Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. 1. The S & P 500 fell modestly Monday after another winning week . Investors are awaiting Wednesday’s expected Federal Reserve interest rate cut. The index has rallied in recent weeks, spurred by comments from New York Fed President John Williams that a December rate cut was on the table. The market’s move, as of Friday’s close, pushed the S & P Short Range Oscillator deeper into overbought territory. When the Oscillator is this overbought, the Club does not do any buying, “unless something is just kind of down horribly and we don’t agree with that sell off,” according to Jeff Marks, the Club’s director of portfolio analysis. 2. Deutsche Bank analysts said Club names Eaton and Honeywell are both buys. For Eaton , analysts also named the industrial stock a top 2026 pick. They did, however, cut their Eaton price target to $418 from $440. Deutsche Bank attributed the stock’s underperformance this year to a lack of big quarterly beats and guidance raises. Analysts, in part, blamed tariffs, but expect that headwind to fade in 2026. As for Honeywell , Deutsche Bank brushed off that stock’s underperformance due to ” spin purgatory ” ahead of the company’s finalized separation into three publicly traded entities. Solstice Advanced Materials was already spun off from Honeywell in late October. But with the aerospace and automation split set for completion in 2026, analysts said the breakup could unlock 25% upside. 3. Solstice Advanced Materials is getting kicked out of the S & P 500 on Dec. 22 and moving into the S & P SmallCap 600 Index. “This isn’t an indictment on the business,” Jeff said. “It’s really a function of its market cap.” Solstice has a market cap of roughly $7.5 billion, much lower than the S & P 500’s roughly $22.7 billion market cap requirement. The Club got shares of Solstice in the spin-off. It’s currently our smallest weight position at just 0.12%. (Jim Cramer’s Charitable Trust is long ETN, HON, SOLS. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
