The Next Fed Chair In Focus… And Mike Wilson’s 2026 Market Playbook 12/4/25

下一任美联储主席备受关注...以及迈克·威尔逊的2026年市场策略手册 12/4/25

CNBC's "Fast Money"

2025-12-05

43 分钟
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Chatter over President Trump’s next Fed Chair pick is heating up. The latest being heard from D.C., and the front runners likely to take over for Jerome Powell. Plus, just a few weeks left of trading this year, and 2026 could see another double digit gain in the S&P 500. What Morgan Stanley’s Mike Wilson sees in store for stocks, and the sectors he says has the most opportunity. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • Live in the Nasdaq Market site in the heart of New York City's Times Square, this is fast money.

  • Here's what's on top tonight.

  • MetaMoods, the tech giant reportedly making some big cuts to a key part of its business,

  • what the pivot means for the company and will it be enough to get the stock in long-term rally mode?

  • And next...

  • We're going to talk about the big bids in for Warner Brothers Discovery,

  • the latest on where things stand, and who's most likely to come out on top.

  • Plus dollar store gains, what's driving today's jump in dollar general, expedited approvals,

  • how the FDIA is changing the line for drug development, and a builder breakdown,

  • the Wall Street call that had shares of Lenard tumbling today.

  • I'm Melissa Lee, come to you live from Studio B at the NASAC.

  • On the death tonight, Tim Seymour, Dan Nathan, Bono and Eisen, and Mike Wilson, CIO and chief U.S.

  • equity strategist.

  • at Morgan Stanley.

  • Always great to have you here, Mike.

  • We're going to get to those cuts in just a minute at Metta,

  • but we start with the latest developments on the search for a new Fed share.

  • While foreign NEC director Kevin Hassett has become a favorite,

  • there are some rumblings that it's not a done deal yet.

  • Let's bring in Aiman Javuz and see what he's hearing from the White House.