BofA CEO Sees Tariffs Settling Near 15% Baseline
Brian Moynihan says trade policy is growing clearer, easing planning but leaving China and USMCA as key exceptions.
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China Signals More Proactive 2026 Fiscal Policy Focused on Demand
Finance Ministry outlines 2026 priorities to boost consumption, expand investment, and support innovation amid property slump.
S&P 500 Near 7,000 as Rotation Builds Into Year-End
With thin volumes, traders watch Fed minutes and term premium as tech lags and silver surges.
Holiday-Thinned Stocks Rise as Metals Rally
Record U.S. stocks and surging gold and silver collide with strong GDP, rising joblessness, and Fed-cut debates.
AI-Driven Productivity Lifts GDP While Hiring and Wages Cool
Companies are boosting output through AI capex and efficiency, keeping hiring muted and 2026 raises near 3%.
Q3 GDP Surge Masks Rising Unemployment and Consumer Strain
AI-led productivity is boosting growth, but hiring is stalling as inflation and holiday debt pressure households.
Holiday-Thinned Markets Lift Stocks as Gold and Silver Surge
U.S. indexes notched record closes, but gold and silver led amid hedging demand and Fed timing uncertainty.
S&P 500 Records, Cooling Hiring, Mortgage Rates Ease
Stocks hit new highs as hiring cools, mortgage rates edge down, and China chip tariffs are delayed.
U.S. Delays China Chip Tariffs Until Mid-2027
USTR sets Chinese chip import tariffs at 0% for 18 months, buying supply-chain runway and delaying cost shocks.
Mortgage Rates Ease to 6.18%, Buyers Gain Leverage
Freddie Mac shows 30-year rates steady near 6.2%, while rising inventory boosts buyer negotiations despite tight affordability.
S&P 500 Hits Record as Labor Market Signals Cool
Initial claims fell, but continued claims rose, shaping 2026 Fed easing bets and mortgage rates.
S&P 500 Record, GDP Surge, AI Deal Focus
Stocks hit records on AI megacaps as 4.3% GDP complicates rate-cut bets and dealmaking accelerates.