Stock Market News
The 1-Minute Market Report - September 14, 2025
Current market conditions show four out of five major correction indicators flashing red, signaling heightened caution for investors. S&P 500 remains near all-time highs, but market breadth is narrow,...
Markets Weekly Outlook - S&P 500, Nasdaq And Dow Jones On A Tear As Fed Rate Cut Looms
Another inflation print from the US, and focus still remains on the labor market, where unemployment claims saw a significant spike this week. Inflation data this week did flash some warning signs.
The Market's Riskier Than It Used to Be—and Investors Love It
Concentration and groupthink will be a problem at some point, but good luck getting stock buyers to pay attention now.
UK, US to sign multibillion-dollar tech deal during Trump's visit
The United Kingdom and the U.S. are preparing to sign a landmark technology agreement in the coming days as part of President Donald Trump's visit to the UK, the British Embassy in Washington said on ...
Fed governor Cook declared 2nd residence as ‘vacation home,' countering Trump's claims
Federal Reserve governor Lisa Cook reportedly declared a condo she purchased in 2021 as a “vacation” and “second” home in loan filings and other documents — potentially undermining the Trump administr...
Breadth Breakout Drives Market Higher As Investors Remain Skeptical
Another impressive week in what is statistically a poor month for the stock market averages. So far this September, the SPDR S&P 500 (SPY) is up 2.1% and the Invesco QQQ Trust (QQQ) is up 2.9%.
Tristan Thompson on AI Ventures, Prediction Markets
Tristan Thompson, NBA champion and Tracy AI chief content officer, says the prediction market has grown into a billion-dollar industry and is poised to expand into sports. He tells Romaine Bostick and...
Stock market's relentless rally threatens to turn into a ‘melt-up'. What's next.
Some stock watchers see the market on the verge of a “melt-up.” Here's how to approach it.
Fed Reserve governor Lisa Cook described one of the properties at the heart of President Trump's allegations as a vacation home or second home on at least two documents
The White House has sought to fire the Fed governor over allegations that she misrepresented the occupancy status of a residence.
THIS is the MAIN problem with the Fed: Brian Brenberg
'The Big Money Show' panel discusses the mistakes made at the Federal Reserve and why the federal agency should be independent from the executive branch.
Paul Krugman Says Trump's Tariffs Make America More Like Denmark
Nobel laureate Paul Krugman argues that tariff “chaos” and Trump's immigration policies are the real drag on growth by raising costs, freezing investment, and ultimately hitting consumers. He says a 1...
Fed Watch: Independence & Filtering Out the Noise
Key Takeaways Amid swirling headlines relating to Trump's Fed nominations and Governor Cook's legal fight, investors should stay focused on the upcoming September FOMC meeting, where a rate cut remain...
What Moved Markets This Week
Wall Street on Friday posted its best five-day advance in over a month, after a host of inflation data further reinforced expectations of a Federal Reserve interest rate cut next week.
Life Settlements Hedge Funds Are Gaining Acceptance Among Institutional Investors
Over the past decade, life settlements hedge funds have steadily gained acceptance among institutional investors. Their appeal lies in the potential to deliver attractive double-digit returns while ma...
It's 'absolutely essential' that the Fed be independent of 'day-to-day politics': Ex-Fed president
Former St. Louis Fed President James Bullard gives his expectations regarding rate cuts, President Donald Trump's criticism regarding rate decisions and the Lisa Cook firing case on 'Maria Bartiromo's...
Another Strong Week For Stocks
Large-cap growth was up 2.6% on the week, while mid-caps and small-caps actually fell. Outside of the US, there are a dozen country ETFs now up 20%+ on the year, which easily beats out SPY's year-to-d...
Review & Preview: Waiting for the Rate Cut
Tesla and other tech stocks jumped as investors brace for next week's Fed meeting.
Fed Rate Decision Due Wednesday: What to Expect
Vincent Reinhart, BNY Investments chief economist, previews the Federal Reserve's two-day meeting next week. Speaking with Katie Greifeld and Romaine Bostick on "Bloomberg The Close," Reinhart says he...
As Fed nears highly anticipated rate cut, the market ‘really hinges' on 10-year Treasury yield
As anticipation builds around the Federal Reserve's likely interest-rate cut next week, J.P. Morgan Asset Management's Phil Camporeale is keeping his eye on the behavior of a particular Treasury bond ...
Fed meeting is main focus of next week, 25bps cut is likely, says Vital Knowledge's Adam Crisafulli
Vital Knowledge's Adam Crisafulli joins 'Closing Bell Overtime' to talk key catalysts for the markets next week.
Nasdaq ends the week at another record high
Courtney Garcia, Payne Capital Management senior wealth advisor, and Warren Pies, 3Fourteen Research Co-Founder, joins 'Closing Bell Overtime' to talk the week's markets action.
Investors' Optimism for Lower Rates Lifts Nasdaq to Another Record
Both the tech-heavy Nasdaq and the broader S&P 500 posted weekly gains of more than 1% ahead of the Fed's decision on the benchmark interest rate.
Yes, stock-market valuations are high. But this Wall Street veteran outlines 2 scenarios that could keep the rally going anyway.
There is no denying that U.S. stocks are expensive right now.
Week Ahead for FX, Bonds: Fed Set to Cut Rates; Policy Decisions Due in Japan, Canada, U.K.
The Federal Reserve is widely expected to resume cutting interest rates on Wednesday by a quarter percentage point.
The World Is a Mess. Markets Are Ignoring Those Risks—for Now.
Domestic political risks, international tensions, richly priced bonds, exalted equity valuations, and signs of speculative fervor in the IPO market: None of it seems to matter.
Primary trend of this bull market is higher, says Goldman's Tony Pasquariello
Tony Pasquariello, Goldman Sachs head of hedge fund client coverage, joins 'Closing Bell' to discuss what will drive markets in the months ahead.
BlackRock's Rieder the latest candidate to interview in Fed chair search
The White House search for the next Federal Reserve chair continues to twist and turn, with BlackRock bond chief Rick Rieder emerging as the latest hot candidate. The firm's chief investment officer o...
The Fed Won't Fix This
The Federal Reserve's upcoming FOMC meeting will be the primary focus for investors and the financial media next week. Market participants are expecting a reduction of 25bps, with an outside chance of...
Bond market focuses on inflation as yields overtake yesterday's highs
CNBC's Rick Santelli reports on the latest news regarding bond markets.
Wall Street Roundup: Red Flag, Green Flag
Oracle surged to new highs on major contract wins, signaling strong future growth despite recent earnings miss. AI and tech stocks like AVGO and NBIS rallied on large customer acquisitions, while ADBE...
The Fed wild card that could spark bigger rate cuts
A surprise factor could push the Fed to go further than markets expect.
Consumer Sentiment Plummets for Lower-Income Households
Consumer sentiment in the U.S. has taken another sharp downturn, as September's preliminary data from the University of Michigan signals mounting anxieties over tariffs, inflation and the labor market...
5 Variables Every Investor Must Watch Before The Fed Speaks
Markets are currently driven by momentum, abundant liquidity, and record earnings, rather than traditional value discovery. Despite mixed macroeconomic signals, high productivity and global M2 liquidi...
Fed on Track for Rate Cut | Real Yield 9/12/2025
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Franklin Templeton Fixed Income CIO Sonal Desai, Bank of America Securities Head, US Rates Strategy Mark Caba...
What Looms Ahead After The Dow Jones Topped A Record Of 46,000
The Dow Jones Industrial Average reached a record high of 46,000, driven by strong performances in financials, technology, and especially AI-related names like Nvidia and Microsoft. Goldman Sachs (GS)...
Housing Isn't The Problem, It's The Solution
The U.S. housing market faces a crisis, with high mortgage rates and affordability issues stalling transactions and depressing demand. Policies, such as re-privatising Fannie Mae and Freddie Mac, coul...
Rate Cuts Will Hurt Households. Where to Look for Loftier Yields.
The Federal Reserve is almost certain to lower interest rates in the coming week, kicking off an easing cycle. The main beneficiary: Uncle Sam.
The Stock Market Is Ridiculously Expensive. How It Could Get to Ludicrous.
If big tech stocks continue on their current path, it isn't a stretch for them to lead the S&P 500 higher, says DataTrek Research Co-Founder Nicholas Colas.
Funding Stress Emerges As Liquidity Runs Dry
Liquidity conditions are tightening as the Treasury General Account rises and the Fed's reverse repo facility is nearly drained. Reserve balances at the Fed are dropping, with projections to fall belo...
$7 trillion 'wall of cash' worry is looming for investors once Fed interest rate cuts start
Investors who parked cash in money market funds and other high-yield savings accounts have benefitted from the interest rate hikes of recent years. There is over $7 trillion in cash-equivalent investm...
Dow Dips 200 Points; US Consumer Sentiment Falls In September
U.S. stocks traded mixed midway through trading, with the Dow Jones index falling more than 200 points on Friday.
'Halftime Report' Investment Committee debate their rate cut playbooks
The Investment Committee debate what a rate cut will mean for stocks and your money.
Don't Worry, Be Bullish
A series of record highs suggest that the stock market is either ignoring an economic slowdown or is keying off something the data don't show.
Former NEC Director Gary Cohn on how companies are dealing with tariffs
Gary Cohn, IBM vice chairman and former National Economic Council Director under President Trump, discusses the impact tariffs are having on the economy.
Flexport CEO Ryan Peterson: Refunds could be coming if court rules against IEEPA tariffs
Ryan Petersen, Flexport founder and CEO, joins CNBC's 'Squawk on the Street' to discuss what to expect during peak shipping season amid tariff uncertainty.
CRE: 2 Sectors Becoming Quite Concerning
Commercial real estate markets continue to show clear signs of deterioration, which should be raising concerns for investors. Rising vacancy rates and declining property values are pressuring landlord...
Trading Trump: Change Brings Short-Term Market Volatility, But Also Long-Term Winners & Losers
A second Trump presidency signals a major policy pivot, impacting the S&P 500 (SPY) and key sectors through tariffs, reshoring, and immigration reform. Expect persistent market volatility and higher i...
NBER's John Lipsky on the Fed's path ahead and what it means for the economy
John Lipsky, NBER director-at-large, joins 'Money Movers' to discuss the Fed's next move as CEA Chair Stephen Miran is expected to be appointed a Fed governor and what it means for the economy.
Wharton's Jeremy Siegel: Expect there to be one rate cut unless retail sales are weak
Jeremy Siegel, WisdomTree chief economist and Wharton School professor emeritus, joins CNBC's 'Squawk on the Street' to discuss market outlooks, expectations for the Fed, and much more.
Consumer sentiment comes in at 55.4 vs. 58.1 estimated
Rick Santelli joins 'Squawk on the Street' with the latest economic data to cross the tape.
The market volatility is a chance to re-up positions in high-quality, says Citi's Kate Moore
Kate Moore, Citi Wealth chief investment officer, joins 'Money Movers' to discuss markets, the recent volatility and her overall outlook.
The Market Is Scaling The Wall Of Worry
The S&P 500 and Dow Jones hit new highs, sweeping aside the relative pessimism that has failed to take down the current advance. Analysts have quickly shifted from pessimism to optimism, upgrading for...
Small-Caps Are Having a Moment. Why the Russell 2000 Rally Faces a Tough Road.
Strategists have raised concerns about the outlook.
US Consumer Sentiment Falls to Lowest Since May
The preliminary September consumer sentiment index declined to 55.4 from 58.2 in August, according to the University of Michigan. That was below all but one economist's forecast in a Bloomberg survey.
25bps v. 50bps Rate Cut Discussion "Alive and Well," VIX Important to Watch
Kevin Hincks offers his take on the week wrap-up ahead of Friday's opening bell. He says the potential for 50bps remains a possibility given the weakness seen on the jobs front paired with a significa...
"Higher Highs, Higher Lows" Trend Hold, Health Care Bull Run Potential
6,600 is the new resistance level Kevin Green is watching in the SPX, which faced pressure with only 20% of stocks opening higher on Friday. Kevin talks more about the key levels he is watching for Fr...
Short Selling Indicators Point To Higher Prices
High ProShare short-to-long buying ratios in 2X funds historically signal market lows, while low ratios suggest market tops; the current ratio is neutral at 0.8. The position of the ProShare short sel...
Preliminary Consumer Sentiment falls to 55.4 in September as inflation expectations rise
The gold market is trading higher ahead of the weekend after the latest data showed consumer sentiment in the U.S. declining more than expected, while inflation expectations rose higher once again.
Markets Hit Records As IPOs Surge, Fed Cut Looms, Volatility Watch
Major Indices Reach Record Highs Amid Strong IPO Market Activity. Inflation Data Supports Rate Cut Expectations From Federal Reserve.
Consumer sentiment hits four-month low in September, lower and middle income consumers feel pinch
The University of Michigan's gauge of consumer sentiment fell to a four-month low reading of 55.4 in September from 58.2 in the prior month.
Why You Don't Want to Trade Stocks Like a Member of Congress
Investors are chasing all kinds of crazy bets in today's bull market.
US stocks open flat on Friday ahead of Fed meet next week: Nasdaq up 0.1%
The S&P 500 opened little changed on Friday as investors paused following a run of record highs, weighing signals of slowing jobs growth and contained inflation that reinforced expectations of a Feder...
Bessent Adds List of Possible Powell Replacements, CNBC Reports
Treasury Secretary Scott Bessent aims to add one to two more names to the Fed Chair shortlist, CNBC reports, citing unidentified Treasury sources. Bessent has said he's in no rush to make a final deci...
Former Goldman Sachs partner Abby Joseph Cohen: I'm a long-term bull on the United States
Abby Joseph Cohen, Columbia Business School professor and former Goldman Sachs partner and chief U.S. strategist, joins 'Squawk Box' to discuss 30 years of Squawk Box, latest market trends, state of t...
Former NEC Director Gary Cohn on state of the economy, Pres. Trump's tariffs agenda and impact of AI
Gary Cohn, IBM vice chairman and former National Economic Council Director under President Trump, joins 'Squawk Box' to discuss the state of the economy, President Trump's tariff agenda, importance of...
Rate Cuts Should Overwhelm Transitory Stagflation
Despite hotter-than-expected CPI data, investors expect the Fed to cut rates next week, fueling new all-time highs in major market averages. Labor market weakness is seen as outweighing inflation conc...
Economists calculated the cost of Trump's tariffs for Americans. The numbers are staggering
Tariffs aren't just bad for business and consumers: They will also increase the number of Americans living in poverty, according to new research.
Wall Street stocks are mixed as markets count on an interest rate cut from the Fed
Trading on Wall Street was quietly mixed early Friday as markets near the end of another record-setting week ahead of the Federal Reserve's interest rate decision on Wednesday.Futures for the S&P 500 ...
Bulls Running, Value Opportunities & Cautionary Signals in the Market
With stocks on a tear this week, the Dow Jones ($DJI) index joined the S&P 500 (SPX) to reach new all-time highs. Kevin Green notes that current moves are based on the market's optimism about rate cut...
Fresh Market Highs, Here's What I See
The Dow Jones Industrial Average has reached new all-time highs, following widespread investor optimism about AI and softer-than-expected inflation. Investors may feel euphoria, but there are still ma...
Federal budget deficit grows $92B to nearly $2T even as Trump tariffs increase revenue
The CBO said the federal deficit hit $2 trillion in the first 11 months of FY2025, driven by higher Social Security and Medicare costs as well as interest expenses despite tariffs.
With A Fed Rate Cut On The Horizon, Experts Say These 3 Asset Classes Could Be Game-Changers For Your Portfolio
With the U.S. Federal Reserve facing a pivotal decision next week, a market expert suggests that an impending interest rate cut creates a strategic opportunity for investors to restructure their portf...
There's just enough pain in the economy to boost the stock market — and one chart shows why
“No pain, no gain” is the expression that might be used to frame the direction of the stock market.
ETF demand is soaring — but investors are making these big mistakes, financial experts say
ETFs brought in $540 billion in new money during the first half of 2025, which surpassed total inflows for the same period in 2024, according to Morningstar. But "convenience can also breed complacenc...
Why The Fiscal Deficit Won't Necessarily Lead To High Interest Rates
There are significant fears over U.S. deficits and debt. But there is little evidence that this will lead to higher interest rates.
Jim Cramer Recommends Buying This Industrial Stock, Calling It 'Way Too Cheap'
On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended buying Canadian National Railway Company CNI, saying it's “way too cheap.”
Ferguson: Stagflation is a clear and present danger for the Fed
Roger Ferguson, Former Federal Reserve Vice Chairman and CNBC contributor, said a rate cut is likely but warned of stagflation risks, tariff-driven inflation, and threats to Fed independence.
Consumer spending pushed ahead in August, CNBC/NRF Retail Monitor finds
CNBC's Steve Liesman joins 'Squawk Box' to break down the latest results from the CNBC/NRF Retail Monitor.
The Dow Jones Industrials Bubble
The Dow Jones Industrial Average is trading at bubble-like valuations, with a PE ratio of 25, similar to the S&P 500. Unlike SP500, the DJI bubble is not driven by AI-related stocks; most top DJI comp...
Worldwide Exchange: ETF Flows Week of September 8
CNBC's Frank Holland speaks with Todd Rosenbluth, Director of Research at VettaFi, about the action in ETFs this week.
Hermann: The economy is not in recession
Julia Hermann, Global Market Strategist at New York Life Investments, sees Fed easing as supportive, warns on labor weakness, highlights AI strength, and sees financials benefiting from rate cuts.
Dow futures plunge sharply on Friday: 5 things to know before Wall Street opens
Dow futures slipped back from their historic highs this morning, down roughly 0.2% after the Dow closed above 46,000 for the first time ever on Thursday.
These 18 stocks will likely lead the market between now and December
Why do large caps usually beat small caps in the fourth quarter? Follow the money.
Coming SOON: Opening Bell
"Opening Bell with Nicole Petallides" is Schwab Network's flagship new morning show—broadcast live from the floor of the New York Stock Exchange—and built from the ground up to serve the active trader...
International Stocks Have Their Year In The Sun
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
Fund managers are on the cusp of ‘extreme bull sentiment,' flags Bank of America. That's often a bad sign.
Anything but the dollar is the new investment zeitgeist that Hartnett sees in the market.
The market continues to rally because of corporate earnings and AI: Defiance ETFs' Sylvia Jablonski
Sylvia Jablonski, Defiance ETFs CEO and CIO, joins 'Squawk Box' to discuss the latest market trends, state of the economy,
5 Things To Know: September 12, 2025
CNBC's Joe Kernen reports on the 5 things to know on September 1, 2025.
Stock Markets Surge Amid Jobs Slowdown. Trump Tariffs, Stagflation Could Ruin the Party.
Latest inflation data unlikely to derail Fed, Trump pushes to remove Lisa Cook, Paramount Skydance looking at Warner Bros. Discovery bid, and more news to start your day.
It's hard to predict a stock-market top, but two red flags have this analyst eyeing the eject button
A faltering economy and fizzling AI trade could spark a pullback for stocks
Wall Street braces for quarter-end liquidity stress in money markets
A surge in U.S. Treasury bill issuance in recent months has reduced liquidity in the financial sector, stoking investor concerns that funding markets could face a September squeeze.
Why Morgan Stanley now sees four straight Fed interest-rate cuts
Morgan Stanley's economists have quickly swung their stance on U.S. interest-rate cuts, and in a new note to clients on Friday are forecasting four consecutive quarter-point rate reductions.
ECB must be mindful of downside risks to inflation, Rehn says
The European Central Bank must be mindful of downside risks to inflation that stem from cheaper energy and a stronger euro, Finnish central bank chief Olli Rehn said on Friday.
The threat of the Fed ‘turning Turkish' makes for some tough allocations decisions, this strategist says.
Either stocks or bonds are right, but not both, argues Gavekal strategist Will Denyer.
U.S. August CPI up, raising hopes of Fed rate cut
U.S. core inflation data comes in as expected while unemployment claims are almost at 4-year highs which boosts hopes of a Fed rate cut next week. Global equities respond by pushing into the green.
Stock Market Today: Dow Futures Slip; Investors Await Confidence Data
Warner Bros. stock rallies in offhours trading
Tariffs threaten U.S.' services dominance as nations aim to fortify their own industries: Strategist
Indosuez Wealth Management's Francis Tan highlights the interdependence between the manufacturing and services sectors in Asia, explaining that if the former 'sneezes' the latter is in danger of 'catc...
Ferguson Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Ferguson Enterprises Inc. FERG will release earnings results for the fourth quarter, before the opening bell on Tuesday, Sept. 16.
Dow Jumps Over 600 Points On Fed Rate Bets: Investor Sentiment Improves, Fear & Greed Index Remains In 'Neutral' Zone
The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Neutral” zone on Thursday.
China investors seen looking past Cambricon index rebalance, staying bullish on AI
Investors are expected to remain hungry for China's Cambricon shares , with a looming reshuffle in a key tech index that could lead to over $1 billion worth of passive selling unlikely to shake their ...