The Story to Watch as Lower Oil Drives Renewed Momentum in Chip Stocks
Investors are expecting a more dovish Fed, but the market strength is narrow.
A Peace Deal in Iran: 8 Key Items Shaping the Stock Market Monday
Kevin Warsh’s Fed debut, Fox snaps up Roku and other headlines are moving stocks this morning.
Does an Iran Deal Solve the Inflation Problem?
The market is celebrating the much-anticipated deal, but major obstacles are looming.
May CPI Up Largely as Expected, But It’s Not That Simple
Ahead of tomorrow’s U.S. May PPI report, China’s May PPI accelerated further.
May CPI, End to Ceasefire?: 8 Key Items Shaping the Stock Market Wednesday
TSM’s May revenue, SpaceX’s oversubscription, bank stress tests, and other headlines are moving stocks this morning.
Stagflation Worries Take Center Stage as CPI Looms
This tricky market environment requires a stout defense.
Surprising Job Report Eliminates Chance of Interest Rate Cut
This is a much stronger labor market than those who vote on policy at the Fed’s FOMC thought they were going to be dealing with.
Hospitality Surge Gives Fed No Choice After Strong Jobs Update
The rate environment could challenge a market that needs to absorb some significant IPOs.
Hot May Job Creation Puts Fed’s Focus Firmly on Inflation
Friday’s job report for May crushed expectations, with big March and April revisions as well.
Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.