Dec 16 (Reuters) - Artificial intelligence is expected to remain the centerpiece of investment strategies, global brokerages outlined ​in their outlook for 2026, with the benchmark S&P ‌500 index on pace to post another year of gains. "We think fears ‌of a collapse in the AI narrative are overdone and expect economic expansion to continue for yet another year," Barclays strategists said. Still, risks loom: inflation surprises, lofty valuations and tariff tensions ⁠could spark corrections, ‌even as analy ...

NEW YORK (AP) — Sales at U.S. retailers and restaurants were unchanged in October from September as consumers moderated their spending amid worries about higher prices and other economic uncertainties after splurging over the summer. But a big factor dragging down the figure was a 1.6% drop in sales at motor vehicles and auto parts dealerships, hurt by the expiration of federal government subsidies that sliced demand for battery-powered electric cars. Excluding that category, retail sales rose 0.4%, the C ...

Hungary kept its key interest rate unchanged as expected before the publication of the central bank’s new inflation projections, which investors will scrutinize for any sign of a pivot toward monetary easing https://t.co/WqnjloIIL0 ...

All right, Carrie, I actually want to hit on one of those stories we just talked about, the idea of 23-hour a day trading during the work week. You're somebody who's traded equities. What do you think about that proposal. What do you think it could mean for the market.>> I call it a little exhausting. I think um in fact, people do a lot of trading after hours. Uh, I think it would be more um I I would say um structured because there perhaps would not be the type of drops that we see um after hours when ther ...

Brazil’s central bank chose to keep a degree of freedom about when it will start easing monetary policy as inflation expectations remain above target through 2028 https://t.co/bIpdbbb2oy ...

All right, let's start off. How much weight is actually on this jobs report when we know there's going to be other key inflation reports coming up later this week. Another jobs report before the Fed meets again and makes this decision.How much weight are you putting on this. >> Yeah, I think it is an important one. Um, but there is going to be some weird dynamics in the data that we're getting this week.We know that maybe errors around this data are a bit bigger than usual just because of delayed collection ...

Economic Outlook - The upcoming jobs report is considered important, but there are concerns about data accuracy due to delayed collections [1][2] - The unemployment rate is projected to rise to around 4.5%, indicating potential weakness in the economy [3][8] - There is a possibility of inflation re-accelerating, with recent notes highlighting this concern [4] Labor Market Dynamics - The labor market is described as fragile, with low hiring rates persisting for about two and a half years [5][6] - A consistent increase in unemployment could lead to layoffs, which would further weaken the labor market [6][9] - The December employment report is expected to provide a clearer picture of the labor market before the January Federal Open Market Committee (FOMC) meeting [2][8] Inflation Trends - Shelter inflation is anticipated to ease, which could stabilize overall inflation rates [10][11] - Goods inflation may rise, but it could be offset by softer shelter inflation [12][14] - Wage growth appears to be slowing, which may reduce inflationary pressures from the services sector [15] AI and Economic Growth - The ongoing investment in AI is seen as a potential driver for GDP growth, but its aggregate impact remains uncertain [16][18] - There are concerns that some investments in AI may simply divert funds from other sectors rather than represent new growth [18]

Before when we were bringing you on uh we were talking to you about some of that delayed data that's coming up later today. The October November jobs report. The combination of that we're looking at potentially the estimate at least 50,000 jobs added unemployment ticking up to 4 and a.5% highest level since October of 2021.I want to ask you does that matter to the markets. Does it matter to the Fed when we know there's going to be a lot of twist and turns before that next Fed meeting. Well, there'll definit ...

Meanwhile, U.S. rate futures have priced in a 73.4% chance of no rate change and a 26.6% chance of a 25 basis point rate cut at the conclusion of the Fed’s January meeting.Fed Governor Stephen Miran said on Monday that the central bank’s policy stance remains overly restrictive for the economy, citing his benign inflation outlook and warning signs in the job market. Also, New York Fed President John Williams said monetary policy is well-positioned for next year following last week’s rate cut. “The FOMC has ...

The CNBC app, global market news in one place. Customizable sections and personalized alerts, stocks tracking, interactive charts and market insights, all in your hands. Stay connected, stay informed, download the CNBC app today.>> Uh, good morning and a warm welcome to Squawkbox Europe. I'm Juliana Taddlebomb. I'm here with Karen Cho and Steve Sedwick.And these are your headlines this morning. Futures point to a day in the red as investors continue to sell AI stocks. And as attention now turns to the long- ...