Federal Reserve
The Stock Market Needs December Magic to Keep Tech Rebound on Track
Good riddance November slump. Hello December bump?
3 minute read
A Market Rebound Can Last. Why Ukraine, Fed Rate Hopes Are Eclipsing AI Fears.
Interest rates should be higher based on the Taylor rule, Thanksgiving air travel will be busiest in 15 years, and more news to start your day.
Long Read
Stock Futures Rise Ahead of Holiday-Shortened Week
Stocks were looking to extend their rally from Friday.
1 minute read
The U.S. Needs Better Data. Why We Fell Behind and How We Can Catch Up.
The recent government shutdown underscored that U.S. statistical agencies provide numbers that can’t yet be fully replicated by private data.
Long Read
The Fed's Next Rate Move Has Everyone Guessing. Why Confusion Reigns.
A senior Fed official revived investors’ rate-cut hopes, leading to more market confusion about December’s policy decision.
3 minute read
Interest Rates Should Be Higher Based on the Taylor Rule. Why The Fed Doesn’t Favor It.
The Federal Reserve currently relies on data and judgment, not mathematical formulas to guide policy. But the debate about its methods is far from settled.
Long Read
The Bull’s Wild Ride: What We Have Here Is A Worrywart Market
“AI is in a rational bubble,” says Mohamed El-Erian. “It makes sense to overinvest in it, to overspend on it, because the payoff is enormous.” But, he warns, there will be a small number of winners.
Long Read
Are We There Yet? Stocks Are Halfway to a Correction but Haven’t Capitulated.
Down but not out, the tech-led rally staggers into the Thanksgiving holiday.
3 minute read
AI Fears Shake Markets. Why Nvidia No Longer Shows the Way and What Can.
Bitcoin price slides, delayed jobs report doesn’t make Fed’s path clearer, Walmart beats expectations as shoppers flock to bargains, and more news to start your day.
Long Read
Stock Market Swings Heighten U.S. Inequality Worries
The high-end households that hold up consumer spending are vulnerable to a stock-market correction.
4 minute read
Private-Credit Funds Need More Scrutiny, Fed’s Cook Says
Lisa Cook sees the explosion in private lending as a source of potential vulnerability for the economy.
2 minute read
Kugler Stock Trades Stir More Controversy at the Fed. Don’t Tie It to the Cook Case.
Former Federal Reserve governor Adriana Kugler’s departure presumably shows how the Fed responds to rules violations. The allegations against Fed governor Lisa Cook fall outside that category.
4 minute read
The Magic Words That Got the Stock Market to Stop Worrying About an AI Bubble
Nvidia CEO Jensen Huang said exactly what the markets wanted to hear.
3 minute read
Nvidia Reignited the Stock Market’s AI Rally. Why the Fed Could Extinguish It.
Fed leans toward December pause, sports streaming competition heats up, Target’s incoming CEO faces challenges, and more news to start your day.
Long Read
Fed Leans Toward December Rate Pause, Minutes Show
The bank could be moving toward another interest-rate cut this year. It could also be finished easing for now.
3 minute read
Big Tech Fatigue Puts Stocks in a Funk. The Next 2 Days Could Change That ... or Make Things Worse.
The S&P 500 is having its worst November since 2008. Is help on the way?
3 minute read
Will the Fed Cut, or Won’t It? This ETF Move Works Either Way.
Investors concerned about volatility tied to the Dec. 10 Fed rate-cut decision can stake out a position with options on the small-cap iShares Russell 2000 ETF.
3 minute read
The Contradictions at the Heart of the Worst November Stock Market Selloff Since 2008
Investors still believe in tech. But it worries them as well.
4 minute read
The Fed Is Trying to Help Bank Liquidity. Banks Would Rather Keep It Quiet.
The Federal Reserve’s Standing Repo Facility is designed to allow banks access to enough cheap, available cash
3 minute read
This Market Selloff Has Engulfed Stocks, Crypto, Gold. How the Fed Can Stop It.
Crypto caught in broad market selloff, food, restaurant companies feeling relief, U.S.-China trade deal is fragile, and more news to start your day.
Long Read
Top Fed Chair Candidates Press Attacks on the Bank
Kevin Warsh and Kevin Hassett weighed in as the White House prepares for a decision on the central bank’s leadership.
2 minute read
Stocks Begin the Week on the Right Foot. The Path Forward Gets Tricky.
Some of Wall Street’s biggest concerns will be tested this week.
3 minute read
Stock Markets Face a Crunch Week. It’s About Much More Than Nvidia Earnings.
Nvidia earnings are coming, the Fed’s path forward is getting murkier, Berkshire Hathaway bought $4.3 billion worth of Alphabet stock, and more news to start your day.
Long Read
Stock Futures Drift Lower After Last Week’s Tech Selloff
The Federal Reserve will release the minutes from its October policymaking meeting on Wednesday afternoon.
2 minute read
Rate-Cut Odds for December Fall as Split Among Fed Officials Widens
The Federal Reserve’s policy hawks are spreading their wings as inflation stays stubbornly elevated.
Long Read
