Markets and Economy

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

Fed Speakers, Bank Earnings, TSM Strength in Focus

Investors will be closely watching more bank earnings reports and another group of Fed speakers on Friday after TSM's strong earnings report boosted chip stocks yesterday.

Tech Stocks on Track for a Second Day of Gains

Led by chipmakers, tech stocks were moving higher for a second day Friday, while small caps looked poised to continue their recent outperformance.

Looking to the Futures

January Bitcoin Futures (/BTCF26) attempted to extend its 3-day bounce on Thursday but was met with resistance as price action began to fizzle out.

More Bank Earnings, Jobless Claims, TSM Ahead

More bank earnings arrive today along with jobless claims and Taiwan Semiconductor results. Tech and banking sectors have struggled this week. Metals continue to rally.

The Bond Market in 2026: What Could Go Wrong?

We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.

PPI Data, Big Bank Results, Retail Sales Line Up

Today features December PPI, earnings from three large banks, and retail sales. Investors also await a possible Supreme Court tariff ruling, while oil rose on Iran worries.

JPMorgan Results, CPI Due After Fresh Record Highs

December CPI and JPMorgan Chase are out before the open, with analysts expecting solid results from JPM and 0.3% CPI gains. Treasury yields are near the top of their recent range.

What Is the Debt Ceiling and Why Does It Matter?

What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.

Banks, CPI, Fed Speeches Follow Mixed Jobs Data

Bank results and the Consumer Price Index are key this week. Jobs data pushed down rate cut odds, but stocks hit new highs as unemployment fell. A 10-year note auction comes today.

Emerging Markets: AI Opportunity and AI Risk

Technology has become a major driver of emerging-market stock performance.