Federal Reserve


‘Buy the Dip’ Is Still Alive. The AI Trade Is, Too.

A rocky week for tech stocks ended on a high note. All eyes are on Nvidia next—and then the Fed.

3 minute read

Go to article

The Stock Market Is Cratering. These Charts Explain Why.

All three major U.S. indexes are down from peaks hit this fall.

4 minute read

Go to article

The Stock Market’s 2 Biggest Tailwinds Are Faltering. Can It Get Its Mojo Back?

Is this the healthy pullback needed, or a sign of trouble ahead? The two biggest forces that have powered the stock markets record-setting rally are under attack.

3 minute read

Go to article

Labor Hoarding Has Kept the Economy Alive. Is It Ending?

Labor hoarding has been an unsung hero of the U.S. economy. We better hope it continues, Jeff Korzenik and Josh Waynick write in a guest commentary.

Long Read

Go to article

Stock Markets Are Spooked by Fed Rate-Cut Doubts. It’s Too Early to Panic.

Investors shed risk amid data vacuum, Appaloosa’s Tepper kicks off fund stake disclosures, Disney stumbles, and more news to start your day.

Long Read

Go to article

What Is the K-Shaped Economy, and Why Is It a Problem?

The U.S. economy has grown increasingly bifurcated, with spending largely dependent on affluent households. Companies, and the Fed, are concerned.

Long Read

Go to article

Missing Data Throw Fed Cuts Into Doubt. What That Means for Stock Markets.

Fallout from the government shutdown, Chevron expands electricity business, Cisco beats expectations, and more news to start your day.

Long Read

Go to article

Big Tech Fatigue Gives Dow a Boost. How It Could Hit 50,000 This Year.

The old-economy benchmark is finding new energy in the end of year rally.

3 minute read

Go to article

There's No Inflation Report Today. But Here's What the Experts Think.

The October CPI data will likely be delayed until early or mid-December, according to economists’ projections.

4 minute read

Go to article

Bessent Says 'Tenfold' Growth in Stablecoins Will Lift Demand for Treasurys

Demand and supply for U.S. debt have been a focal point for Wall Street strategists.

2 minute read

Go to article

Bostic Will Retire in 2026. What It Means for the Trump Fed.

It presents an opportunity for the president, who has sought to gain more control of the central bank. But his influence is limited.

2 minute read

Go to article

The S&P 500 Nears 7000. These 2 Risks Could Halt the Rally.

The S&P 500 has a 7000 point target in sight.

3 minute read

Go to article

AI Boom, Fed Rates Will Determine This Market Rally. How Both Face Power Struggles.

SoftBank dives further into OpenAI, travel stocks face turbulence after shutdown, rate cuts aren’t helping all consumers, and more news to start your day.

Long Read

Go to article

Rate Cuts Aren’t Helping Poorer Families. It’s a Bad Sign for Consumer Spending.

The Federal Reserve’s policy tools can’t offer lower-income households immediate relief from inflation or stunted wage growth.

4 minute read

Go to article

The Fed Might Not Get Key Data for the December Meeting—Even if the Shutdown Ends This Week

The September jobs report will be the first post-shutdown release the public sees. Some October data may not arrive until mid-December.

3 minute read

Go to article

Fed’s Miran Pushes Another Rate Cut. A Smaller Move Could Be Enough.

The central bank governor, a recent Trump appointee, says rates should be lowered by at least a quarter of a percentage point.

3 minute read

Go to article

Bond Traders Prep for a ‘Very Vocal’ Fed, Debt Sales

More than 10 officials from the central bank are scheduled to speak publicly this week.

2 minute read

Go to article

The Shutdown’s End Is a Band-Aid, Not a Cure, for What Ails the Stock Market

An end to the shutdown helps. But it wasn’t what markets were concerned about.

3 minute read

Go to article

You Can Afford a Home. You Just Have to Know Where to Look.

Places like Toledo, Ohio, are standouts at a time when the housing market nationally has been stymied by high prices and mortgage rates.

3 minute read

Go to article

The Job Market Shows Few Signs of Stress, Based on the Latest Data

The Bureau of Labor Statistics has suspended payroll reports during the government shutdown, but other data sources are sending a positive message on hiring.

4 minute read

Go to article

Fed Flags Hedge Fund Borrowing as a Vulnerability in Financial System

Leverage among the funds is the highest it has been since regulators started tracking the data more than a decade ago.

2 minute read

Go to article

Big Tech Sank the Stock Market. What to Buy Instead.

Maybe it was an excuse to take profits. Maybe investors realized that Palantir stock was too expensive at 248 times 12-month forward earnings. It’s time for everything else to shine for a while.

3 minute read

Go to article

How 3% Inflation Became the New Normal

The Federal Reserve may not like it, but there isn’t much it can do about the forces keeping inflation elevated, David Beckworth writes in a guest commentary.

4 minute read

Go to article

The Tech Selloff Tests AI’s Believers. A Fed Rate Cut May Bolster Their Faith.

Big tech has taken a beating this week but it’s still the market’s best bet.

3 minute read

Go to article

Fed's Hammack Says Central Bank Should Pause Rate Cuts

The Cleveland Fed president worries more about inflation than a cooling labor market.

2 minute read

Go to article

of 20 pages