Markets and Economy

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

Trade in Focus but Earnings Could Take Spotlight

After a Monday marked by trade-related uncertainty, key software, consumer, and tech results vie for attention today and tomorrow, starting with Home Depot. Nvidia looms Wednesday.

Recovery Effort: Tech Keys Early Gain on Deal News

Stocks mounted a light recovery early today after Monday's plunge, helped by a major deal between Meta and AMD and by Home Depot's earnings. Several Fed speakers loom.

Tariff Drama, Upcoming Nvidia Earnings in Focus

A weak GDP report and hot inflation data were overshadowed by the Supreme Court's decision to overturn Trump's tariffs Friday. Nvidia earnings, Fed speakers are in focus this week.

Weekly Trader's Outlook

Major indices are on track for modest gains during a busy news week with increased uncertainty around tariffs, Iran, and monetary policy.

Inflation Data Next with Stocks, Yields Rangebound

This morning's December PCE data could set the tone, but tension with Iran is another focus. So is private credit after jitters yesterday when stocks broke a three-day win streak.

Looking to the Futures

Chicago wheat took off in Thursday’s trading with outlook being a common theme for traders and analysts.

Walmart, Deere Up Next Ahead of Key Inflation Data

Focus returns to earnings as Walmart and Deere report before the bell. Both stocks had strong starts in 2026. Investors also brace for critical PCE and GDP data due early tomorrow.

Fed Minutes Loom as Cautious Trading Persists

Fed minutes might provide insight on rate policy after Palo Alto Networks' results Tuesday failed to cheer tech traders. Caution remains elevated as rallies can't find traction.

Cascade: AI's Latest Phase

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.

Jobs Data, Fed Patience & AI's Next Market Shock

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.