Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

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Disney Up Next Following Firm Cisco Results

Disney's results could give insight into consumer entertainment spending. This follows a firm outing from Cisco and comes as investors eye D.C. for a possible end to the shutdown.

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Markets and Economy

Data Picture Still Foggy as Shutdown's End Awaited

Stocks are up this week as investors await a House vote to end the shutdown. Today brings Cisco earnings, followed by Disney tomorrow. Nvidia is in focus after Tuesday's retreat.

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Markets and Economy

Tech Up, Led by Nvidia, as Shutdown Vote Awaited

Nvidia and Advanced Micro Devices led tech higher on signs of surging AI demand, while the broader market saw widening interest. Congress could vote today to end the shutdown.

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Futures

Looking to the Futures

The market anticipates the return of consistent economic data with rumors of an end to the government shutdown.

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Markets and Economy

Gov. Shutdown Nears End, Fed Speakers In-Focus

Markets eye a potential end to the government shutdown while turning attention to a busy week of Fed speakers, with investors looking for clues on the path of interest rates.

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Markets and Economy

Tech Earnings, Disney, Treasury Auctions in Focus

After a week dominated by worries over the shutdown and AI valuations, investors face Treasury auctions, Disney results, and a handful of reports from firms exposed to AI demand.

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Desert Song: Relying on Alt Data for Economic Pulse

While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.

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Trading

Stocks are on track for weekly losses, led by profit taking in technology stocks. The S&P 500 is wrestling with technical support at its 50-day SMA today, an indicator which the index hasn't closed below since April.

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Markets and Economy

After an AI Sell-Off, Market Awaits Sentiment News

Thursday's AI-driven sell-off was the third big drop for the Nasdaq over the last month and suggests speculative and momentum trading losing steam. Consumer sentiment is due today.

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International

What Happened to Germany's Spending Boom?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

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