專家分享對美國及全球市場的觀點
成功投資源自掌握市場資訊,閱讀嘉信資深市場專家的見解，以緊貼股票市場的脈搏。
（以下資訊只提供英文版本）
US Market Commentary
Trump Meeting with Xi, Retail Sales on Deck Today
Investors might be focused on any trade news coming out of the U.S. meeting with China, as well as any progress addressing the war. April retail sales could reflect rising prices.
May 14, 2026
PPI, Cisco Next as Trump and Xi Discuss Trade, War
After a hot CPI, investors expect more of the same from PPI today. Rate hike odds and yields rose with oil early this week, while Cisco reports later and Trump visits China.
May 13, 2026
Stocks Mixed Early as PPI Soars, Nvidia Jumps
Even excluding energy, April wholesale prices rose far above expectations, pushing up yields. Chip stocks rose on news Nvidia's CEO will join President Trump on a visit to China.
May 13, 2026
CPI Data in Spotlight, With Yields, Oil Also Eyed
Today's 8:30 a.m. ET CPI report is the key data point of the day. A 0.6% gain is expected. Rising oil and rising yields keep causing concern after a setback in peace negotiations.
May 12, 2026
What's Free Cash Flow and Why It Matters
Though investors often focus on revenue and earnings, a company's free cash flow has longer-term implications that can tell investors more about the health of a business.
May 12, 2026
2026 RMD Reference Guide
What's new with required minimum distributions? We cover the basics here.
May 12, 2026
Can AI Continue to Drive Emerging Market Stocks?
Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?
May 11, 2026
Inflation Monitor: Warsh Dismisses 'Rough Swag'
Kevin Warsh, the presumptive incoming chair of the Federal Reserve, states his preferred inflation gauges over the Personal Consumption Expenditures price index.
May 11, 2026
Inflation Data, War News Could Dominate Week Ahead
With the earnings calendar lighter, investors focus on two key inflation reports, retail sales and war news this week. The tech rally took indexes to new record highs Friday.
May 11, 2026
April Jobs Data Looms Large, but Expectations Low
The nonfarm payrolls report for April at 8:30 a.m. could be today's scene stealer despite an uncertain situation in the Persian Gulf. Analysts expect jobs growth of around 60,000.
May 8, 2026
First Quarter 2026 Earnings: Feelin' Alright
S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.
May 6, 2026
Weekly Trader's Outlook
Both the S&P 500 and Nasdaq Composite hit fresh highs this week as corporate earnings continue to deliver. While uncertainty around Iran and the trajectory of oil prices persists, investors appear willing to overlook that potential risk.
May 1, 2026
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
May 1, 2026
Weekly Digest: Powell Exits and Mag 7 Reports
A busy news week brought inflation numbers, predictable Fed inertia at Powell's final meeting, and a slight decline in market breadth.
May 1, 2026
Looking to the Futures
WTI crude whipsawed in Thursday’s trading, reaching a high of $110.93 on uncertainty around global economic growth and the status of the U.S.–Iran conflict.
May 1, 2026
Q1 Tech Earnings Preview: A Tale of Two Cities
Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.
April 30, 2026
Powell's Swan Song: Fed Keeps Rates Unchanged
As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.
April 29, 2026
How Can You Plan Beyond Next Year's Tax Bill?
Avoid letting short-term tax concerns drive long-term financial decisions. Learn how tax aversion, timing, and planning impact after-tax wealth over a lifetime.
April 27, 2026
Q1 Tech Earnings Preview: Cloud, AI, War in Focus
Results from tech titans, including Microsoft and Apple, are due soon. Focus remains on cloud growth and spending, along with questions about how the war might affect these stocks.
April 27, 2026
Debt, Deficits & the Fed’s Next Move
Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.
April 24, 2026
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