Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Record Highs Reflect Solid Earnings, Peace Hopes
Netflix and Taiwan Semiconductor lead the earnings charge today after a record high for the S&P 500 Wednesday. Strong corporate results and hopes for peace talks keyed the rally.
Looking to the Futures
The S&P 500 futures set a new all-time high this Wednesday afternoon. This comes after closing positive for the past 3 days. The index has only had one down day since March 31st when it hit a low of 6353.25.
Rally Slows, Oil Up After Stocks Post New Highs
Stocks are up slightly after the S&P 500 and Nasdaq set new all-time highs on Wednesday. Strong earnings supported equities this week, but oil inched up today, causing concern.
Wall Street Near All-Time Highs, Optimistic on War
More bank and semiconductor earnings await investors after major indexes neared all-time highs on peace hopes. Tech shares are back on the upswing, fueling improved sentiment.
Banks, PPI Loom After Stocks Start Week on a Roll
JPMorgan Chase and other major banks report before the open, with PPI also due after a rally to begin the week. The S&P 500 Index is now above where it was before the war began.
Earnings Season Ahead, Pulling Focus from War, Oil
Bank earnings start the reporting season with Goldman Sachs today and several other large firms tomorrow. This could attract some focus away from the war and oil prices.
Power and AI Boost Infrastructure Investments
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
Truce in Iran: Relief but Not Resolution
While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.
Inside Today's Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.
Weekly Trader's Outlook
Major indices are on track to post the largest weekly gain in several months on news of a two-week ceasefire between the U.S. and Iran. However, successful negotiations still require some work, and uncertainty about the economic implications remain.