Market Focus - Western firms will shift focus to emerging markets due to stalled growth in America and Europe [1] - The majority of growth in the coming years is expected in Asia, the Middle East, and Africa [1]

It's been a very strong year for the markets, by the way. A very strong year for Bank of America in the markets. The economy has done well, not as well, perhaps, as the markets might indicate.Do you think the economy is in better shape because the markets are really over predicting what's going on. Look, as you look at our team, we have a great research team. As you know, David, their projection for 26 is a strong economy, 2.4% U.S. GDP growth.And that's strong not only on a relative basis to trend above 2% ...

The Federal Reserve expects gross domestic product to grow quickly in 2026, faster than what they thought just months ago. Some of that may be AI, just also, I think productivity has just been almost structurally higher for several years now. We have had a boost in productivity growth. And he was pointing out that that boost in productivity had occurred even before AI was a big thing on the scene.Economists believe AI could dramatically change how Americans work. In terms of policy makers concerns, employme ...

Market Outlook - Wells Fargo Investment Institute expects modest growth with moderate to moderating inflation, a good setup for risk assets in 2026 [3] - The Institute has a year-end 2026 target of 7500 for the S&P 500, considering it a doable number given the expected economic environment [7] - The Institute anticipates the rest of the world, including the US, will perform better next year relative to this year [13] Investment Strategy - The Institute took advantage of the pullback in early April and would like to see another one [4] - The Institute previously overweight infoch and communication services but went neutral on communication services and technology [4][5] - The Institute favors financials as its most favored sector, anticipating financing, M&A, deregulation, and a better economy [6] - The Institute likes industrials and utilities, viewing them as beneficiaries of the AI trade due to the need for data center construction and electrical grid upgrades [5][6] - The Institute is neutral on developed international and emerging markets, viewing emerging markets as a potentially cheaper way to play technology and AI [8][9] - The Institute prefers sticking with larger cap midcaps and US over international, but is looking for opportunities to increase international exposure [9][10]

The Bank of Japan raised its benchmark interest rate to the highest level in 30 years. BOJ Governor Kazuo Ueda said the policy board unanimously decided to increase the rate by 0.25 percentage points to 0.75%, citing growing confidence in the economic outlook. Shortly after the statement, the yen weakened to around 156 per dollar, indicating the market had fully priced in the rate hike. ...

Joining us right now is Joe Davis, Vanguard's global chief economist, global head of investment strategy. Vanguard recently released its economic outlook for 2026. Uh good morning to you.Let's talk about the outlook in just one second, but CPI, what what do you expect. What what should we be looking for today. >> Well, I think it's going to be mixed.I mean, I think we will see a trend that's in some components is coming down, but you'll see some pressures. you know, the areas tied to either tariffs and then ...

Let's welcome in now JP Morgan's head of global market strategy Jabravco Leakos. It's good to have you. It's been a minute. It's good to have you back.>> Thank you for having us. >> Let's just play off of what we just got from from Bostic and he's he's not going to vote. Um so it's sort of moot unless he represents a more hawkish side of the Fed.You suggest as you're bullish for next year that if the Fed eases further on the back of improving inflation dynamics, S&P could go past 8,000 next year. That's pre ...

>> PAYROLLS ARE WEEK AND WE THINK THE RISK IS ON THE DOWNSIDE. >> OUR OWN FORECAST HAS THE LABOR MARKET LOOKING RESILIENT. >> THE FED'S MANDATE IS NOT WHAT HEADLINE GDP IS DOING. >> IF THE LABOR MARKET IS WEAK, THE FED IS PRICING MORE THAN JUST CUTTING MORE THAN IS PRICED IN. >> THIS IS BLOOMBERG SURVEILLANCE WITH JONATHAN FERRO, LISA ABRAMOWICZ AND ANNMARIE HORDERN. LISA: WELCOME TO BLOOMBERG SURVEILLANCE AND IT DOES NOT SOUND RIGHT WITH STOCKS STRUGGLING TO HOLD ONTO GAINS WITH TRADERS FOCUSED ON THE DATA ...

#报告 法国外贸银行2026中国经济展望：韧性出口难掩内需之困，4.8%增长下的挑战与悬崖None (@None):None ...

transports, right. Coming off the third week of gains, first time since August, by the way. Piper Sandler talks about that 82% of transportation sector stocks are trading above their 40week moving averages.Ed Yardani within the S&P industrials transportation stocks have been strong. Dow theory indicates an upbeat economic outlook would continue with continued broadening of the market's leadership in 2026. Perfect segue to a trade alert from Stephanie Link joins us now with a new buy and it is Union Pacific ...