Global economic updates, market sentiment, and financial headlines.
The Labor Department reported that headline CPI rose 2.4% in January, down from the 2.7% rise in December and below expectations. Core inflation was also down to 2.5% from 2.6% in the month prior.
The U.S. Federal Reserve is expected to name Randall Guynn as its new director of supervision and regulation, said two people familiar with the matter, putting a Wall Street veteran with deep banking ties in a powerful position policing the industry.
Treasury yields fell as U.S. inflation surprised on the downside.
It's U.S. companies and consumers, not foreigners, that bear most of the economic burden.
AI-driven fear is causing sharp sector rotations, with leveraged growth, precious metals, and crypto suffering steep declines. This market correction is a healthy reset, broadening leadership and creating a stock picker's environment with new value opportunities.
Underlying US inflation accelerated in January by the most since August as the core consumer price index increased 0.3% from December, boosted by a pickup in services costs. Compared with January of last year, the measure rose 2.5%.
This is a developing story.
Economists predicted a slight easing of inflation, although it's unclear whether Fed will again cut interest rates
Inflation slowed in January to its tamest pace since May 2025 after an upbeat jobs report as the economy seemingly skirts the full effects of President Trump's tariffs for now -- though it's likely not enough for the Fed to slash interest rates.
The Labor Department on Friday released the January 2026 consumer price index (CPI), which showed that inflation remained elevated above the Federal Reserve's target.
President Donald Trump could reduce aluminum and steel tariffs. Industry stocks responded on Friday.
JPMorgan says aero engines is a hot sector and not about to go away, with GE Aerospace among its picks.
Consumer prices rose 2.4% from a year earlier, cooler than the 2.7% recorded in December
The consumer price index was expected to increase 2.5% from a year ago in January, according to the Dow Jones consensus.
Rep. Byron Donalds, R-Fla., joins 'Mornings with Maria' to discuss the looming DHS shutdown, the Senate battle over voter ID legislation and the future of AI expansion in Florida.
Kevin Green says the Fed may focus more on March and April CPI data if the January numbers come in hot. However, he believes if the print comes in light and closer to the Cleveland Fed's estimates, a "risk on" mentality could return to the markets.
Dow pulls back after fresh highs: The Dow Jones hit a new all-time high near 50,335 but has since slipped back toward its 20-day moving average as broader US indices post week-to-date losses, led by renewed weakness in technology stocks. Tech drag, defensives hold firm: The sell-off was driven mainly by the tech sector, with Cisco plunging 12%, while defensive sectors such as Consumer Staples and Utilities outperformed.
The core CPI inflation rate fell to its lowest level since early 2021.
Here are five key things investors need to know to start the trading day.
You might have missed part of the year's surprising rally. But there's still time to buy some of analysts' favorite S&P 500 stocks.
Having 33% of your portfolio in seven companies is less risky than it sounds.
After a year of just 181,000 new jobs, January's 131,000 increase in the U.S. workforce was surprisingly positive. Ben Casselman, The New York Times' chief economic correspondent, explains the numbers.
Logistics stocks have become the latest victims of the AI fear trade, thanks to a new tool from AI firm Algorhythm Holdings. On Thursday, a sell-off of commercial real estate companies entered its second day.
Senate should proceed with Warsh hearings for Fed chair despite Powell probe: Bessent
On Thursday, February 12, a silver “Flash Crash” sent the metal down 11% in minutes. Gold suffered a similar (though smaller) slump, while equities sold off all day long.
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Dow futures pointed lower ahead of Friday's CPI inflation report, setting up a tense open after a bruising tech-led selloff the prior session. The trend was similar across the futures of all indices as S&P 500 futures slid 0.41% to 6,822 and Nasdaq-100 futures eased 0.
Trump revokes environmental regulations, DraftKings plans steep 2026 spending, Berkshire's new CEO to debut shareholder letter, and more news to start your day.
Morgan Stanley identifies energy, AI dispersion, societal changes and multipolarity as four key themes all of which may accelerate investment flows away from the U.S. and toward Europe,
Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend.
AI disruption fears hit Wall Street, sending the S&P 500 and Nasdaq lower with tech and software stocks under renewed pressure. But Wedbush Securities Global Head of Tech Research Dan Ives tells CNBC AI is a headwind for software, but that “software armageddon” is overblown
Investors fear disruptions from artificial intelligence, and big capex. That's not a recipe for near-term gains.
Speaking to CNBC, Tom Lee said strong jobs data could still lead to tech layoffs, and a Federal Reserve led by Kevin Warsh may be more dovish.
The EU's exports to the U.S. held up last year despite the tariffs imposed by Trump. Those increased duties pushed Chinese businesses to seek new customers in the bloc.
Unleash Prosperity co-founder Stephen Moore explains what would happen if the United States withdrew from the USMCA and touts the Trump administration's efforts to boost the economy on 'The Bottom Line.' #fox #media #us #usa #new #news #foxbusiness #thebottomline #politics #political #politicalnews #government #economy #trade #usmca #stephenmoore #trump #donaldtrump #economicpolicy #growth #jobs #manufacturing #tariffs #business #finance #administration
India has unveiled a major overhaul of its inflation index with a new CPI series based on 2024 consumption patterns. Statistics Secretary Saurabh Garg speaks with Paul Allen and Menaka Doshi On Insight about the reduced weight of food, expanded market coverage, inclusion of e‑commerce data, and how these changes aim to improve accuracy and global credibility.
U.S. equities looked set to extend losses after a fresh round of AI competition concerns, while a U.S.-Taiwan trade deal and reports of easing trade restrictions with China raised hopes of positive catalysts to come.
The Trump administration is reportedly preparing to soften parts of its steel and aluminium tariff regime after mounting pressure from businesses, global allies, and lawmakers. As per a Bloomberg report, officials are reviewing duties imposed last year, especially those covering derivative products made with the metals, which companies say are difficult to calculate and enforce.
January's consumer-price index is due this morning
The DOJ released a recent tranche of files last month that showed multiple purported email conversations between Ruemmler and Epstein spanning several years. Many of the emails, sent by a “Kathy Ruemmler,” refer to the convicted sex offender as “uncle Jeffrey.
Global private equity and venture capital investments in the fintech sector grew 43.7% YoY to $18.54 billion in 2025, even as deal volume declined. The trend of AI adding value to fintech solutions is reflected in the median private equity deal size in the sector, which was up about 29% YoY to $9 million, according to Market Intelligence data.
The CNN Money Fear and Greed index showed further decline in the overall market sentiment, while the index moved to the “Fear” zone on Thursday.
The reading reinforces expectations that the Swiss National Bank will keep rates on hold at its next meeting.
AI fears hit stocks on Wall Street on Thursday, with real estate, trucking and software shares among the hardest hit.
Indian IT shares logged their worst week in more than 10 months on Friday, extending a rout driven by fears of disruption from artificial intelligence tools that wiped about $50 billion off the sector's market capitalisation so far in February.
U.S. stocks have rallied, but the dollar's slide and slowing foreign purchases of Treasurys are warning signs.
AI-driven disruption is triggering a sharp selloff in data, consulting, and SaaS companies, exposing structural vulnerabilities in their high-fee, recurring revenue models. Oracle stands out as a leveraged AI bet with a strained balance sheet, high debt-to-equity, and significant customer concentration risk.
The trade deal will see Washington lower tariffs on Taiwanese exports to 15%. In return, Taiwan will remove or reduce 99% of tariff barriers on U.S. goods, as well as providing "preferential market access" for U.S. industrial and agricultural exports.
A news release touting AI technology to boost trucking efficiency appears to have triggered a selloff that cost investors billions.