Federal Reserve


Value Stocks Have Hit Their Stride. What They Need Next.

The Russell 2000 Value Index is up almost 12% from the low point it hit in late November, while the Nasdaq has gained 6%.

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The Fed Might Not Be Done Cutting Rates. The Labor Market Is a Factor.

Markets continue to price in over two cuts in 2026, betting that labor-market softness will outweigh lingering inflation pressures.

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Oracle and the Fed Were Expected to Provide Wall Street With Answers. Only One Delivered.

Investors got only half of what they wanted from two key updates—and now stocks are falling.

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AI Fears Eclipse Fed Rate Hopes. Why Oracle Earnings Should Concern Stock Markets.

Tariffs are in focus as Trump administration awaits court ruling, Paramount Skydance takes fight to Warner Bros. shareholders, and more news to start your day.

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Review & Preview: It’s a Cut!

The Dow had its best Fed Day since 2023. Plus, the Supreme Court is expected to deliver a decision on Trump’s tariffs soon.

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This Question Looms Large Over the 2026 Stock Market

The expected appointment of a Trump-friendly Federal Reserve chair in May could drive stocks higher—but it could also introduce some nasty risks.

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Mortgage Rates Tick Lower After Fed Move. What It Means for Home Sales.

The Fed’s decision to cut interest rates helped moved the 10-year Treasury yield lower—and mortgage rates by extension.

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Home Builder Stocks Rise. It’s a Sigh of Relief After Fed Cut Rates.

The 10-year Treasury yield, which informs the direction of mortgage rates, was heading lower after the Fed’s rate cut.

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The Fed’s Cuts Are a Moment of Truth for Europe

The European Central Bank is holding, driving increasingly diverging economies, Pierre-Antoine Dusoulier writes in a guest commentary.

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The Fed Needs to Earn Its Independence. Just Setting Rates Isn’t Enough.

The Federal Reserve’s issues go far beyond its high-profile rate decisions, Mickey D. Levy and Amit Seru write in a guest commentary.

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The Stock Market Would Be Unthrilled With a ‘Hawkish’ Cut

The outlook for interest rates next year has changed notably over the past month.

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Why Bitcoin Could Drop Below $90,000—Even After a Fed Rate Cut

Ethereum, Solana, and other cryptocurrencies are also up.

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The Fed’s Divided on Rates. Why Stock Markets Can Rise Through 2026 Anyway.

What a SpaceX IPO could mean for Tesla shareholders, Pfizer pursuing next weight-loss drug in Chinese labs, more news to start your day.

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Trump Wants ‘Immediate’ Rate Cuts. Markets Are Acting Like He Won’t Get Them.

The president has long advocated for lower interest rates, saying they’re supercharge the domestic economy, unlock a stagnant housing market and lower borrowing costs for the federal government.

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Home Depot Warns a Home-Improvement Recovery Is Still Far Off

Home Depot’s guidance reflects a “reality check” that the much-anticipated home improvement spending rebound has not yet begun.

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October Job Openings Were Higher Than Expected. Why a Rate Cut Is Still Likely.

The JOLTS data had been delayed due to the government shutdown and the agency published September and October data together.

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Toll Brothers Stock Drops After Earnings. The Outlook Is the Problem.

The home builder earned $4.58 a share on $3.4 billion in revenue in its fourth quarter. Earnings were lower than estimates though revenue beat projections.

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Bond Markets Don’t Expect a Dovish Fed. That Could Test the Santa Claus Rally for Stocks.

A rate cut from the central bank that is considered hawkish could keep stock market gains muted in December.

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Bitcoin Won’t Hit $200,000 This Year, Crypto Bull Concedes. Where It’s Going Instead.

Bitcoin has come crashing down recently and so too have bullish price predictions for the world’s largest cryptocurrency.

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Stocks Head for Third Year of Big Gains. Inflation Could Derail a Fourth.

Fed rate decision looms, Trump to outline economic policies, Netflix’s Warner Bros. Discovery deal, and more news to start your day.

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Fed Rate Decision, Oracle, Costco, Broadcom, and More Stocks to Watch

The Federal Open Market Committee is expected to announce a quarter-point interest-rate cut. We’ll also see earnings reports from Toll Brothers, AutoZone, Campbell’s, and more.

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Why Consumers May Keep Spending Despite Affordability Angst

While President Donald Trump this week called concern about the cost of living a “con job,” the strain American households are feeling is real.

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Are Wage and Price Controls in Our Future? Outlandish Predictions for 2026.

Prognosticators offer up their views on everything from a Swifty marriage boom to the role of affordability in next year’s elections to the fates of the dollar and inflation. Why the foreseeable future is a little foggy.

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Forget Friday, the Rest of December Is Full of Landmines for the Stock Market

Lots of questions, few real answers, but no volatility. It’s weird out there.

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Meta Opens a New Frontier in AI Race. Why It’s a Warning for Apple.

Hassett eyed as Trump’s next Fed chair, Comcast’s cable spinoff could be valued at $10 billion, Hovnanian earnings sank the sector, more news to start your day.

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