Stock Market News
The U.S. economy was already revved up before Trump took office. Could it get a lot better?
Donald Trump has vowed to turbo-charge the U.S. economy, but it's been expanding well above its typical speed for more than two years and it probably finished 2024 with another burst of strong growth.
What Moved Markets This Week
Wall Street on Friday closed out a strong week that saw the benchmark S&P 500 index (SP500) notch its first record closing high of the fledgling year..
Weekly Commentary: For Posterity
Donald Trump promised a 'golden age of America', as he used his inaugural address to unveil sweeping moves to undo Joe Biden's policies and reverse a 'crisis of trust' he said had engulfed the governm...
Managed Care Insurers Get Wall Street Bump Even With Mixed Q4 2024 Results
After a dip in the wake of the release of UnitedHealth Group's Q4 2024 earnings figures, shares in the company and other managed care insurers have largely bounced back. The managed care giant's rise ...
Markets Shrugging Off Trump Tariff Threats So Far
The prospect of a trade war has had little impact on US financial markets so far, but expected tariffs on China and other trading partners could prove to be a hurdle to the market's ongoing bull run. ...
Markets Weekly Outlook - Fed To Extend Pause As Trump Era Begins
US equities markets rose due to President Trump's pro-business policies and decision to not impose tariffs on major trading partners yet. The Bank of Japan raised rates to 0.5%, the highest since 2008...
Mid-Cap Stocks Have Been in the Shadows. This May Be the Year They Shine.
Stocks with valuations between $10 billion and $20 billion may have found their sweet spot: able to weather rising interest rates and Trump tariffs.
Jim Cramer's week ahead: Fed meeting and Big Tech earnings
CNBC's Jim Cramer highlighted what he's paying attention to next week as Wall Street launches into earnings season. He highlighted the Federal Reserve's next meeting and earnings from a few tech giant...
Consumer Sentiment Dips 4% Amid Concerns About Unemployment and Inflation
Consumer sentiment edged down 4% in January, marking the first decline in six months, according to the final results for the University of Michigan's January Surveys of Consumers.
Trump Will Take Investors on a Bumpy, if Prosperous, Ride
Don't be surprised if the wild mood swings continue. In this kind of environment, investors should continue to favor the companies that benefit from policy goals that are unlikely to change.
Stock Investors Like Trump 2.0
Major indexes around the globe moved higher during President Trump's first week in office.
There's a lot of opportunity in domestic mid caps, says BofA's Jill Carey Hall
Jill Carey Hall, BofA global research head of U.S. small and mid cap strategy, joins 'Closing Bell' to discuss small cap headwinds and outlook for the sector.
Stocks Finish Broadly Lower | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec.
Vanguard's U.S. stock-market call is even more shocking than you realize
Do you and I even need to own U.S. stocks in our retirement portfolios? And if so, do we need to own the S&P 500 the benchmark index of large-company stocks that is the bedrock of almost every portfol...
Fed "Will Do Very Little" Next Week, Mag 7 Takes Spotlight
@CharlesSchwab's Kathy Jones expects little action from the Fed during its next interest rate meeting. She believes the institution will stay the course with the presidential transition just days in t...
There's a bit of breadth divergence in the market, says NewEdge's Cameron Dawson
Robinihood's Stephanie Gold, NewEdge's Cameron Dawson and Wealth Enhancement's Ayako Yoshioka, join 'Closing Bell' to discuss the possibility of reviving the record rally and their market outlook.
Yields, Delinquencies And Sentiment Are The Language Of The Stock Market
Despite political changes, economic indicators like the FED pivot, yield curve, and interest rates are more reliable recession predictors than presidential impacts. Rising bankruptcy filings, increasi...
Trump tariff talk is heating up on Wall Street, signaling a rocky road ahead for investors
S&P 500 companies' mentions of tariffs on earnings calls have surged, according to Citi Research.
Fed may still cut three times this year, says Santander's Stephen Stanley
Stephen Stanley, Santander U.S. Capital Markets chief U.S. economist, and CNBC's Steve Liesman join 'The Exchange' to discuss expectations for the Federal Reserve, outlooks on the economy, and more.
'Now comes the hard part' for markets under Trump, says G Squared Private Wealth's Victoria Greene
Victoria Greene, G Squared Private Wealth CIO, joins CNBC's 'The Exchange' to discuss market outlooks.
Stocks Have Been Volatile After Earnings. Why the Market's on Edge.
Stocks have been more volatile around earnings than they are historically. The drops after misses have been worse than usual.
Earnings Surprises Are Producing Big Price Moves. That's a Surprise.
After years of carefully managing expectations, many companies are once again giving investors real reasons to celebrate. Here are some recent earnings thrills—and spills.
Interesting Earnings Action Coming
Netflix surged 12% post-earnings, driven by doubling subscriber expectations and strong content, but sustainability of such growth remains uncertain. Upcoming earnings from Apple and Tesla are crucial...
Wall Street is underestimating tech growth: Dan Ives
Big Tech earnings are coming next week. Microsoft (MSFT), Meta (META), and Tesla (TSLA) all report on Wednesday, while Apple (AAPL) reports on Thursday.
The Stock Market Is at the Mercy of Big Tech and the Fed
Tech stocks will report earnings next week. Let's hope they follow Netflix's strong quarter.
AAII Sentiment Survey: Optimism Skyrockets
Bullish sentiment increased 18.0 percentage points to 43.4%. Neutral sentiment decreased 6.9 percentage points to 27.1%.
Dow on track for another winning week as Wall Street weighs Trump tariff threats
The blue-chip Dow on track for its biggest weekly jump since October 2022.
Morgan Stanley's Zezas: Tighter immigration regulation will slow GDP growth in '25 and '26
Michael Zezas, Morgan Stanley head of U.S. public policy research, joins 'Money Movers' to discuss President Trump's first week in office, if the market is too focused on tariffs, and much more.
NRF CEO: Consumer is healthy, strong and still spending
Matt Shay, National Retail Federation president and CEO, joins 'Money Movers' to discuss how tariffs will impact the retail industry, the President's objectives, and much more.
Schwab's Omar Aguilar: Lack of breadth in this year's market rally has been disappointing
Omar Aguilar, Charles Schwab CEO and CIO, joins 'Money Movers' to discuss the market's recent performance, Trump's comments on the Federal Reserve, and much more.
How to lower your investment risk when stocks are so expensive
Also, President Trump's dominance of AI; cryptocurrency in the first week of his second term; his change-of-mind about tax deductions; and other personal-finance coverage.
Dow Falls 100 Points; US Manufacturing PMI Rises In January
U.S. stocks traded lower midway through trading, with the Dow Jones index falling over 100 points on Friday.
Appetite for IPOs is strong, but watch those valuations, analysts say
The tepid reception to Venture Global's ambitious valuation target shows companies need to set realistic expectations when going public, Wall Street analysts said, and could be a signal that the recov...
Global X 2025 Emerging Markets Outlook
U.S. interest rates, the strength of the U.S. dollar, and China typically combine to have an outsized impact on EM performance. Given recent trends across these three variables, the stars may once aga...
IMF's Georgieva on inflation: 'Remarkable how much progress the world has made'
Kristalina Georgieva, IMF managing director, speaks on a panel at the World Economic Forum in Davos, Switzerland.
The impact of Trump's first week on markets
Week one of Donald Trump's second term is in the books. Here's how it impacted #markets.
January consumer sentiment moves down to 71 in weakest level since October '24
CNBC's Rick Santelli reports on the latest economic data to cross the tape.
Consumer Sentiment Drops on Tariff, Employment Concerns
The final January sentiment index decreased to a three-month low of 71.1 from 74 in December, according to the University of Michigan. Consumers expect prices will climb at an annual rate of 3.2% over...
SEC revokes unpopular banking rule that blocked Wall Street banks from adopting crypto
The U.S. Securities and Exchange Commission has rescinded an accounting rule that forced banks to treat bitcoin and other tokens as a liability on their balance sheets. The guidance was a major deterr...
Liquidity Remains Abundant -- Fed To Continue With Quantitative Tightening
Liquidity Remains Abundant -- Fed To Continue With Quantitative Tightening
‘U.S. businesses are starting 2025 in an upbeat mood,' S&P finds, as Trump takes reins over the economy.
The first look at Donald Trump's economy shows the U.S. still growing at strong pace with little evidence of a slowdown in the offing.
VIX Dip, Big Tech & Yields on SPX Radar
The SPX is on track to close higher for the week. Kevin Green attributes that climb to a Wall Street seeing lower volatility and Big Tech flexing its muscles ahead of earnings next week.
Former Kansas City Fed President: Haven't seen movement in inflation that warrants more rate cuts
Former Kansas City Fed President Esther George joins 'Squawk Box' to discuss President Trump's comments on the Fed, impact on the Fed's independence, the central bank's inflation fight, interest rate ...
Stocks Close At Record Highs Ahead Of Big Week Of Earnings
Crypto Regulation And National Stockpile Plans Spark Market Attention
U.S. Banks In 2025: Modest Caution Advised Despite A Strong 2024
2024 has been a strong year for the U.S. banking sector - the SPDR S&P Bank ETF KBE has matched the performance of the S&P500, albeit with higher volatility. This article takes a fresh look at macro i...
The Pros Will Fear Missing Out
The S&P 500 hit a new all-time high, driven by retail investors' enthusiasm and strong corporate profits, despite institutional caution. President Trump's calls for lower oil prices and lower interest...
S&P To Crash More Than 40% - Part II
Picture this. The S&P 500 dropped about 15% in 1973 and then another 25% in 1974.
There's still room for the Bank of Japan to hike rates, says strategist
Masahiko Loo, senior fixed income strategist at State Street Global Advisors, says there could be an interest rate hike in September.
Simpson: We need to pay attention to bonds, as that market and smarter than stocks
Kevin Simpson of Capital Wealth Planning discusses the Trump effect on the market just days into his second term, and why he's adding to his position in Apple.
IPO market comeback: How recent major US listings fared
The U.S. IPO market is expected to see a blowout 2025, fueled by the return of business-friendly Donald Trump to the White House, declining interest rates and a renewed risk-on sentiment in equity mar...
Treasury bonds drift lower as Fed meeting shifts into focus
Treasury yields were shifting lower on Friday, with investors looking ahead to next week's Federal Open Market Committee Meeting.
Mills: Trump vs. the Fed is on a collision course if the Fed believes inflation will rise again
Raymond James' Ed Mills discusses President Trump's call for the Fed and Jerome Powell to cut interest rates, his demand for foreign companies to make products in America or face tariffs, and a discon...
Martin: The U.S. markets are still outshining the rest of the world
Thomas Martin of GLOBALT Investments says even before President Trump was elected and took office, the U.S. has been the market to be invested in, because it's still less regulated than other global e...
Lowering Interest Rates, Or Raising Them?
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
Trump crypto plans have Wall Street CEOs ready to jump into digital assets
Wall Street's top CEOs told CNBC from Davos, Switzerland, this week that they're ready to go bigger in crypto if the Trump administration rolls out favorable policies. As part of Trump's sweeping prom...
Foreigners are chasing U.S. stocks. Historically, that's a bad sign.
Foreigners have a tendency to buy U.S. stocks right before crashes.
China: Stimulus And Tariff Uncertainty Clouds Investment Environment
China's equity markets were policy-driven and directionless in 2024, with future performance hinging on government stimulus to combat deflation and potential U.S. tariffs. The Chinese government bond ...
White Brook Capital Q4 2024 Macroeconomic Commentary
President Trump's tariff policies may address trade imbalances, particularly with Canada, by incentivizing refinery reconfigurations to benefit US oil production and agriculture. The Los Angeles fires...
Trump Gives His Biggest Tariffs Hint Yet. What It Means for Markets.
President Trump is keeping the world guessing when it comes to his tariffs plan but he may have given markets their biggest clue yet.
Global equity funds gain inflows on Fed rate cut hopes, Trump's AI plans
Global equity funds gained a fourth weekly inflow in five weeks in the week through Jan. 22 spurred by optimism for U.S. Federal Reserve rate cuts following cooling inflation and President Donald Trum...
Capital Markets Outlook Q1 2025: Mind The Gaps
Capital Markets Outlook Q1 2025: Mind The Gaps
India's Stocks Are Value Plays as Market Cools
Now could be a good time for stock-picking before India's next turnaround. Two attractive industries: big banks and electric vehicles.
Trump pushes for U.S. interest rate cuts
President Trump calls for interests rates to be slashed immediately, helping to push the S&P 500 to a record high. The BoJ raises interest rates to their highest level since 2008 and indicates further...
Chinese firms boost shareholder returns via dividends and buybacks
Chinese firms are attracting investors with increased dividends and buybacks, spurred by a policy push for corporate governance reforms in a bleak and uncertain economic environment.
Dividend surge signals culture shift in China's markets
New shades of capitalism are emerging in China's tuckered out stock market as companies, at Beijing's behest, buy back their shares and pay record dividends to investors lying in wait for a so-far eva...
Dollar Weakens, Chinese Shares Rise on Trump's Latest Tariff Remarks
The dollar weakened in Asian trade while shares in China and Hong Kong rose on President Trump's remark that he would rather not impose tariffs on China, suggesting the possibility of a trade deal bet...
Trump Whiplashes Markets After Saying He'd Rather Not Have to Use Tariffs on China
President Donald Trump told Fox News's Sean Hannity that he would rather not use tariffs against China, adding that this gives the US “tremendous power” in striking a deal with Beijing. Trump also cal...
Jim Cramer talks how to navigate President Trump's rhetoric
'Mad Money' host Jim Cramer talks how to navigate the president's rhetoric after his comments at the World Economic Forum.
Averages are mirroring excitement President Trump generates, says Jim Cramer
'Mad Money' host Jim Cramer talks how to navigate the president's rhetoric after his comments at the World Economic Forum.
Jim Cramer: Not all Trump comments are investing opportunities
CNBC's Jim Cramer on Thursday told investors that President Donald Trump's comments, however highly-publicized, will not always yield solid investments. "I think we have to expect that President Trump...
Bond market is 'screaming' at Fed to stop rate cuts
Innovator Capital Management chief investment strategist Tim Urbanowicz joins Market Domination Overtime to discuss his outlook on inflation and earnings after President Trump called for lower interes...
Ways investors can use options to play earnings season
Investors can't always plan when there is going to be news that moves a stock. One exception is earnings.
Pres. Trump on the Fed: I know more about interest rates than they do
CNBC's Eamon Javers joins 'Closing Bell Overtime' to talk the recent slate of Executive Orders signed by President Trump.
Stocks, Energy Taking Policy Priority Over Crypto
It's only been - *checks notes* - two days, but it's starting to become clear which markets and economic policies are taking priority in the new Trump administration, says Oliver Renick, and crypto lo...
Economy "Check Boxes:" Interest Rates, Moving Averages & Price Action
Today's @CharlesSchwab Big Picture panel turns to the economy. Kevin Gordon notes a stronger market today when it comes to breadth but tells investors to keep an eye on incoming inflation and jobs dat...
Stock Market Today: Dow Adds 408 Points as Trump Answers Davos Questions
Tech stocks surged late and the S&P 500 established its first new all-time closing high of 2025.
SPX Rally Can Hit $6,200 Fast, Bank of Japan Potential Catalyst
The Bank of Japan meets overnight to decide on a probable rate hike. The Bank of Japan's August meeting led to major sell-offs due to the Yen carry trade.
Investor concerns give me bullish hope the market isn't overly euphoric, says Solus' Dan Greenhaus
Solus' Dan Greenhaus and New York Life Investment's Lauren Goodwin, join 'Closing Bell' to discuss market volatility, their expectations for growth and earnings and how to position.
A Major Market Correction Is Coming
Be careful with economic forecasts; the stock market is a leading indicator, driven more by investor emotions than economic data. Current levels of extreme bullish sentiment, plus very distinct Elliot...
Expect bond yields to 'retest recent highs': T. Rowe Price
High Treasury yields have been a sharp focus in the market, with some concerned the 10-year (^TNX) will hit 5%. T. Rowe Price head of global investment grade fixed income Steve Boothe expects bonds wi...
Equities are 'priced for perfection,' Stifel CEO says
Stifel Financial (SF) CEO Ron Kruszewski sits down with Yahoo Finance Executive Editor Brian Sozzi in Davos, Switzerland, at the 2025 World Economic Forum to discuss his market (^DJI,^GSPC, ^IXIC) out...
Sentiment Swing
The S&P 500 has continued to press higher in the past week including attempts to push up to new highs in the past couple of sessions. Sentiment has taken a bullish turn and has done so in dramatic fas...
Stocks are pricey, but these overlooked sectors may be your best bet
A rip-roaring rally at the onset of President Donald Trump's second term in office has brought the S&P 500 back to record territory, stretching market valuations to extremes.
Small caps are one of the key market opportunities, says Raymond James' Matt Orton
Matt Orton, Raymond James Investment Management chief market strategist, joins 'Power Lunch' to discuss markets and earnings.
Market Navigator: How to play market volatility
Brian Stutland, Equity Armor Investments chief investment officer, joins 'Power Lunch' to discuss how to play market volatility.
Morgan Stanley's Brian Weinstein: Growth with the Fed easing is inflationary
Brian Weinstein, Morgan Stanley Investment Management head of global markets, and Jeff Kilburg, KKM Financial CEO, joins CNBC's 'The Exchange' to discuss market outlooks.
No, Trump Can't Force the Fed to Cut Interest Rates. It Doesn't Work That Way.
The president's ability to coerce Fed officials—or replace them—is limited.
Will The Bank of Japan Hurt Markets Again?
The Bank of Japan is expected to hike rates, potentially causing market volatility, but this time, it may be different due to market expectations and dovish narratives.
Trump at Davos says he'll demand that interest rates drop. It's a fresh jab at the Fed.
U.S. President Donald Trump delivered remarks Thursday in a video appearance at the World Economic Forum's annual gathering in Davos, Switzerland.
How the stock market's January seasonal trade can help you hit your target
Prepare for four positive trading days; plus, the NYSE “new highs vs. new lows” indicator is bullish.
Direction Of Stock Market Depends Upon Trump's Speech, Musk Throws Cold Water On AI Stargate
The chart shows yesterday semiconductor stocks attempted to break above the micro resistance zone on Stargate excitement.
How Trump's tariffs could have a stagflation-like impact
Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Tariffs have taken center stage as President Trump begins his second term as US pr...
BlackRock's Larry Fink: Risk of new inflationary pressures not factored into the markets
BlackRock CEO Larry Fink said President Donald Trump's efforts to unleash capital in the private sector could have unintended consequences that would hurt the stock market.
Trump 2.0 Economy: Stubborn Inflation, Tariff Uncertainty & Big Tech Spending
@CharlesSchwab's Liz Ann Sonders analyzes President Trump's first week in office and looks ahead to economics down the road. She has a positive outlook for earnings season but notes stubborn inflation...
The Fed Set To Pause, Just As Trump Takes Over
The Fed is expected to keep the Federal Funds rate unchanged in January, which essentially ends the policy normalization. The timing of the pause could be criticized by the just inaugurated President ...
Pessimism Won't Pay In 2025
The S&P 500 neared a new all-time high, driven by gains in top tech companies and Trump's $500 billion AI infrastructure initiative with Stargate. Netflix surged 10% after gaining a record 18.9 millio...
Wennes: Clients are optimistic about U.S. growth
Timothy Wennes, CEO of Santander U.S., discusses a new report on inflation and the banking sector. He notes that clients are optimistic about U.S. growth, with consumers feeling positive about the eco...
Fernandez: Markets will be volatile and changeable in the first half of the year
Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses the current market conditions, describing them as "mutable" due to high expectations and valuations.
California wildfires boost U.S. jobless claims to six-week high
The number of people who applied for U.S. unemployment benefits in mid-January climbed to a six-week high, but a temporary surge in California because of the massive wildfires was one of the chief cul...
Trump 2.0 Presents Both Promise And Pitfalls For Direxion's Small Cap Bull And Bear Funds
For speculative traders seeking exposure to daily sentiment swings, the new year seemingly offers plenty of ammunition. With President Donald Trump entering his second term, the outspoken leader waste...