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.
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P&L Staff
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.
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.
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.