Seana Smith

US stock futures (ES=F, NQ=F, YM=F) are getting a bump higher after November's Consumer Price Index (CPI) report saw consumer goods and services prices rise 0.3% month-over-month and 2.7% year-over-year. Department store Macy's (M) reported its third quarter earnings this morning, which was delayed after discovering an employee hid $154 million in shipping expenses. The retailer is seeing its stock tumble in pre-market trading after releasing mixed results, eking by earnings estimates while falling $10 million short of its revenue estimates. President-elect Donald Trump has named Federal Trade Commission (FTC) commissioner Andrew Ferguson to lead the agency as FTC chair, replacing current chair Lina Khan. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Luke Carberry Mogan.

OPEC+ is cutting its crude oil (CL=F, BZ=F) demand growth forecast for the fifth consecutive month. The Catalysts team welcomes Energy Word Founder Daniel Dicker to share his insights on what this signifies for the global oil market. "It's been a pretty depressing kind of view on crude oil that we've had for the last six months, the last half of 2024. I continue to believe that 2024 was really the kind of pivot year for not fossil fuels, but crude oil specifically, in that it's not going to be the growth story it was in the past," he tells Seana Smith and Madison Mills, "and we have been pivoting on... clients out of crude oil and into natural gas and renewables because of that." Dicker also weighs in on the possible energy policies the incoming second Trump presidency could enact. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Luke Carberry Mogan.

On today's Morning Brief, hosts Seana Smith and Brad Smith cover the latest Consumer Price Index (CPI) print out this morning for the month of November, while also tackling several of the day's biggest market stories. November's Consumer Price Index (CPI) print is in focus, showing a 0.3% rise month-over-month and 2.7% year-over-year. Experts weighing in include New Century Advisors Chief Economist Claudia Sahm and former Federal Reserve Bank of Cleveland President Loretta Mester, all sharing their economic outlook following the report. Yahoo Finance markets reporter Josh Schafer discusses what this print signals about the equity markets in 2025. Meanwhile, Former Attorney General at the Antitrust Division of the US Department of Justice (DOJ) and former director of the FTC's Bureau of Competition Bill Baer provides insights on President-elect Donald Trump's latest administration picks. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. Top trending

Toll Brothers (TOL) reported fiscal fourth quarter earnings on Monday, surpassing estimates on both revenue and profit. Despite the positive results, the homebuilder missed its margin forecasts for the quarter, causing its stock to decline. Housing Research Center Senior Research Analyst Alex Barron joins Catalysts to discuss the results. "It seems like the builders can't do anything right," he tells Yahoo Finance, noting that even when companies outperform expectations, a single setback can trigger a stock price drop. However, Barron remains optimistic about Toll Brothers' long-term prospects, characterizing the current downturn as "a temporary phenomenon." Barron emphasized the company's strategic focus on affordable luxury and speculative homes as key factors that has continued to expand their market share. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith

Stellantis (STLA) and Contemporary Amperex Technology Ltd. (CATL) (300750.SZ) have announced a joint investment of $4.33 billion to construct one of Europe's largest electric vehicle battery manufacturing facilities. The factory will be located in Spain, with production expected to commence by the end of 2026. Catalysts Co-hosts Seana Smith and Madison Mills discuss this deal and its impacts on the EV industry. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith

Smead Capital Management CEO Cole Smead joins Catalysts to discuss his outlook on the 2025 energy sector. "We're really seeing this match of.. there's worry about supply glut, but at the same time, in places like the Permian [Basin], you're seeing a lot of well decline," he tells Yahoo Finance. According to Smead, the key question is where these competing forces will intersect. Regarding investment opportunities, Smead highlights the Energy Select Sector SPDR Fund (XLE) as an attractive option, noting it holds major players like Chevron (CVX) and ExxonMobil (XOM). He also singles out APA Corporation (APA), praising its ability to produce mid-teen returns. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith

Palantir (PLTR) shares gain after the company announced a partnership with Anduril Industries to advance artificial intelligence (AI) for defense use. Seana Smith and Madison Mills break down what investors need to know. Watch Josh Lipton's recent interview with Anduril co-Founder and CEO Brian Schimpf at Yahoo Finance Invest, here To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan.

Chinese automaker BYD (1211.HK, BYDDY) is on track to beat its sales goals for 2024, and is estimated to sell over 4 million cars this year. These numbers are projected to overtake EV competitors like Ford (F) and Honda Motor Co. (HMC). Catalysts co-hosts Seana Smith and Madison Mills discuss these numbers and how China's stimulus policies may impact the company's growth. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Kevin Hall.

TikTok and its China-based owner ByteDance are requesting a divest-or-ban law be put on hold until the U.S. Supreme Court has weighed in. The move comes days after a US appeals court upheld the law, saying that the potential ban withstood constitutional scrutiny by protecting free speech in the US "from a foreign adversary nation and to limit that adversary's ability to gather data on people in the United States." Freshfields CFIUS and National Security Advisor Colin Costello joins Seana Smith and Madison Mills to discuss the legal path ahead for TikTok. Costello notes that the appeal court's ruling was very definitive, making the chances of overturning it slim. "The circuit court here was pretty definitive in terms of its ruling," he says, explaining that the law passed strict scrutiny, the highest level of review in First Amendment cases. After the appeal decision, TikTok said in a statement, "The Supreme Court has an established historical record of protecting Americans' right to free speech, and we expect

Seana Smith and Madison Mills take a look at the top stories moving markets on Catalysts. Oscar Health (OSCR) CEO Mark Bertolini sits down with the Catalysts team to address some common frustrations with the US healthcare system. With two economic data releases on deck this week, the Consumer Price Index (CPI) and the Producer Price Index (PPI), markets wait for inflation signals ahead of the Federal Reserve's final meeting of the year. BMO Capital Markets senior economist Jennifer Lee discusses her outlook for the data prints. Top trending stocks on the Yahoo Finance platform include Palantir Technologies (PLTR), Hershey (HSY), Mondelēz International (MDLZ), and BYD (1211.HK, BYDDY). To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan.