Markets and Economy

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

Greenland Spat Jars Markets, Earnings Overshadowed

Strong earnings haven't been able to buoy U.S. stocks with investors rattled by tariff rhetoric amid President Trump's push to acquire Greenland. Johnson & Johnson on deck today.

Weakness Persists as Trump Speaks, Cook Case Looms

Trump's speech in Davos and arguments today at the Supreme Court about his effort to fire Fed Gov. Lisa Cook have investors nervous after Tuesday's sell-off. Gold rose again.

Looking to the Futures

Natural gas futures reached their highest level this month as the first of several cold fronts swept through the eastern U.S.

Greenland Spat Sparks Biggest Drop Since October

U.S. stocks face broad sell-off and Treasurys plunge with investors rattled by tariff threats amid President Trump's push to acquire Greenland.

Time of the Season … For Year-End Targets

Year-end S&P 500 price targets implicitly assume continuity and fail to recognize volatility and macro forces that affect markets throughout any given year.

Packed Earnings Slate, Economic Data Loom Large

Earnings season is off to a strong start, but this week's packed reporting calendar and upcoming economic data will test whether the momentum can hold.

Weekly Trader's Outlook

The Russell 2000 and S&P 500 Equal Weight are on track for weekly gains as money flows towards non-tech areas of the market. Q4 earnings and firm economic data continues to support the bulls' thesis.

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.

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.