Markets and Economy

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

Mega Cap Results, Fed Cut Digested with Apple Next

Fed Chairman Powell's hawkish rate talk cooled Wednesday's rally, and two of the three mega caps saw shares fall despite exceeding consensus. Apple and Amazon report later today.

Rally Pauses on Hawkish Powell, Mega Cap Results

Hawkish words from Fed Chairman Powell and a post-earnings plunge by Meta hit stocks early today. Apple and Amazon report later. The Trump-Xi meeting led to falling tariffs.

Mega Caps Step to Plate, Fed Rate Cut Seen Likely

Alphabet, Microsoft, and Meta Platforms report after the close with all eyes on AI spending trends. The Fed is expected to cut rates 25 basis points, futures trading suggests.

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.

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.

Q3 Tech Earnings Preview: All Eyes on AI Spending

As major tech firms report this week and next, investors will focus on how much they're spending on AI. Cloud competition is also top of mind, along with early iPhone 17 sales.

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.

Fed, Mega Caps, China Dominate Action-Packed Week

This week offers something for everyone including a Fed meeting, five mega cap reports, and China trade talks. Mega cap results might have the most impact, with expectations high.

Data Diet to Pause: CPI Next Amid Trade Optimism

A long gap in government data pauses briefly today with September CPI. Analysts see 0.4% growth, unchanged from August. Trade optimism grew ahead of Trump's meeting with Xi.

Market Awaits Netflix, Lockheed amid Data Outage

The long government shutdown keeps data from crossing the wire, but investors can get a sense of the economy's performance today from consumer names like Netflix and Coca-Cola.