Stock Market News
Europe benchmark gas contract falls on Hormuz re-opening hopes
Europe's benchmark natural gas contract fell around 5% on Thursday afternoon after Iran said a draft U.S. peace deal would lead to the reopening of shipping via the Strait of Hormuz.
Focus: Defence-driven demand powers surge in US listings by mining firms
There has been a surge in mining companies seeking U.S. listings this year, but even more striking is the change in language as firms explicitly target defence-related demand for critical minerals.
S&P 500, Nasdaq Futures Rise on Continued Rally in Micron Stock (MU) and Lower Oil Prices
Futures on the Nasdaq 100 ($NDX) and the S&P 500 Index ($SPX) trended higher on Wednesday morning, driven by lower oil prices and a continued rally in Micron Technology ($MU)…
Why America is losing the AI productivity war to 3.5 million Chinese STEM graduates
Big Tech's structural mistakes are costing stock investors and fueling a massive talent crisis.
Battery maker ProLogium to list on Nasdaq in $3.8 billion SPAC deal
Taiwanese battery maker ProLogium Technology will go public in New York through a merger with blank-check vehicle Translational Development Acquisition Corp in a $3.8 billion deal, the companies ann...
Nuclear power startup Newcleo to go public through SPAC deal
Newcleo said on Wednesday it will go public in the U.S. through a blank-check deal that values the nuclear power startup at about $2.4 billion on a pre-money basis.
Market correction risk looks elevated as stocks hit record highs, top Europe central banker warns
The risk of a market correction is "quite elevated" due a variety of facts, the ECB's vice-president told CNBC. The war in Iran, market valuations and private credit vulnerabilities all pose risks.
Firefly Stock Surges as NASA Deal Eclipses Share-Sale Warning Signs
Firefly Aerospace is selling 4 million shares, and has a deal to help NASA prepare for its permanent presence on the moon.
Short-Seller Red Flags as Space Stocks Go Stellar
Shares are going stratospheric, but there are warning signs ahead of SpaceX's mega IPO.
Republicans stare down inflation abyss with midterms fast approaching
Republicans have said for months that inflation is former President Joe Biden's problem. Now, they're staring down the barrel of an inflation crisis of their own making, and the blame game is just get...
Trump's Trust Made a Hard Pivot from Bonds to Stocks This Year—What the Thousands of Trades Reveal
Federal filings detail more than 5,200 securities trades in the trust held by President Donald Trump during his second term, with roughly 75% of those taking place in the first quarter of this year al...
New bull market in software stocks hinges on this report
Options traders are convinced the "SAAS-pocalypse" is over. Whether that's true will likely depend on the market's reaction to one earnings report Wednesday.
Investors hunt for AI winners in small-cap US tech stocks
U.S. small-cap technology stocks are surging after years of underperformance, a sign of how the AI frenzy is pushing technology investors to look beyond the Nvidias and Intels of the world.
Afraid of an AI Bubble? Soaring Bond Yields Can Protect You
Plus, the SpaceX monopoly and the memory rally.
Prediction markets look to institutional investors for next phase of growth
Prediction market platforms including Kalshi are making a big push to attract top institutional investors and hedge funds, a move that could ripple through traditional finance even as the trading sit...
Dow futures surge 120 points: 5 things to know before Wall Street opens
US stock index futures advanced on Wednesday as enthusiasm around artificial intelligence continued to support risk appetite and investors stayed cautiously optimistic about a potential US-Iran deal. ...
Stock Market News, 5/27/26 – U.S. Futures Rise amid Middle East Uncertainty
U.S. stock futures moved higher early Wednesday after the S&P 500 Index ($SPX) and Nasdaq Composite closed at fresh record highs in the previous session. Investor sentiment also improved as…
Treasury yields fall as investors remain optimistic on Iran peace deal prospects despite U.S. strikes
The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — fell more than 2 basis points to 4.465%.
The market isn't fully pricing in a U.S.-Iran peace deal — and that could be just the lift European stocks need
Since the start of the war in Iran, investors have favored U.S. stocks over international equities, but a deal could help to reduce the gap.
Financial Markets Underestimate Geopolitical And Fiscal Risks, ECB Warns
Market moves in response to the Middle East conflict have been orderly, but reflected complacency amidst increased uncertainty about the economic outlook, the bank said.
Nuclear Power Startup Newcleo to Go Public in SPAC Deal
The deal, which values the developer at about $2.4 billion, follows a wave of nuclear companies going public to serve AI's surging power needs.
U.S. Stocks Set to Extend Record Highs as Peace Talks Optimism Holds
Global stocks extended a rally as investors remained optimistic that peace talks between the U.S.-Iran are progressing, despite a fresh exchange of strikes earlier this week.
Scottish Mortgage share price pattern points to a 63% surge as AI bets pay off
Scottish Mortgage Trust share price is firing on all cylinders as some of its biggest bets start to pay off. SMT jumped to a record high this week, completing a major comeback that started in May 2023...
Stock Market Today: Chip Rally Continues in Asia
Korea's SK Hynix hits $1 trillion market cap; oil retreats
European stocks set for modest gains as Iran war dampens outlook, poll shows
European shares will struggle to post further gains for the rest of this year, a Reuters poll found, weighed down by the economic hit from the Iran war and a relative lack of popular AI-related stock...
French Consumer Confidence Hits Three-Year Low
Consumer confidence fell further in May as uncertainty and rising energy prices triggered by the war in Iran continued to dent household sentiment.
CNBC Daily Open: The $1 trillion club just got bigger
Shares in SK Hynix have risen over 250% so far this year, while Micron shares rallied 9% on Tuesday. China industrial profits rise nearly 25% in April, the fastest gain in over two years.
INFLATION FEARS: Warsh takes over amid challenging environment
A panel discusses Kevin Warsh becoming Federal Reserve chair and inheriting a challenging economic environment amid President Donald Trump's policy efforts on ‘The Big Money Show.' #fox #media #breaki...
European markets head for mixed open as traders assess fragile U.S.-Iran truce
European stocks are expected to open in mixed territory on Wednesday as regional investors assess the latest military operations against Iran.
Why Are Stock Market Futures Up Today, 5/27/26?
U.S. stock futures edged higher late Tuesday night after a strong tech rally pushed the S&P 500 Index ($SPX) and Nasdaq Composite to fresh records during the regular session. Investor…
Review & Preview: Chip, Chip Hooray
The S&P 500 and the Nasdaq closed at record highs powered by AI optimism.
Markets are mispricing energy risk, strategist warns of looming inflation shock
David Roche of Quantum Strategy says markets are overestimating the chances of an Iran peace deal. He says the oil markets are not pricing in current energy supply constrains accurately, and warns a g...
Why Are Stock Market Futures Flat Today, 5/26/26?
U.S. stock futures were mostly flat on Tuesday evening after a strong tech rally pushed the S&P 500 Index ($SPX) and Nasdaq Composite to fresh records during the regular session.
'Do not dismiss' market: Morgan Stanley sees opportunities, even in some of the priciest groups
Kathleen Entwistle, Morgan Stanley Morgan Stanley Private Wealth Management Managing Director & Private Wealth Advisor, joins 'Fast Money' to talk buying opportunities in the current market.
Who Needs Lower Rates?
Investors looking for the Fed to cut interest rates should probably adjust their expectations, as a raft of recent economic data shows little (if any) reason for an imminent rate cut. The good news: T...
Investors Are Hunting for the Next Big Thing in Stocks. Is That Good for the Market?
Big IPOs from SpaceX and OpenAI are expected soon. Both are expected to fetch trillion-dollar valuations.
With Bond Yields Rising, Should You Adjust Your Portfolio? Maybe—But Don't Play the 'Fool's Game'
The investing playbook can seem simple: Buy the stock market and reap the rewards. But with some long-term Treasurys yielding above 5%, many are now wondering if their strategy should change.
Where to invest in bonds right now after the market's violent selloff
The bond market is tied up in knots about the Iran war and inflation, as well as what the Federal Reserve under new chair Kevin Warsh might do about it.
War And The Global Energy Future – What Has Changed And What It Means
Year 2026 has witnessed the greatest disruption in global energy and its international relations since the 1973 oil crisis. Were it to continue for several months more, it could well equal or even sur...
Dow slips as S&P 500, Nasdaq hit records on AI stock rally
US stocks finished mixed on Tuesday, with the S&P 500 and Nasdaq Composite reaching fresh record highs as investor enthusiasm around artificial intelligence and semiconductor stocks offset ongoing geo...
Stock Market Today: SPY, QQQ Power to New Highs as AI Stocks Extend Rally; U.S.-Iran Talks Continue
Both the S&P 500 ETF ($SPY) and the Nasdaq 100 ETF ($QQQ) closed at record highs on Tuesday, led by significant gains in AI-related stocks. News That Moved the Stock Market…
S&P 500 Top Stock Gainers Today, 5/26/26
The S&P 500 (SPX) closed at a new record high on Tuesday as AI-related stocks surged higher. Let’s break down the sectors behind the performance. Today’s Top-Performing Sector Information technology…
Here's Where the Next Market Upside Comes From
Ross Gerber, CEO, Gerber Kawasaki explains what's actually driving the next leg of market upside and how investors should think about positioning.
Consumer Confidence Drops as Gas Prices and Inflation Worries Rise
Gas prices and worries about war-related inflation caused consumer confidence to fall in May. The latest edition of The Conference Board's Consumer Confidence Index showed that confidence dipped 0.7 p...
Trump Unleashes ‘Full-Scale Assault’ on Fraudsters, Scammers
The Trump administration is ramping up its fight against fraud, launching what it calls a “full-scale assault” against abusers of federal programs. The initiative is aimed at recovering billions in…
Americans feel worse than ever, a consumer survey shows. The White House says that's bunk.
Are Americans really feeling worse than ever about their financial well-being? A long-running survey of consumers suggests the answer is yes, drawing a sharp rebuke President Trump's right-hand man on...
Will Gas Prices Go Down Soon? Don’t Get Your Hopes Up
The average price for a gallon of gas in the U.S. has surged 51%, or $1.51, to $4.49 since the start of the U.S.-Iran war on February 28. That’s attributed…
Small: Mag 7 Remains Reliable as AI Trade Expands, Energy Crucial in Buildout
Jeffrey Small turns to the greater AI trade and offers his bullish insights for its impact on the stock market. His firm is holding the Mag 7 with names like Nvidia (NVDA) and Alphabet (GOOGL) still s...
The Cost of Teaching Wall Street Bankers to Use AI Tools
As Wall Street is getting caught up in AI angst and looking to hire more AI specialists and shrink traditional banking roles, two highly sought-after AI trainers in finance are charging $25,000 for a ...
Dow Jones Today: DJIA Slips as U.S.-Iran Exchange Blows; Inflation Hits Consumer Sentiment
The Dow Jones (DJIA) is trading in the red on Tuesday following a series of strikes between the U.S. and Iran. On Monday evening, the U.S. sank two Iranian ships…
Kevin Hassett says inflation will drop sharply once Strait of Hormuz reopens
Kevin Hassett expects inflation to fall by year's end as energy prices decline, pointing to strong economic momentum and falling Treasury yields.
Surge in Call Options Back Bull Run, Inflation May Open Door to Bears
As the S&P 500 (SPX) hits a record high, @CharlesSchwab's Joe Mazzola believes there's room for a higher run. A surge in call options activity, backed by strength in key sectors, serve as key argument...
Morning Call Sheet: Markets rally as AI and inflation collide
Peter Boockvar, CIO at One Point BFG Wealth Partners, Ryan Detrick, Chief Market Strategist at Carson Group, and Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, discuss AI momen...
S&P 500 Accelerates as Consumer Confidence Tops Estimates
The S&P 500 (SPX) is trading higher on Tuesday following better-than-expected consumer confidence data from The Conference Board. The Consumer Confidence Index (CCI) fell 0.7 points to 93.1 in May, hi...
BlackRock's Mike Pyle says the AI boom is bigger than the internet
BlackRock's Mike Pyle says the current AI investment boom may be one of the largest economic transformations in modern history, comparable to the rise of railroads, electrification, and the internet i...
KG on Traders Shrugging Off Geopolitical Tensions & SPX Hitting Record Highs
Iran having nuclear capabilities and charging tolls in the Strait of Hormuz remain the biggest sticking points in peace talks between it and the U.S., says Kevin Green. That said, markets remain optim...
U.S. Consumer Sentiment Worsened in May
Consumer confidence edged downward in May as the inflationary effects of the war in the Middle East intensified, a monthly survey from The Conference Board said.
Why Is the Stock Market Up Today, 5/26/26?
Both the S&P 500 (SPX) and the Nasdaq 100 (NDX) are trading higher on Tuesday amid anticipation of a U.S.-Iran deal announcement. The two sides continue to iron out differences…
Economist Mark Thornton warns of 150-year market peak, calls Fed nomination a ‘hit job' on precious metals
A stark divide between record corporate profits and plummeting consumer sentiment is not an economic paradox, but the predictable outcome of decades of monetary expansion, according to Austrian School...
Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Pull Back Early as Traders Return from Holiday
US indices continue to attempt to push higher overall, but are a touch sluggish in early Tuesday trading.
Why inflation, not growth, is what really matters for the stock market
There have been five significant shifts in the market in the past decade, per strategists at Piper Sandler.
Why Is Oil Down 3% Today, 5/26/26?
Brent crude oil (BZ) is down by over 3% on Tuesday as the U.S. and Iran continue to negotiate a peace deal. All eyes are on Iran to reopen the…
5 Things to Know Before the Stock Market Opens
Stock futures are rising at the start of a busy week of earnings reports, while investors monitor progress on peace talks with Iran; Trump said over the weekend that the talks are moving forward, but ...
Powell Will Vote With His Mind and Heart, Daco Says
Gregory Daco, EY-Parthenon chief economist, says he thinks former Federal Reserve Chair Jerome Powell will not be afraid to dissent as a member of the board of governors. Daco speaks on "Bloomberg Sur...
Dow rises nearly 100 points as AI chip stocks rally despite US-Iran tensions
US stocks moved higher on Tuesday as investors returned from the Memorial Day holiday weekend, balancing optimism around artificial intelligence-driven technology stocks against ongoing geopolitical u...
Stocks Higher & Crude Oil Slides on U.S-Iran Hopes, Inflation in Focus This Week
Investors are looking to continue a weeks-long rally on expectations peace talks will develop between the U.S. and Iran. Kevin Hincks explains that it won't be that easy, pointing to sticking points i...
Dow Jones Climbs as U.S.-Iran Peace Prospects Strengthen
The Dow Jones (DJIA) is set to open Tuesday on higher ground as optimism grows over a U.S.-Iran peace deal. Over the Memorial Day weekend, President Trump said talks between…
AI Trainers Get $25,000 a Day to Automate Wall Street Workflows
Wall Street firms are paying two highly sought-after trainers in finance $25,000 a day to tell bankers what's missing from their AI plans. Matthew Bloxham of Bloomberg Intelligence has more.
U.S. Stock Futures Rise as Investors Assess Middle East Updates
U.S. stock futures trended higher on Tuesday morning as investors closely watched developments in the Middle East amid hopes of easing U.S.-Iran tensions, even as fresh military strikes in the…
Markets Are Focused on Iran War. Peace Won't Fix the Inflation Problem.
Nvidia's Huang has a plan, consumer sentiment hovers near five-year low, Ferrari unveils electric car, and more news to start your day.
This bear market signal Wall Street ignores is putting your money at risk right now
Steve Burns is the founder of NewTraderU.com, a stock-market-trading education platform he launched in 2011, and the author of more than 25 books on markets, trading psychology and risk management. Hi...
Here's the defensive stock-market trade that works no matter where bond yields end up
JPMorgan says low-volatility stocks have underperformed this year, are ready to bust out no matter what the macro backdrop looks like.
Why double-digit earnings growth won't stop the next bear market
Wall Street is mistaken to insist that the bull market can't be in danger because corporate earnings are growing fast. Blistering earnings growth of the kind that S&P 500 SPX+0.59% companies have been...
Morning Bid: Wrong sort of 'boom' to start the week
After a long weekend in the United States and many other countries, markets returned ready to cheer signs that an Iran peace plan was near agreement, with world crude prices falling nearly 7% to belo...
Dow futures climb 250 points: 5 things to know before Wall Street opens
US stock index futures climbed to record highs on Tuesday, putting Wall Street on course for a stronger open as investors looked past volatile energy markets and focused on signs of progress in US-Ira...
How Trump's bank regulators are paring back supervision
Republican President Trump's regulators are undertaking the biggest overhaul of bank supervision since the 2008 financial crisis. They say examiners have become too preoccupied with processes and purs...
Exclusive: Wall Street banks push Fed to future-proof supervision overhaul
Wall Street banks are pushing the Federal Reserve behind the scenes to cement its new supervisory regime so the changes cannot easily be reversed by potential future Democratic administrations, said f...
Stock Market News, 5/26/26 – U.S. Futures Rise Despite Middle East Tensions and Oil Price Swings
U.S. stock futures moved higher early Tuesday, though investor sentiment remained cautious as markets weighed hopes for easing U.S.-Iran tensions against fresh military strikes in the region. Futures ...
Treasury yields slide after Memorial Day break as traders weigh Iran peace prospects
The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — fell more than 6 basis points to 4.510%.
Stock Market Today: Stock Futures Climb Despite Fresh Attacks on Iran
Brent crude oil ticks up but remains below $100 on hopes for deal to reopen Hormuz
U.S. Needs $2T for Its ‘Made in America' Push. That Might Be the Easy Part.
Skilled workers and infrastructure are also needed. There's no quick fix, according to a new report.
Why Are Stock Market Futures Up Today, 5/26/26?
U.S. stock futures moved higher late Monday night as hopes grew that the U.S.–Iran conflict may be nearing an end, easing fears of a wider Middle East war. Futures on…
The Risk Premium for Holding Stocks Over Bonds Is Vanishing
The gap between the market's earnings yield and bond yields has narrowed, a measure that has at times predicted subpar stock returns.
CNBC's The China Connection newsletter: Tariffs eased. Trust didn't.
Executives in Suzhou said lower tariffs helped revive talks with U.S. retailers. But branding and data security remained bigger hurdles than tariffs.
Why Are Stock Market Futures Up Today, 5/25/26?
U.S. stock futures edged higher on Monday evening as oil prices fell and hopes grew that the U.S.–Iran war may be close to ending. Futures on the Dow Jones Industrial…
U.S. Dollar Slips on U.S.-Iran Deal Momentum
The U.S. Dollar Index is down by 0.27% on Monday as improving sentiment around a potential U.S.-Iran deal reduces demand for the greenback as a safe-haven asset. Hopes for a…
Fed Governor Says Iran War Causing More Uncertainty Than Tariffs
Federal Reserve Governor Christopher Waller says interest rates should remain steady amid continued inflation.
Stock Market Week Ahead: Brace for a Busy Week of Earnings and Economic Data
Another week in the stock market has arrived, with trading closed on Monday due to the Memorial Day holiday. Last week capped off a stretch of eight consecutive higher closes…
Iran Sets Sights on Opening Hormuz 30 Days After Fighting Ceases
The U.S. and Iran are negotiating a framework that would reopen the Strait of Hormuz 30 days after a deal to end hostilities is signed, a Middle Eastern diplomatic source…
This is what a blockage of Taiwan could do to the US economy
Taiwan Representative to the U.S. Alexander Yui discusses the potential impact of a conflict in the Taiwan straits on FOX Business.
AI Expands From Multibillion-Dollar Enterprises to Main Street
Artificial-intelligence agents scraped a bakery's spreadsheets to help manage its growth.
How the Iran War Is Hitting America's Farm Loans
A survey of Midwestern lenders showed repayment rates are down while demand for loans was rising.
Global Markets Gain and Oil Prices Retreat as U.S-Iran Peace Talks Continue
Global bond yields dropped and the U.S. dollar slipped.
Rubio Says ‘Solid' Iran-U.S. Deal Could Happen ‘Maybe Today' As Global Markets Rise
While U.S. markets are closed for Memorial Day, stocks in Europe and Asia soared on Monday amid optimism about a potential end to the Iran war and reopening of the Strait of Hormuz. Japan's benchmark ...
Nasdaq 100 and S&P 500: Stock Index Futures Rally as Oil Sell-Off Lifts Sentiment
US stock index futures jump as oil prices slide and traders turn to PCE inflation data for clues on rates and market direction.
Politics and Investing Don't Mix: Why Your Political Affiliation Could Be Hurting Your Returns
Political polarization is dangerous to your wealth. And overcoming it is a lot more difficult than previously thought, according to a new study.
Risk Assets Firmer on U.S.-Iran De-escalation Hopes; Oil Key Swing Factor
Markets may be reluctant to fade the geopolitical premium too aggressively, especially into thinner holiday liquidity, OCBC said.
Rising Private Credit Defaults Are Testing Banks And Insurers
Private credit has grown into a $2 trillion industry over the past decade, financing software companies, healthcare rollups, and industrial firms. Fueled by ultra-low interest rates, post-2008 banking...
Home Sales, Inflation, Costco, HP, Salesforce, and More to Watch This Week
After the Memorial Day holiday, we will see economic data on consumer prices, GDP, and home sales and prices. Marvell, American Eagle, Gap, and Autozone will also report earnings.
How New Mega-Cap IPO's Will Reshape the Markets
SpaceX is marketing itself to IPO investors as an artificial intelligence targeting a $26.5 trillion potential market opportunity. The move signaling its intention to wrest business from investor darl...
Musk Dreams of Interplanetary Profit
Plus, voice-powered writing in Google Docs, the coming “vibe slop” crisis, the rising AI backlash and Apple's success with imperfect chips.
Detrick: "Inflationary Growth" Market Bullish, AI Passing Baton to Cyclicals
Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see a lack of excitement among investors. He attributes the "dourness" to caution on inflation and jobs, tho...
Stocks are riding an earnings hot streak — but investors are facing a summer that's rife with risks
The U.S. stock market has arrived at the unofficial start to summer with major benchmarks sitting at record highs. But a few factors could make for a bumpy ride in the months ahead.
The Week Ahead: PCE, Fed Speakers and Tech Earnings Test Market Momentum
Markets face Core PCE, GDP data, Fed speakers and major tech earnings as traders watch rates, inflation and AI-driven momentum.
What to Expect in Markets this Week: A Slew of Retailers Report Earnings—Along with Dell and Other AI Players
Investors have a short week ahead—and a long list of retailer earnings to peruse. Quarterly results from companies including Dollar Tree, Burlington Stores, Gap and American Eagle Outfitters are set t...
Dow Jones: Industrial Average Climbs to Record High on Peace Hopes
Dow Jones hits a record high as Iran peace hopes, Fed leadership changes, and strong earnings lift US stocks and boost market sentiment.
Stocks are partying like it's 1999. Americans haven't felt this bad in 70 years.
Stocks are partying like it's 1999. Americans haven't been this gloomy in 70 years.
Some red-hot housing markets are finally getting more attainable
A stark inventory mismatch is bedeviling housing markets across the country, but areas like Denver and Honolulu are showing improvement.
How The Strait Of Hormuz Logjam Is Causing Chaos For Medical Suppliers
From jet fuel to fertilizer, the Iran war is causing price hikes and product shortages across the world economy. Medical supply company Gentell is facing turbulence as the crisis at the Strait of Horm...
Trump's 3,711 Trades Point to Several Stock-Market Strategies
President Donald Trump's latest financial disclosure has drawn scrutiny for its astonishing scale: 3,711 trades, almost entirely in shares of companies across America, including many whose fortunes ca...
How big tech got its way on Trump's AI executive order
The US president's reversal on calling for a safety review of new AI models is a green light for tech's unchecked power
Kevin Warsh's Fed isn't cutting interest rates any time soon. But a hike isn't yet on the table, either.
The Federal Reserve isn't going to reduce borrowing costs anytime soon because of resurgent inflation, but a rate hike is also off the table for now as the regime of new Chair Kevin Warsh gets underwa...
Stocks tend to sink during the summer before midterm elections. Will history repeat itself?
During midterm years, summer tends to coincide with a weak stock market.
Americans are feeling inflation's pinch into the holiday weekend. Here's where prices are rising the most
Americans will pay more for everything from gas to meat for the barbecue heading into Memorial Day weekend. Prices for travel, recreation and food saw sharp increases, giving consumers headaches as th...
Hot Core PCE Could Trigger Major Market Selloff
With yields already elevated and rate hike odds back in play, another hot Core PCE report could spark a broad cross-asset selloff.
Spike in global bond yields a warning sign of market fragility despite strong earnings cycle: Citi
Jim McCormick from Citi discusses the risks for investors, including a rise in bond yields the current level of commodity prices remaining "artificial". He cites the markets that he thinks offer the b...
Former Kansas City Fed President Esther George: A rate hike is 'very much a possibility'
Esther George, former president and CEO of the Federal Reserve Bank of Kansas City, discusses how the experience of the Fed attempting to look through the Covid-era supply shock might affect the way i...
Fed Hawks Now Rule. Will Warsh Go Along with the Program?
As Kevin Warsh steps up to lead the Federal Reserve, the case for interest-rate cuts is disappearing. Plus, investment newsletter commentary on AI”s circular ecosystem, emerging markets, and SpaceX.
Investors Just Can't Get Enough of Stocks These Days
War, inflation and worries about the AI boom haven't kept stocks from setting records.
Review & Preview: On the Bright Side
The S&P 500 was up for an eighth straight week, while the Dow closed at a record. Holiday Highs. It was a relatively quiet Friday ahead of the unofficial start to summer. Investors are still riding th...