Welcome to Morning Brief presented by [music] Robin Hood, the home commission free trading. I'm Julie Hyman. Let's get to the three things you need to know today.First up, the waiting game for official [music] economic data is almost over. Tomorrow, investors will get the November jobs report [music] along with some labor market data for October. Later this week, we'll also receive a key inflation report with the consumer [music] price index.The data deluge will help provide insight into the Fed's fight aga ...

All year, the jobs market, consumer sentiment, AI and inflation flashed economic warning signs — what does this mean for 2026? Listen to @sarahsholder @svaneksmith and @Markzandi on the Big Take podcast https://t.co/e1vy03yNRW https://t.co/Tid3NEIhqK ...

All right, folks. Now, each January, investors wait with baiter breath for my next guest to post his 10 predictions. So, let's bring him in.Cross Mark Global, their CEO and CIO, Bob Dah. Uh, Bob, so we we got your 2025 recap as usual. It's pretty good.A lot more checks than X's. Uh, we can't go over the whole thing, but I do want to zero in on the equal weight outperforming because even though that wasn't the case for the year, recently that has been the case. >> We got that so wrong.You're absolutely right ...

NBC News chief data analyst Steve Cornaki joins me now from the big board. And Steve, take us through this poll and and how is it concerning. In what ways do you see this being a factor ahead of next year's midterm elections. >> Yeah, Kelly, ahead of next year's midterms and certainly in the wake of those humbling elections in November, the off-year elections for Republicans in Virginia and New Jersey, we see Trump's approval rating in this poll at 42%.Now, back in the spring, start of his second term, uh, ...

>> WELCOME BACK. THE FINAL FULL TRADING WEEK OF 2025. OFF TO A BIT OF A LACKLUSTER START, BUT HOPES ARE HIGH FOR ANOTHER STRONG YEAR OF RETURNS.CHRIS TOOMEY WITH MORGAN STANLEY PRIVATE WEALTH JOINS US HERE AT POST NINE. NICE TO SEE YOU. NICE TO SEE YOU.DO YOU HAVE HIGH HOPES FOR 26 AND STRONG RETURNS LIKE THIS YEAR. >> WE DO. WE DO EXPECT IT TO BE A GOOD YEAR NEXT YEAR.>> YOU DO Y SO WHAT'S GOING TO CARRY IT. >> I MEAN I LOOK I THINK THERE'S A LOT OF SECULAR TAILWINDS. YOU TALKED ABOUT IT EARLIER ON THE SHO ...

Core Insights - Social Security is a reliable income source that can provide increased benefits during inflation and guarantees lifetime payments [1] Strategies to Maximize Benefits - Delaying the claim of Social Security benefits until age 70 can significantly increase monthly payments, as benefits rise each month until that age [2] - Continuing to work and earn a higher income after claiming benefits can also enhance Social Security checks, as benefits are calculated based on the highest 35 earning years [4][6] - The Social Security Administration automatically recalculates benefits based on any higher earnings reported after benefits have been claimed, potentially replacing lower-earning years in the calculation [7]

Two-thirds of Americans have less in their savings accounts than they did last year, according to a new KeyBank survey. If your balance is shrinking, too, you’re not alone — and there are clear reasons why this is happening. Read Next: 6 Things You Must Do When Your Savings Reach $50,000 Find Out: If You’re Thinking About Getting a CD, Suze Orman Says You Should Do It Now — Here’s Why Here’s a look at why bank balances are shrinking, and how you can turn things around if this is true for you. Why Americ ...

Joining us now with more on that China and maybe even a little touch of Venezuela is Kyle Bass, founder and CIO at Haymon Capital Management. Kyle, I hope you're ready because we got a lot of things that we want to hit with you. Are you ready. >> I'm ready.>> Let's do this. All right, let's kick things off maybe with the Federal Reserve. Obviously, you're very well known for subprime years ago.Some people suggest the Federal Reserve is making a policy mistake by keeping rates too high for too long. What say ...

market with us now to break it all down. The author himself, Mike Wilson, Morgan Stanley CIO and chief US equity strategist. He had a 6,500 initial target on the S&P 500 this year, just a little bit below the median of 6,600.So, we have done a little bit better than that, but I think this this idea, Mike, that you're always some great bear is incorrect. You have a pretty bullish target on this year. We're going to surp than below it.What do you see then for 2026. >> Hey Brian, how are you. I think uh you kn ...

Market Outlook - Morgan Stanley initially targeted 6,500 for the S&P 500 this year, slightly below the median of 6,600 [1] - The call for 2026 is a continuation of this year's outlook, expecting to end up a little above target [2] - The firm maintained its targets, anticipating a tough first half followed by a strong second half due to administration policies [3] - The market is expected to see more positive effects from fiscal policy in 2026, supported by the Federal Reserve's "run-in hot strategy" [4] Economic Strategy - The "run hot" strategy, aimed at growing out of debt and deficit issues, involves higher growth and inflation, requiring Fed tolerance [6] - Inflation is expected to accelerate again, benefiting earnings growth if the Fed remains supportive, similar to the situation in 2021 [7] - The economy is transitioning from a rolling recession that bottomed in April to an accelerating phase with both real growth and inflation [10] Sector Preferences - Favored sectors include consumer discretionary, financials, small caps, some healthcare, and software over semiconductors [8] - Consumer discretionary is expected to perform well due to pricing power in an inflationary environment [8] Consumer Impact - Consumers can tolerate higher inflation with rising wages, which is part of the policy plan, including restricting immigration to boost real wage growth [11] - A three-year recession in consumer goods with low volume growth is now changing, driven by policy changes and pent-up demand [11][12]