GuruFocus.com9d agoneutral
S&P 500 Gains as Iran-Oman Deal Eases Oil FearsA fragile breakthrough could reshape inflation and rate expectations
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Investor's Business Daily9d agoneutral
Dow Jones Futures: Market Pauses With Jobs Report Due; Cloudflare, Sezzle Lead Earnings MoversDow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.
NYSE9d agoneutralVIDEO
Market Storylines: Tech Breakout, Hyperscalers lead the charge + Jobs FridayMichael Reinking, Senior Market Strategist at the NYSE, reviews a pivotal week in which the S&P 500 broke above its May-July trading range near 7,600, driven by strong Q2 earnings, easing oil prices, and mispositioning in tech that sparked a broad-based rally. Hyperscalers led the charge as investors embraced the ongoing shortage of compute capacity, while semiconductors and optical stocks saw volatile swings amid eye-popping growth figures and sky-high expectations. Looking ahead, Friday's jobs report and next week's inflation prints take center stage, with reports suggesting Fed Chair Warsh could support a September rate hike should the data come in hot.
Barrons.com9d agoneutral
How Friday’s Jobs Report Could Push Treasury Yields LowerTreasury yields have given back some of their recent summer surge. What happens next will likely depend on the chances of a longer term peace agreement between the U.S. and Iran and the Federal Reserve’s reaction to Friday’s jobs report. Longer-dated 30-year paper, meanwhile, was marked at 5.176%, down around 8 basis points from last week’s peak of 5.25%, the highest since 2007.
Motley Fool9d agoneutral
The Federal Reserve's Initial August Inflation Forecast Has Arrived, and It Contains a Glaring Red Flag That Can Come Back to Bite Wall StreetA modest silver lining for headline inflation is overshadowed by one of the central bank's favorite inflationary measures.
Motley Fool10d agoneutral
Fed Chair Kevin Warsh Is Considering Fewer Annual FOMC Meetings, Which Would Be Disastrous for Wall StreetSacrificing additional transparency is a dangerous game to play.
Barrons.com11d agoneutral
CVS’s Turnaround Faces Its Next TestCVS Health reports earnings Wednesday, with analysts expecting another solid quarter and looking for potential guidance upside from its Aetna insurance and Caremark pharmacy-benefit businesses.
Motley Fool11d agoneutral
One Word Repeated 10 Times by Fed Chair Kevin Warsh Has Effectively Reshaped the Central Bank's Monetary Policy ApproachKevin Warsh delivers "shock" while leaving Wall Street in awe.
TheStreet11d agoneutral
JPMorgan makes surprising S&P 500 call after inflation shockWall Street’s nervousness over inflation and higher rates derailing the stock market was already on the radar. Elevated oil prices threatened to lift consumer prices and stoke fears of a Fed rate hike while pressuring tech stocks that had powered the market to record highs. The Nasdaq 100’s ...
Stocktwits12d agoneutral
Evercore Founder Roger Altman Touts Resilience Of US Market — Says Iran War, High Energy Prices Are Not Enough To Destabilize ItAltman said that the comments made by Federal Reserve Chair Kevin Warsh on the U.S. economy were “striking.”
Motley Fool12d agoneutral
The Federal Reserve Just Did Something That No One's Witnessed in 56 Years -- and It Has Significant Implications for the Stock MarketA Fed divided against itself cannot stand.
Motley Fool13d agoneutral
The Bond Market Just Called Fed Chair Kevin Warsh's Bluff on Interest RatesBond traders aren't counting on Warsh and the Federal Open Market Committee (FOMC) to sit on their proverbial hands for much longer.
Yahoo Finance13d agoneutral
The July jobs report, SpaceX earnings, and AI struggles: What to watch this weekInvestors step into another busy week, with the July jobs report and SpaceX earnings in focus.
Motley Fool14d agoneutral
President Donald Trump Just Threw the Federal Reserve Under the Bus Yet Again Over Interest RatesFed Chair Kevin Warsh and the Federal Open Market Committee (FOMC) are contending with elevated inflation, thanks in part to the president's policies.
Motley Fool14d agoneutral
Trump Says the Market Is Going to "Go Through the Roof." His Iran Escalation and New Tariffs Suggest Otherwise.The president isn't helping ensure his prediction about the stock market comes true.
Reuters Videos15d agoneutralVIDEO
Wall Street ends higher as Amazon soothes AI jitters<body><p>STORY: Wall Street ended higher on Friday, with the Dow adding more than half a percent, the S&P 500 gaining seven-tenths of a percent and the Nasdaq climbing one percent.</p><p>:: Amazon</p><p>Amazon surged more than 15% after the tech giant posted its biggest quarterly revenue growth in over four years. Its results, along with a similar report from Microsoft this week, alleviated investor concerns about potential overspending on AI data centers.</p><p>Meanwhile, shares of Apple tumbled more than 7% after a disappointing forecast showed that the iPhone maker was struggling to secure enough components, as the AI-driven data center boom strains global supply chains.</p><p>Friday marked the end of a bumpy week for stocks that included a Fed policy meeting in which the central bank left rates unchanged - but with three dissenters pushing for a 25 basis point hike.</p><p>Dean Smith is chief strategist & portfolio manager at FolioBeyond.</p><p>"I think there was a decent case to be made that a hike is in order. Inflation, we had a slightly softer print on the most recent one, but inflation is now running well above Fed's 2% stated target. It's higher now than it was a year ago and it seems to be reaccelerating. [FLASH] So it was a close call probably, but I think, you know, if I had been on that voting committee, I would have voted for a rate hike as well."</p><p>:: Archive</p><p>Other stocks on the move Friday included Monolithic Power Systems, which rose more than 8% after forecasting third-quarter revenue above estimates.</p><p>But shares of GoDaddy slid nearly 17% after the domain registrar narrowed its annual revenue forecast.</p></body>
Reuters15d agoneutral
Teetering US stock market faces jobs report, big earnings weekBy Lewis Krauskopf NEW YORK, July 31 (Reuters) - U.S. employment data and a batch of corporate results this coming week will keep equity investors on edge over the direction of the stock market, which
Motley Fool15d agoneutral
The Federal Reserve's Latest Interest Rate Decision Featured Something We Haven't Seen in 10 Years, and It Should Rightly Worry Wall StreetFederal Open Market Committee (FOMC) dissension just reached a new (and dubious) milestone.
GuruFocus.com16d agoneutral
Dow, S&P 500, Nasdaq Gain After Inflation Surprise Calms InvestorsWall Street Gains Momentum as Inflation Cools and Bond Yields Retreat
Barrons.com16d agoneutral
Stocks Bounce Back From Fed Day TurmoilStocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.
Investor's Business Daily16d agoneutral
PCE Inflation Cools, Underlying GDP Growth Strong As Markets Test Warsh FedThe Fed's primary inflation gauge, the core PCE price index, was a bit tamer than expected in June, while second-quarter GDP growth missed economist forecasts, though consumer spending accelerated and business investment was solid.
24/7 Wall St.16d agoneutral
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Gamble, SK hynix, Wix.com, and MorePre-Market Stock Futures: Futures are trading higher this morning after a brutal day across Wall Street on Wednesday. The combination of the Iran war renewing, oil surging higher, and the continued semiconductor stock sell-off and rotation was just the catalyst needed to launch the selling. As expected, the Federal Reserve held interest rates steady. Still, ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Ga
Proactive16d agobullish
Dow and Nasdaq set to rebound as Microsoft lifts futuresWall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%, while S&P 500 futures pointed to a 0.6% gain and the Nasdaq was called 1.3%...