ServiceNow’s $7.75 Billion Armis Deal Signals AI Shift
As the White House pushes faster AI adoption, software spending pivots toward security, governance, and tighter controls.
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P&L Staff
Q3 GDP Jumps 4.3% as Confidence Slips on Costs
Summer growth beat forecasts, but sticky essentials inflation and cooling job security are dragging sentiment.
S&P 500 Hits Record as GDP Surprise Tests Cuts
AI megacaps powered a thin Santa rally as Q3 GDP beat trimmed near-term cut odds, while gold hit records.
China Slaps Provisional Duties on EU Dairy Imports
Tariffs of 21.9% to 42.7% deepen the EV-linked trade spat, pressuring EU exporters and aiding Chinese producers.
Fed’s Miran Signals Cut Debate as Year-End Data Looms
Miran downplayed inflation distortions and urged further easing as markets watch delayed GDP and PCE prints.
Big Tech and AI Bid Lifts S&P 500, VIX Falls
Stocks rose as semis and AI infrastructure rebounded, with broad sector gains and subdued volatility.
Big Tech Rally Eases VIX as Fed Cuts Debated
Tech-led gains and low volatility meet shifting Fed cut odds, China-EU trade frictions, and key data.
Shutdown-Delayed Data Tests Soft-Landing Outlook Ahead of 2026
Late GDP and factory data force markets to weigh cooling hiring against steady growth and easing inflation.
Thin Holiday Liquidity Puts AI Megacaps Back in Control
Futures ticked higher as cooler inflation revived 2026 easing bets, lifting tech while breadth stays fragile.
Treasury Yields Edge Higher Ahead of Heavy Pre-Christmas Auctions
Thin holiday liquidity spotlights $183 billion of 2-, 5- and 7-year supply and the delayed Q3 GDP read.
Holiday Liquidity Puts AI Megacaps, Treasuries in Focus
Thin holiday trading amplifies megacap moves as delayed data and key Treasury auctions steer yields.
Europe’s Record Run, Fed Cut Bets Intensify
European stocks hit records as cooling inflation, wary consumers and U.S. policy signals reshape year-end positioning.