Markets and Economy

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

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After an AI Sell-Off, Market Awaits Sentiment News

Thursday's AI-driven sell-off was the third big drop for the Nasdaq over the last month and suggests speculative and momentum trading losing steam. Consumer sentiment is due today.

Markets and Economy

Jobs Data Ahead as Qualcomm, Arm Results Mulled

Investors await job cuts data and scrutinize results from Qualcomm, Arm Holdings, and DoorDash. Stocks bounced yesterday as the Supreme Court heard tariff arguments. Chips gained.

Markets and Economy

Markets Gain Ground After Grim Jobs Report

Equities were up early after a private report showed layoffs in October hit the highest level for the month in two decades, bolstering hopes for another Fed rate cut in December.

Markets and Economy

Jobs Data Follows Tech Selloff as Sentiment Dips

Today features a look at October hiring, along with McDonald's and DoorDash earnings, as the Supreme Court hears arguments on tariff policy after Tuesday's chip market plunge.

Markets and Economy

Palantir Tops Estimates as AMD, Jobs Data Awaited

Palantir topped consensus estimates and investors await Advanced Micro Devices after today's close. Chip stocks keep rallying, but breadth is narrowing, a possible sign of caution.

Markets and Economy

Earnings in Focus Amid Economic Data Delays

Investors will shift focus to another packed week of corporate earnings and a light lineup of economic data while they continue to digest the latest Fed rate cut.

International

What Happened to Germany's Spending Boom?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

Markets and Economy

Fed Cuts Rates for the Second Time This Year

The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.

Markets and Economy

How to Effectively Read the Fed's Beige Book

Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.

Better Days (for Earnings)

Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.

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