Markets and Economy

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

PPI, Cisco Next as Trump and Xi Discuss Trade, War

After a hot CPI, investors expect more of the same from PPI today. Rate hike odds and yields rose with oil early this week, while Cisco reports later and Trump visits China.

Stocks Mixed Early as PPI Soars, Nvidia Jumps

Even excluding energy, April wholesale prices rose far above expectations, pushing up yields. Chip stocks rose on news Nvidia's CEO will join President Trump on a visit to China.

CPI Data in Spotlight, With Yields, Oil Also Eyed

Today's 8:30 a.m. ET CPI report is the key data point of the day. A 0.6% gain is expected. Rising oil and rising yields keep causing concern after a setback in peace negotiations.

What's Free Cash Flow and Why It Matters

Though investors often focus on revenue and earnings, a company's free cash flow has longer-term implications that can tell investors more about the health of a business.

Inflation Monitor: Warsh Dismisses 'Rough Swag'

Kevin Warsh, the presumptive incoming chair of the Federal Reserve, states his preferred inflation gauges over the Personal Consumption Expenditures price index.

Can AI Continue to Drive Emerging Market Stocks?

Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?

Inflation Data, War News Could Dominate Week Ahead

With the earnings calendar lighter, investors focus on two key inflation reports, retail sales and war news this week. The tech rally took indexes to new record highs Friday.

April Jobs Data Looms Large, but Expectations Low

The nonfarm payrolls report for April at 8:30 a.m. could be today's scene stealer despite an uncertain situation in the Persian Gulf. Analysts expect jobs growth of around 60,000.

As Jobs Report Looms, Market Visits McDonald's

Earnings from McDonald's and a monthly tally of layoffs are both in focus this morning, along with the Middle East. Yesterday's fresh record highs came as crude oil tumbled.

First Quarter 2026 Earnings: Feelin' Alright

S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.