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.
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
The market is offering an immediate reaction to the Federal Reserve’s interest rates decision on Wednesday.
With the AI bubble looking to “jump the shark” and conflict in the Middle East ongoing, the Federal Reserve has little choice.
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
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.
Four issues have arrived at the same time. But they are not the same problem. Here’s what to know.
Rising rates and capex fears hit at the same time, but the rotation is limiting the damage.
Plus, inflation pressures, small caps and key levels for the indexes.
Bank earnings, CPI, and Warsh testimony will keep investors focused on inflation.
A combination of lower inflation and improved data sources will push the Fed to cut interest rates soon.