[CNBC/Reuters] Fed’s Hammack says there’s no need to change interest rates for months, WSJ reports [Yahoo/Bloomberg] AI Boom Brings Flood of Debt to [...]

Rational Exuberance Thankfully, it’s that holly-jolly time of year again! For this author, that means it’s the very best time of the year. That said, [...]

[Reuters] US existing home sales edge up in November as mortgage rates ease [Reuters] Brazil’s Lula warns US intervention in Venezuela could be [...]

Seems ominous. Friday’s Bank of Japan 25 bps rate hike was widely expected. Yet 10-year JGB yields still jumped five bps to 2.02%, the high all the way [...]

[CNBC] S&P 500 is little changed after index ends four-day losing run: Live updates [Yahoo/Bloomberg] Yen Weakens Despite BOJ Hiking Rate to Highest Level [...]

[CNBC] Stocks jump after lighter-than-expected CPI, strong Micron earnings: Live updates [CNBC] 10-year Treasury yield slides after much lighter November [...]

[CNBC] Stocks rise after shaky session on mixed U.S. economic data: Live updates [AP] Asian shares are mixed and oil prices jump as Trump orders a blockade of [...]

[CNBC] Stocks are flat after delayed job numbers show mixed picture: Live updates [CNBC] Daily Open: Debt worries continue to weigh on AI-related stocks [CNBC] [...]

[CNBC] Stocks rise as big week of economic data kicks off: Live updates [Yahoo/Bloomberg] Gold Climbs Near Fresh Record With Focus Turning to Jobs Data [CNBC] [...]

[Yahoo Finance] Trump’s Fed pick comes into focus, economic data backlog clears: What to watch this week [Yahoo/Bloomberg] Corporate-Bond Investors Party [...]

Potomac Two-Step Since the start of 2025, HAI’s view has been that Trump administration 2.0 is all-in on a policy commitment to run the economy hot, inflate [...]

[Reuters] With Fed independence in crosshairs, will Supreme Court back Trump again? [Yahoo/Bloomberg] Trump Names Warsh, Hassett as Top Fed Contenders, WSJ [...]