Markets and Economy

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

Weekend Talks, Netflix in Focus After Record Highs

A looming deadline for the ceasefire with Iran could keep investors cautious today with indexes at record highs and the weekend ahead. Netflix dove after guidance disappointed.

Stocks Soar, Oil Plunges as Iran Opens Strait

Stocks rose as oil fell after Iran announced the Strait of Hormuz is open. Netflix lost 10% on weak guidance but indexes are on pace for their third straight weekly gain.

Looking to the Futures

The WTI crude oil market continues to be highly news driven, with prices reacting to updates related to the U.S.–Iran conflict and White House announcements.

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.

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.