WE'LL SHOW YOU THE S&P IS LOOKING PRETTY GOOD AS WELL. THERE'S YOUR FULL PICTURE RUSSELL UP ABOUT ONE HALF OF 1% YIELDS DOWN. AND THAT WAS PRETTY GOOD FOR STOCKS TO JOE DO YOU WANT TO YOU CAN ANSWER THE QUESTION OF WHAT YOU WANT FOR THE HOLIDAYS.I MEAN THE KIDS HAD SOME PRTY GOOD ANSWERS. YOU WANT A SANTA CLAUS RALLY. >> A SANTA CLAUS RALLY WOULD BE GOOD.AND I THINK IT LOOKS IT LOOKS A LOT LIKE WE'RE POTENTIALLY GOING TO GET IT. WE'VE REVERSED A LOT OF THE NEGATIVE MOMENTUM THAT GREETED US IN THE MONTH OF N ...

"This rally will fail like the others" https://t.co/Vt71y4sWeh ...

Market Sentiment & Fed Policy - The stock market's record-setting run is heavily reliant on the Federal Reserve cutting interest rates in the fall [1] - Despite a hot PPI print, the stock market remained relatively flat, suggesting investors bought the dip [2] - The worst-case scenario for investors is the Fed hiking interest rates; a neutral stance could be seen as positive, indicating the economy can withstand current rates [4] - A 25 or 50 basis point cut by the Fed to normalize real interest rates could be positive for stocks [5] - The conversation has shifted from a 25 or 50 basis point cut to a 25 basis point cut or no cut at all [6] - The economy appears to be holding up under the current interest rates, even though the Fed's policy rates are higher compared to the rest of the world [7] - A 25 basis point cut could be perceived as hawkish if the Fed signals a "wait and see" approach [8] Investor Positioning - Many investors are positioned for a pickup in inflation and were expecting a hot PPI number, which is why the market reaction was muted [8][9]

Carson Group’s Ryan Detrick joins 'Closing Bell' to discuss what will fuel the market rally higher, any bullish market signs and much more. ...

Market Outlook - The market is anticipating the upcoming earnings season, particularly from banks, amidst concerns about tariff threats [1] - The market is considered well-aware of potential tariff impacts, though a short-term breather is expected to assess the actual tariff rates [2][3][6] - A historic rally of 26% in the US stock market post "Liberation Day" lows suggests a need for digestion [7] Valuation and Sector Analysis - The market is generally expensive compared to its historical valuations [8] - The "Mag Seven" stocks contribute to higher market valuations due to their deservedly higher valuations [9] - Other sectors are expensive but not as much as technology, reflecting different growth rates [10] - It's difficult to identify clear bubbles in the market currently, although potential over-expenditure in AI CapEx by the "Mag Seven" could become one [11] Tariff Impact - Initial tariff headlines caused significant concern, but the market rallied as the extreme scenarios seemed less likely [4] - Renewed discussions by the president about higher tariff rates are expected to increase the overall US tariff rate [5]