Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Stocks Rise as CPI, Jobless Claims Top Estimates
The Consumer Price Index rose 0.4%, above the expected 0.3%. Core prices of 0.3% landed as expected. Odds of a 50-basis point rate cut fell. Jobless claims hit a 2-year high.
Looking to the Futures
OPEC plans to increase supply by 137,000 barrels per day starting in October, which will help add stability.
Will Fiscal Concerns Affect International Stocks?
Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?
Weekly Trader's Outlook
Markets limped into the weekend after Friday's early morning sell-off reversed what had all been a new all-time high print in the S&P 500.
Lower Bond Yields: You Can't Get There From Here
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
Take the Long Way Home: Is Housing Bottoming?
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.
How to Effectively Read Federal Reserve Minutes
Learning to read the Fed minutes effectively can help traders understand the central bank's policy-making process, sentiment, and rate expectations, all of which can impact markets.
Will a Weak Dollar Enhance International Returns?
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.
Nvidia Earnings Ahead with China, AI Spend in Focus
Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.
Health Care Sector Struggles as Pharma Tariffs Loom
U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.