Federal Reserve
Small-Cap Stocks Are Winners. Let the Good Times Keep Rolling.
The S&P 600 is up 10% since late November. Investors are feeling better about the economy.
3 minute read
ECB Holds Rates After BOE Cuts. Why Growth, Inflation, Jobs Divide the EU and U.K.
Resilient euro zone growth and cooling inflation are luxuries that policymakers in London don't have right now.
2 minute read
Don’t Ignore Wall Street’s ‘Forgotten’ Earnings Week—It Carries Hard Truths
Wall Street is optimistic heading into year-end, but earnings updates are sounding more cautious.
3 minute read
Christopher Waller Steps Into Spotlight as Fed Chair Decision Approaches
The Fed governor stressed that Fed independence must be paired with accountability to the public.
4 minute read
Where’s the Santa Claus Rally? Stocks Aren’t Following Traditional December Trends.
The S&P 500 is negative for the month. That doesn’t happen often in December.
3 minute read
Stock Markets Struggle to Digest Jobs Data. How the Fed Can Soothe Fears.
Bostic says Fed should pause rate cuts, Warner Bros. to tell shareholders to reject Paramount bid, Medline set to trade in IPO, and more news to start your day.
Long Read
Inside Trump’s Narrowing Search for the Next Fed Chair
The race is offering investors an early look at what matters most to the White House and what questions the president is asking candidates.
4 minute read
Fed Should Pause Rate Cuts or Risk Diminished Credibility, Says Atlanta Fed’s Bostic
Raphael Bostic, president of the Atlanta Fed, say lowering interest rates further would fuel more inflation.
4 minute read
Why the Stock Market's Fed Fixation Is Misplaced
Investors don’t need to worry about the central bank’s coming interest-rate decisions. Policymakers have their back.
4 minute read
Fed’s Miran Defends Push for Steeper Rate Cuts Despite Elevated Inflation
He has attended three policy meetings and dissented for a larger interest rate cut three times.
3 minute read
Wall Street Has Lots of Questions. Stock Markets Might Not Like the Answers They Get This Week.
Tech has carried the load this year. But there are many issues brewing into the end of 2025.
3 minute read
Trump Will Pounce on Jobs Data. Why It’s a Crunch Moment for the Fed.
Delayed jobs and inflation data come out this week, Supreme Court tariffs decision looms, SpaceX could serve up a feast in 2026, and more news to start your day.
Long Read
Stock Futures Drift Lower. A Big Week of Economic Reports Is Coming.
The Bureau of Labor Statistics will release the November jobs report on Tuesday, and the November consumer price index on Thursday. Both updates were delayed by the 43-day government shutdown.
2 minute read
China Doubles Down on Boosting Domestic Demand
That’s good news for Chinese equities, including tech, financials, and healthcare, says UBS. Plus, investment newsletter commentary on the U.S. deficit, the Federal Reserve’s asset purchases, and the 2026 market outlook.
Long Read
Jamie Dimon Praises Fed Chair Candidate Kevin Warsh at Closed-Door Event
“Kevin Warsh would make a great chairman,” the JPMorgan CEO said at a recent closed-door event.
2 minute read
Powell’s Superpower? Handling Dissent.
The Fed chair’s ability to corral differing minds is a credit to his leadership, Derek Tang writes in a guest commentary.
4 minute read
The Fed Is Buying Billions in T-Bills. Just Don’t Call It Quantitative Easing.
The Federal Reserve cast the move as management of money-market conditions. Others see coordination with the Treasury to help fund the deficit and suppress long-term yields.
4 minute read
Fed Officials Signal Divided Path Ahead For 2026
Fed officials are split over inflation risks and the labor-market outlook after December’s rate cut, signaling an uncertain path for policy in 2026.
3 minute read
The Stock Market Is Rotating Out of Big Tech. A December Data Deluge Could Dictate the Next Move.
This week was ugly, with big losses for Oracle and Broadcom following earnings reports. Are investors are suffering from FOB—a “Fear of Bubble”?
3 minute read
The Case for a Housing Stock Comeback in 2026
A housing uptick looks to be in the cards—but it doesn’t look priced into homebuilder stocks.
3 minute read
Why the White House Says Inflation Is 2.5%—and Why It's Actually Higher
Inflation was 3% year over year in September, according to the Bureau of Labor Statistics.
2 minute read
Hassett Says He Would Be Independent at the Fed. Some Who Know Him Worry.
Barron’s spoke with former colleagues of the leading candidate to replace Chair Jerome Powell.
Long Read
Federal Reserve Reappoints All Regional Bank Presidents to New 5-Year Terms
The regional bank presidents will serve through early 2031.
2 minute read
Powell Gave Stock Markets the Present it Wanted. It Could Giftwrap the Santa Claus Rally.
Investors got what they really wanted from the departing Fed Chair.
3 minute read
