Fed's rate cut takeaways, Eric Jackson's bull case for Nextdoor
View original at finance.yahoo.comFed's rate cut takeaways, Eric Jackson's bull case for Nextdoor Morning Brief host Julie Hyman takes on the day's morning market developments on December 11, 2025…
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Inflation is higher on my list of concerns than what the FOMC is signaling
80% confidenceAI may be impacting job market on the margins but not a major driving factor
80% confidenceSilent dissents and voting dissents speak to a higher bar for cuts next year regardless of who next Fed chair is
80% confidenceOnline prices showing we're still in the midst of increasing prices from goods side going into next year
80% confidenceUnder Nirav Tolia, notifications were cut by 80% with no effect on 21 million weekly active users
80% confidenceWebvan, Cosmo, and Pets.com were sound ideas just built at the wrong time, now succeeded by Instacart and Chewy
80% confidenceIf productivity doesn't prove as accretive to economy, expected productivity gains won't materialize
80% confidenceInsurance cuts are over and Fed is poised to take a pause in the new year
80% confidenceToo early to say AI is boosting productivity, though surprised to see 2% productivity growth
80% confidenceMajor inflation driver is tariff inflation on goods side, not services side
80% confidenceFed forecasts one additional interest rate reduction in 2026
80% confidenceTariff inflation could peak in Q1 2026 unless new tariff announcements are made
80% confidenceGDP forecast raised to 2.3% for 2026
80% confidenceNextdoor is one of the most misunderstood platforms in the market
80% confidenceNextdoor has 100 million verified real users with no spam or robots
80% confidenceAI and Agentic AI specifically can now map onto local commerce opportunity in ways previous attempts couldn't
80% confidenceAngie was a $2 billion business from lead generation a couple years ago, representing open ground for Nextdoor
80% confidenceJob growth has been overstated by 60,000 per month, with actual negative job growth of 20,000 per month
80% confidence
Data points we hold from this source
| Board of Governors of the Federal Reserve System · gdp forecast | 2.3 percent |
| Board of Governors of the Federal Reserve System · productivity growth | 2 percent |