ANNOUNCER: NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING EVERYONE AND WELCOME.INVESTORS ARE RETREATING FROM TECH AT OF KEY CENTRAL BANK DECISIONS SO WE DISCUSSED IN JUST A MOMENT WITH THE CHIEF EUROPEAN ECONOMIST BUT FIRST, WE STARTED GEOPOLITICS AND THE RUSSIAN INVASION OF THE RAIN. THE PRESIDENT OF THE EUROPEAN COMMISSION SAYS THE E.U. AIMS TO APPROVE FUNDING BY THE END OF THE DAY. FOR LONGER JOINED BY STEPHANIE BAKER . LET'S ALSO BRING IN OLIVER CROOK, BRI ...

FRANKFURT, Germany (AP) — The European Central Bank left interest rates unchanged Thursday for the fourth meeting in a row as the economy in the 20 countries that use the euro increasingly looks strong enough to get by without the stimulus of lower borrowing costs for businesses and consumers. Bank President Christine Lagarde said that while the economy had remained “resilient,” there was too much uncertainty over trade and international conflicts to give any hints about future moves. “We reconfirmed th ...

Sweden’s central bank kept borrowing costs at a three-year low and repeated a plan for no change until 2027 https://t.co/u5XbUfqATO ...

RT Danny Kunwoong Park (@ParkKunwoong)Trump says his Fed Chair will cut rates by "a lot" — and he'll be making the nomination soon.While a new chairman is poised to pivot the Fed toward a dovish stance, Fed is expected to maintain interest rates at 3.50-3.75% next month.Bitcoin $BTC sits steady near $86.5K. https://t.co/SVuEd8OOIn ...

The European Central Bank is set to keep interest rates unchanged for a fourth meeting. Here's what you need to know. https://t.co/LqEoxGJjc3 ...

🇺🇸 JUST IN: President Trump says he will soon announce the next chairman of the Federal Reserve, “someone who believes in lower interest rates by a lot.” https://t.co/8jQrEuCuwG ...

🚨 JUST IN: Polymarket traders overwhelmingly expect the Fed to hold rates steady in January, pricing in a 77 percent chance of no change. https://t.co/nuPL3WEC8b ...

Sales of Japan’s government bonds for individual investors have surged past ¥5 trillion ($32 billion) this year, the most since 2007, as rising interest rates draw household cash out of bank deposits after the Bank of Japan began tightening policy https://t.co/E7kRlj7Emr ...

今天分享的是：诺德·安博特公司：2026年全球投资展望报告：乘势而上（英文版） 报告共计：31页 诺德·安博特2026年全球投资展望报告核心总结 2026年初，全球金融环境普遍宽松，各国央行降息举措带动股市走强、信用利差收窄，信贷供给充足。各国央行在短期通胀目 标上展现出政策灵活性，即便部分国家通胀略高于目标，仍通过降息支持经济活动与就业，市场对中期通胀预期保持稳定。 股市方面，当前牛市处于历史平均水平，未进入泡沫区间。超大规模科技公司的AI相关资本支出远超预期，带动半导体、数据 中心相关产业盈利增长，且AI投资回报周期较传统项目更短。消费领域呈现K型分化格局，但稳定的就业市场与政策支持有望 支撑2026年消费支出。全球并购与IPO活动回暖，国际市场盈利增长加速，中小盘股表现回升，市场广度持续改善。 诺德·安博特公司《2026年全球投资展望报告》围绕"乘势而上"的主题，剖析了全球金融市场的核心趋势与关键动态。 私人信贷市场在2025年下半年回暖，美联储降息与关税政策调整推动并购活动复苏。尽管出现个别违约事件，但市场基本面稳 健，私募股权公司充裕的"干粉"资金与即将到来的债务到期潮，将为私人信贷市场带来持续需求 ...

Market Overview - US stock futures rose as investors anticipated a recovery from recent tech sell-offs, with S&P 500 futures up 0.4% and Nasdaq 100 futures gaining approximately 0.8% [1] - Dow Jones Industrial Average futures increased by 0.1% [1] Tech Sector Developments - Oracle's stock fell after losing key support for a $10 billion data center project, impacting other major tech stocks like Nvidia and Broadcom [2] - Micron Technology's earnings report indicated strong AI demand, forecasting next quarter's adjusted profit to be nearly double analysts' expectations, leading to a surge in its stock during premarket trading [2][11] Inflation and Economic Indicators - Markets are awaiting the consumer price index report for November, which may be less reliable due to the US government shutdown affecting data collection [3] - The Federal Reserve is focusing more on labor market conditions than inflation pressures, with indications from Fed governor Chris Waller supporting potential rate cuts [4] Corporate News - Trump Media & Technology Group announced a merger with TAE Technologies in a $6 billion all-stock deal, creating the world's first publicly traded fusion company [5] - Maplebear's stock fell 6% following DoorDash's partnership with OpenAI for a grocery-shopping app, while Coinbase's stock rose 2% as it plans to introduce stock trading and prediction markets [6][7] - Birkenstock's stock dropped 7% despite better-than-expected fourth-quarter results, as its outlook for fiscal 2026 did not meet analysts' expectations [8] - Lululemon shares rose after reports of activist investor Elliott building a stake of over $1 billion in the company [9] Broader Market Concerns - US stocks face numerous potential risks in 2026, including AI expectations, valuation issues, inflation and interest rates, geopolitical tensions, and macroeconomic slowdowns [10]