Payrolls grew by an average of just 18,000 in each of the past three months. Plus, market newsletter commentary on China’s reduced growth target, higher oil prices, AI stocks.
Long Read
February’s dismal jobs report suggests the Federal Reserve may loosen monetary policy, even if inflation remains entrenched.
4 minute read
Soaring oil. Slumping jobs. Fears of renewed inflation. How much can stocks take before giving up the ghost?
3 minute read
The precious metal has fallen around 3% this week even as the conflict in the Middle East has intensified.
1 minute read
Global markets are diverging as the U.S.-Iran war enters its sixth day.
3 minute read
Broadcom beat first-quarter earnings expectations, trade court paves way for broad tariff refunds for businesses, Beige Book reports growth, and more news to start your day.
Long Read
The Federal Reserve’s February Beige Book depicted a bifurcated economy, with seven of 12 Fed Districts showing growth. Where data centers are saving the day.
3 minute read
The White House has formally opened a confirmation process that faces at least one significant obstacle in committee.
2 minute read
Interest rate markets were already factoring in fewer cuts this year. Now investors are questioning if rates will hold all year.
4 minute read
Wall Street’s rally Monday has given way to new concerns over the impact of U.S. attacks on Iran on global energy markets.
3 minute read
An unsteady market now faces huge, and undefined, risks tied to a prolonged conflict in the Persian Gulf.
3 minute read
Treasuries have taken a lot of flak from Wall Street in recent years, because they stopped behaving like a safe haven. It’s time to show some respect again.
2 minute read
President Trump touted falling prices in his State of the Union address, but the annual inflation rate remains well above 2%, hurting affordability.
4 minute read
For Greenspan’s 100th birthday, veteran Fed reporter David Wessel reflects on the former chair’s time at the central bank.
Long Read
The producer price index for total final demand rose 0.5% in January, an acceleration from December’s revised 0.4% monthly advance.
4 minute read
The market’s biggest stocks need to come alive if benchmarks are to book a solid first-quarter gain.
3 minute read
After 40 years in the investment business, Jim Paulsen now pens a popular Substack newsletter. He sees a new bull market forming in long-neglected stocks, like small-caps.
Long Read
Interest rates have hardly budged since the Supreme Court decision voiding most of Trump’s tariffs. Don’t get complacent.
3 minute read
The Federal Reserve chair nominee will face an uphill battle to forward his agenda, Joseph Gagnon writes in a guest commentary.
4 minute read
Goolsbee warned against “front-loading” rate cuts.
2 minute read
AI could boost productivity and create job-market challenges, but neither would justify near-term rate cuts, said Federal Reserve Governors Lisa Cook and Christopher Wall. Their views are at odds with the White House.
3 minute read
Raphael Bostic, who has held the role for about nine years, is stepping down effective Feb. 28.
3 minute read
Stocks are stuck in a pattern of advance and retreat. The market needs a jolt. Can Nvidia provide it with one?
3 minute read
Waller calls March rate decision a coin flip, a viral online post slams stocks, tariff refunds are in play, and more news to start your day.
Long Read