Markets and Economy

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

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Tariff Drama, Upcoming Nvidia Earnings in Focus

A weak GDP report and hot inflation data were overshadowed by the Supreme Court's decision to overturn Trump's tariffs Friday. Nvidia earnings, Fed speakers are in focus this week.

Markets and Economy

Tariff Tumult: Uncertainty Up, Stocks Down Early

After President Trump imposed temporary 15% global tariffs over the weekend, stocks fell and Treasuries rose as the trade environment got more confusing. Nvidia reports Wednesday.

Trading

Weekly Trader's Outlook

Major indices are on track for modest gains during a busy news week with increased uncertainty around tariffs, Iran, and monetary policy.

Markets and Economy

Inflation Data Next with Stocks, Yields Rangebound

This morning's December PCE data could set the tone, but tension with Iran is another focus. So is private credit after jitters yesterday when stocks broke a three-day win streak.

Futures

Looking to the Futures

Chicago wheat took off in Thursday’s trading with outlook being a common theme for traders and analysts.

Markets and Economy

Walmart, Deere Up Next Ahead of Key Inflation Data

Focus returns to earnings as Walmart and Deere report before the bell. Both stocks had strong starts in 2026. Investors also brace for critical PCE and GDP data due early tomorrow.

Markets and Economy

Fed Minutes Loom as Cautious Trading Persists

Fed minutes might provide insight on rate policy after Palo Alto Networks' results Tuesday failed to cheer tech traders. Caution remains elevated as rallies can't find traction.

Cascade: AI's Latest Phase

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.

Markets and Economy

Short Week Packed with Data as Caution Persists

This week features GDP and PCE prices Friday after Walmart reports Thursday. Volatility is up after another poor showing from major indexes last week amid AI-related shakiness.

Jobs Data, Fed Patience & AI's Next Market Shock

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.

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