“Trade in goods between the U.S. and Mexico is on track to reach a record of nearly $900 billion this year.”

$TGT | Target Shares Jump After FT Says Toms Capital Built Stake In Retailer - Bloomberg

4 ways China-US relations could fracture in 2026: 1) A soybean spoiler 2) The Taiwan tinderbox 3) More export restrictions on the way 4) Growing Chinese military muscle @politico.com

$BA | China Sanctions Boeing, Other U.S. Companies Over Taiwan Arms Sale - WSJ

(Barron’s) - As Americans look ahead to the new year, it’s tempting to think that inflation is waning. But economists expect that households will experience another uptick before inflation resumes a more sustained fall.

@carlquintanilla.bsky.social Merry Christmas to you and your family, CQ!

The Economic Divide Between Big And Small Companies Is Growing - WSJ

Merry Christmas!

$TSLA | Tesla Faces US Safety Probe Over Model 3 Emergency Door Handles - Bloomberg

Trump's 'no tax on tips' deduction won't benefit some tipped workers. Here's why

@carlquintanilla.bsky.social Thank you for pushing back!

DoubleLine Warns Of ‘Brewing Collision’ For Developed Economies - Bloomberg

BOFA EXPECTING 2.4% GROWTH NEXT YEAR, UP FROM ABOUT 2%: CEO

(WSJ) - Canada’s consumer is exiting 2025 in better shape compared with earlier in the year after shrugging off concerns of a trade war and other macroeconomic concerns that had weighed on spending.

Mortgage Rates Are Falling But Owners Still Won’t Sell - WSJ

The average restaurant stock is down rather sharply YTD (best +24%, worst -79%) $EATZ Several -34% to -54%

$DIS | Disney’s ‘Avatar 3’ Hits Theaters With $88 Million Opening - Bloomberg

New York Signs AI Safety Bill Into Law, Ignoring Trump Executive Order - WSJ

* HASSETT: CPI DATA A LITTLE LESS RELIABLE DUE TO SHUTDOWN * HASSETT: CORE INFLATION BASICALLY AT OR BELOW THE TARGET * HASSETT: FED HAS PLENTY OF ROOM TO CUT * HASSETT: EXPECT INFLATION NUMBERS TO STAY LIKE THIS * HASSETT: SENTIMENT SURVEYS REALLY TANK DURING GOVT SHUTDOWNS

Bank Of America To Reward Top Dealmakers With Bonus Increases Of About 20% - RTRS Source

That doesn't sound like an “A-plus plus plus plus” economy to me.

* NINE DRUGMAKERS SIGN PRICING DEALS WITH TRUMP TO AVOID TARIFFS * COMPANIES TO LAUNCH NEW DRUGS AT LOWEST PRICE FOR ALL AMERICANS * MERCK, BRISTOL, GSK DONATE INGREDIENTS TO US STRATEGIC RESERVE

*NEXT STEP IN GAZA DEAL IS ANNOUNCING BOARD OF PEACE: RUBIO

OpenAI’s New Fundraising Round Could Value Startup At As Much As $830 Billion - WSJ

TikTok signs deal to sell US unit to American investors, including Oracle, Silver Lake apnews.com/article/tikt...

#NYC forever. 💕

“.. The company aims to generate its first power in 2031.” @wsj.com $DJT

$KMX | CarMax Cutting Prices To Draw Car Shoppers Back - WSJ

Nice, @mikezaccardi.bsky.social

BofA forecast calls for oil to average around the current levels in 2026

Follow Mike. You’ll get real smart.

Think I can get to 10k followers today? Let's try! Been on BlueSky for a bit over two months.. appreciate the engagement and follows! @lindalebrun.bsky.social @carlquintanilla.bsky.social

APOLLO: “.. the Fed continues to forecast stagflation and is concerned that we in 2026 may experience rising inflation and rising unemployment at the same time.” [Slok]

* WARNER BROS. DISCOVERY TELLS SHAREHOLDERS TO REJECT PARAMOUNT OFFER, RECOMMENDS NETFLIX MERGER @cnbc.com $WBD $NFLX

$WBD $PSKY | WSJ: Warner Bros. Discovery is preparing to tell its shareholders to reject Paramount’s latest offer as soon as Wednesday, people familiar with the matter say.

* TRUMP DENIES BEING CLOSE TO NEW OWNERS OF CBS

* TRUMP SET TO INTERVIEW WALLER FOR FED CHAIR ON WEDNESDAY: WSJ

(Reuters) - Consumer goods firms are changing CEOs as fast as sports teams change coaches as boards lose patience with sluggish growth, U.S. tariff uncertainty and the challenge of connecting with younger shoppers.

$DASH | DoorDash Launches Zesty, An AI-Powered App For Finding New Restaurants - Bloomberg

* APPLE PLANS TO EXPAND ITS IPHONE LINEUP TO SEVEN MODELS BY FALL 2027 FROM FIVE - THE INFORMATION

#OOTT | U.S. crude oil drops below $55 a barrel, hits lowest level since early 2021 - CNBC

The Holidays Came Early This Year, At Least For Advertisers - WSJ

WILLIAMS SAYS DO BELIEVE WE ARE IN WHAT MANY CALL K-SHAPED ECONOMY

Hassett's Fed chair candidacy received pushback from high-level people close to Trump, sources say

FEDWATCH: “.. since the Fed’s first cut in September last year, the unemployment rate has increased by 0.3 percent, CPI has increased by 0.6 percent, but GDP has decreased by 0.7 percent.”

(Reuters) - Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter. $NVDA

US stocks now tracking for the worst year vs ex-US since the mid-2000s (worse YTD than 2009 by a few bps right now) @augurinfinity

$TSLA | Tesla board made $3 billion via stock awards that dwarfed tech peers | Reuters

Jared Kushner’s Plan To Build A Trump Hotel In Serbia Is Running Into Resistance - WSJ

Why Christmas Music Is More Popular Than Ever - WSJ “One music manager described a holiday hit as a ‘little ATM machine’”