Markets and Economy

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

Emerging Markets: AI Opportunity and AI Risk

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

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.

Stocks Pull Back on Fed Uncertainty, Bank Weakness

Fed independence concerns hit stocks and Treasuries after Fed Chairman Jerome Powell came under a Justice Department investigation. Big bank results and CPI data loom tomorrow.

Q4 Bank Earnings Preview: Do Results Back Rally?

Big banks begin reporting tomorrow with JPMorgan Chase. Fundamentals may need to be robust to match the sector's recent Wall Street gains, and loan demand could get a close look.

Looking to the Futures

Crude oil futures (/CLG26) ended the week higher as escalating protests in Iran raise the prospects of oil supply disruptions.

Weekly Trader's Outlook

Stocks are on track for weekly gains, with most of the majors hitting fresh all-time highs, as money finds its way towards other, non-tech, areas of the market.

December Jobs Data Awaited, Tariff Ruling Possible

The December jobs report today is expected to show growth of 55,000, a relatively low number. Today could also bring a Supreme Court tariff ruling, but there's no guarantee.

Sector Views: Monthly Stock Sector Outlook

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

One Day to Go: Jobs Data Looms Amid Geopolitics

Investors are on pins and needles waiting for Friday's December payrolls report, with expectations at around 55,000. Weak data Wednesday helped weigh on Treasury yields and stocks.

Jobs News Next After Rally but Geopolitics Intrude

Investors await job openings and ADP employment data, but worries about geopolitics, including Greenland and Venezuela, remain in the mix after Tuesday's rally to new record highs.