Stock Market News
Fed Well Positioned to Determine Additional Interest-Rate Adjustments, Vice Chair Jefferson Says
The Federal Reserve's current policy stance on interest rates leaves the central bank well positioned to determine the extent and timing of additional rate adjustments based on incoming data, Philip J...
Wall Street edges higher ahead of long weekend
U.S. stocks were barely higher on Friday ahead of the long weekend, although the S&P 500 looked set to post a weekly decline as fourth-quarter earnings season kicked off.
Powell's laid groundwork for much less intervention from Fed, says VanEck Funds CEO Jan van Eck
Jan van Eck, VanEck Funds CEO, joins 'Power Lunch' to discuss the next Federal Reserve chair, why yields are rising and the dollar debasement trade.
Trump tried to give Powell one last shove out the door. Now he's likely to stay.
Jerome Powell's term as Federal Reserve chair ends in May — but he can choose to stay on as a Fed governor until 2028.
The Weakest Links Within The AI Bubble
The markets have opened directionless in the early weeks of 2026 after huge gains within the major indexes over the past three years. Profit growth from the S&P 493 should accelerate notably in 2026, ...
It's More Complicated Than Mag Seven
It's true that small-cap and value stocks have done comparatively well in this year's early days. We see outsized gains for the year so far by Micron and TSMC, up 18 percent and 12 percent, respective...
The Market Faces Renewed Liquidity Pressure
Liquidity is set to tighten as the U.S. Treasury increases bill issuance, raising the Treasury General Account and draining banking system reserves. Fed Treasury bill purchases (~$55B/month) are unlik...
Next Week Could Be Brutal, Major Correction Approaching
The SCOTUS decision on the IEEPA tariff is likely next week, and this could be a recessionary and an inflationary trigger for a correction. The situation in Iran could cause an oil price spike next we...
Looking Back to 1880, Stocks Are Pricey. How They Keep Climbing.
Equity valuations are near the highest levels since 1880, Torsten Sløk says.
White House economic advisor floats idea of 'Trump cards' amid credit card battle with banks
Kevin Hassett told Fox Business that U.S. banks could voluntarily provide credit cards to underserved Americans. President Donald Trump called for banks to cap credit card interest rates at 10%, an id...
Current inflation levels are not a problem for equities, says Citi's Drew Pettit
Drew Pettit, Citi U.S. equity strategist, joins 'The Exchange' to discuss the recent action in Treasury yields, the strength of the economy and much more.
Trump Will Impose 10% Tariffs If Supreme Court Strikes His Down, Hassett Says
The Supreme Court is deliberating on the legality of Trump's sweeping tariffs imposed under the International Emergency Economic Powers Act (IEEPA), including his tariffs imposed on China, Mexico and ...
Why So Many Stocks Are Suddenly Defying Gravity
AI demand and Trump-era policy shifts are fueling rallies in semiconductors, metals, banks, and even gold miners.
These 3 factors matter the most now for investors in AI, crypto and tech stocks
Across the AI, crypto and tech markets, the speculative phase is over. It's time for a stress test.
The rally's road ahead
The Investment Committee debate the road ahead for the rally and how to position your portfolio.
How Jerome Powell could stay at the Federal Reserve until 2028
The Justice Department's investigation into Federal Reserve Chair Jerome Powell has brought heightened attention to a key drama that will play out at the central bank in the coming months: Will Powell...
US CEOs fear economic uncertainty more than their global peers as they head into 2026
The Conference Board's CEO survey found that the top concern for U.S. CEOs in 2026 is economic uncertainty, as businesses face challenges in measuring AI's return on investment.
Russell 2000 Extends Record Run, Electricity Stocks Swing: What's Moving Markets Friday?
Small caps continued their upward march, with the Russell 2000 notching a fresh all-time high for the eleventh consecutive session and outperforming the S&P 500 for eleven straight days—the longest su...
Top-Decile Terrain: The 10-Year Return Still Signals A Secular Bull Market In Progress
The S&P 500's 10-year return is comfortably in the top decline for historical results. AI remains a key catalyst for sustaining bullish momentum.
Kevin Warsh soars ahead of Hassett in Polymarket, Kalshi odds on next Fed chair after Trump signal
Trump did not reveal his final choice to replace Fed Chairman Jerome Powell – who he has bashed for not slashing interest rates fast enough – but said he would like to keep Hassett in his current role...
Is inflation actually lower than we think? This economist says yes.
The New York Federal Reserve has just published a report that should be music to President Donald Trump's ears. True inflation really is lower than the official figures say, and the inflationary effec...
Dow Jones: US Stocks Turn Choppy on Fed Uncertainty, Tech Stocks Mixed
US stock market outlook: Fed Chair speculation to fuel volatility ahead. Dow near record high but choppy action expected.
Jamieson Greer on Greenland-related tariffs: Trump is ‘quite clear' on using them ‘geopolitically'
Transportation Secretary Sean Duffy, U.S. Trade Representative Jamieson Greer, and EPA Administrator Lee Zeldin join 'Squawk on the Street' to discuss U.S. trade policy, auto safety, and more.
Trump Threatens Tariffs Against Countries Opposing His Greenland Bid
President Donald Trump warned he may impose tariffs against countries that don't support his plan to acquire Greenland, a territory of Denmark, he said during a roundtable discussion Friday morning at...
Fed's Bowman: Fed should remain ready to adjust policy toward neutral unless job market improves
CNBC's Steve Liesman joins 'Money Movers' to discuss the Fed governor's latest remarks on Fed rate cuts, concerns about layoffs, President Trump's choice for Fed chair, and more.
SPX Rotation Pressure, Agriculture "Stealth Movers" & Silver Rally Challenged
Rotation trades in the SPX appear to be weakening, with Kevin Green pointing to volatility impacting Friday's positioning across Wall Street. He expects a wide range of movement for the index ahead of...
Fed's Bowman Says Rates Have More Room to Fall
Speaking at an economics conference in suburban Boston, Bowman said that even after three quarter-point rate cuts in late 2025, the Fed's interest-rate setting is still “moderately restrictive,” meani...
Warsh's chances of becoming Fed chair jump as Trump suggests he doesn't want Hassett in that job
The contest to become the next chair of the Federal Reserve took another turn Friday, as President Donald Trump hinted that he may want to keep economist Kevin Hassett in his current White House job.
Trump Not Sure He Wants to Lose Kevin Hassett to the Fed
"I actually want to keep you where you are," President Donald Trump says during a White House event, expressing his reluctance toward nominating Kevin Hassett as Federal Reserve chair.
Fed should be ready to cut rates again amid job market risks, Bowman says
Federal Reserve Vice Chair for Supervision Michelle Bowman said on Friday a fragile job market that could weaken quickly means the U.S. central bank should stand ready to cut interest rates again if...
Trump floats new tariffs in push to acquire Greenland
President Donald Trump said he may impose tariffs on countries "if they don't go along with Greenland." "We need Greenland for national security.
Trivariate Research's Adam Parker on the market: 'I find myself getting more cautious'
Adam Parker, Trivariate Research founder and CEO, joins CNBC's 'Squawk on the Street' to discuss the overall market, diversifying portfolios, Fed rate cuts, and more.
President Trump implies Kevin Hassett will not be the choice for Fed chair
Kevin Hassett's odds of becoming Fed chair drop after President Donald Trump says he wants to keep him in his current post.
Small Cap Stocks Will Struggle Without More Rate Cuts, Royal Says
David Royal of Thrivent says small cap stocks will struggle without more interest rate cuts from the Federal Reserve. -------- More on Bloomberg Television and Markets Like this video?
Warsh sprints ahead in Fed chair race following Trump comments on Hassett, prediction markets show
Warsh sprints ahead in Fed chair race following Trump comments on Hassett, prediction markets show
The economy is shockingly strong by one measure. This year could be even better.
Stubborn inflation, high tariffs and plunging job creation didn't do much to slow the economy in 2025. Now the stage is set for even stronger growth.
US manufacturing output unexpectedly increases in December
U.S. factory production unexpectedly increased in December amid a surge in primary metals output that offset a decline at motor vehicle assembly plants, but activity contracted in the fourth quarter ...
US stocks open in the green: S&P 500 climbs 0.3%, Nasdaq up 0.5%
US stocks rose on Friday as Wall Street attempted to close out a turbulent week on a positive note, with gains in technology and industrial shares helping lift the major averages despite lingering geo...
Options expiration could clear path for US stock market volatility rise
Friday's monthly options expiration is likely to exposeU.S. stocks to greater swings in either direction in coming days, potentially boosting market volatility from historically low levels, according ...
December industrial production beats expectations
CNBC's Rick Santelli joins 'Squawk on the Street' to break down the latest industrial production and capacity utilization data to cross the tape.
Why I'm Finally Bullish On Equities Again
TSMC's earnings report signaled accelerating AI demand, shifting market sentiment and supporting a renewed bullish stance on technology stocks. Tech sector valuations have corrected, now trading about...
Trump economist expects 'BIGGEST REFUND SEASON EVER'
White House National Economic Council Director Kevin Hassett joins ‘Mornings with Maria' to outline President Donald Trump's sweeping affordability agenda aimed at lowering mortgage rates, cutting cre...
Dealmakers see more retail mergers and IPOs in 2026 after tariffs sidelined M&A last year
Dealmakers predict an uptick in mergers and IPOs for retailers and consumer goods companies this year after punishing tariffs on imports to the U.S. had sidelined activity in the industry for the firs...
NBC's 'legendary February': Here's what to know
CNBC's Alex Sherman joins 'Squawk Box' to discuss the latest news from NBC.
2026 Favors Bulls But Selectively
US growth remains strong into 2026, but elevated productivity and hot GDP reduce Fed incentives to support rate-cut expectations. The core risk is valuation, not recession, as strong data tightens fin...
Focus On What Matters When Investing
Technology stocks surged as Taiwan Semiconductor beat estimates and announced $56 billion in semiconductor, energy, and AI investments for 2026. Robust corporate profits and improving economic data, e...
Dan Ives Calls It 1996, Not 1999 — 3 AI Stocks Wall Street Still Isn't Pricing In
Dan Ives is pushing back on the market's biggest AI anxiety. As tech earnings kick off, the Wedbush analyst says this isn't a 1999-style excess cycle — it's mid-1996, when spending accelerates, doubts...
Russell 2000's Potential for "Much More Room to Upside," Memory Chips Extend Rally
Markets consolidated ahead of Friday's opening bell, though the Russell 2000 (RUT) proved itself as an outperformer. Kevin Green makes the case that the small cap index has plenty of room to rally as ...
Former Dallas Fed Pres. Kaplan: The Fed won't cut rates until they see improvements in inflation
Robert Kaplan, Goldman Sachs vice chairman and former Dallas Fed president, joins 'Squawk Box' to discuss the Feds' interest rate outlook, strength of the labor market, state of the economy, search fo...
Wall Street's top banks hit record 2025 revenue as deal flow rebounds
Wall Street's largest banks have closed out 2025 on a high note, delivering record revenues and rising profits as a rebound in dealmaking, buoyant trading activity, and resilient lending helped defy e...
Powers: Leadership has been narrow, and bull markets don't extend without broader participation
Matt Powers of Powers Advisory Group discusses how market gains are broadening out early in the new year, and makes the case for Home Depot as a top pick right now.
Powell investigation sparks MAJOR threat to Trump economic agenda
Former Chairman of House Financial Services Committee Patrick McHenry joins ‘Mornings with Maria' to discuss the surge in prediction markets under President Donald Trump and warn that a DOJ probe into...
Expect solid growth with less inflation this year, says BMO's Carol Schleif
Carol Schleif, BMO private wealth chief market strategist, joins 'Squawk Box' to discuss the latest market trends, key themes from earnings season so far, Pres. Trump's credit card rate cap proposal, ...
5 Things To Know: January 16, 2026
CNBC's Becky Quick reports on the 5 things to know on January 16, 2026.
OpenAI expects Elon Musk to make 'outlandish' claims leading up to trial in April
CNBC's Becky Quick reports on the latest news.
Play the AI boom without the bubble risk via these ‘transition' stocks, says Bank of America
Bank of America anlsyst suggest defense, infrastructure and transition materials represent the optimal indirect exposure to AI
JPMorgan Forms New Team to Get In on the Boom in Private Markets
While IPOs are expected to rise this year, the bank is betting on a structural shift in how companies raise capital.
Stock Markets Can Learn From Trump's Iran Pause. Why It's Key for Investors.
Taiwan companies offer U.S. chip investment for lower tariffs, Goldman sees possible opportunities in prediction markets, Verizon offering $20 credits after resolving service outage, and more news to ...
How the fragile AI ecosystem may be one of the biggest risks to markets this year
A compromised Fed and political tensions are also among the five factors worrying Scott Helfstein at Global X.
Wall Street banks' fourth-quarter earnings in five charts
Wall Street's largest banks ended 2025 on a strong note and executives struck an upbeat tone for the year ahead, even as U.S. President Donald Trump's proposed cap on credit card interest rates kept ...
'Markets are callous': Why stocks aren't fazed by Iran, Greenland or Venezuela
2026 has seen the Trump administration overthrow Venezuela's Maduro regime, threaten force against Iran, and talk up annexing Greenland, potentially by force. Despite the geopolitical uncertainty, equ...
Inflation could 'roar back' if Fed independence compromised
Chicago Federal reserve Chairman Austan Goolsbee says the removal of Fed independence would see inflation “roaring back” and the IMF managing director Kristalina Georgieva has pledged her support behi...
U.S. Futures Suggest Tech Rally Will Continue, Though Global Markets Falter
Nasdaq futures were climbing as the rally sparked by TSMC earnings looked set to continue. Asian and European stocks slipped, along with precious metals.
Stock Market Today: Dow Futures Gain
State Street is among companies reporting this morning, rounding out a busy week for financial earnings
India's budget could be a market sell-off event: BofA Securities
Amish Shah, Head of India Research at BofA Securities, details his outlook for Indian markets in the coming year. He explains remaining cautious on the IT sector, and what could slow its FII outflows ...
Markets Brush Off U.S. Geopolitical, Policy Actions As Rude Awakening Looms
Even with the torrent of risks out of the White House to upend long-standing geopolitics and the economy, US stocks soared to all-time highs and government bond yields barely budged. Investors began 2...
A Quiet Start To 2026 Macro - If You Ignore Everything That's Happening
Political noise, earnings momentum, and fresh economic data collide as markets recalibrate 2026 expectations. Conference commentary and bank earnings offer some clarity amid policy drama and macro cro...
Australian Rate Increase Could Be More Likely Than Markets Expect
With the Fed under pressure to cut interest rates more, its counterpart in Australia is facing a different dynamic with implications for global currency and fixed-income markets.
Inflation will remain down if we do THIS: Policy expert
Panelists Douglas Holtz-Eakin and Dan Clifton analyze the economy under President Donald Trump, bank profits and more on ‘Kudlow.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness ...
The criminal investigation into Federal Reserve Chair Jerome Powell threatens to upend the contest over whom President Trump will choose to succeed him
President Trump wants a loyalist. Senators want independence.
Trump credits tariffs for hundreds of billions gained with 'virtually no inflation,' touts security
Trump claims tariffs drove 'historic' economic gains as U.S. and Taiwan announce massive $500 billion semiconductor deal to rebuild domestic manufacturing.
Jim Cramer talks lessons learned from his early career
'Mad Money' host Jim Cramer shares his lessons learned from his early career on Wall Street.
Jim Cramer talks looking for his first job on Wall Street
'Mad Money' host Jim Cramer shares his lessons learned from his early career on Wall Street.
Jim Cramer talks strength in semis pushing stocks higher
'Mad Money' host Jim Cramer talks how to play the current market.
This is another chance to buy quality names before their next leg up, says Jim Cramer
'Mad Money' host Jim Cramer talks how to play the current market.
Tech Lifts Stocks as Small Caps Rally Anew | The Close 1/15/2026
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 Research Affiliates' Jim M...
This has been a ‘BOOM to Wall Street activity,' says analyst
UBS U.S. large-cap banks analyst Erika Najarian analyzes Q4 earnings from Goldman Sachs and Morgan Stanley, their race for leadership in trading and investment banking, and what the results mean for b...
AI hyperscalers will drive higher US corporate bond supply in 2026, analysts say
U.S. corporate bond issuance is expected to increase substantially in 2026, driven in part by AI hyperscaler companies' build-out needs, analysts forecast.
Fed Beige Book Shows Consumers Resilient Despite Uncertainty
The Federal Reserve's latest Beige Book strikes a cautiously upbeat tone, pointing to modest economic gains across much of the country even as businesses and consumers navigate higher costs, tighter c...
US stocks bounce back, chip stocks rip higher, plus 2026 commercial real estate outlook
Asking for a Trend anchor, Josh Lipton breaks down the latest market trends for January 15, 2026. Markets and Data Reporter Jared Blikre breaks down the day's market moves as US major averages, chip s...
JPMorgan's Dimon on Being Fed Chair: 'Absolutely, Positively No Chance'
JPMorgan Chase Chair and CEO Jamie Dimon says there's no chance he'll be Federal Reserve chair but doesn't rule out becoming US Treasury Secretary during an interview with David Rubenstein at the US C...
JPMorgan's Dimon Says Chipping Away at Fed Will Drive Rates Higher
JPMorgan Chase Chair and CEO Jamie Dimon weighs in on the independence of the Federal Reserve during an interview with David Rubenstein at the US Chamber of Commerce's 2026 State of American Business....
Equity market rotation will continue for the foreseable future, says Wells Fargo's Ohsung Kwon
Ohsung Kwon, Wells Fargo, joins 'Closing Bell Overtime' to discuss Kwon's thoughts on equity markets, why this rotation is different and much more.
Goldman Sachs predicts blockbuster 2026 for M&A mega-deals
Goldman Sachs is predicting a blockbuster 2026 for mega-deals across Wall Street as it and the other US banking giants unveiled a string of bumper financial results this week.
Stocks Advance as Earnings Boost Markets
Morgan Stanley and Goldman rally, while small-cap momentum builds; semiconductor stocks rise.
US and Taiwan strike trade deal, why the market setup is 'almost ideal' for equities
Market Domination anchor Josh Lipton breaks down the latest market moves for January 15, 2026. The US and Taiwan have officially signed a trade deal, with US tariffs on Taiwan lowered to 15%.
Earnings will propel the market forward but valuations could bring volatility, says Nuveen's Malik
Saira Malik, Nuveen CIO, joins 'Closing Bell' to discuss what will influence equity markets, the composition of earnings growth and much more.
Why portfolio managers are whispering about inflation worries in 2026
A mix of soaring metals prices, geopolitical risks and threats to the Federal Reserve's independence is raising the possibility that inflation may push higher than expected in 2026, upsetting traders'...
Income ETFs Have Starred for Investors: What's Their 2026 Outlook?
Investors have flocked to the evolving income ETFs space in recent years. The arrival of the ETF rule in 2019 helped launch countless new and intriguing ETF offerings aimed at adding income to investo...
SCOTUS tariff setback may lift markets, but alternative tariff tools loom: PIMCO
PIMCO's Libby Cantrill argues that Trump's conviction that tariffs are ‘working' explains why the administration will turn to other tools; viewing tariffs as a ‘destination', not merely a ‘means to an...
Exclusive: IMF's Georgieva says central bank independence critical, backs Powell
International Monetary Fund chief Kristalina Georgieva on Thursday underscored the importance of keeping central banks independent and threw her support behind beleaguered Federal Reserve Chair Jerome...
Good time for Fed to wait and see as economy is running hot: Former Fed president Dennis Lockhart
Dennis Lockhart, former Atlanta Fed president, joins 'Power Lunch' to discuss appropriate Fed policy for today's economy, if GDP can grow 5% and much more.
Fed's basically nailed the soft landing from inflation, says Roth Capital's Michael Darda
Michael Darda, Roth Capital Partners chief economist, joins 'The Exchange' to discuss the state of the economy, what the data shows and much more.
Still neutral on small caps despite recent rally, says Raymond James CIO Larry Adam
Larry Adam, Raymond James CIO, joins 'Power Lunch' to discuss if the rally in small cap stocks is here to stay, the rally thus far in equities overall and much more.
KC Fed's Schmid: Cutting rates won't provide much benefit for jobs
CNBC's Steve Liesman reports on news regarding the Federal Reserve.
Market success will be much broader than it was last year, says BofA's Jared Woodard
Jared Woodard, BofA Securities Investment Committee, joins 'The Exchange' to discuss Woodard's thoughts on equity markets, if breadth appears like a catch-up trade and much more.
US midday market brief: Dow gains over 400 points as investors rotate to blue chips
The Dow Jones Industrial Average surged 426 points, or 0.9%, on Thursday as Wall Street rediscovered its appetite for large-cap stocks. The S&P 500 climbed 0.7% while the Nasdaq advanced 0.9%, signali...
Fed's Schmid Says Inflation Warrants Keeping Interest Rates Unchanged
Schmid, one of three dissenters in Federal Reserve's decision for quarter-point rate cut in December, said that with inflation above the Fed's 2% target for more than four years policymakers don't hav...
Can Stocks Keep Rising This Year? Here's the One Reason This Expert Says Yes
Can the S&P 500 post another year of double-digit returns? If it does, one market expert says, it'll earn it.
In an interview, the Philly Fed's new president shows support for Jerome Powell and says rate cuts can wait
In her first interview with a national outlet since taking the job, Anna Paulson says the central bank chair has been “very effective.”