Markets and Economy

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

After Light Monday, Big Banks, CPI and Warsh Loom

The week starts slowly but accelerates tomorrow with CPI, big bank results, and congressional testimony by Fed Chair Warsh. Two key chip industry firms report later this week.

International

Navigating the Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

Company Earnings

Q2 Bank Earnings Preview: Hawkish Fed Pivot Eyed

The Fed's recent shift into a more hawkish mode creates concern about banking profits later this year, but second-quarter results are seen strong thanks to IPOs, mergers.

Markets and Economy

Stocks Retreat on Oil, Iran to Start a Packed Week

Mounting attacks over the weekend in the Strait of Hormuz sent stocks, especially tech, down in early trading as oil rose. Tomorrow brings CPI, Warsh testimony, and bank results.

Trading

Weekly Trader's Outlook

Stocks had a volatile week, but are on track for weekly gains, as investors overlook a flare-up in the Iran conflict in favor of Q2 earnings optimism.

Markets and Economy

Stocks on Pace for Weekly Gain as Delta Reports

After wilting in late June, chips have revived slightly and the broader market is on pace for gains this week as the rally broadens despite the war. Delta reports early today.

Markets and Economy

Market Snapshot | July 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

Markets and Economy

Watching Iran and Oil, Investors Prep for Earnings

Earnings from PepsiCo today and Delta tomorrow precede big banks and key chip names reporting next week. Oil and yields are elevated after the most recent Middle East skirmishes.

Great Moderation Era: Drift(ing) Away

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

Markets and Economy

Fed Minutes Up Next After Chips Flag in Reversal

The swift move out of chips Tuesday could reflect market fatigue and precedes key chip company earnings next week. Fed minutes are today's highlight amid inflation concerns.

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