Rinse, Warsh and Repeat; More War; Wall Street Ugliness
Let’s see what just happened at the FOMC, ask whether the Fed is really ‘fractured,’ assess the market damage and look at the latest in the war.
The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
Fed Makes Interest Rate Decision Amid ‘Elevated Uncertainty’
The market is offering an immediate reaction to the Federal Reserve’s interest rates decision on Wednesday.
Interest Rates Set to Move Higher for Longer as Inflation Persists
With the AI bubble looking to “jump the shark” and conflict in the Middle East ongoing, the Federal Reserve has little choice.
Fed Preps ‘Most Unpredictable’ Meeting in Years: 8 Key Items Shaping the Stock Market Wednesday
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
The Fed, the Rotation, and Why IBD Is at Minimum Exposure
As the Fed decision sets up for a strong reaction, here’s what to watch. Plus, why IBD is at minimal market exposure while the Dow rallies.
The Screens Look Worse Than the Breadth
Ugly action in technology is dragging down names that have nothing to do with AI.
VIDEO: Discussing This Week’s Portfolio Plan With the Schwab Network
We discuss earnings vs. capex comments, the Fed and single-stock futures.
Trump Unveils New Tariffs: 8 Key Items Shaping the Stock Market Friday
Intel’s earnings, Amex reports, mortgage rate headwinds, and other headlines are moving stocks this morning.
VIDEO: Why We Could Still See 2 Rate Hikes This Year
Plus, inflation pressures, small caps and key levels for the indexes.