Gold prices rise sharply while Bitcoin prices decline slightly as investors await news from the Federal Reserve.
The festive season is upon us, and positive vibes have graced the stock market once more. The main driving force behind this renewed positivity is the recent earnings reports, and it’s safe to say that this quarter’s announcements have been nothing short of outstanding. Sales have seen an impressive 8.2% increase, earnings are up by a substantial 16.5%, and surprise upside performances are at their highest levels in four years.
The burning question on everyone’s minds now is, can it possibly get any better than this? The straightforward answer is a resounding yes. The favorable momentum is expected to persist not only through the holiday season but also well into the beginning of the new year, marking 2026 with a promising start.
But before we get too ahead of ourselves, there is a crucial event looming on the horizon – the Federal Reserve’s interest rate decision. Scheduled for this Wednesday, expectations are high for a rate cut. However, the real insight will lie in the Fed’s official statement post-meeting. The level of dovishness displayed will provide valuable clues about the central bank’s stance moving forward. For a deeper analysis of this event, stay tuned to this Thursday’s Market 360 edition.
In this week’s Navellier Market Buzz, we delve into the potent “Santa Claus rally” fueling the market’s upward trajectory. We dissect why analysts’ swift upward revisions are intensifying buying pressures, why the market is currently being steered by AI and gold sectors, and most importantly, why selling amidst this December strength would not be wise.
As we near the end of 2025, it’s essential to keep an eye on the bigger picture for 2026. A significant economic realignment is taking form, with billions of dollars streaming into the U.S. from various corporate and government channels. The influx of funds aims to bolster AI infrastructure, energy systems, modern industrial facilities, and revamped supply chains – elements vital for our economy’s expansion that have been neglected for years.
Come January 2, 2026, the pace of these transformative shifts is slated to accelerate. Surprisingly, the major beneficiaries of this upheaval won’t be the established giants but rather the unnoticed U.S. firms strategically positioned at pivotal intersections of this $11.3 trillion capital undertow. These companies cater to data center operations, power essential technologies, and enable automation, logistics, and nuclear energy – paving the way for American Dream 2.0.
In light of this, my colleagues and I, Eric Fry and Luke Lango, recently hosted a special summit unveiling the intricacies of this financial transition and charting out actionable strategies for investors to capitalize on. We meticulously crafted a comprehensive 12-stock model portfolio, named Power Portfolio 2026, to align with the emerging market dynamics.
For those seeking to grasp the magnitude of this unfolding economic shift and position themselves advantageously before the capital wave surges, I encourage you to view the replay of our American Dream 2.0 Summit without delay.
Louis Navellier
Editor, Market 360
