Markets and Economy

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

What's Free Cash Flow and Why It Matters

Though investors often focus on revenue and earnings, a company's free cash flow has longer-term implications that can tell investors more about the health of a business.

Inflation Monitor: Warsh Dismisses 'Rough Swag'

Kevin Warsh, the presumptive incoming chair of the Federal Reserve, states his preferred inflation gauges over the Personal Consumption Expenditures price index.

Can AI Continue to Drive Emerging Market Stocks?

Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?

First Quarter 2026 Earnings: Feelin' Alright

S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.

Q1 Tech Earnings Preview: A Tale of Two Cities

Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.

Debt, Deficits & the Fed’s Next Move

Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

Weekly Digest: Oil v. Stocks, Earnings, and RSI

A recap of some of this week's big stories covers a shift between oil and stock prices, the rising RSI, bank earnings, and the global impact of stifled oil production.

The Short Interest Monitor

This snapshot of stocks with elevated and rising short interest can help traders gauge market sentiment and positioning in key areas of the market.

Power and AI Boost Infrastructure Investments

While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.

Inside Today's Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)

ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.