Be in the know. 15 key reads for Christmas Eve…

  1. Consumers Power Strongest U.S. Economic Growth in Two Years (wsj)
  2. The AI Investment Boom Continues to Drive GDP Growth (barrons)
  3. AI Construction Costs Can Be an Accounting ‘Black Box’ (wsj)
  4. Tech groups shift $120bn of AI data centre debt off balance sheets (ft)
  5. Mergers and Acquisitions Soared This Year. 2026 Could Be Even Bigger. (barrons)
  6. Bessent Sees Room for a Future Revamp of the Fed’s 2% Target (bloomberg)
  7. Fed chair candidate Hassett says U.S. is way behind the curve on lowering interest rates (cnbc)
  8. “We Are In The ‘Optimism’ Phase Of The Cycle”: Goldman Sees Bull Market Broadening In 2026 (zerohedge)
  9. The Marketing Master Trying to Make Us Fall in Love With Disney Again (wsj)
  10. How a Silicon Valley dealmaker charmed Trump and gave Intel a lifeline (reuters)
  11. Boeing awarded $2 billion engine replacement order, Pentagon says (yahoo)
  12. Stanley Black & Decker stock rises as Baird raises price target on CAM sale (investing)
  13. Alibaba Shows China May Be the Next Frontier for Nvidia and AMD (barrons)
  14. Emerging markets had a bumper year — here’s what could be in store in 2026 (cnbc)
  15. “Winter Isn’t Over”: NatGas Soars As Another Cold Blast Targets US East (zerohedge)