Markets and Economy

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

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Waiting Game as PCE Inflation Loom Soon After Open

Volatility could rise at 10 a.m. ET with the release of PCE data, but earnings news is slim. The S&P 500 and Nasdaq are on three-day win streaks before next week's Fed decision.

Markets and Economy

New Batch of Jobs Data Next After Surprise Drop

Initial jobless claims and Challenger layoff data come ahead of the open after ADP's weak report yesterday raised rate cut odds. Salesforce and Snowflake results are also in focus.

Markets and Economy

Stocks Waver After Data Paint Mixed Jobs Picture

In a riddle for the Fed, layoffs rose in November but weekly jobless claims fell to three-year lows. Stocks were flat ahead of Friday's PCE prices data and next week's Fed meeting.

Futures

Looking to the Futures

Live Cattle Futures (/LEZ25) are trading slightly down this Wednesday morning at 218.05 after opening the day at 218.4. However, the beef market is showing some signs of strength as we pull back from the low set last week on November 25th at 204.55.

Markets and Economy

Salesforce, Macy's, Crypto, and ADP Jobs in Focus

Crypto turned around yesterday but Marvell Technology earnings appeared to disappoint. Today brings Salesforce results and ADP jobs data, along with Macy's and Snowflake.

Bonds

2026 Outlook: Treasury Bonds and Fixed Income

Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.

Markets and Economy

Tech Results Ahead as Sentiment, Crypto Moves Eyed

Marvell Technology and CrowdStrike results following the close will be watched for AI and tech demand trends, while crypto could again play a role after denting sentiment Monday.

Markets and Economy

Utilities Lose Defensive Touch as AI Ignites Rally

Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?

Markets and Economy

Blast of Data Starts Month Following Mixed November

Data this week touch on manufacturing, inflation, and jobs. The Fed is quiet ahead of next week's meeting, and stocks had a mixed November highlighted by strong late-month gains.

Markets and Economy

Are Transports Losing Their Barometer Status?

Amid tech competition and industry challenges, transports—long seen as an economic barometer—were outpaced by major indexes over the last year. Is the sector still a useful tool?

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