CNBC's "Fast Money" Crude’s Crumble… And Why A Market Goldilocks Scenario Is Still In Play 12/16/25
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Dec 16, 2025 Crude oil prices tumble as WTI falls below $55, sparking discussions about the energy sector's struggles and stock performance. Experts debate how low oil could go, with predictions hitting $40–$35 amidst implications for producers. The panel also explores the potential benefits of disinflation and Fed easing on investment portfolios. Meanwhile, Pfizer faces challenges with declining COVID revenues and competitive pressures in obesity drugs. Activist rumors swirl around Comcast, and talks of airline mergers pick up steam.
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Crude Collapse Pressures Energy Stocks
- Crude oil plunged to its lowest since early 2021, driven by OPEC+ ramp-ups and a potential end to Ukraine-related disruptions.
- Energy stocks lagged, making the sector one of the worst performers in the S&P despite some large-cap value appeal.
Favor Big Integrated Oil Names
- Consider that major integrated producers like Conoco, Chevron and Exxon may offer value even if crude falls further.
- Use rate-driven portfolio tilts and yield features rather than outright bullish bets on oil names, per Guy Adami.
Lower Oil Helps Macro But Hurts Some Stocks
- Lower oil can help disinflation and may push the Fed toward cuts, benefiting risk assets broadly.
- But oil services and exploration firms suffer in a prolonged decline even if broader macro is constructive.