Federal Reserve


Job Market Is In a Funk With Little Chance of Perking Up, Analyst Says

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.

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The Fed Will Cut Rates This Spring if Job Weakness Continues

February’s dismal jobs report suggests the Federal Reserve may loosen monetary policy, even if inflation remains entrenched.

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The Stock Market’s New Fear Is an 11-Letter Word That Crushed the Economy in the ’70s

Soaring oil. Slumping jobs. Fears of renewed inflation. How much can stocks take before giving up the ghost?

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Gold Set for First Weekly Drop in Over a Month. Why It’s No Haven as Iran War Escalates.

The precious metal has fallen around 3% this week even as the conflict in the Middle East has intensified.

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Stocks, Oil, and the Dollar Sending Mixed Signals on U.S.-Iran War Impact

Global markets are diverging as the U.S.-Iran war enters its sixth day.

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Stock Markets Have Been Fueled by Iran Fears. Why This Could Be a Bigger Driver.

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.

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Economy Is Growing in Most Fed Districts, Beige Book Shows. Takeaways on Tariffs, AI, Freight Rates, and More

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.

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Warsh’s Nomination for Fed Chair Has Finally Been Sent to the Senate. Now What?

The White House has formally opened a confirmation process that faces at least one significant obstacle in committee.

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The Iran War Puts the Fed’s Rate-Cut Timeline in Doubt

Interest rate markets were already factoring in fewer cuts this year. Now investors are questioning if rates will hold all year.

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Stock Volatility Surges as U.S.-Iran Conflict Stokes Oil Price Shock Fears

Wall Street’s rally Monday has given way to new concerns over the impact of U.S. attacks on Iran on global energy markets.

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Volatility Spikes as US-Iran Conflict Sends Stocks Lower. Why Confidence Could Be Slow to Return.

An unsteady market now faces huge, and undefined, risks tied to a prolonged conflict in the Persian Gulf.

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Why the Iran Attack Proves Bonds Are Still a Safety Net

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.

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Sure, Inflation Has Cooled. But It’s a Long Way From Cold, No Matter What Trump Says.

President Trump touted falling prices in his State of the Union address, but the annual inflation rate remains well above 2%, hurting affordability.

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What I Learned from Fed Chairman Alan Greenspan

For Greenspan’s 100th birthday, veteran Fed reporter David Wessel reflects on the former chair’s time at the central bank.

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Wholesale Inflation Was Hot in January. There’s a Message for Stocks.

The producer price index for total final demand rose 0.5% in January, an acceleration from December’s revised 0.4% monthly advance.

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Stocks Are Set for a February Slide. Can the Magnificent 7 Spark a March Rebound?

The market’s biggest stocks need to come alive if benchmarks are to book a solid first-quarter gain.

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AI and Tech Stocks Are in Trouble. Look to These Other Sectors, Says This Veteran Strategist.

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.

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The Tariff Ruling Could Hit Your Bond Portfolio. Here’s Why.

Interest rates have hardly budged since the Supreme Court decision voiding most of Trump’s tariffs. Don’t get complacent.

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Kevin Warsh Has Big Ideas For Changing the Fed. Can He Get His Way?

The Federal Reserve chair nominee will face an uphill battle to forward his agenda, Joseph Gagnon writes in a guest commentary.

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Chicago Fed’s Goolsbee Throws Cold Water on Rate Cuts

Goolsbee warned against “front-loading” rate cuts.

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Could AI Lead to Rate Cuts? Fed Officials Weigh in.

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.

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Atlanta Fed President Delivers a Parting Warning About Inflation

Raphael Bostic, who has held the role for about nine years, is stepping down effective Feb. 28.

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Stocks Can’t Escape AI, Trade, and Geopolitical Risks. Can Nvidia Provide the Spark?

Stocks are stuck in a pattern of advance and retreat. The market needs a jolt. Can Nvidia provide it with one?

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Markets Must Look Past the AI Panic. Jamie Dimon Offers Some Hope.

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.

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