Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Inflation, Apple Assessed Before Shutdown Deadline
Progress seemed possible to keep a government shutdown relatively short, and investors await wholesale price data. They also mull Apple results and check the tank on oil earnings.
Stocks Off Lows as Trump Taps Warsh as Fed Chair
Markets were down overnight but rebounded on Trump's nomination of Kevin Warsh as Fed chair. The Producer Price Index puts inflation data in focus, landing above expectations.
Looking to the Futures
Crude Oil continued its surge on Thursday reaching 4-month highs off escalating Middle East tensions and the threat of supply disruption due to a potential U.S. attack on Iran.
Don’t Let Headline Drama Disrupt Your Portfolio
Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?
Q4 Tech Earnings Preview: The Great Divergence
Info tech earnings continue with Nvidia and Alphabet on deck. Surging memory stocks, beleaguered software industry in focus as investors probe for signs of an AI inflection point.
After Fed Pause and Mega-Cap Results, Apple Next
The markets paused along with the Fed yesterday but focus today is on earnings released late Wednesday by three mega-caps. Apple reports later. Meta and Tesla rose after results.
Fed Decision, Meta, Microsoft, and Tesla Ahead
After a relatively quiet start to the calendar today, things get crowded starting with the Fed's 2 p.m. rate decision and then three mega-cap earnings reports after the close.
Fed Holds Rates Steady, Hints at Improved Economy
The federal funds rate will remain 3.5% to 3.75%. While the market still expects two rate cuts late this year, the Fed is likely to tread cautiously given the economic backdrop.
Earnings Schedule Heats Up as Fed Meeting Starts
A Fed meeting starts today with little chance seen of a rate move. Meanwhile, 90 S&P 500 companies line up to report this week including Boeing and General Motors this morning.
Earnings Parade Continues as Fed Gathers
After a wild week of geopolitical volatility, investors track mega-cap earnings and a Fed meeting in days ahead, with no rate move seen. Four of the Magnificent 7 report this week.