Markets signal caution, Reeves under fire, Ukraine Peace Talks Continue

Dec 1, 2025, 3:30 AM EST - 37 minutes ago

Markets signal caution, Reeves under fire, Ukraine Peace Talks Continue

Markets eye a cautious start to December with risk-off sentiment still very much in play amid AI valuation fears and continuing weakness in cryptocurrencies. U.K. Chancellor Rachel Reeves faces fresh ...


The Santa Rally Is Wobbling: Markets in 3 Minutes

Dec 1, 2025, 3:27 AM EST - 40 minutes ago

The Santa Rally Is Wobbling: Markets in 3 Minutes

Anna Edwards, Guy Johnson and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like this video...


Sainsbury's Share Price: The Purple Patch Can Continue

Dec 1, 2025, 3:10 AM EST - 57 minutes ago

Sainsbury's Share Price: The Purple Patch Can Continue

Despite some recent consolidation, the Sainsbury's share price seems to have finally broken free of its 300p ceiling on the back of its interim results. In fact, I believe the stock has more room to r...


Nasdaq Gains 150 Points But Records Losses For November: Fear & Greed Index Remains In 'Extreme Fear' Zone

Dec 1, 2025, 2:59 AM EST - 1 hour ago

Nasdaq Gains 150 Points But Records Losses For November: Fear & Greed Index Remains In 'Extreme Fear' Zone

The CNN Money Fear and Greed index showed some easing in the overall fear level, while the index remained in the “Extreme Fear” zone on Friday.


Wall Street Gets Its Groove Back for December. Not Everybody Is Feelin' It.

Dec 1, 2025, 2:30 AM EST - 1 hour ago

Wall Street Gets Its Groove Back for December. Not Everybody Is Feelin' It.

The S&P 500 had an amazing turnaround in the past week, coming back from one of its worst Novembers. But can it keep the party going?


Fed Rate Cuts Seen Driving U.S. Treasury Yields Lower by End-2026

Dec 1, 2025, 1:56 AM EST - 2 hours ago

Fed Rate Cuts Seen Driving U.S. Treasury Yields Lower by End-2026

The 10-year Treasury yield was up. Societe Generale expects the Fed to cut interest rates twice next year.


European markets set to start December in negative territory

Dec 1, 2025, 1:14 AM EST - 2 hours ago

European markets set to start December in negative territory

European stocks are expected to start the last trading month of the year in negative territory.


Taiwan seeks tariffs cut to 15% in US trade deal

Dec 1, 2025, 12:06 AM EST - 4 hours ago

Taiwan seeks tariffs cut to 15% in US trade deal

Taiwan is aiming for tariffs on its exports to the United States to be cut to 15% from 20% now, though help in training U.S. workers is not among the "conditions" figuring in their trade talks, senior...


Economists predicted a global shock from President Trump's tariffs, but some of them are now revising their global growth predictions upward

Nov 30, 2025, 11:00 PM EST - 5 hours ago

Economists predicted a global shock from President Trump's tariffs, but some of them are now revising their global growth predictions upward

Economists predicted a global shock from President Trump's tariffs, but some of them are now revising their global growth predictions upward.


Megacap Tech Top

Nov 30, 2025, 9:00 PM EST - 7 hours ago

Megacap Tech Top

Warnings of late-cycle excesses are now coming to light, and we think it is important to be on alert for potential downside risk in megacap tech. Nvidia is in a cyclical business, and it will not be a...


Stock Futures Little Changed as Traders Enter December

Nov 30, 2025, 6:28 PM EST - 9 hours ago

Stock Futures Little Changed as Traders Enter December

Expectations are running high for a strong December after a volatile November.


U.S. stock futures flat as investors look to end 2025 on a high note

Nov 30, 2025, 6:19 PM EST - 9 hours ago

U.S. stock futures flat as investors look to end 2025 on a high note

U.S. stock futures were little changed on Sunday, as investors look to end the year on a positive note after a volatile November.


Black Friday Sales Tick Up Amid ‘Uncertain Environment'

Nov 30, 2025, 5:40 PM EST - 10 hours ago

Black Friday Sales Tick Up Amid ‘Uncertain Environment'

American consumers upped their spending slightly during Black Friday amid an uncertain economic landscape. That's according to preliminary insights from Mastercard SpendingPulse issued Saturday (Nov. ...


The Case Against Quarterly Reporting – Part 2, The Earnings Game

Nov 30, 2025, 3:51 PM EST - 12 hours ago

The Case Against Quarterly Reporting – Part 2, The Earnings Game

Fiserv is a prominent financial technology company, ranked 208th on the Fortune 500 list.


Rotations Continue To The Next Rally As Markets Anticipate The January Effect

Nov 30, 2025, 1:26 PM EST - 14 hours ago

Rotations Continue To The Next Rally As Markets Anticipate The January Effect

Timing is crucial for investment success; static buy-and-hold strategies often underperform due to market cycles and prolonged downturns. Three proprietary portfolio models—Active Premium, Piotroski-G...


These 5 charts hint at where stocks might go next after a wild November for the market

Nov 30, 2025, 12:00 PM EST - 16 hours ago

These 5 charts hint at where stocks might go next after a wild November for the market

November historically has been a strong month for the U.S. stock market. This year's gains didn't come easy.


Expect a tale of two holiday seasons as the well-off spend and the rest pull back | Gene Marks

Nov 30, 2025, 10:00 AM EST - 18 hours ago

Expect a tale of two holiday seasons as the well-off spend and the rest pull back | Gene Marks

Parts of the US economy are doing just fine but many are struggling to make rent, let alone splurging on gifts


The Market Is Not Out Of The Woods As Liquidity Conditions Worsen

Nov 30, 2025, 9:55 AM EST - 18 hours ago

The Market Is Not Out Of The Woods As Liquidity Conditions Worsen

The market rallied sharply despite $65 billion in Treasury settlements, driven by volatility suppression during a holiday-shortened trading week. Overnight funding rates rose above the Fed's upper bou...


Doves Take The Wheel

Nov 30, 2025, 9:00 AM EST - 19 hours ago

Doves Take The Wheel

U.S. equity markets staged a broad rally in the holiday-shortened week, while benchmark interest rates dipped to the cusp of multi-year lows, as investors leaned into December rate cut expectations. R...


Wall Street Week Ahead

Nov 30, 2025, 6:13 AM EST - 21 hours ago

Wall Street Week Ahead

Wall Street will kick off the first week of December with a focus on Federal Reserve Chair Jerome Powell. The central bank chief is scheduled to speak at a panel discussion in Stanford on Monday, and ...


Global week ahead: The start of a Santa Rally or more 'bah humbug'?

Nov 30, 2025, 12:10 AM EST - 1 day ago

Global week ahead: The start of a Santa Rally or more 'bah humbug'?

A volatile November heralds a complex December for markets. The Federal Reserve and ECB are expected to hold steady in final policy meetings.


The 1-Minute Market Report November 30, 2025

Nov 29, 2025, 11:47 PM EST - 1 day ago

The 1-Minute Market Report November 30, 2025

The S&P 500 rebounded 3.7% last week, erasing prior losses and approaching a new all-time high, driven by strong investor sentiment. Small caps and high beta stocks led the rally, while blockchain com...


Black Friday sets online spending record of $11.8B, Adobe says

Nov 29, 2025, 4:39 PM EST - 1 day ago

Black Friday sets online spending record of $11.8B, Adobe says

American consumers spent $11.8 billion online on Black Friday, according to data from Adobe Analytics, which says it tracks more than 1 trillion visits to U.S. retail websites.


Why investors should hope this Cyber Monday is a down day for retail stocks

Nov 29, 2025, 10:23 AM EST - 1 day ago

Why investors should hope this Cyber Monday is a down day for retail stocks

Poor post-Thanksgiving showing for the retail sector often leads it to year-end gains.


The Market's Hidden Engine = The Great Mini Rotation

Nov 29, 2025, 9:55 AM EST - 1 day ago

The Market's Hidden Engine = The Great Mini Rotation

Ever wonder how the market keeps rallying while sectors rotate in and out of favor? Over decades of trading since the 1990s, one recurring pattern shows up again and again: what I call “The Great Mini...


The 7 Biggest S&P 500 Stocks Might Be All We Need.

Nov 29, 2025, 9:00 AM EST - 1 day ago

The 7 Biggest S&P 500 Stocks Might Be All We Need.

The 7 largest S&P 500 stocks are essentially a market of their own, and much of the market themselves. Investors should consider the implications of that, as they are significant.


It All Could Come Down To Depreciation

Nov 29, 2025, 8:42 AM EST - 1 day ago

It All Could Come Down To Depreciation

The AI Revolution is transforming industries, driving innovation, and creating new investment opportunities across technology sectors. Rapid advancements in machine learning and automation are fueling...


U.S. consumers spent $11.8 billion on Black Friday, says Adobe Analytics

Nov 29, 2025, 8:34 AM EST - 1 day ago

U.S. consumers spent $11.8 billion on Black Friday, says Adobe Analytics

American shoppers spent a record $11.8 billion online on Black Friday, up 9.1% from last year, final data from Adobe Analytics showed.


What Moved Markets This Week

Nov 29, 2025, 7:27 AM EST - 1 day ago

What Moved Markets This Week

After slumping to a monthly low closing level on November 20, at which point the benchmark S&P 500 index (SP500) was -4.4% for the month, the gauge posted a five-day win streak, which culminated on Bl...


Meet the Teens Investing in Stocks for Their Future Home and Retirement

Nov 29, 2025, 7:00 AM EST - 1 day ago

Meet the Teens Investing in Stocks for Their Future Home and Retirement

Teenagers are diving into markets, with some encouraged by parents who wished they started investing earlier.


My Prediction: Back To All Time Highs Before Year End

Nov 29, 2025, 6:33 AM EST - 1 day ago

My Prediction: Back To All Time Highs Before Year End

I am ultra bullish on the broader markets going into the end of the year, with a dovish Fed and cooling data pushing December 25 bps cut odds to 85%. Fed official Waller called the labor market weaken...


Why The AI Bubble Isn't Likely Popping Any Time Soon

Nov 29, 2025, 5:21 AM EST - 1 day ago

Why The AI Bubble Isn't Likely Popping Any Time Soon

The recent correction in AI and high-growth stocks has reset valuations, creating compelling buying opportunities in leading names like Nvidia, AMD, Oracle, and Micron. Despite sharp pullbacks, fundam...


Weekly Commentary: Everywhere

Nov 29, 2025, 2:20 AM EST - 2 days ago

Weekly Commentary: Everywhere

The Goldman Sachs Most Short Index surged 15.0% over the past five sessions. Europe's STOXX 600 Banks Index jumped 4.4% this week, with Japan's TOPIX Bank Index rallying 4.1%.


Investors Thankful For...

Nov 29, 2025, 12:30 AM EST - 2 days ago

Investors Thankful For...

Amid the ups and downs of the past year including the "tariff crash" in April, the US stock market has still posted a double-digit total return since last Thanksgiving. The tech-heavy Nasdaq 100 and S...


The Week Ahead Of The December FOMC - Markets Weekly Outlook

Nov 29, 2025, 12:30 AM EST - 2 days ago

The Week Ahead Of The December FOMC - Markets Weekly Outlook

Markets rebounded as if nothing happened – Nvidia earnings came to save the trend as the narrative was switching to a general AI-Bubble scare. Cryptos bounced back timidly, with Bitcoin regaining the ...


Stocks stage big comeback in best Thanksgiving week since 2008. What comes next?

Nov 28, 2025, 5:27 PM EST - 2 days ago

Stocks stage big comeback in best Thanksgiving week since 2008. What comes next?

Stocks blessed investors with a rebound during the shortened Thanksgiving week of trading. After a rocky month, the S&P 500 and Dow Jones Industrial Average rose by 3.7% and 3.2%, respectively, in las...


3 Market Predictions For December

Nov 28, 2025, 3:46 PM EST - 2 days ago

3 Market Predictions For December

Markets ended mixed for November, but the S&P 500 is up better than 16% in 2025 and the NASDAQ has advanced just over 20%. More doubts are being raised about the AI Narrative, but the vast majority of...


What the charts show about investing going into 2026, top holiday toy shopping trends

Nov 28, 2025, 2:41 PM EST - 2 days ago

What the charts show about investing going into 2026, top holiday toy shopping trends

Yahoo Finance Markets and Data Editor Jared Blikre breaks down the latest market moves for November 28, 2025 Jared takes a closer look at the charts with RBC Wealth Management technical strategist Rob...


We're seeing a lot of enthusiasm for Black Friday and Cyber Monday shopping, says Lightspeed CEO

Nov 28, 2025, 2:13 PM EST - 2 days ago

We're seeing a lot of enthusiasm for Black Friday and Cyber Monday shopping, says Lightspeed CEO

Lightspeed Founder and CEO Dax Dasilva joins 'Closing Bell Overtime' to talk consumer trends around holiday shopping.


Week Ahead for FX, Bonds: U.S. ISM, ADP Data in Focus as Fed Rate Cut Looks Likely

Nov 28, 2025, 2:13 PM EST - 2 days ago

Week Ahead for FX, Bonds: U.S. ISM, ADP Data in Focus as Fed Rate Cut Looks Likely

U.S. ISM surveys on manufacturing and services activity, plus the latest ADP private payrolls, will be watched closely for confirmation that the Federal Reserve could cut interest rates at its next me...


Stocks that dipped the most were grotesquely over-valued, says David Bahnsen on November markets

Nov 28, 2025, 1:55 PM EST - 2 days ago

Stocks that dipped the most were grotesquely over-valued, says David Bahnsen on November markets

Michael Farr, Farr, Miller, and Washington, and David Bahnsen, Bahnsen Group, joins 'Closing Bell Overtime' to recap November's market moves.


Wall Street close: Nasdaq extends rally to five days as markets eye Fed rate cut

Nov 28, 2025, 1:43 PM EST - 2 days ago

Wall Street close: Nasdaq extends rally to five days as markets eye Fed rate cut

The Nasdaq Composite climbed 0.65% on Friday to 23,365.69, stretching its rally to a fifth straight session even as the index closed November down around 2%. The S&P 500 rose 0.54% to 6,849.09, and th...


This Is Why December Could Flip My Rating From Sell To Buy

Nov 28, 2025, 1:40 PM EST - 2 days ago

This Is Why December Could Flip My Rating From Sell To Buy

November saw a volatile market, with a sector rotation from growth to value, masking underlying fragility despite the S&P 500's resilience. Liquidity constraints, not Fed commentary or earnings, drove...


Halftime Report traders talk possibility of a market rally into year-end

Nov 28, 2025, 12:54 PM EST - 2 days ago

Halftime Report traders talk possibility of a market rally into year-end

The Investment Committee debate whether the market will rally into year-end.


Wall Street Eyes Fifth Day Of Gains, Silver Hits Record Highs At $55: What's Moving Markets Friday?

Nov 28, 2025, 12:29 PM EST - 2 days ago

Wall Street Eyes Fifth Day Of Gains, Silver Hits Record Highs At $55: What's Moving Markets Friday?

Stocks were rising again midday Friday, putting Wall Street on pace for a fifth straight day of gains as rate cut hopes surged and risk appetite returned across tech, crypto and commodities.


Are We About To Have Another Leg Up?

Nov 28, 2025, 12:26 PM EST - 2 days ago

Are We About To Have Another Leg Up?

As of Wednesday's close, U.S. stock indexes (NYSE: SPY) (NYSE: VOO) (NASDAQ: QQQ) are on track for their strongest week since June, with the Nasdaq 4.2%, the S&P 500 gaining 3.2%, and the Dow rising 2...


The market looks pretty good at least for the next 4-5 months, says Morgan Stanley's Jim Lacamp

Nov 28, 2025, 11:46 AM EST - 2 days ago

The market looks pretty good at least for the next 4-5 months, says Morgan Stanley's Jim Lacamp

Jim Lacamp, Morgan Stanley Wealth Management senior vice president, joins 'Money Movers' to discuss the latest market trends, the Fed's interest rate outlook, inflation concerns, market outlook, and m...


FOMC Rate Expectations & Earnings Strength Highlight Cautious Bull Run

Nov 28, 2025, 11:30 AM EST - 2 days ago

FOMC Rate Expectations & Earnings Strength Highlight Cautious Bull Run

To round out the holiday week, @CharlesSchwab's Joe Mazzola considers the broadening activity in markets heathy for the long-term but remains cautious. Expectations of a FOMC interest rate cut in Dece...


"Impressive" 2025: Seasonal Trends & FOMC Outlook Keep Bulls Running

Nov 28, 2025, 11:28 AM EST - 2 days ago

"Impressive" 2025: Seasonal Trends & FOMC Outlook Keep Bulls Running

Alex Coffey analyzes the recent market volatility and recent cooldown seen in this week's trading sessions. He compares the price action with seasonal measures to highlight why this year is "impressiv...


Goldman Says Profit, Dividend Growth to Drive Stocks in 2026

Nov 28, 2025, 11:04 AM EST - 2 days ago

Goldman Says Profit, Dividend Growth to Drive Stocks in 2026

Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says the prospect of Federal Reserve rates at about 3% by the middle of next year, ongoing economic growth and "some moderation in t...


Retailers Are 'Cautiously Optimistic,' on Black Friday, Telsey Says

Nov 28, 2025, 10:58 AM EST - 2 days ago

Retailers Are 'Cautiously Optimistic,' on Black Friday, Telsey Says

Retailers are "cautiously optimistic" on this Black Friday, says Dana Telsey of the Telsey Advisory Group. She talks about what retailers and shoppers are looking for on "Bloomberg Surveillance.


Higher costs weigh on Americans' holiday shopping plans this year: CNBC survey

Nov 28, 2025, 10:35 AM EST - 2 days ago

Higher costs weigh on Americans' holiday shopping plans this year: CNBC survey

Many Americans feel pinched by an uneven economy and higher costs in particular, and it will negatively influence planned shopping habits this holiday season, according to the annual CNBC|SurveyMonkey...


S&P 500 and Nasdaq on pace for monthly declines, bitcoin tops $90K

Nov 28, 2025, 10:28 AM EST - 2 days ago

S&P 500 and Nasdaq on pace for monthly declines, bitcoin tops $90K

Morning Brief anchor Julie Hyman breaks down the latest market moves for November 28, 2025. It's the final trading day of November and the S&P 500 is on track for its first monthly drop in six months,...


4 Reasons Consumer Spending Will Stay Strong

Nov 28, 2025, 10:27 AM EST - 2 days ago

4 Reasons Consumer Spending Will Stay Strong

Walmart and TJX rallies indicate that U.S. consumers have plenty of fire power. Plus, investment newsletter commentary on healthcare stocks' breakout, India's attractions, and alternatives to the AI t...


US stocks open in the green: S&P up 0.2%, Dow jumps over 100 points

Nov 28, 2025, 10:06 AM EST - 2 days ago

US stocks open in the green: S&P up 0.2%, Dow jumps over 100 points

US stocks rose on Friday as the Nasdaq Composite and S&P 500 each gained 0.2% and the Dow Jones Industrial Average added 124 points, or 0.3%, even as a data-centre failure briefly halted futures and o...


Is There Something Wrong With This Rally? No, And These 7 Graphs Prove It

Nov 28, 2025, 10:02 AM EST - 2 days ago

Is There Something Wrong With This Rally? No, And These 7 Graphs Prove It

I reiterate a buy recommendation for assets tracking main American indices, highlighting robust S&P 500 fundamentals and strong Q3 earnings growth. SPY and similar index funds benefit from continued f...


Consumers are ‘sensitive to what they are spending' these days, says UBS' Michael Lasser

Nov 28, 2025, 9:59 AM EST - 2 days ago

Consumers are ‘sensitive to what they are spending' these days, says UBS' Michael Lasser

Michael Lasser, UBS senior research analyst, joins CNBC's 'Squawk on the Street' to break down holiday expectations amid macroeconomic uncertainty, the state of the consumer, and more


Will the December Fed Decision Matter to Markets?

Nov 28, 2025, 9:41 AM EST - 2 days ago

Will the December Fed Decision Matter to Markets?

Max Kettner, HSBC chief multi-asset strategist, says the December Federal Reserve interest rate decision won't have much an impact on risk assets. He says earnings are more important.


Why Rate Cuts Could Fuel This Small-Cap ETF's Next Move

Nov 28, 2025, 9:27 AM EST - 2 days ago

Why Rate Cuts Could Fuel This Small-Cap ETF's Next Move

As expected, the U.S. Federal Reserve (the Fed) cut interest rates by another 25 basis points on October 29, and now the capital markets are forecasting what moves the Fed may make for the remainder o...


Scarcity of higher-end products is driving retail sales, says mall developer Nate Forbes

Nov 28, 2025, 9:06 AM EST - 2 days ago

Scarcity of higher-end products is driving retail sales, says mall developer Nate Forbes

Nate Forbes, managing partner of The Forbes Company, joins CNBC's 'Squawk Box' to discuss what's driving retail sales, the state of the consumer, and more.


Small businesses say their number one concern is a skilled workforce — not tariffs: Kelly Loeffler

Nov 28, 2025, 9:04 AM EST - 2 days ago

Small businesses say their number one concern is a skilled workforce — not tariffs: Kelly Loeffler

SBA Administrator Kelly Loeffler joins CNBC's 'Squawk Box' to discuss the health of small businesses, how President Trump's agenda has impacted them, and more.


What To Expect In December

Nov 28, 2025, 8:51 AM EST - 2 days ago

What To Expect In December

Markets have rallied strongly, with major indexes above short-term averages, signaling bullish momentum as December begins. Seasonal strength, potential rate cuts, and extended ACA subsidies provide t...


Consumer Bifurcation Forming, Volatility Curb Set-Up for Santa Calus Rally?

Nov 28, 2025, 8:30 AM EST - 2 days ago

Consumer Bifurcation Forming, Volatility Curb Set-Up for Santa Calus Rally?

Futures experienced a halt in trading for Friday, though Tom White notes a curb in volatility as the bigger story investors should keep in mind. He adds that investors appear to be rotating into "beat...


Fed's in tough bind now after latest comments, says former vice chairman Roger Ferguson

Nov 28, 2025, 8:19 AM EST - 2 days ago

Fed's in tough bind now after latest comments, says former vice chairman Roger Ferguson

Roger Ferguson, former Fed vice chairman and former TIAA CEO, joins 'Squawk Box' to discuss the market's outlook for the Federal Reserve.


Tech Stocks Rally Premarket; CME Outage Disrupts Futures

Nov 28, 2025, 8:08 AM EST - 2 days ago

Tech Stocks Rally Premarket; CME Outage Disrupts Futures

U.S. tech stocks mostly gained, while a CME Group outage halted trading in index futures and other key contracts.


Black Friday isn't just for sales — it often kicks off a stretch of stock-market gains

Nov 28, 2025, 7:50 AM EST - 2 days ago

Black Friday isn't just for sales — it often kicks off a stretch of stock-market gains

Investors can expect several seasonally bullish trading patterns from now into the new year.


What is the biggest driver of market action? The AI boom or the Fed?

Nov 28, 2025, 7:47 AM EST - 2 days ago

What is the biggest driver of market action? The AI boom or the Fed?

Bill Lee of the Milken Institute and Storm Uru of the Liontrust Asset Management discuss how locked in the markets will be over the next year on the direction of interest rates, the economy, and the A...


If there's an AI is a bubble, "it's not done inflating yet."

Nov 28, 2025, 7:45 AM EST - 2 days ago

If there's an AI is a bubble, "it's not done inflating yet."

"You're seeing tremendous earnings growth underpinning this AI trend that we didn't see during the dot-com days," says Prairie Operating Co.'s Lou Basenese . About Yahoo Finance: Yahoo Finance provide...


5 Things To Know: November 28, 2025

Nov 28, 2025, 7:13 AM EST - 2 days ago

5 Things To Know: November 28, 2025

CNBC's Becky Quick reports on the 5 things to know on November 28, 2025.


Fed and AI trade are now inextricably linked, says Gabelli Funds' John Belton

Nov 28, 2025, 7:09 AM EST - 2 days ago

Fed and AI trade are now inextricably linked, says Gabelli Funds' John Belton

John Belton, Gabelli Funds portfolio manager, joins 'Squawk Box' to discuss the equity market outlook, Federal Reserve and much more.


Uneven economy will drive investors' Black Friday stock picking

Nov 28, 2025, 7:02 AM EST - 2 days ago

Uneven economy will drive investors' Black Friday stock picking

As investors monitor crowd sizes at stores on Black Friday they will be shopping for a different kind of holiday deal: retailers that do well in a mixed economy characterized by high prices and limite...


How To Resolve The Housing Logjam

Nov 28, 2025, 6:50 AM EST - 2 days ago

How To Resolve The Housing Logjam

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.


Meb Faber: When Volatility Strikes, Smart Investors Do This

Nov 28, 2025, 6:50 AM EST - 2 days ago

Meb Faber: When Volatility Strikes, Smart Investors Do This

In this episode, Cambria Investments CIO Meb Faber breaks down why global markets are setting up for a major shift and why the next decade might belong to value, foreign stocks, and yield-focused stra...


Black Friday Is More Important for Stock Markets Than Ever. This Is Why.

Nov 28, 2025, 6:43 AM EST - 2 days ago

Black Friday Is More Important for Stock Markets Than Ever. This Is Why.

Futures trading halted by data center outage, crypto firm tied to Trump family dismisses top executives, more news to start your day.


Midterm elections are coming in 2026. Here's what 100 years of data tell us about how stocks may react.

Nov 28, 2025, 6:24 AM EST - 2 days ago

Midterm elections are coming in 2026. Here's what 100 years of data tell us about how stocks may react.

The ‘midterm curse' means its likely the ruling party will fare badly


American Customers Are Madder Than Ever

Nov 28, 2025, 6:00 AM EST - 2 days ago

American Customers Are Madder Than Ever

It has never been easier to buy stuff. But dealing with product and service problems has never felt so difficult, consumers say.


Dollar Depreciation Will Resume in 2026: 3-Minutes MLIV

Nov 28, 2025, 5:29 AM EST - 2 days ago

Dollar Depreciation Will Resume in 2026: 3-Minutes MLIV

Anna Edwards, Guy Johnson, Kriti Gupta and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Li...


Mitchells & Butlers Shares Spike 9% As FY Results Top Estimates

Nov 28, 2025, 4:20 AM EST - 2 days ago

Mitchells & Butlers Shares Spike 9% As FY Results Top Estimates

News of forecast-beating profits for the last financial year sent shares in pub and restaurant operator Mitchells and Butlers soaring on Friday.


First Light News: Markets Pause for Reflection Amid Dovish Fed Repricing

Nov 28, 2025, 3:35 AM EST - 3 days ago

First Light News: Markets Pause for Reflection Amid Dovish Fed Repricing

With US markets observing the Thanksgiving holiday, global equities took a collective breath yesterday.


Platinum On Edge As A Long-Term Deficit Flips To Surplus

Nov 28, 2025, 2:50 AM EST - 3 days ago

Platinum On Edge As A Long-Term Deficit Flips To Surplus

A 75% price rise since the beginning of the year by platinum as it has outperformed gold might be coming to an end as a multi-year supply deficit of the metal morphs into a modest surplus next year.


CNBC Daily Open: November hasn't been kind — or typical — for U.S. stocks

Nov 28, 2025, 2:30 AM EST - 3 days ago

CNBC Daily Open: November hasn't been kind — or typical — for U.S. stocks

U.S. futures are mostly flat Thursday night following a break in regular trading for the Thanksgiving holiday. Apple faces a potential $38 billion fine in India and files a case against the country's ...


Dow Surges Over 300 Points: Fear & Greed Index Remains In 'Extreme Fear' Zone

Nov 28, 2025, 1:51 AM EST - 3 days ago

Dow Surges Over 300 Points: Fear & Greed Index Remains In 'Extreme Fear' Zone

The CNN Money Fear and Greed index remained in the “Extreme Fear” zone on Wednesday.


Inside the Shapeshifting AI Trade That Has the Stock Market Heading Higher Again

Nov 28, 2025, 1:00 AM EST - 3 days ago

Inside the Shapeshifting AI Trade That Has the Stock Market Heading Higher Again

This phenomenon is far from dead. And it isn't just Nvidia vs.


CNBC Daily Open: A rough and historically atypical November for U.S. stocks

Nov 27, 2025, 8:17 PM EST - 3 days ago

CNBC Daily Open: A rough and historically atypical November for U.S. stocks

U.S. futures are mostly flat Thursday night following a break in regular trading for the Thanksgiving holiday. Alibaba's AI glasses, which cost less than Meta's $799 Meta Ray-Ban Display glasses, go o...


‘BUY NOW': Expert WARNS tariffs could SPARK holiday sticker shock

Nov 27, 2025, 6:01 PM EST - 3 days ago

‘BUY NOW': Expert WARNS tariffs could SPARK holiday sticker shock

‘The Big Money Show' panel discusses how Americans are still opening their wallets this Black Friday despite inflation, rising credit card debt and fears of an economic slowdown.


US Thanksgiving online sales expected to rise 6%, Salesforce data shows

Nov 27, 2025, 5:15 PM EST - 3 days ago

US Thanksgiving online sales expected to rise 6%, Salesforce data shows

Online sales in the U.S. on the Thanksgiving holiday are expected to rise 6% compared with last year to reach $8.6 billion, data from Salesforce showed on Thursday, suggesting shoppers were lapping up...


Shoppers brace for a tighter holiday season as gift prices keep climbing: BofA survey

Nov 27, 2025, 3:37 PM EST - 3 days ago

Shoppers brace for a tighter holiday season as gift prices keep climbing: BofA survey

Two new BofA reports warn holiday spending may tighten as prices keep rising. Shoppers may feel the pinch as inflation, tariffs, and higher costs put a strain on their budgets.


Central bank body BIS warns of hedge fund leverage in government bond markets

Nov 27, 2025, 1:45 PM EST - 3 days ago

Central bank body BIS warns of hedge fund leverage in government bond markets

The new head of the Bank for International Settlements has said reining in hedge funds' ability to make highly leveraged bets in government bond markets should be a key priority for policymakers given...


Goldman Sachs flags 'growing signs of weakness' in the US jobs market as layoffs mount

Nov 27, 2025, 12:40 PM EST - 3 days ago

Goldman Sachs flags 'growing signs of weakness' in the US jobs market as layoffs mount

WARN-related layoff filings have risen to their highest levels in nearly a decade, Goldman found. Outplacement firm data showed corporate layoff announcements peaking outside a recession.


Is the stock market rally back on?

Nov 27, 2025, 11:27 AM EST - 3 days ago

Is the stock market rally back on?

The past few weeks have been a reminder that markets can change direction faster than investors can make sense of them. Early November was filled with warnings about an AI bubble, stretched valuations...


Above The Noise: The K-Pop Economy

Nov 27, 2025, 10:39 AM EST - 3 days ago

Above The Noise: The K-Pop Economy

We're in a K-shaped economy, with higher-income and lower-income Americans on divergent paths. The comparison between the current market advance and the one ahead of the tech bubble is hyperbole, in m...


Cheery Earnings, Leery Investors And An Optimistic Equity Outlook

Nov 27, 2025, 9:03 AM EST - 3 days ago

Cheery Earnings, Leery Investors And An Optimistic Equity Outlook

U.S. stocks, as measured by the S&P 500 Index, are on pace for 14% growth in earnings for Q3 2025. Within the context of an exceptional quarter at the index level, there were clearly leaders and lagga...


Rebound in Global Tech Stocks Extends, Lifting Markets in Asia

Nov 27, 2025, 9:03 AM EST - 3 days ago

Rebound in Global Tech Stocks Extends, Lifting Markets in Asia

A rebound in global AI-related stocks continued , while U.S. markets were closed for Thanksgiving.


Nasdaq Heads for Best Thanksgiving Week Since 2008. How Bitcoin, Tech Can Drive More Gains.

Nov 27, 2025, 7:44 AM EST - 3 days ago

Nasdaq Heads for Best Thanksgiving Week Since 2008. How Bitcoin, Tech Can Drive More Gains.

Stocks are having their best Thanksgiving week since 2012 but as Americans around the country rush to put their turkeys in the oven even more market gains could be heating up.


The Real AI Shock Isn't A Bubble, It's What Happens Next

Nov 27, 2025, 7:30 AM EST - 3 days ago

The Real AI Shock Isn't A Bubble, It's What Happens Next

AI is driving a massive economic transformation, with hyperscalers like AMZN, GOOGL, META, MSFT, and ORCL leading record CapEx spending. Current AI demand is unprecedented, with NVDA and GOOGL reporti...


Trump's One Big Beautiful Bill Act will really kick into gear next year. These are the stocks to watch, says SocGen.

Nov 27, 2025, 6:32 AM EST - 3 days ago

Trump's One Big Beautiful Bill Act will really kick into gear next year. These are the stocks to watch, says SocGen.

The OBBBA may provide an additional tailwind for equities in 2026


Global Stocks Stall as Dow Aims for Best Thanksgiving Week Since 2012

Nov 27, 2025, 5:55 AM EST - 3 days ago

Global Stocks Stall as Dow Aims for Best Thanksgiving Week Since 2012

Wall Street has plenty to be thankful for right now, with investors hoping that the Federal Reserve will cut interest rates next month.


We've 'been down this road before': Economist on Trump's tariff 'dividends' proposal

Nov 27, 2025, 5:01 AM EST - 3 days ago

We've 'been down this road before': Economist on Trump's tariff 'dividends' proposal

The Heritage Foundation chief economist E.J. Antoni discusses President Donald Trump's idea to send $2,000 tariff ‘dividend' checks to taxpayers on ‘The Bottom Line.


Global Markets Boosted by Fed Rate-Cut Hopes; U.S. Markets Closed for Thanksgiving

Nov 27, 2025, 4:20 AM EST - 3 days ago

Global Markets Boosted by Fed Rate-Cut Hopes; U.S. Markets Closed for Thanksgiving

Global markets rose on hopes of a Federal Reserve rate cut and as investor optimism over artificial intelligence returns. U.S. markets are closed Thursday for the Thanksgiving holiday


Need to have high rates to 'go away' and have a jobs, housing focused economy: Eric Johnson

Nov 27, 2025, 4:00 AM EST - 4 days ago

Need to have high rates to 'go away' and have a jobs, housing focused economy: Eric Johnson

EMJ Capital president and portfolio manager Eric Johnson discusses Jerome Powell's tenure at the Fed coming to an end, generational mispricing opportunities in small-cap stocks and more on ‘Making Mon...