Federal Reserve
Gold Climbs Toward $5,000. Inflation Data Will Dictate the Next Move.
The price of gold will be impacted by the Friday's CPI data release.
1 minute read
Trump Wants Lower Rates. The Fed Sees Little Reason to Comply.
Strong employment numbers and stubborn inflation are reasons the central bank could be in no hurry to lower interest rates.
3 minute read
The S&P 500 Can't Break 7000. Here's What Is Holding It Back.
The S&P 500 first tested 7000 back in late October.
4 minute read
The Jobs Market Looks Strong. These Warning Signs Show AI Is a Growing Threat.
Jobs report complicates Trump’s rate-cut push, Ackman reveals new stakes in Meta, Amazon, and Hertz, McDonald’s affordability push is paying off, and more news to start your day.
Long Read
Review & Preview: Powell’s Vindication
An early rally lost steam after a strong payrolls report. Plus, the Fed looks smart.
3 minute read
Bitcoin, XRP, Ether Are Falling Again. Why Cryptos May Soon Get a Boost.
Economic data releases this week have the power to move crypto prices.
1 minute read
Trump Gets ‘Good News’ Boost for the Stock Market From Jobs Report. Kind Of.
Trump also would like to see lower interest rates.
4 minute read
Robinhood, Strategy, and Other Crypto Stocks Fall. Why There's Hope for a Rebound.
Cryptocurrencies need a boost, and so the stocks linked to digital assets.
1 minute read
What the Treasury Market Is Really Saying About the Economy and the Stock Market
The 10-year Treasury note has seen its yield move up or down only as much as 0.39 percentage points over the past six months.
3 minute read
Markets Get This Warning From Mattel, Hasbro Earnings. It’s a Problem for the Fed.
Ford’s new tariff hit caps off weak fourth quarter, Robinhood clouded by crypto turmoil, oil prices rise, and more news to start your day.
Long Read
AI Is Sneaking Up on the Fed. Will Warsh Be Ready?
The presumptive next Fed chair is an AI booster. He needs to be prepared for its downsides, too.
3 minute read
The Fed Wields Enormous Power. The U.S. Has Debated a Central Bank Since Day One.
From Andrew Jackson to Donald Trump, presidents love to hate the central bank.
Long Read
The Bond Market Is Already Delivering a Tough Lesson to the Next Fed Chair
The steepening of the yield curve is a warning for nominee Kevin Warsh.
4 minute read
U.S. Stocks Are Being Trounced by Foreign Rivals. Play It Like Buffett.
Alphabet’s AI-fueled bond sale, Holtec poised for biggest nuclear IPO in years, Fed’s Miran optimistic on fiscal outlook and economic growth, and more news to start your day.
Long Read
Gold and Silver’s Setback Should Prove Temporary
The precious metals rallied in the past year, but gold has fallen 10% and silver 32% since their January highs. What’s next.
Long Read
The Bond Market’s Calm Could Be Ending. Clouds Are Piling Up Overseas.
Developments from Tokyo to Beijing to London and Washington have the potential to send yields higher. Wall Street is watching.
4 minute read
Gold Pops Back Above $5,000. Blame China for Volatility, Says Bessent.
The yellow metal looks to be settling after recent price swings.
1 minute read
Inflation Expectations Approached Crisis Levels Last Year. Why That Matters.
A new study finds that worries about spiraling price growth have approached 1970s levels. That’s a problem for the economy and the Federal Reserve.
3 minute read
Will the S&P 500 Hit 8000? A Smart Way to Play It.
Anyone who agrees the S&P 500 could cross that landmark can mimic the private-market trades by trading call options on the State Street SPDR S&P 500 ETF.
3 minute read
Treasury 'Yield Curve' Hits Steepest Level in 4 Years. What It Means.
Investors are demanding higher yields because they are getting worried about rising government debt.
2 minute read
Warsh’s Confirmation as Fed Chair Will Be Messy. Here Are the Consequences.
Ultimately the president may have lost leverage over the central bank by virtue of the Justice Department investigation into Jerome Powell.
4 minute read
Atlanta Fed’s Bostic Makes the Case for Keeping Interest Rates Steady
“For me, inflation has been too high for too long,” Bostic said.
3 minute read
Europe Holds Interest Rates Steady, Following the Fed. Why the Weak Dollar Is a Factor.
Just like the Federal Reserve, policymakers across the Atlantic are in wait-and-see mode.
2 minute read
Google Shows the AI Trade Isn’t Dying, Just Changing. How to Play It.
Trump-Xi detente continues, Fed’s Lisa Cook says inflation progress has stalled, Bitcoin falls below $70,000, and more news to start your day.
Long Read
Fed’s Lisa Cook Says Inflation Progress Has Stalled
The Fed governor says the central bank must continue to focus on bringing down inflation to its 2% target.
3 minute read
