Closing Bell Closing Bell Overtime: Fed Decision, Oracle Earnings Loom 12/9/25
Dec 9, 2025
Steve Sosnick, Chief Strategist at Interactive Brokers, shares his insights on market pullback risks amid rising yields and interest rates. He explores midterm-cycle challenges while Mike Santoli discusses the implications of market breadth, highlighting small-cap leadership and the transport sector's strength. The conversation also touches on earnings from significant retailers and reveals the nuanced strategies of companies like Nvidia in the evolving tech landscape.
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Bond Market May Signal A Market Pullback
- Steve Sosnick expects higher 10-year yields and sees risk of an S&P pullback next year despite current optimism.
- He links this to rising inflation expectations and political cycle risks under a new Fed chair.
2026: A Tale Of Two Halves
- Brij Khurana sees a two-halves 2026: strong growth and inflation in H1, then weaker growth and disinflation in H2.
- He warns fiscal contraction after potential House changes could shift markets later in the year.
Prioritize Profitability Over Top-Line Cheers
- Aerovironment raised revenue guidance and posted record bookings despite missing EPS; expect focus on profitability going forward.
- Investors penalized the stock for the earnings miss even as backlog and contracts improved.