Nice chart from @joshschafer.bsky.social in here. There’s the headline read that Mag7 earnings will converge with S&P 493 this year. Alternatively: Wall St still thinks Mag7 earnings growth will reaccelerate in the second half of the year. finance.yahoo.com/news/big-tec...

For @yahoo-finance.bsky.social, 10 charts that explain the US economy and stock market in 2024 w/ @alliecanal.bsky.social: finance.yahoo.com/news/10-char...

Throughout 2025 outlook roundtables, I asked equity strategists where they think the AI trade will head in 2025. Story @yahoo-finance.bsky.social about why many are calling for the light blue line in the chart below to continue gaining steam.

We’ve written a lot about the bullish outlook for stocks and the US economy in 2025. In today’s @yahoo-finance.bsky.social Morning Brief, we dug into the flip side and a few reasons why the US could be less “exceptional” than many are hoping in 2025: finance.yahoo.com/news/what-co...

Nvidia hasn't been a key driver in the Mag 7 rally to start December.

After 16 strategists tracked by @YahooFinance projected the S&P 500 to close higher next year, we finally have a bear. Stifel's Barry Bannister sees the S&P 500 ending 2025 in the "mid 5,000s" driven by sticky inflation, and slowing economic growth. finance.yahoo.com/news/stocks-...

You can buy cars on Amazon now. finance.yahoo.com/news/forget-...

A massive move higher in the NFIB Small Business Optimism Index following Trump's win. Large companies with significant revenue tied to small businesses has been an area strategist like Goldman Sachs' David Kostin have highlighted headed into 2025. finance.yahoo.com/news/live/st...

Instead of the “last mile,” ADP chief economist Nela Richardson told me about the “last five pounds” and the patience required by the Fed to make sure it hits its goal on the scale the right way. Story in today’s @yahoo-finance.bsky.social Morning Brief: finance.yahoo.com/news/the-fed...

A fun exercise from @bespokeinvest.bsky.social. If Juan Soto put most of his earnings in a 60/40 portfolio his cash would grow to $814.6 million by 2039. "If Soto were to put it all into the US stock market, based on annual returns over the last 50 years, he'd be at just over $1B by 2039."

The S&P 500 and Nasdaq Composite fell about 0.6% on Monday, for their their worst one-day performance since Nov. 15. It's been a pretty good three-week stretch for stocks.

Oppenheimer now with a street-high 7,100 call for the S&P 500 next year. finance.yahoo.com/news/wall-st...

BofA: "SPX options are pricing just a 64bp move for this Wed, the smallest implied reaction to CPI since inflation picked up in 2021."

There was a clear political divide in today's University of Michigan consumer sentiment survey. Democrats see inflation rising to 3.2% in the next year while Republicans are much more optimistic, believing inflation will fall to 1.3% over the next year. t.co/mnmja9iiTj

Respondents to the December UMich. Consumer Sentiment Survey are worried about higher prices.

Our ⁦@YahooFinance Chart of the Day: Other cryptocurrencies have been significantly outperforming bitcoin since the election. After a year mainly led by bitcoin, it’s risk-on all over crypto.

Stock market today: Nasdaq, Dow, S&P 500 hit records as tech surges, Fed's Powell says economy in 'remarkably good shape' via @yahoo-finance.bsky.social: finance.yahoo.com/news/live/st...

In today’s @yahoo-finance.bsky.social Morning Brief… Why stronger-than-expected economic growth is a key part of Wall Street's bullish calls for stocks in 2025: finance.yahoo.com/news/wall-st...

Job openings rose more than expected in October while hires slipped lower and quits rate picked up for the first time in more than a year. "Today’s report is yet another indication that labor demand is softening but not collapsing." finance.yahoo.com/news/job-ope...

The US economy is solid. And it will stay that way, according to BofA. "We like to say that the US imports a lot of stuff, but it doesn't import recessions," Aditya Bhave, senior US economist at BofA, said on Monday. My story on @yahoo-finance.bsky.social ⤵️ finance.yahoo.com/news/us-econ...

Good read on @yahoo-finance.bsky.social from @akikofujita.bsky.social on what mass deportations could mean for the labor market. “The reason that it's disruptive is not simply because our economy relies on this labor; it's the abruptness of it." finance.yahoo.com/news/us-labo...

BofA: The "American exceptionalism" trade is gaining momentum, driven by the potential return of "America First" policies under Trump 2.0...The 3-mo. correlation between SPX and USD has surged to the highest level since 2017."

People are working hard these days! BofA: "We think we're going back to more of that 80s, 90s type of market environment where productivity drives gains."

Today’s @yahoo-finance.bsky.social Chart of the Day reminds us that, in markets, strength often begets strength. Since 2000, every year the S&P 500 has risen more than 20% entering December, the index has rallied further to end the year, according to Carson Group's Ryan Detrick.

One clear takeaway from 2025 outlooks: Many economists aren’t anticipating a lot of Fed rate cuts. Full story breaking down how economists are talking about the Fed’s path next year for @yahoo-finance.bsky.social. finance.yahoo.com/news/wall-st...

Capital Economics on Trump's proposed tariffs: "The tariffs also trigger a resurgence in price inflation next year to around 3% although, since they amount to a step change in the price level, inflation should drop back in the second half of 2026."

"Core PCE has been going sideways for the last couple of months," Paul Gruenwald, S&P Global Ratings global chief economist told Yahoo Finance. "If you think the fed is on a declining rate path, which we do, that's probably leaning toward the pause camp." finance.yahoo.com/news/key-fed...

Stock market today via @yahoo-finance.bsky.social: S&P 500, Dow notch fresh records as Wall Street shrugs off Trump's tariff threat. finance.yahoo.com/news/live/st...

Incisive piece by @joshschafer.bsky.social Investors don't have Trump figured out after all finance.yahoo.com/news/wall-st...

GS: "While delivering rate cuts that are already priced may only have a modest impact on aggregate growth, it should have a larger impact on spending and debt repayment rates by heavily indebted households and smaller businesses."

“We simply don’t know what the new administration will do in regard to their campaign promises, or the extent to which they will do them, adding to the fog." Today’s @yahoofinance.bsky.social Morning Brief on the fits and starts of the Trump trade: finance.yahoo.com/news/wall-st...

Deutsche Bank sees S&P 7,000 next year. "We see robust equity (and bond) inflows continuing, boosted by strong risk appetite, though are factoring in some slowing in the pace." Full look at S&P 500 2025 targets tracked by @yahoo-finance.bsky.social below.

Barclays: "Over the last several decades, there is virtually no relationship between 2Y price return CAGR and SPX returns over the following year."

RBC and Barclays both see the S&P 500 reaching 6,600 by the end of 2025. Story @yahoo-finance.bsky.social on the key drivers these strategists are watching: finance.yahoo.com/news/sp-500-...

Pretty sharp drop in jobless claims over the past month as we've moved past the hurricane disrupted data. t.co/hTicu4xsPS

Goldman Sachs sees the S&P 500 hitting 6,500 in 2025 alongside 'narrowing' Big Tech outperformance. finance.yahoo.com/news/goldman...

An early theme from Wall Street’s 2025 outlooks is emerging. Strategists no longer need to rely on AI to explain why the market will keep moving higher. From today’s @yahoofinance.bsky.social Morning Brief newsletter: finance.yahoo.com/news/wall-st...

From the BofA Fund Mangers Survey earlier this week...A significant amount of respondents see the risk of a "no landing" increasing under the Trump administration.

Oct. retail sales a bit of a mixed picture, but with Sept. revisions I don't think there's a ton in here to change Fed's view we came into Q4 with consumers in a strong position. More from @joshschafer.bsky.social here: finance.yahoo.com/news/october...

This week's firm inflation prints haven't convinced the market the Fed isn't cutting in December. But they are increasing uncertainty about what the Fed will do in 2025. Story @yahoo-finance.bsky.social: finance.yahoo.com/news/2-firm-...