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Data collection issues skewed the latest Consumer Price Index report, economists warned, clouding the picture for the Federal Reserve as it also grapples with a cooling labor market.
Ron Baron has become known for his big bets on higher-risk growth companies including Elon Musk's Tesla, SpaceX, and xAI, but the billionaire fund manager tells CNBC at least 10-15% of his portfolio strategy is investing in overlooked publicly traded companies that are being penalized by the market for making investments necessary to grow their profits. The market has been obsessed with the spending by richly valued mega-cap tech stocks on AI data centers, but Baron says many other companies are trading at significant discounts based on their investment plans, and the resulting growth will lead to significant gains in earnings and stock prices.
Mona Mahajan, head of investment strategy at Edward Jones, joins 'Squawk on the Street' to discuss the November CPI, the 2026 outlook, and more.
Kevin Green breaks down the CPI print to highlight why investors see improvement in the inflation picture. However, he points to some caveats that show some separation in the trend.
Manufacturing activity in the Philadelphia region slipped further into negative territory in December, disappointing expectations of an uptick despite a rise in new orders and shipments.
Before Thursday, Trump Media had fallen more than 40% since October, and was one of a list of companies affiliated with President Trump suffering huge losses this year.
“It's possible that this does reflect a genuine drop off in inflationary pressures, but such a sudden stop, particularly in the more-persistent services components like rent of shelter is very unusual, at least outside of a recession,” Capital Economics told Bloomberg, adding, “the upshot is that is looks like we all have to wait until the December data is published next month to verify whether this is a statistical blip or a genuine disinflation.”
US inflation slowed more than expected in November, giving the Federal Reserve room to consider further interest rate cuts in 2026, economists said. The Consumer Price Index (CPI) rose 2.7% year-on-year, below economists' expectations of 3%, while core CPI, which excludes volatile food and energy prices, increased 2.6% versus a forecast of 3%, the Labor Department reported.
Echoing the strong run in foreign equities in 2025, bond markets ex-US are also having a good year. Using a set of ETFs to track the major international buckets of fixed-income securities shows across-the-board outperformance over a popular US benchmark through Wednesday's close (Dec. 17).
US stocks rose sharply on Thursday as investors digested a lighter-than-expected inflation report, easing concerns about persistent price pressures and helping spark a rebound in technology shares after a bruising run. The Dow Jones Industrial Average traded 339 points higher, or 0.8%, while the S&P 500 advanced 1.1%.
Consumer prices rose less than expected in November, giving investors hope that inflationary pressures may be cooling enough for the U.S. monetary policy to be eased more than Wall Street anticipates. The consumer price index rose at a 2.7% annualized rate last month, a delayed report from the Bureau of Labor Statistics showed.
CNBC's Carl Quintanilla, Jim Cramer and David Faber discuss the November consumer price index.
Plus, Trump's media company is merging with a fusion venture and Ford unveiled Detroit's biggest EV bust
Tilray and Canopy Growth shares are among big gainers Thursday.
The Labor Department reported Thursday that headline CPI rose 2.7% YOY, well below expectations and the reading reported in September. Inflation remained concentrated in familiar categories, with others, such as gasoline providing a continued reprieve.
CNBC's Steve Liesman reports on the latest economic data to cross the tape.
Brookings' Wendy Edelberg and American Institute for Economic Research's Lydia Mashburn Newman, join 'Squawk Box' to discuss the latest CPI report.
I expect the S&P 500 to end 2026 flat at 6,827, with a mild to moderate recession likely in the next 2–6 months. Valuations are near historic highs, with the risk-free rate exceeding earnings yield, suggesting bubble-like conditions and unsustainable corporate profit growth.
Shares of cannabis firms rose in premarket trading on Thursday, driven by expectations that U.S. President Donald Trump will sign an executive order easing federal regulations on marijuana.
Underlying US inflation rose from a year earlier at the slowest pace since early 2021 in November. The core consumer price index increased 2.6%, compared with a 3% annual advance two months earlier, while the overall CPI climbed 2.7% in November from a year ago.