Markets and Economy

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

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The Fed's Balancing Act for 2026 (With Claudia Sahm)

Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.

Markets and Economy

Inflation Data Front and Center After Tech Tumble

January PPI could be a road sign for the Fed, and the broader market is barely changed this week despite Thursday's Nvidia-led sell off in tech. Next week is packed with jobs data.

Futures

Looking to the Futures

May expiration Corn Futures (/ZCK26) staged a late day rally on Thursday settling up roughly +0.34% at $4.43 ½, overcoming a weekly export report surprise.

Markets and Economy

Stocks Sink on Hot December Wholesale Price Data

Inflation appears a lingering issue after the Producer Price Index for December showed wholesale prices rose 0.5%, above expectations, suggesting the next PCE report might be hot.

Markets and Economy

Market Mulls Nvidia Results After Another Rally

Nvidia's results, and to a lesser extent earnings from Salesforce, are the main focus this morning after a tech-led rally to two-week highs yesterday. PPI looms early Friday.

Markets and Economy

Nvidia Results Ahead, with Software Also in Focus

Nvidia results after the close dominate the news cycle barring outside events. Salesforce also reports this afternoon following a revival for software stocks in yesterday's rally.

Markets and Economy

Trade in Focus but Earnings Could Take Spotlight

After a Monday marked by trade-related uncertainty, key software, consumer, and tech results vie for attention today and tomorrow, starting with Home Depot. Nvidia looms Wednesday.

Company Earnings

Less Magnificent: Why Mega-Caps Limp Post-Results

Magnificent Seven stocks stumbled after Q4 earnings, continuing a trend and hurting the broad market. Reasons are varied and not likely ending soon, so investor focus is shifting.

Markets and Economy

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.

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.

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