Markets and Economy

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

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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

Earnings in Focus Amid Economic Data Delays

Investors will shift focus to another packed week of corporate earnings and a light lineup of economic data while they continue to digest the latest Fed rate cut.

Markets and Economy

Tech Gains Persist, But Stocks Face AI, Data Test

This week brings data from several parts of the economy along with AI-related earnings from Palantir and Advanced Micro Devices. Stocks rose early with tech strength persisting.

Markets and Economy

Amazon, Apple Results Eyed After Risk-off Session

Strong results from Amazon and a decent showing from Apple are in the spotlight after risk-off sentiment, big losses for Meta, and weak chip stocks took some sizzle off the rally.

Markets and Economy

Mega Cap Results, Fed Cut Digested with Apple Next

Fed Chairman Powell's hawkish rate talk cooled Wednesday's rally, and two of the three mega caps saw shares fall despite exceeding consensus. Apple and Amazon report later today.

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.

Markets and Economy

Mega Caps Step to Plate, Fed Rate Cut Seen Likely

Alphabet, Microsoft, and Meta Platforms report after the close with all eyes on AI spending trends. The Fed is expected to cut rates 25 basis points, futures trading suggests.

Company Earnings

Q3 Tech Earnings Preview: All Eyes on AI Spending

As major tech firms report this week and next, investors will focus on how much they're spending on AI. Cloud competition is also top of mind, along with early iPhone 17 sales.

Better Days (for Earnings)

Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.

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