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U.S. Jobless Claims at 224,000 vs 225,000 Estimate
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U.S. November Consumer Prices Up 2.7% y/y vs 3.1% estimate
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Yardeni sees rotation away from Magnificent 7 weighing on Santa rally prospects
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Hassett: its appropriate to lower interest rates right now
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Global S&P Futures mixed in premarket
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US, Russia to hold talks on Ukraine war in Miami this weekend - Politico
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Bessent: concern about Hassett is 'absurd,' he would make a good Fed chair
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This chart suggests Santa rallies typically pick up late in December
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Fed's Waller: Job market soft but not falling off cliff
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Fed's Waller: no rush to cut interest rates given outlook
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Fed's Waller: Fed is 50 to 100 basis points over neutral
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Fed's Waller: We Don't Know Yet What AI Will Do To Jobs Market
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Global S&P Futures mixed in premarket
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Fed's Bostic: Inflation A More Pressing Risk Than Labor Market
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Trump Set to Interview Christopher Waller for Fed Chair, People Familiar Say -- WSJ
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Trump tells NYP he stands by Susie Wiles after Vanity Fair story
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Leavitt: Trump may tease policy to come in 2026 tomorrow
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Trump: will be giving an address to nation tomorrow night, live from White House
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Business Inventories (Sep) 0.2% vs 0.1% Expected
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S&P Global US Manufacturing PMI (Dec P) 51.8 vs 52.1 Expected, Services 52.9 vs 54
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Hassett: Government Shutdown Led People To Hold Off On Hiring
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Hassett: deficit reduction is key - CNBC interview
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U.S. economy adds 64,000 jobs in November, delayed BLS data shows
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U.S. adds 64,000 jobs in November, unemployment rate holds at 4.6%
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Retail Sales Advance (Oct MoM) 0.0% vs 0.1% Expected
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Treasury Secretary Bessent forecasts inflation drop in first half of 2026
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Bessent: Guess Will See Fed Chair Announcement Early January
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Investor optimism hits four-year high, BofA survey finds
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Global S&P Futures mixed to lower in premarket
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Trump: classifying fentanyl as weapon of mass destruction
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Trump: going to start hitting drug smugglers on land
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Bessent: met with EU ambassadors and emphasized finalization of Pillar 2 global minimum tax agreement is of interest to U.S.
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Treasury, IRS Release Final Rules on the Tribal General Welfare Exclusion Act and Entities Wholly Owned by Indian Tribal Governments
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Fed's Williams: inflation is still too high
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Hassett's Fed chair candidacy received pushback from high-level people close to Trump - CNBC
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NAHB Housing Market Index (Dec) 39 vs 39 Expected
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Empire Manufacturing (Dec) -3.9 vs 10 Expected
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Global S&P Futures mixed to higher in premarket
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Trump tells WSJ next Fed chair should consult with him on where to set interest rates
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Trump Says He is Leaning Toward Warsh or Hassett to Lead the Fed -- WSJ
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Fed's Goolsbee: can't assume that current inflation will be transitory - CNBC
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Fed's Paulson: more concerned about labor market than inflation
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UBS says U.S. stock market backdrop remains favorable
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Global S&P Futures lower in premarket
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White House on Fed: Trump thinks more should be done
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Trump: Stock Market Just Hit An All-time High
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Wholesale Inventories (Sep F) 0.5% vs 0.1% Expected
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U.S. weekly initial jobless claims rise to 236,000
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BCA sees supportive 2026 backdrop but 'only' 5–10% upside for the S&P 500
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Stifel maps out 2026 S&P 500 scenarios: +9% upside vs. –5% downside
