Stock Market News
Wall Street Brunch: Mega And Macro
Recent Amazon (AMZN) layoffs and a shift to AI-driven operations are seen as margin tailwinds, echoing trends across Big Tech. Labor market softness, potentially accelerated by AI adoption, could ease...
There's now a bigger risk for stocks than the economy or corporate earnings
January reminded investors that even solid earnings and a strong economy can take a backseat when geopolitical shocks rattle markets.
Stocks slide and gold fever fades as investors weigh Trump's Fed pick
Financial markets are churning on Friday as investors try to figure out what President Donald Trump's new nominee to lead the Federal Reserve will mean for interest rates. The initial reactions were u...
Treasury Issuance Appears To Be A Problem For Risk Assets
Liquidity conditions are tightening further due to Treasury settlements and a rising Treasury General Account (TGA), draining $64.3 billion from markets this week. The upcoming Treasury quarterly refu...
Consumer “Rationality” Returns in 2026
Last Friday morning, I realized I would run out of dish soap by Monday as I did the breakfast dishes. That meant heading out to witness the state of grocery stores before we all got snowed in here in ...
Despite What Powell Says, Labor Market Is Weak - January Payrolls Preview
It appears that the unemployment rate is stabilizing at 4.4%, but underneath, the job creation dynamics point to a weak labor market. This "stability" could hold over the near term, but given the thre...
Wall Street Week Ahead
This week brings a heavy mix of megacap earnings and top-tier economic data, headlined by the January jobs report. On the macro side, investors will track a packed U.S. calendar: S&P Global Manufactur...
The Big Friday Liquidation: Gold, Silver And Stocks All Sold
Silver experienced a systemic, algorithm-driven liquidation, with the AGQ ETF plunging 65% in a single session—this was not fundamentals-driven. Precious metals markets are dangerously over-leveraged,...
The 1-Minute Market Report, January 31, 2026
The S&P 500 hit another all-time high but showed signs of fatigue, with momentum waning and technical cracks emerging. Energy outperformed, while gold, silver, and mining stocks faced sharp selloffs.
Kevin Warsh's nomination to Fed is one of Trump's smartest moves— and a partnership he needs to make work
Warsh will thread the needle, lowering short-term rates while he downsizes the Fed's massive balance sheet.
Stocks care about nominal numbers like earnings
Why stocks "care" about nominal GDP.
The CFTC Will Weigh In on Whether Prediction Markets Are Gambling
Commodity Futures Trading Commission Chairman Michael Selig promised on Thursday that his agency would clarify its stance on how sports-related bets on the prediction market platforms Kalshi and Polym...
What the Fed's decision to hold rates steady means for markets
Federal Reserve officials voted to hold interest rates steady at their January FOMC meeting — the first of 2026 — as they try to balance both sides of the US central bank's dual mandate: inflation and...
Powell's term as Federal Reserve governor does not end until 2028.
Powell's term as Federal Reserve governor does not end until 2028.
Warsh pick doesn't end talk that Powell may stay on to protect Fed's independence
Some Fed watchers say the choice of Warsh means it's more likely that Powell will continue to stand in Trump's way.
The ‘January barometer' for stocks comes with a big asterisk this year
If the first month of 2026 can be any guide to the rest of the year, investors should buckle up.
Investing In A Midterm Election Year
Tame inflation is expected for 2025 with housing supply and real-time indicators suggesting CPI will trend down toward the Fed's 2% target by year-end. Manufacturing reshoring pledges are likely overs...
Eager for an OpenAI or Anthropic IPO? Then Trump's Fed pick is good news.
Kevin Warsh supports President Trump's desire for lower interest rates, and that could be a catalyst for blockbuster artificial-intelligence IPOs.
What Moved Markets This Week
Wall Street ended the trading week in the red as most of the Magnificent Seven stocks reporting earnings did not lift sentiments, contributing to tech trade sell-off, as the Federal Reserve hit a paus...
Trump's pick for Fed chair has long attacked the central bank. Kevin Warsh now faces a harder challenge: delivering lower inflation without sacrificing Fed independence.
If confirmed, Trump's Fed-chair nominee would face several treacherous balancing acts.
Weekly Commentary: Kevin Warsh And Regime Change
Financial, economic, social, and geopolitical stability would have been better served if the Yellen Fed had not held short-term interest rates below 1% through 2017 - still held below 2% a decade afte...
Global Rates Begin To Diverge
Fed leaves borrowing costs unchanged. Differences emerge across global interest rates.
Record Stock Valuations, Fed Independence, And Macro Volatility
As political pressure on the Federal Reserve intensifies and markets ponder the nomination of a new Chair, understanding this chain of risk is increasingly important for investors. Central bank indepe...
5 Years Since Meme Stock Mania
In January 2021, there was a surge in buying of crypto and NFTs, but perhaps the most in-vogue assets at the time were extremely high short interest names like GameStop and AMC Entertainment. GameStop...
Warsh speaks as a dove, but might be more hawkish on inflation, investment strategist says
Wealth Enhancement chief strategy officer Jim Cahn says the market is ‘confused' about President Donald Trump's selection of Kevin Warsh as the next Federal Reserve chairman on ‘The Claman Countdown.'
Inside Trump's ‘transformational' pick for Fed Chair
‘Kudlow' panelists discuss Kevin Warsh's potential as Fed Chair, emphasizing his understanding of inflation caused by money printing and the need for Fed reform. #fox #media #breakingnews #us #usa #ne...
‘TERRIBLE': GOP senator reveals why he says Fed Reserve is broken
Sen. Mike Lee, R-Utah, discusses President Donald Trump's pick for Federal Reserve chairman, a government funding holdup and more on ‘Kudlow.'
This Week's Market Wrap: Mega-Cap Earnings, Inflation Data, And AI-Driven Spending
This Week's Market Wrap: Mega-Cap Earnings, Inflation Data, And AI-Driven Spending
Hassett BLASTS the Fed as BEHIND the curve
White House National Economic Council Director Kevin Hassett shares the challenges Kevin Warsh will face as Federal Reserve chair on ‘Maria Bartiromo's Wall Street.'
The Fed ‘is going to remain very independent,' says Brandywine Global Portfolio manager
Brandywine Global Portfolio manager Jack McIntyre analyzes market reactions to Kevin Warsh's nomination for Fed Chair, recent inflation data and more on ‘The Claman Countdown.' #fox #media #breakingne...
Month-End Flows And U.S. Index Outlook: U.S. Stocks Fall From Warsh's Nomination
Stock markets keep correcting after FOMC highs after Kevin Warsh's nomination for Fed Chair. The Dow Jones is now evolving within a descending channel right after testing its all-time highs.
Trump Taps Warsh For Fed Chair, Furman Reacts to Rate Hold
President Trump announces he intends to nominate Kevin Warsh as the next chair of the Federal Reserve, replacing Jay Powell when his term ends in May. Michael McKee speaks with Fed Governor Stephen Mi...
What Warsh Means for Markets, Rates, and Housecleaning at the Fed
Investment strategists weigh in on President Donald Trump's nomination of Kevin Warsh as chair of the Federal Reserve. Plus, investment newsletter commentary on Taiwan's GDP, tech stocks, and populati...
Stocks Lower as Commodities and Tech Weigh on S&P; Gold, Silver Dip | The Close 1/30/2026
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Federal Reserve Governor S...
The gold, silver, and bitcoin rally halts following the new hawkish Fed nominee pick, Warsh.
The gold, silver, and bitcoin rally halts following the new hawkish Fed nominee pick, Warsh.
Fed's Bowman Says Policy Still Restrictive
Fed governor Michelle Bowman said she supported the decision to hold rates, but also could have voted in favor of continuing to remove policy restraint to hedge more against the risk of further labor ...
LARRY KUDLOW: Warsh is the right man for the Fed
Kevin Warsh has a tremendous opportunity to be a transformational figure in Fed history
Trump picks veteran staffer to head Bureau of Labor Statistics
President Trump plans to nominate economist Brett Matsumoto to head the Bureau of Labor Statistics, elevating a career staffer who has worked at the agency since 2015.
How the market performed in January, Trump nominates Kevin for Fed Chair, Apple earnings
January trading recap, why the labor market looks unhealthy Asking for a Trend anchor Josh Lipton breaks down the latest market moves for January 30, 2026. Markets and Data reporter Jared Blikre break...
Larry Kudlow reveals what he thinks of Trump's pick for Fed chair
FOX Business host Larry Kudlow says the decision to appoint Kevin Warsh is 'superb' on 'Kudlow.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #kudlow #larrykudlow #kudlowshow #...
What Kevin Warsh as Fed Chair could mean for US real estate and retail trading
President Trump has tapped former Fed Governor Kevin Warsh as his nominee to be the next chair of the Federal Reserve. Stocktwits head of markets & retail investor insights Tom Bruni explains discusse...
Opinion | Kevin Warsh on the Fed's Mistakes and the Consequences
The chairman-designate on where the central bank has gone wrong and what independence means.
Trump's Fed pick Warsh serves on board of firm at center of US-South Korea trade spat
Kevin Warsh, President Donald Trump's pick to head the Federal Reserve, has earned over $1 million since 2020 as a member of the board of e-commerce company Coupang , now at the center of trade tensi...
Friday's Final Takeaways: Trump's Fed Chair Pick & Memory Chip Surge
President Trump named his nomination for Fed Chair as Kevin Warsh on the final trading day of January. Marley Kayden and Sam Vadas talk about the pick and the market reaction that followed.
Thoma Bravo explores sale of identity software firm Imprivata, sources say
Thoma Bravo is exploring a sale of Imprivata, a digital identity software provider for the healthcare industry, according to three people familiar with the matter.
Getting Trump's Fed chair confirmation through quickly is important, GOP lawmaker says
Rep. Bryan Steil, R-Wis., discusses President Donald Trump's Federal Reserve chair nominee Kevin Warsh and the deadline for a government shutdown on 'Making Money.
Who Is Trump's New Fed Chair Pick?
President Trump announced Kevin Warsh as his nominee to succeed Jerome H. Powell as chair of the Federal Reserve.
Bar is higher for Warsh to defend Fed independence, says Fmr. Cleveland Fed President Loretta Mester
Loretta Mester, Fmr. Cleveland Fed President, joins 'Closing Bell Overtime' with reaction to Pres.
Trump picking Kevin Warsh as Fed chair wasn't enough to soothe shaky markets
A double-whammy selloff of tech stocks and metals shook markets on Friday.
Exclusive: SpaceX generated about $8 billion in profit last year ahead of IPO, sources say
SpaceX generated about $8 billion in profit on $15 billion to $16 billion of revenue last year, two people familiar with the company's results said, providing fresh insight into the financial health...
Fed's Miran Sees Warsh as Persuasive, Respected New Chair
Federal Reserve Governor Stephen Miran says he thinks Kevin Warsh is a "fantastic pick" to lead the central bank.
Business leaders celebrate Trump's Fed chair pick
Business leaders praised Trump's nomination of Kevin Warsh as Federal Reserve chairman, citing his extensive experience and proven crisis management expertise.
Will Kevin Warsh Be Confirmed as Fed Chair?
Julia Coronado, founder and president of Macropolicy Perspectives, says President Trump's Fed chair pick Kevin Warsh understands the challenges of forging consensus at the central bank. Coronado speak...
Sen. Warren: 'Donald Trump doesn't want Fed independence'
Sen. Elizabeth Warren discusses President Trump's nomination for a new chair of the Federal Reserve, Kevin Warsh, and its potential impact on Fed independence.
S&P, Nasdaq Fall; Dollar Rallies After Trump Taps Warsh | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
President Trump plans to nominate economist Brett Matsumoto to head the Bureau of Labor Statistics, according to people familiar with the matter
Brett Matsumoto, the next chief, has worked as an economist at the BLS since 2015.
Warsh a good choice for Fed Chair but now the hard part begins, says Fed's Roger Ferguson
CNBC's Steve Liesman and former Fed Vice Chairman Roger Ferguson join 'Closing Bell' to discuss Warsh's nomination to lead the Federal Reserve.
Opinion | Donald J. Trump: My Tariffs Have Brought America Back
The ‘experts' predicted market crashes, massive inflation and recession. They were all wrong.
January Barnburner: Gold Soars And Crashes, Stocks Rally, Bonds Quiet
January 2026 delivered strong equity gains, with U.S. small/mid-caps and ex-US stocks outperforming, while bonds remained flat and bitcoin lagged. Resource sectors led early, but Financials underperfo...
Fed's Miran Weighs In on Warsh, Rate Cuts and Balance Sheet
Federal Reserve Governor Stephen Miran says the Fed can proceed at a slower pace of rate cuts but he still has concerns about the weakness in the labor market. Speaking on "Bloomberg The Close," Miran...
Wall Street Can't Decide Whether Kevin Warsh Will Be a Friend or Foe
Warsh has recently advocated for lower rates, but a smaller Fed balance sheet.
What to know about Kevin Warsh, Trump's pick to lead the Federal Reserve
Kevin Warsh, President Donald Trump's pick as the next Fed chair, is a central bank veteran, serving during the critical period of 2006 to 2011 that led up to and ultimately through the global financi...
Fed honeymoon for Warsh? Briefly — then push comes to shove.
The Federal Reserve could cut rates a few more times this year — but likely not as much as President Trump wants.
TRUMP'S PICK: Kevin Warsh sends SHOCKWAVES through the Fed
‘The Big Money Show' panel reacts to President Donald Trump's Fed pick as markets weigh the future of interest rates and monetary policy.
Trump Picks Kevin Warsh As Next Fed Chair | Real Yield 1/30/2025
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Columbia Threadneedle Investments Global Head of Fixed Income Gene Tannuzzo, TD Securities of US Rates Strate...
Why President Trump tapped Kevin Warsh as his nominee for Fed chair
President Trump wrote on Truth Social that he tapped former Federal Reserve Governor Kevin Warsh to be his nominee for the next chair of the Federal Reserve. We speak to experts about the what Kevin W...
Lawmakers react to Trump nominating Kevin Warsh for Federal Reserve chairman
President Donald Trump nominated Kevin Warsh as Federal Reserve chair to replace Jerome Powell, sparking mixed reactions from key senators ahead of a contentious confirmation process.
'IT'S INAPPROPRIATE': Trump makes 'ironic' statement about his Fed pick
'The Big Money Show' discusses President Donald Trump's nominee to replace Jerome Powell at the Federal Reserve. #foxbusiness #bigmoneyshow
Before Betting On Bubble Burst, Let's Check Its Existence First
Applying Ray Dalio's bubble framework, I find no convincing evidence of a current U.S. equity market bubble. Valuations risks, both for the broader S&P 500 and Magnificent 7, are well balanced by stro...
Recession Imminent: Just What Stocks Need
The Federal Reserve has decided to keep rates unchanged. This could be a mistake. Key employment and alternative inflation indicators suggest deflationary risks and a potential recession within 6–12 m...
More Signs Of 'Irrational Exuberance'
Markets are heading toward gains in January despite some recent volatility emerging. Microsoft took the biggest daily hit to its market capitalization since the Covid lockdowns as worries are mounting...
Tech earnings: Investors reward companies that own the full stack of AI
CNBC's Deirdre Bosa reports on news regarding the IPO market.
Will mortgage rates fall under Trump's next Fed chair? Here's what to know.
Mortgage rates didn't move after President Donald Trump announced his pick of Kevin Warsh as the next Federal Reserve chair.
Trump's Fed Chair Pick Triggers Gold, Silver's Worst Day Since 1980: What's Moving Markets Friday?
Precious metals sold off violently on Friday after President Donald Trump announced Kevin Warsh as the next Federal Reserve chairman, ending a powerful rally that had stretched for weeks.
Fed's Musalem Rejects Further Rate Cuts
St. Louis Fed President Alberto Musalem said he would be reluctant to support further interest rate cuts, given that inflation has remained stuck above the Federal Reserve's 2% target.
Wall Street Roundup: Big Name Earnings
Microsoft (MSFT) and Meta (META) both beat earnings, but diverged post-report as MSFT fell 10% and META rose 10%, reflecting differing market sentiment on core execution and AI investment. Tesla (TSLA...
Wall Street reacts to President Trump's Fed Chair nomination: Kevin Warsh
The Investment Committee debate what the Warsh pick means for the market and your money.
Fed Policymakers Will Find Kevin Warsh Persuasive, Governor Stephen Miran Says
Miran said he thinks policymakers will receive President Trump's appointment of former Fed governor Kevin Warsh well.
Trump's Fed Pick Warsh Sets Off The Worst Day For Gold And Silver Since The 1980s
President Donald Trump said Friday that he plans to nominate former Federal Reserve governor Kevin Warsh as the next chairman of the central bank.
Everything you need to know about Kevin Warsh, Trump's pick to lead the Federal Reserve
Kevin Warsh, President Donald Trump's pick as the next Fed chair, is a central bank veteran, serving during the critical period of 2006 to 2011 that led up to and ultimately through the global financi...
Trump Picks Kevin Warsh as Next Fed Chair
If confirmed by the Senate, Kevin M. Warsh, a former governor at the central bank, will replace Jerome H.
Week Ahead for FX, Bonds: U.S. Jobs Data, Central Bank Decisions in Focus
U.S. jobs data will come back into focus in the coming week as investors assess the likely timing of the next Federal Reserve interest-rate cut.
How Kevin Warsh Became Trump's Fed Chair Nominee
Trump's pick for chair of the Federal Reserve Kevin Warsh has a hawkish track record and called for major reforms at the U.S. central bank. The President has asked the Fed, currently led by Jerome Pow...
The Stock Market Has Lots of Questions—and Not Many Answers
The market is in the hands of Big Tech once again. That's worrisome given the concerns around the AI bubble and circular spending that has consumed investors in recent months.
Trump Says Warsh to Cut Rates Without White House Pressure
President Donald Trump says Federal Reserve Chair nominee Kevin Warsh did not commit to him to lower interest rates, but Trump believes he will cut interest rates without being pressured to do so. Tru...
Trump's Fed pick Kevin Warsh faces unexpected roadblock over ongoing Powell probe
President Donald Trump's Federal Reserve pick Kevin Warsh faces a Senate hurdle as a GOP senator could block his confirmation over criminal probe of current Fed Chair Jerome Powell.
Dan Niles on Trump's decision to pick Kevin Warsh as Fed chair: 'It's great for stock markets'
Dan Niles, founder and portfolio manager at Niles Investment Management, joins 'Money Movers' to discuss the Fed chair pick, tech earnings and winners in the AI race.
Kevin Warsh still needs to be confirmed as Fed chair
Kevin Warsh, President Trump's Fed Chair nominee, still needs to be confirmed. "He has historically been a hawk," Fed correspondent Jennifer Schonberger says.
What Makes Trump's Fed Chair Pick "Puzzling" & Case Against Rate Cuts
@CharlesSchwab's Kathy Jones calls President Trump's nomination of Kevin Warsh "puzzling." The Fed governor has a history of being a hawk during the financial crisis, something the president was seemi...
Hassett says Powell DOJ issue 'should get resolved quickly'
Kevin Hassett, the National Economic Council director, talks to CNBC about whether the Department of Justice investigation into Federal Reserve Chair Jerome Powell will impact the nomination process o...
Trump's Fed chair pick Warsh likely to boost Wall St rule easing
Kevin Warsh, U.S. President Donald Trump's pick to chair the Federal Reserve, will likely boost the central bank's effort to ease Wall Street bank rules, and allow the administration a bigger say on ...
Here's What You Need To Know About Trump's Pick For Fed Chair
President Trump said he intends to nominate Kevin Warsh to be the next chair of the Federal Reserve, according to a post on his Truth Social platform. -------- More on Bloomberg Television and Market...
President Trump made 'a great choice' picking Kevin Warsh as Fed chair, says Kevin Hassett
NEC Director Kevin Hassett joins 'Squawk on the Street' to discuss Trump's new pick for Fed chair, economic themes, and more.
Bond market isn't getting everything it wants from Trump's choice of Warsh for Fed chair
The nomination of Kevin Warsh “avoids a lot of the worst-case scenarios, but it's still unclear what impact he will have on rates,” one strategist said.
He's Wall Street's Biggest Showman. Should You Trust Him?
Dan Ives has gone mainstream as Wall Street's highest-profile stock analyst. Less well known are his growing set of overlapping business interests.
2026: The Year Of The Small Cap?
Small caps have underperformed large caps for years. Yield curve steepening, looser financial conditions, and tight credit spreads have led to outperformance year to date.
Trump is set to announce a ‘very respected' nominee to lead the Federal Reserve
President Donald Trump said he plans to announce his choice for chairman of the Federal Reserve on Friday morning, a long-awaited decision that could set up a showdown on whether the U.S. central bank...
KG Analyzes Warsh Nomination, PPI, OpenAI & Silver's "Topping Pattern"
Markets ticked lower on headlines that Kevin Warsh has President Trump's eye for Fed Chair. Kevin Green explains what the nomination means for the FOMC's outlook as PPI comes in hotter-than-expected.
Kevin Warsh Named Fed Chair: The Ultimate Market Guide
Kevin Warsh's potential Fed chairmanship signals a paradigm shift toward rapid balance sheet reduction and unconventional 'cut-and-reduce' policy. Markets anticipate a steeper yield curve, higher long...
The Fed Is On The Verge Of A Major Regime Shift
A Kevin Warsh-led Fed would likely pursue lower rates for Main Street but tighter financial conditions for Wall Street. Warsh suggests productivity gains, especially from AI, could support growth with...