment by a single bank for a leveraged buyout [6] - Dimon noted the rapid execution of the deal, completed in just 11 days, and highlighted significant merger discussions and financial capacity in the market [7]

Market Overview - The Federal Reserve's minutes are being analyzed for insights on interest rate paths, with major market averages remaining less than 1% from all-time highs [1] - Current market conditions suggest a period of digestion, but fundamentals still support market appreciation due to increased earnings estimates and better-than-expected growth [2][3] Economic Indicators - Liquidity in the market and rising earnings, alongside Fed rate cuts, have contributed to positive equity performance since the selloff on August 1 [4] - Expectations indicate a potential market "melt-up" towards the end of the year, although pullbacks may occur due to volatile news cycles [5] Investment Strategy - The market's future trajectory hinges on the absence of a recession, with no recession anticipated in the near term [6] - Investors are advised to invest at regular intervals rather than attempting to time the market, as the setup for the next 6 to 12 months appears favorable due to supportive monetary and fiscal policies [7] Fiscal Policy Impact - Upcoming fiscal stimulus of approximately $150 billion in early 2026 is expected to support lower-income earners and corporate tax breaks, which may help stabilize the economy [7] Inflation Concerns - While the current economic setup could be inflationary, increasing productivity may counteract inflationary pressures [8] - The market's performance is influenced by consumer cyclical groups, which have shown some faltering, indicating potential underlying issues in the economy [10][12] Corporate Performance - Despite concerns about consumer spending, many retailers reported better-than-expected performance, suggesting resilience in the consumer sector [10][11] - The earnings contributions from various sectors are expected to broaden, indicating a healthy market environment as long as recession signals do not emerge [13]

Later today, investors are going to be parsing through the Fed's minutes for clues on the path of interest rates. Joining us right now with her take on the markets is Alicia Lavine. She's head of investment strategy and equities at BNY Wealth.And Alicia, thanks for coming in this morning. Great to be in. So, we mentioned earlier in the tease that we broke the winning streak we've seen for the markets, but we are still talking about all three of the major averages, less than 1% from all-time highs.So, I don' ...