News & Daily Briefing
Macro data, earnings on deck, and the political headlines most likely to move US equities.
Assembling today's briefing…
News wire
3 of 14 stories- PoliticsReuters· Dec 31, 10:48PMTop storybullish
Senate advances spending bill, shutdown averted through Q1
Bipartisan continuing resolution clears procedural vote 78-19. Defense and discretionary funding extended, removing near-term tail risk for government contractors and federal-exposed names.
- MacroBloomberg· Dec 31, 10:00PMTop storyneutral
CPI tomorrow: consensus 3.1% headline, 3.3% core — both sticky
Street looking for second straight in-line print. A 0.1pp upside surprise historically pushed 2y yields +8bps and SPX -0.7% intraday in the last 12 prints. Rate-sensitive sectors most exposed.
- PoliticsBloomberg· Dec 31, 8:30PMTop storyneutral
White House signals new tariff package on EV imports under review
Administration weighing additional duties on Chinese EVs and battery components. Domestic OEMs and battery makers tagged as relative beneficiaries; supply-chain names with China exposure most at risk.
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