Markets and Economy

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

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Fed Meeting, Job Openings, Oracle Pack a Busy Week

This week features a Fed meeting, Broadcom and Oracle results, and job openings data. Yields rose sharply last week, raising concerns. Major indexes approached record highs Friday.

Futures

Looking to the Futures

Crude oil futures (/CLF26) rallied to end the week after hopes for a peace agreement between Ukraine and Russia diminished.

Trading

Weekly Trader's Outlook

Equity markets have remained largely unchanged this week as investors anticipate guidance from the upcoming Federal Open Market Committee (FOMC) meeting.

Sectors

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

Implications of a New Fed Chair Nominee

Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.

Markets and Economy

Waiting Game as PCE Inflation Loom Soon After Open

Volatility could rise at 10 a.m. ET with the release of PCE data, but earnings news is slim. The S&P 500 and Nasdaq are on three-day win streaks before next week's Fed decision.

Markets and Economy

Risk Appetite Sags, Stocks Dip Ahead of PCE, Fed

Stock futures dip as focus turns to consumer sentiment and shutdown-delayed PCE data ahead of next week's Fed rate decision.

Markets and Economy

New Batch of Jobs Data Next After Surprise Drop

Initial jobless claims and Challenger layoff data come ahead of the open after ADP's weak report yesterday raised rate cut odds. Salesforce and Snowflake results are also in focus.

Markets and Economy

Salesforce, Macy's, Crypto, and ADP Jobs in Focus

Crypto turned around yesterday but Marvell Technology earnings appeared to disappoint. Today brings Salesforce results and ADP jobs data, along with Macy's and Snowflake.

Bonds

2026 Outlook: Treasury Bonds and Fixed Income

Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.

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