PIMCO’s 2026 Economic View

Monday, December 8th

• Three more Wall Street firms came out with bullish 2026 outlooks. Here’s why they see another upbeat year ahead (CNBC)
• The Year of America’s Cranky Consumer (WSJ)
• Stock Investors Feel Good Again—Here’s Why (WSJ)
• One of World’s Biggest Bond Fund Managers Warns of ‘Dangerous’ Credit-Ratings Dynamic (Bloomberg)
• Trump announces $12 billion aid package for farmers caught up in trade war ⁠(CNBC)⁠
• Paramount Skydance launches hostile bid for WBD ‘to finish what we started,’ CEO Ellison tells CNBC (CNBC)
• Nvidia Set to Win US Approval to Export H200 AI Chips to China (Bloomberg)
• Highest Number of S&P 500 Earnings Calls Citing “AI” Over the Past 10 Years (FactSet)

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MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets

Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs