Markets and Economy

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

Global Equity Mid-Year Outlook 2026

Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.

Stocks Dive Amid Tech Sell-Off, Inflation In-Focus

Major market indexes plunged Friday after a hotter-than-expected jobs report lifted rate hike odds and Treasury yields. CPI and PPI are now in the spotlight this week.

Stocks Rebound, Led by Chips, as CPI Data Looms

With key CPI inflation data later this week, stocks rebounded Monday on a chip rally after Friday's heavy tech selloff. Signs of tension calming in the Middle East also helped.

Chip Stocks Plunge, Putting Wall Street on Defense

The roaring chip sector fell sharply Friday, pushing down the entire market in a bruising session. The impetus was rate worries after solid jobs data, along with Broadcom guidance.

2026 Mid-Year Outlook: Taxable Fixed Income

For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.

After Solid Rebound, Stocks Face Crucial Jobs Data

Yesterday's rebound featured a rotation into financial and healthcare and out of chip stocks. Today could center around data in the nonfarm payrolls report, due at 8:30 a.m. ET.

Bad Vibes Appear No Match for This Bull Market

Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?

Rising Oil, Yields Threaten Rally Before Jobs Data

Markets could enter a holding pattern as participants consolidate before Friday's nonfarm payrolls report. Yields threatened 4.5% and oil threatens $100 as war jitters continue.

Market Snapshot | June 2026

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

2026 Mid-Year Outlook: U.S. Stocks and Economy

Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.