Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

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Gov. Shutdown Nears End, Fed Speakers In-Focus

Markets eye a potential end to the government shutdown while turning attention to a busy week of Fed speakers, with investors looking for clues on the path of interest rates.

Markets and Economy

Nvidia Weakness Hits Tech A Day After Rebound

Stocks fell as AI leader Nvidia saw selling reflecting weak earnings from CoreWeave and SoftBank unloading its Nvidia shares. The Senate voted to reopen, and a House vote is next.

Desert Song: Relying on Alt Data for Economic Pulse

While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.

Markets and Economy

Tech Earnings, Disney, Treasury Auctions in Focus

After a week dominated by worries over the shutdown and AI valuations, investors face Treasury auctions, Disney results, and a handful of reports from firms exposed to AI demand.

Markets and Economy

After an AI Sell-Off, Market Awaits Sentiment News

Thursday's AI-driven sell-off was the third big drop for the Nasdaq over the last month and suggests speculative and momentum trading losing steam. Consumer sentiment is due today.

Markets and Economy

Jobs Data Ahead as Qualcomm, Arm Results Mulled

Investors await job cuts data and scrutinize results from Qualcomm, Arm Holdings, and DoorDash. Stocks bounced yesterday as the Supreme Court heard tariff arguments. Chips gained.

Markets and Economy

Jobs Data Follows Tech Selloff as Sentiment Dips

Today features a look at October hiring, along with McDonald's and DoorDash earnings, as the Supreme Court hears arguments on tariff policy after Tuesday's chip market plunge.

International

What Happened to Germany's Spending Boom?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

Markets and Economy

Fed Cuts Rates for the Second Time This Year

The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.

Markets and Economy

How to Effectively Read the Fed's Beige Book

Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.

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