Markets and Economy

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

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.

Gains Pause Despite Peace Hopes, Bank Earnings

Major indexes took a breather early today as crude stabilized and news reports said Iran and the U.S. could talk again soon. Bank results topped expectations, but chip shares fell.

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.

Looking to the Futures

Crude oil futures posted their largest weekly decline in nine months last week.

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.

CPI Next with Focus on Ceasefire as Weekend Looms

Trading could be cautious today after the solid rally, with investors on the lookout for today's March CPI data and any new developments on the ceasefire ahead of the weekend.