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Markets Topics
Iran War
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How Much Lower Can Oil Prices Go on the Iran Peace Deal?
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With Commodity Prices Booming, Few Mining Stocks Look Cheap
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Morningstar DBRS: High Oil Prices to Persist Into Summer, but Ample US Gas Storage Provides Buffer
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‘Nothing Else Matters’ in Today’s Market, Says Strategist
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Supply Shocks? We’ve Had a Few. Here’s How Investors Can Deal
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How the Iran War Is Shaping Markets
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Haven or High Risk? Decoding Bitcoin’s Unstable Market Role
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Fed Rates Seen on Hold at April Policy Meeting
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Forget the 1970s; Here’s Why Richard Bernstein Says Investors Should Be Wary of 1960s-Style Inflation
Stock Market Trends
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Why Most Stocks Aren’t Worth Owning
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How Investors Can Buy and Manage Core Stocks for the Long Term
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Markets Brief: Vanguard on the AI Borrowing Binge, Pimco on the Return of Financial Engineering
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Smart Investor: 2026’s Big Winners So Far, What’s Next for SpaceX, and Bond Outlook
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Weekly Market Update: Stocks Edge Higher as Basic Materials Rise and Communication Services Fall
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Why Short Covers Aren’t Always a Bullish Signal
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Weekly Market Update: Stocks Fall as Tech and Consumer Cyclicals Drop
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After a 160% AI-Fueled Rally, Can Caterpillar Stock Keep Climbing?
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Why Is the Stock Market Overlooking This Potential Headwind?
Company Earnings
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Oracle Earnings: Hefty Capital Expenditure Is a Burden of Rapid Growth
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Adobe Earnings: Good, but More Freemium Users Mean Less Near-Term ARR
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After Earnings, Is Broadcom Stock a Buy, a Sell, or Fairly Valued?
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What’s Happening in the Markets This Week
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Lululemon Earnings: Disappointing Current Trends, but Long-Term View Intact
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CrowdStrike Earnings: Impressive Results Lifted by AI and Vendor Consolidation
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Broadcom Earnings: Stock Decline Is an Overreaction to Conservative Guidance
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After Earnings, Is Salesforce Stock a Buy, a Sell, or Fairly Valued?
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What We Learned About the AI Threat From Q1 Software Earnings
Interest Rates
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At Warsh’s First Meeting as Fed Chair, What Changes Can Investors Expect?
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European Central Bank Raises Interest Rates and Lifts Inflation Forecasts
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May Jobs Report Shows Strong Hiring, but a Fed Rate Hike Isn’t a Done Deal
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Why Is the Stock Market Overlooking This Potential Headwind?
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Markets Brief: Will the Fed Really Raise Rates in 2026?
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Supply Shocks? We’ve Had a Few. Here’s How Investors Can Deal
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As Powell Closes Out Term as Fed Chair, Odds of Rate Cut in 2026 Vanish
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Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy
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Fed Rates Seen on Hold at April Policy Meeting
Tariffs
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Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy
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March CPI Forecast to Reflect Surge in Energy Prices from Iran War
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When It Comes to Tariffs, It’s Not Over Until It’s Over
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Smart Investor: Stocks Leading the Rotation, Could Tariffs Rise Again, and the New Alts Manager Stock Meltdown
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Don’t Overreact: Tariffs Overturned, but Fundamentals Still Rule
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Could Tariffs Go Still Higher Despite the Supreme Court Ruling?
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Supreme Court Strikes Down Trump Tariffs—What It Means for Markets
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Tariffs Explained: The 5 Ways They Hit American Consumers and Investors
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The 4 Defining Charts for Markets in 2025: Key Takeaways for Investors
More in Markets
Markets Brief: Vanguard on the AI Borrowing Binge, Pimco on the Return of Financial Engineering
Will the corporate bond market start trading more like tech stocks? Plus, dusting off the risky debt issuance playbook, and Fed meeting on deck.
Smart Investor: 2026’s Big Winners So Far, What’s Next for SpaceX, and Bond Outlook
We wrap up our coverage of the markets and the week.
Weekly Market Update: Stocks Edge Higher as Basic Materials Rise and Communication Services Fall
Semiconductor stocks Intel, Sandisk, and Lam jumped, while Oracle and Adobe dropped sharply.
What’s Happening in the Markets This Week
May retail sales data incoming, plus FOMC to release a new dot plot.
Triple-Digit Club: A Wave of Stocks Have Seen Huge Gains in 2026
The AI infrastructure boom has driven huge rallies in many of these stocks.
Brace Your Portfolio for Mega-IPOs
How SpaceX, Anthropic, and OpenAI will affect the public market.
Software Loses Its Throne in the Leveraged Loan Market
Healthcare has claimed the top spot in institutional loan issuance for the first time since 2015 while software loans decline.
Why This Top Bond Manager Says Yields, While Attractive, Could Still Go Higher
Franklin’s Desai thinks inflation will stay high, but she sees opportunities across select non-US bond markets.
2 Familiar Sectors Are Behind Most of This Year’s Stock Market Turbulence
Their volatility presents both risks and opportunities.
5 Stocks to Buy Before the Next Market Rotation
Plus, is SpaceX really worth $1.8 trillion?
Markets Brief: Why Are Financial Stocks Doing So Poorly?
Plus: SpaceX index inclusion and your portfolio, and the CPI on deck
Smart Investor: Undervalued Dividend Raisers, Launching SpaceX Coverage, and Stock Market Outlook
We wrap up our coverage of the markets and the week.
What’s Happening in the Markets This Week
May inflation readings are on deck, plus earnings from Oracle and Adobe.
Why Is the Stock Market Overlooking This Potential Headwind?
Investors shouldn’t be shrugging off this risk.
Morningstar DBRS: Private Credit Rating Downgrade Volume Up 50% Over the Past Year
There have been 11 middle market defaults this year through May 20, compared with 17 in all of 2025.
US Stock Market Outlook Update: Harvesting Growth Gains, Restoring Barbell
Locking in outperformance following growth rally and restoring barbell amid a more fairly valued market
How Will Mega-IPOs Change the Face of the US Stock Market?
The effects of SpaceX and other big private companies going public won’t be sweeping or come all at once.
5 Stocks to Sell in June
Plus, a look at last month’s stock market winners and losers.
Markets Brief: The AI Rally Is Also Lifting Dividend Stocks
Plus: Fidelity’s Chisholm on why higher rates aren’t bothering stocks. And are munis attractive?
Smart Investor: Best AI Stocks, What’s Next for Bonds, and Governance Risks for SpaceX IPO Buyers
We wrap up our coverage of the markets and the week.
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