Government shutdown ended - what's next for markets?
Nathan
Mike Wilson
Government shutdown resolution provides relief but issues remain and could resurface in January
Could delayed government data like CPI and jobs reports have market impact?
Nathan
Mike Wilson
Data delays complicate Fed's ability to cut rates as much as market wants
Does this change your view on Fed rate cuts? You were calling for 6-7 cuts next year
Nathan
Mike Wilson
Expecting 5-6 Fed cuts vs market's 3-3.5 cuts, market needs lower rates for private economy to move
Dow hitting new highs while broader market lower - does this point to new market direction?
Nathan
Mike Wilson
Getting closer to market broadening moment in 2026 due to improving earnings story
Mike Wilson
Seeing double-digit earnings growth for median stock for first time in four years
Can market rally without Fed meeting rate cut expectations?
Nathan
Mike Wilson
Broadening story requires Fed to get ahead of the curve
Mike Wilson
Worst of economic slowdown behind us, into new bull market now