Inflation
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Probably would have argued against rate cut, says former Dallas Fed president Kaplan
Youtube· 2025-12-17 21:03
One of the key questions for investors in 2026 is what the Fed will do with interest rates, not to mention who will be the next chair. For more on both fronts, let's welcome in Robert Kaplan. He's the former Dallas Fed president, now vice chairman at Goldman Sachs.It's always good to see in person. Welcome back. >> Good to see you, sir.>> All right, let's start with the meeting that just ended. Would you have voted for a cut. >> Uh, I probably on the margin would have argued against a cut, but yes.Uh I thin ...
Dollar Pushes Higher as Stocks Weaken
Yahoo Finance· 2025-12-17 20:35
EUR/USD (^EURUSD) on Wednesday fell by -0.04%. The euro was under pressure on Wednesday from a stronger dollar. The euro also moved lower after Wednesday’s Eurozone economic news showed that Nov CPI was revised lower and Q3 labor costs posted their smallest increase in three years, both of which are dovish for ECB policy. In addition, Wednesday’s unexpected decline in the German Dec IFO business conditions survey to a 7-month low was bearish for the euro.The markets are discounting a 24% chance that the FOM ...
X @Cassandra Unchained
Cassandra Unchained· 2025-12-17 20:26
When looking at any chart purporting to show correlation as causation, alternative explanations must be explored.Very long term charts are preferred because time takes care of many valid alternative explanations as period-specific trees are seen from the perspective above a forest.In this case I think the chart explains the situation today really well. After nearly a decade of zero interest rates, $trillions in pandemic helicopter cash money, the greatest inflation in 50 years, and a new paradigm of higher ...
Economic outlook for 2026, why unemployment could rise next year
Youtube· 2025-12-17 19:51
Welcome to Market Catalysts. I'm Julie Hyman. Here's what we're watching today.First, we'll discuss the economic outlook for 2026 as investors prepare for the next read on inflation. Plus, could higher unemployment lead to a higher stock market. We'll have more on that ahead.and we'll discuss the future of Bergkshire Hathaway under Greg Ael as Warren Buffett prepares to hand over the reigns. Let's take a look at the major averages here today. We're sort of in between our two mark uh economic data days and w ...
General Mills, Inc. (NYSE: GIS) Surpasses Earnings and Revenue Estimates
Financial Modeling Prep· 2025-12-17 19:00
Core Insights - General Mills reported earnings per share of $1.10, exceeding the estimated $1.02, and revenue of approximately $4.86 billion, surpassing the estimated $4.78 billion [1][5] - The company has faced challenges, including a decline in second-quarter profit and sales, but implemented price cuts to attract consumers affected by inflation, which boosted sales [2][5] - General Mills reaffirmed its full-year outlook, demonstrating confidence in its strategic direction despite a volatile environment [3][5] Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 10.15, indicating the market's valuation of its earnings [4] - The price-to-sales ratio is about 1.38, and the enterprise value to sales ratio is around 2.07, reflecting the company's valuation compared to its sales [4] - The debt-to-equity ratio is approximately 1.47, highlighting its use of debt financing relative to equity [4]
X @Bloomberg
Bloomberg· 2025-12-17 17:48
Venezuelan inflation is skyrocketing as US President Donald Trump ratchets up his campaign to financially isolate the socialist regime in Caracas. https://t.co/4ZutSZbxK2 ...
X @Bloomberg
Bloomberg· 2025-12-17 17:43
Should the Fed Be Spooked by Phantom Inflation? https://t.co/dtpYRKGOli ...
FTSE surges as falling inflation opens door to rate cut
Yahoo Finance· 2025-12-17 17:25
Danni Hewson, of the UK-based financial services firm, said: “There’s now a plausible chance the 10,000 index level could be breached by the end of the year, if we get a bit of a Santa rally.It’s now possible that the FTSE 100 could reach the 10,000 mark before the end of the year, according to AJ Bell.According to economists, it now “looks certain” that rates will be cut tomorrow.The FTSE 100 surged, reaching its highest point in eight months after falling inflation cleared the way for the Bank of England ...
X @Bloomberg
Bloomberg· 2025-12-17 17:03
Uncertainties over jobs, inflation and AI are clouding the outlook for 2026. The picture could clear up next year but @edwardnh argues the risks are two-sided. https://t.co/oDnEEDLA9Z ...
Tech Sell-Off Adds Pressure to MU Earnings, Jobs Show Case for Two 2026 Rate Cuts
Youtube· 2025-12-17 17:00
It's time now for the big picture. So, let's welcome in the team from Charles Schwab. We've got Joe Mazole, head trading derivative strategist at Charles Schwab, and Kathy Jones, chief fixed income strategist, Schwab Center for Financial Research.Joe, let's just start with you. Obviously, we're back to seeing some rotation in this market out of some of the technology names which did actually stage a late day recovery yesterday, but we're back to that sort of prevailing narrative that we had been seeing over ...