Let's get reaction from CBC contributor David Zervos, chief market strategist at Jeffre. David, great to see you. >> Good to see you, Melissa.>> Um, how do you how do you uh examine this data. How does this change, if at all, your view of the Fed and what it does next year. >> Well, first thing I'd say is all of this data has to be, you know, taken with a much larger grain of salt than we usually take it with.And that's a pretty large grain of salt to begin with. as the data consistently gets revised and ce ...

Let's get reaction from CBC contributor David Zervos, chief market strategist at Jeffre. David, great to see you. >> Good to see you, Melissa.>> Um, how do you how do you uh examine this data. How does this change, if at all, your view of the Fed and what it does next year. >> Well, first thing I'd say is all of this data has to be, you know, taken with a much larger grain of salt than we usually take it with.And that's a pretty large grain of salt to begin with. as the data consistently gets revised and ce ...

He noted that markets may see some positive momentum into the end of the year, but he doesn’t expect any large swings between now and Dec. 31. “I’m not really counting on much of a Santa Claus rally,” Small said. Canadian investors sifted through the latest data from Statistics Canada on Monday, which showed annual inflation rose 2.2% in November, unchanged from the previous month and a tick below economists’ expectations. While Small didn’t think the data had much of an impact on Canada’s stock market, he ...

A rotation trade on Wall Street picked up pace this week. - MarketWatch photo illustration/iStockphoto After a brief reprieve, stocks linked to artificial-intelligence trade hit the skids this week, as investors once again shifted their money into anything with a whiff of value. Tired of paying up for trendy AI stocks trading at lofty valuations relative to their expected earnings, investors went bargain hunting after the Federal Reserve delivered another interest-rate cut on Wednesday. The move convince ...

Market Outlook - Current market sentiment reflects a "Goldilocks scenario" where investors expect no compression in corporate margins, contained inflation, and a softening labor market allowing for rate cuts without recession [1] - The belief that earnings growth will remain strong as the Fed cuts rates is viewed as overly optimistic, with historical evidence suggesting significant risks associated with such a scenario [1][2] Economic Indicators - Historical patterns indicate that the Fed typically cuts rates during profit slowdowns, often leading to initial market declines before recovery [2] - Analysts tend to overestimate earnings during slowdowns, which is expected to be the case again, indicating stress in the market rather than a bull market [3] Investment Strategy - In light of the low probability of a favorable economic outcome, the recommendation is to focus on high-quality, dividend-paying equities, enhance regional diversification, and avoid corporate credit exposure [4]

Are stocks primed for a second half surge or a disappointing six months ahead. Let's ask Trivariat founder and CEO Adam Parker, New Edge Wealth's Cameron Dawson, and Payne Capital Management's Courtney Garcia. Adam and Court are CNBC contributors.Welcome one, welcome all. All right, so we're reminded today, well, the tariff stuff's still out there. I mean, the market's not reacting all that terribly, is it.No, not really. I I mean if you go through the details I don't even know if anybody understands the di ...