Sectors

Read our take on the stock market through a sector lens.

Easy Money? Rate Cuts May Not Ease Borrowing Costs

Though some urge rate cuts, doing that won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.

"Yen-Carry" Anniversary Nears, but Worries Fade

Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.

Nvidia on Deck with Tariffs, Blackwell Sales Eyed

Nvidia, the biggest AI chip firm, reports Wednesday. Blackwell chip demand, tariffs, and guidance all could help determine how shares respond after a volatile two months.

Q1 Retail Earnings in Uncertain Year

While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.

Q1 Tech Earnings Preview: Tariffs Chip Confidence

As major tech firms like Apple and Microsoft report, they face questions about the impact of tariffs. Q1 results may be discounted, with strength seen as pre-tariff demand.

Q1 Bank Earnings Preview: Tough Road Seen Ahead

Though first-quarter results for the biggest U.S. banks are expected to be firm overall, the industry faces challenges amid recession worries and slow capital markets demand.

Before the Rate Cut, Our View of the Markets

Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?

What Past Fed Rate Cycles Can Tell Us

Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Still, investors instead need to examine what factors are driving the Fed now.

Midyear Outlook: The Fed & the U.S. Economy

Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.

Midyear Outlook: Equities, International & Washington

What can investors expect from the U.S. stock market, the global markets, and the policy landscape in D.C. in the second half of 2024?