Markets and Economy

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

Jobs, D.C. in Focus After Stocks Post Losing Week

Jobs data, Fed speakers, Nike earnings and D.C. events are all on investors' minds heading into the new week. Though rate cut odds and stocks rose Friday, so did Treasury yields.

Three Positives Result in Negative Stocks

GDP, unemployment claims, and durable goods data all came in better than expected, changing expectations to the Fed rate cuts causing stocks to sell off.

Stocks Rebound on Slight Move Up in Inflation

Inflation rose 0.3% in August, according to the Fed's favored report. It 'gives the green light for the Fed to continue with the bias to cut rates,' a Schwab expert said.

Stocks Stagnate as AI Companies Consolidate

Stock indexes retreated on Wednesday as AI tech companies settle lower. A weaker dollar could help multinational and foreign companies as the Fed navigates a sticky situation.

Precious Metals Shine Despite Hawkish Fed

Gold and silver have experienced large returns in 2025 and there are signs that they’ll continue. Bitcoin recently lost ground to gold, but seasonal cycles could cause a catch up.

Powell Up Next with Stocks at New AI-driven Highs

Fed Chairman Powell gives a lunchtime speech on the economic outlook today after other policy makers sounded hawkish. Nvidia and Apple helped the market to new highs Monday.

Is the Chinese Stock Market Rally Sustainable?

Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.

Fed Cuts Rates, Citing Weakening Job Market

As expected, the Federal Reserve cut its short-term interest rate, citing concerns about slowing job growth. Where Fed policy goes from here is less clear.

Every Brea(d)th You Take: Market Concentration Risks

Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.

Where Do Public & Private Markets Converge? (With Steven Meier)

Steven Meier, Deputy Comptroller and Chief Investment Officer for the New York City retirement systems, joins the show to discuss capital markets and public finance.