The New Year celebrations continue in the investing world. The S&P 500 (^GSPC) is near a record. The Nasdaq Composite (^IXIC) is near a record. The Dow Jones Industrial Average (^DJI) is knocking on the door of breaking through 50,000 for the first time. "The rally is broadening out — and that’s exactly what you want to see at this stage of the cycle," SlateStone Wealth chief market strategist and Yahoo Finance contributor Kenny Polcari said. "More stocks (think the other S&P 500 names) are participating ...

Casey’s General Stores, Inc. (NASDAQ:CASY) is included among the 13 Best January Dividend Stocks to Invest in. Wells Fargo Adds Casey's General Stores (CASY) to Q1 2026 Tactical Ideas List On January 5, Wells Fargo analyst Edward Kelly added Casey’s General Stores, Inc. (NASDAQ:CASY) to the firm’s Q1 2026 Tactical Ideas list. Wells sees an attractive setup heading into early 2026. Near-term EPS looks positioned to beat expectations as the company reinforces its multi-year growth story, helped by the rol ...

for what this all means for stocks. Let's bring in Jeremy Seagull, Wisdom Tree, chief economist and Wharton School professor of finance. Jeremy, great to see you.Happy holidays. >> Thank you. >> Uh labor market still doesn't give you too many things to worry about and claims.Although yesterday people were looking at conference board uh job differential and what that might mean for I don't know the prospect of a jobless expansion, let's say. >> Yeah. Yeah.that the the sweet spot for jobless claims uh you kno ...

The roaring 20s are alive and well. That according to our next guest, Ed Yard Denny. He's the president of Yard Denny Research.He joins us now. It's good to see you. So, we were just a little delayed on the roaring 20s, maybe thanks to co and here we are about to regroup.>> Well, I think we've been doing pretty well since uh since the beginning of the of the decade. I mean, think of all the uh shocks that the economy has been hit by the pandemic, the lockdowns for two months. Uh then the social distancing, ...

How much is tech going to still be leading the charge in next year. >> I think tech is going to be good again next year. I I honestly think the setup for 2026 looks quite similar to to this last this last year.Um we'll see another year of Fed rate cutting. Um in general economy looks pretty strong. Labor is a watch item for next year, but you know labor has been weakening for the most part of this year as well.Um and then we'll also see fiscal stimulus next year and that'll come from existing stimulus conti ...

Scott Croniner joins us from uh city. He's US equity strategist. Scott, not to ask how much you can deadlift, but feel free to offer, you know, [laughter] >> let's just say, Kelly, I can lift my weight, but that's about it.>> Which is looking like a little less than that. All right. So, you do think a more dovish Fed is is a plank of this bull market story.>> Yeah, it's it's kind of interesting. We just published a note that hit a few minutes ago that I I titled uh the data is dead, long live the data. And ...

The Bank of Japan raised interest rates to 0.75% on December 19, marking the highest borrowing costs in three decades and triggering immediate speculation about implications for global crypto markets. Bitcoin climbed 2.5% to approach $88,000 following the decision, which came as policymakers balanced inflation concerns against mounting fiscal pressures from Prime Minister Sanae Takaichi’s $117 billion stimulus package. Source: TradingView The central bank voted unanimously to lift short-term rates from ...

With the skepticism surrounding the inflation data, what should you do with your money. Do you go all in on stocks. Do you proceed with some more caution.Let's ask Rebecca Patterson, independent director at Vanguard and the former chief investment strategist at Bridgewwater. Great to see you first of all. >> Good to see you.>> Do do you I hate to put it quite this way. Do you care about the the vagaries of whether this report is reliable or not. Can you can you wait it out.Do you look to the market reaction ...

Market Sentiment - The negativity in the market is largely attributed to Oracle's performance, with Nasdaq futures down more than 80 points [1] - There is a growing disappointment regarding the Federal Reserve's policies, which may be overshadowing the Oracle narrative [2][4] Federal Reserve and Economic Policy - The Fed's recent actions, including buying Treasury bills, are generally seen as positive for financial assets, but the market reaction has been more negative [3] - Investors are concerned about the lack of certainty regarding future policies, leading to a cautious approach as liquidity decreases towards year-end [4] Future Market Outlook - Despite current market challenges, there is a belief that stock markets will rise significantly by 2026 due to resilient growth and supportive fiscal policies [6][7] - The upcoming events, including central bank meetings, are expected to influence market focus, with particular attention on the ECB, Bank of England, and Bank of Japan [9][10]

Core Insights - Recent developments in Japan's government, particularly under Prime Minister Sanae Takaichi, have led to increased long-dated yields on Japanese government bonds and a depreciation of the yen, which may impact U.S. financial markets [2][4]. Group 1: Japanese Government Bond Market - Aggressive fiscal stimulus measures by Japan's government have resulted in a spike in long-dated yields, with the 10-year yield surpassing 1.78%, the highest in over 17 years, and the 40-year yield reaching an all-time high above 3.7% [2][4]. - The situation in Japan is drawing comparisons to the U.K. crisis in late 2022, which was triggered by unfunded tax cuts, indicating a potential loss of confidence in fiscal policy [2]. Group 2: U.S. Financial Market Implications - The U.S. is facing challenges in managing interest payment costs due to a national debt exceeding $38 trillion, which is influencing the administration's efforts to lower long-term Treasury yields [3]. - Recent U.S. Treasury yields for 2-year and 10-year bonds have reached their lowest levels in three weeks, at 3.51% and nearly 4.06%, respectively, indicating a potential limit on how low U.S. yields can go in light of Japanese developments [5][6]. - The correlation between U.S. Treasury yields and Japanese government bond yields may not be direct, but there is a concern that U.S. yields could rise alongside Japan's, affecting borrowing rates for households and businesses [4][6].