Market View

Private-sector balance sheets offer ballast as inflation accelerates and stocks slide. Plus, investment newsletter commentary on Sunbelt REITS, Chinese AI, and the selloff in gold.

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.

The Supreme Court’s decision to strike down the Trump administration’s current tariffs marks a legal turning point, not a policy pivot, says Wells Fargo. Plus, investment newsletter commentary on GDP, AI spending, Fed policy, and Berkshire Hathaway’s holdings.

Investment strategists weigh in on President Donald Trump’s nomination of Kevin Warsh as chair of the Federal Reserve. Plus, investment newsletter commentary on Taiwan’s GDP, tech stocks, and population growth.

Copper could outperform gold and silver in 2026, according to this market technician. Plus, investment newsletter commentary on stocks, bonds, crude.

That’s good news for Chinese equities, including tech, financials, and healthcare, says UBS. Plus, investment newsletter commentary on the U.S. deficit, the Federal Reserve’s asset purchases, and the 2026 market outlook.

Walmart and TJX rallies indicate that U.S. consumers have plenty of fire power. Plus, investment newsletter commentary on healthcare stocks’ breakout, India’s attractions, and alternatives to the AI trade.

Technology titans have high credit ratings and robust free cash flow, one strategist notes. Plus, market newsletter commentary on vendor financing, the 2026 outlook, and the S&P 50o’s technical setup.

Washington may be closed for business, but the economy keeps humming. Plus, investment newsletter commentary on housing-market troubles, the oil-price outlook, and attractive dividend stocks.

A widening credit spread between Baa-rated corporate bonds and Treasuries would signal a bigger “cockroach” problem for the economy and Wall Street, says one strategist. Plus, investment newsletter commentary on the housing market and the Shiller CAPE ratio.

Investors may be hesitant to chase the AI trade after OpenAI’s secondary stock offering, this strategist says. Plus, market newsletter commentary on labor demand, the neutral rate, and Berkshire Hathaway.

Rate cuts, dollar weakness, and political risk all bode well for bullion, UBS investment strategists say. Plus, market newsletter commentary on S&P 500 price targets, AI skepticism, and emerging markets.

Back-to-school spending is strong, and other revelations from RBC’s reading of S&P 500 earnings-call transcripts. Plus, investment newsletter commentary on interest rates, agriculture, and healthcare stocks.

If stagflation takes hold in the year’s second half, earnings estimates may fall, threatening the market’s currently lofty valuation, says one strategist. Plus, investor newsletter commentary about silver, small-caps, and China’s economy.

The initial response rate to government surveys of businesses has been low this year, diminishing the reliability of the first estimate of monthly job growth, one economist notes. Plus, investment newsletter commentary on gold, real estate, copper, and shrinking profit margins.

The dollar index has rallied 2% this month and could find further support, an ING strategist says. Plus, investment newsletter commentary on retail sales, bond vigilantes, money supply, and microcap stocks.

Almost a third of the global seaborne oil trade moves through the Strait of Hormuz. Any interruption could send crude prices soaring. Plus, investment newsletter commentary on the job market, small-caps, emerging market bonds.

Taiwan’s goods exports grew almost 30% in April, while shipments to the U.S. were up by nearly the same amount. Plus, investment newsletter commentary on stock market volatility, the put/call ratio, and gold.

A “bottoming” process usually leads to an extended rally, this analyst says. Plus, investment newsletter commentary on the farm economy, the Fed, and Treasury yields.

PCE inflation could show about a two percentage point increase over baseline forecasts under the just-announced tariff regime, Wells Fargo economists say. Plus, market newsletter commentary about oil prices, labor trends.