Tomorrow's CPI data and ECB rate meeting are possible near-term catalysts, and chip giant Micron reports later today. Stocks rose early, with tech gains and Fed speakers in focus.
Today's delayed November jobs report at 8:30 a.m. ET is likely to set the tone. Analysts see lethargic growth of 30,000. Tech shares, especially AI, lost more ground Monday.
As Congress wraps up for 2025, all eyes are on whether lawmakers will extend health-insurance subsidies—the issue at the heart of the 43-day government shutdown earlier this year.
Tomorrow's jobs report, Thursday's Nike results and Friday's BOJ decision are weekly highlights, but focus could stay on fast-retreating tech stocks and rising Treasury yields.
Investors are navigating not just uncertainty, but an unstable environment influenced by tariffs and inflation, among other factors. While volatility may increase, there is likely room for another solid year in 2026, especially for fixed income and international stocks.
The Dow Jones, S&P 500 Equal Weight and Russell 2000 all hit fresh all-time highs this week while tech stocks slumped on AI concerns. Will sector rotation be enough to set the bulls up for a year-end rally?
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