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 ...

Welcome back to the watch list. Time for our panel. We have William Lee, chief economist, managing director, global economic advisors, and Rick Peterson, vice chairman economist, chief strategy officer at Bo River Capital.Thank you both for being with us. So, Bill Lee, I so glad we're going to have a conversation, gentlemen. Thank you for being here.Bill Lee, your thoughts. We got that GDP print today. It was a lot of excitement, but you know, it's dated.It was uh the highest in two years, but it was before ...

Welcome back to Market on Close. I'm Marley Kaden here in Chicago. Joining us now in studio is Marta Norton, the chief investment strategist at Empower.Marta, always great to have you with us. Now, let's talk about the data that we've gotten of late. This it seems to have been digested.Okay. But we got our our CPI, our delayed CPI, our our delayed jobs report beat expectations, 4.6% unemployment. We got GDP today.Economy grew more than expected. But I continue to hear this echoed sentiment that people are n ...

分组1 - The yield on the 10-year Treasury reached 4% first, briefly dipping below 4% to a 52-week low of 3.88% in April before touching 4% multiple times later in the year [2][3] - The current benchmark yield is approximately 4.15%, which is considered acceptable for stocks despite fluctuations [3] - There is a lack of consensus among Federal Reserve members regarding the number of rate cuts needed in the upcoming year [4] 分组2 - The labor market has not remained tight, with job additions dropping from over 100,000 per month earlier in the year to an average of around 17,000 from June to November [5][6] - Negative job growth was recorded in June, August, and October, while the unemployment rate increased from 4% in January to 4.6% in November [5] - The weakness in the labor market has allowed the Federal Reserve to maintain a supportive stance [6]

These days, everyone's on pins and needles when it comes to the economy, the labor market, the state of inflation, the next Fed chair. Where we go in 2026. Uh, I want to bring in now someone who's very central to all of that.The Fed Reserve Board Governor Steven Myron. And Stephen, we got to start with this CPI number yesterday. Uh, you people went nuts.They lost their minds. Of course, I've been questioning this government data for about four or five years, and everyone said, "Don't worry, it's the gold st ...

I think last week quietly did something that markets don't do very often, and that is to improve visibility without requiring a heroic assumption. A cooling inflation environment, a labor market that isHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment St ...

Core Insights - President Trump is actively interviewing candidates to succeed Fed Chairman Jerome Powell, with Federal Reserve Governor Christopher Waller being a prominent contender [1][4][6] - The candidate list has been narrowed down to four individuals: Waller, National Economic Council Director Kevin Hassett, former Fed Governor Kevin Warsh, and BlackRock's Rick Rieder [4][5] - Trump's discussions with Waller focused on the labor market and job creation, indicating a broader economic agenda rather than solely interest rate policies [7][8] Candidate Evaluation - Waller had a "strong interview" with Trump, emphasizing the importance of the labor market and job creation [1][3] - Hassett and Warsh have already been interviewed, while Waller and Rieder are the final candidates yet to complete the interview process [5] - Rieder is scheduled for an interview with Trump at Mar-a-Lago in the last week of the year [4] Economic Focus - Trump's conversations with candidates are described as "broad-based across a series of economic issues," countering the narrative that he seeks a Fed chair who will strictly follow his directives on interest rates [7][8] - In a recent speech, Trump indicated that the next Fed chair would support significantly lower interest rates, which he believes will lead to reduced mortgage payments [10] - Waller has expressed a belief that interest rates could decrease by 50 to 100 basis points and has voiced concerns about a weakening labor market [11]

Democrats say, you know, things aren't affordable. Th this isn't affordable. This has gotten more expensive. Drugs have gotten more expensive. Housing's gotten more expensive.And you know what. They're right. And it was because of them.I believe the American people are going to reward us because the the American people are smart. They know Rome wasn't built in a day. They know what Joe Biden broke is not going to get fixed in a week.We got to stay with it. We got to keep on working on bringing good jobs and ...

Employment Data Analysis - November saw the creation of 64,000 jobs, contrasting with a loss of 105,000 jobs in October [1] - October's job numbers were generally weak across various categories, followed by a rebound in November [1] - The November unemployment rate increased to 564% (unrounded) from 444% in September, indicating a significant rise over two months [2] - The labor force increased by 323,000 over two months, but data on hires and fires is missing [3] Data Reliability Concerns - The Labor Department reported a stronger than normal response on the establishment survey (jobs created) [4] - A weaker than normal response was noted on the household survey for November, impacting the unemployment rate calculation, suggesting a need to consider error margins [5] Economic Outlook - The Federal Reserve faces challenges in assessing the current economic state and future trajectory due to incomplete data [4]

[Music] Investors are sorting through a mixed picture of updates on the labor market, but our next guest still optimistic on the road ahead for the economy and markets. Bank of America senior investment strategist Lauren Sanfalippo joins me here now to discuss. Lauren, it is good to see you.Let's start in the macro. Lauren, uh, you're all calling for real GDP growth to accelerate nominal over 5%. What gives you the confidence to make that call.>> Well, I think we'll find out more on Thursday on the inflatio ...