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 Worst Day in Month, Tech Limps Into Weekend

Stocks fell sharply Thursday, with tech among the hardest hit as AI valuations again got questioned and rate cut odds got pinched. Fed speakers today could get a close watch.

Company Earnings

Q3 Retail Earnings Preview: Consumer Mood Darkens

Consumers are in a sour mood over inflation and jobs as major retailers prepare to report earnings and offer their outlooks for the holiday shopping period.

Markets and Economy

Disney Up Next Following Firm Cisco Results

Disney's results could give insight into consumer entertainment spending. This follows a firm outing from Cisco and comes as investors eye D.C. for a possible end to the shutdown.

Markets and Economy

Tech Struggles Persist, Disney Falls as D.C. Opens

Washington is back in business but rate cut odds fell and tech kept struggling. Disney earnings disappointed investors, and chip equipment maker Applied Materials reports later.

Markets and Economy

Data Picture Still Foggy as Shutdown's End Awaited

Stocks are up this week as investors await a House vote to end the shutdown. Today brings Cisco earnings, followed by Disney tomorrow. Nvidia is in focus after Tuesday's retreat.

Markets and Economy

Gov. Shutdown Nears End, Fed Speakers In-Focus

Markets eye a potential end to the government shutdown while turning attention to a busy week of Fed speakers, with investors looking for clues on the path of interest rates.

Markets and Economy

Tech Earnings, Disney, Treasury Auctions in Focus

After a week dominated by worries over the shutdown and AI valuations, investors face Treasury auctions, Disney results, and a handful of reports from firms exposed to AI demand.

Desert Song: Relying on Alt Data for Economic Pulse

While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.

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

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.

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