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Source document· December 14, 2025

Trump's Fed pick comes into focus, economic data backlog clears: What to watch this week

View original at finance.yahoo.com
Trump's Fed pick comes into focus, economic data backlog clears: What to watch this week Stocks closed on Friday in the red, with the tech-heavy Nasdaq Composite (^IXIC) down roughly 1.7% while the blue-chip Dow Jones Industrial Average (^DJI) and benchmark S&P 500 (^GSPC) shed 0.5% and 1%, respectively…
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  • There are a couple of other people besides Hassett and Warsh who are great Fed chair candidates

    80% confidence
  • USD weakening against other currencies is driven by news around the Fed's next leader

    80% confidence
  • The central question for Hassett nomination is whether Fed credibility will endure

    80% confidence
  • Kevin Hassett and Kevin Warsh are both great candidates for Fed chair

    80% confidence
  • There is a potential changing of the guard in the AI trade, with next big beneficiaries being businesses implementing the technology rather than chip manufacturers or hyperscalers

    80% confidence
  • Federal Reserve projects only one rate cut in 2026

    80% confidence
  • Debt issuance by hyperscalers represents a dramatic jump from pre-Covid levels

    80% confidence
  • Markets giving Hassett benefit of the doubt but perception that policy favors growth over price stability could risk unanchoring expectations

    80% confidence
Ce que nous savons · l'intelligence derrière cette page
En direct du substrat
Ce que nous observons
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Signaux que nous suivons
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Tendances que nous surveillons ›
Là où les sources divergent
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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