Global economic updates, market sentiment, and financial headlines.
The president's push to acquire Greenland threatens higher prices for luxury imports.
The Department of Justice (DOJ) opened a criminal investigation into Federal Reserve Chair Jerome Powell. President Trump has been vocal in his criticism of Powell and of his belief that the Fed should be lowering interest rates more aggressively.
President Trump's executive order to reschedule marijuana is one of the many things cannabis investors will be watching in 2026. AdvisorShares portfolio manager Dan Ahrens, who manages the firm's Pure US Cannabis ETF, joins Asking for a Trend to explain where the cannabis industry stands right now.
Economists will tell you that it is a tough time for people entering the job market. They can relate: It is the worst market young economists have faced in memory.
The U.S. stock market has pushed higher this year despite angst over the Federal Reserve's independence and heightened tensions around U.S. foreign policy.
Treasury Secretary Scott Bessent said Sunday it's unlikely the Supreme Court will overturn President Donald Trump's tariffs imposed under the International Emergency Economic Powers Act. The top court could decide on the legality of Trump's use of the IEEPA to impose tariffs as soon as this week.
Before Donald Trump was re-elected president in 2024, it was leaked from his camp that he would like a seat at the FOMC table once back in the White House. Trump's expressed desires to explicitly influence rate setting at the central bank unsurprisingly elicited all sorts of ridicule of the low-rate loving former and future president, but for one problem: Trump centrally planning the cost of credit would be no more ridiculous than individuals with names like Greenspan, Bernanke, Yellen, and Powell presuming to do what logic dictates they couldn't, or can't.
Treasury rates appear poised for a significant breakout, with technicals suggesting the 10-year yield could move materially higher. A steepening yield curve is likely, as the 10y-3m spread approaches key resistance and rate cut expectations fade.
Key Takeaways With the Fed potentially nearing the end of its rate-cutting cycle, 2026 is likely to bring continued steepening of the Treasury yield curve, reinforcing caution on long-duration bonds. A horizon analysis shows that ultra-short to intermediate-term maturities may offer positive returns, while longer-dated bonds risk underperformance amid rising back-end yields.
The Big 4 banks—JPM, WFC, C, BAC—signal a transition to a stable, post-rate-shock environment with resilient consumer credit and moderate loan growth. Banks expect net interest income to plateau, but manageable costs and operating leverage—driven by AI and efficiency—support bottom-line growth.
Most big U.S. banks beat earnings expectations. China's growth remains subdued.
Markets continue to climb a wall of worry, which reflects a combination of persistent investor concerns. Despite ongoing uncertainties, equities have demonstrated resilience and continued upward momentum, driven by enthusiasm around the AI Revolution.
AI demand remains robust, with memory producers and TSMC signaling sustained investment and order books extending into 2026-2027. TSMC's near-doubling of CapEx and direct customer validation reinforce confidence in the AI investment cycle's durability through at least mid-2026.
Last year, economists slashed expectations amid tariffs and other Trump policies. The latest survey shows those concerns have largely receded.
True investment risks don't come from buying high-quality businesses at premium prices, but from buying low-quality businesses at premium prices. The S&P 500's large caps maintain strong investment-grade credit ratings, with an average around A3 by Moody's.
Trump announces 10% tariffs on key European nations, escalating to 25% by June unless Denmark sells Greenland. Tariffs are a geopolitical lever for Arctic influence, with significant implications for U.S.-Europe relations and global supply chains.
The S&P 500 reached a record high on Monday before retreating to end the week with a 0.4% loss. The 50-day moving average has been above the 200-day moving average since July 1st.
Economists see a politicized central bank damaging investor confidence in the U.S. system while Beijing advances in globalizing its currency.
Markets hit new highs but rotated beneath the surface, with small caps and value outperforming large caps and growth. Persistent bullish sentiment is fueled by strong corporate earnings, structural shifts toward tech, and passive flows despite record valuations.
U.S. President Donald Trump on Saturday said he never offered to nominate JPMorgan CEO Jamie Dimon for the job of Federal Reserve chair, contradicting a report this week.
Recent market rotation favors basic materials and industrials over tech and communications, with cyclical upswings and diversified growth drivers underpinning sector outperformance. XLB benefits from robust demand for energy storage and power constraints, but trades at 20x forward earnings, suggesting optimism is priced in and cyclical risks remain.
Senior Federal Reserve officials were in a good mood in January 2020 — but danger was brewing on the other side of the world.
A meltdown in software stocks has left several high-growth names trading at bargain prices, according to some on Wall Street.
Gasoline prices are down, but rising grocery costs continue to weigh on consumers.
Market valuations for banking equities in Spain, the UK, and Ireland rise above parity in 2025 after years of trading at a discount. Spanish banking entities' valuations dominate those of their UK and Ireland counterparts, with the median price-to-book value and price-to-tangible-book value sitting at 1.69 and 1.94, respectively.
Some private equity companies sold portfolio investments in 2025 that could have used more time to mature, but patience is in short supply for fund managers. Fund managers' apparent willingness to accept something less than top dollar for portfolio company investments is a sign they are bowing to fundraising imperatives.
At the end of a historic super cycle, it's either Bubble bursts or Bubble excess that goes to even crazier extremes. After beginning the year at 217,000, weekly initial unemployment claims hit 250,000 during June and spiked to 264,000 in September.
Despite sustained real GDP growth during the past 3 years, the underlying US economy suffered a rolling recession and evolved into a coiled spring that could bounce back powerfully during the next few years. Capital spending, as measured by non-defense capital goods excluding aircraft, peaked in mid-2022, a level to which it has just returned both with and without technology.
The week opened on a nasty surprise: the Department of Justice started an investigation against the Federal Reserve Chair, Jerome Powell. Oil added a substantial premium, reflecting a larger risk premium, rising 10% from the past week to $62.
The year 2026 is shaping up to be one defined by economic uncertainty, geopolitical tensions, and rapid technological change. For investors, the challenge is understanding which risks truly matter – and where opportunity may emerge.
Federal Reserve Chair Jerome Powell responded to a Department of Justice opening a criminal investigation into him. We speak to experts about the investigation and what it means for the Federal Reserve, markets, and the economy.
Regions chief investment officer Alan McKnight analyzes the 2026 market, tech's long run and what could come next for other sectors on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #technology #tech #market #stocks #investing #wallstreet #economy #finance #business #sectors #growth #markets #investment #analysis
Wall Street Journal chief economics commentator Greg Ip speaks about the search for Federal Reserve chair Jerome Powell's successor on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #claman #clamancountdown #politics #political #politicalnews #government #economy #federalreserve #fed #markets #interest #inflation #powell #jeromepowell #trump #donaldtrump
'Mad Money' host Jim Cramer talks Micron breaking ground on a domestic chip plant.
U.S. banks on Tuesday face a tricky political test in how to address a call from President Donald Trump to cap credit card interest rates - leaving the finance industry scrambling on how to proceed, according to several industry sources.
'Mad Money' host Jim Cramer looks ahead to market catalysts for next week.
'Mad Money' host Jim Cramer looks ahead to market catalysts for next week.
Political pressure on the Federal Reserve, tariff rhetoric, and shifting geopolitical signals created sector-level volatility without disrupting the broader equity uptrend. Early fourth quarter earnings results reinforced underlying corporate strength but revealed heightened valuation sensitivity and growing dispersion across sectors.
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Morgan Stanley Investment, Management's Andrew Slimmon, Scotiabank's Andrew Weisel, Monness Crespi Hardt & Co's Brian White, Former FDIC Chair Sheila Bair, Neuberger Berman's Jeff Blazek, Needham & Company's Laura Martin, Evercore's Nicholas Amicucci, Mizuho Securities USA's Dan Kolev, AlixPartners' Simon Freakley, McKinsey Global Institute's Chris Bradley, UFC's Dana White.
At long last, “everything is participating,'' says one pro. That could help keep the rally gong for some time.
Former New York Fed President Bill Dudley reacts to the Justice Department's criminal subpoena of Fed Chair Jerome Powell, and discusses Powell's public response. Dudley explains how the Trump Administration's pressure on the Fed to lower interest rates is ‘counterproductive,' and addresses concerns about damaging the Fed's credibility.
Treasury Secretary Scott Bessent addresses the criminal probe into Fed Chair Jerome Powell over alleged lies to Congress about headquarters renovations.
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Emily Graffeo, Carol Massar and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video?
Ben Emons, FedWatch Advisors, joins 'Fast Money' to talk a shake-up in the race for the next Fed Chair.
U.S. Treasury Secretary Scott Bessent comments on the final round of interviews for Federal Reserve chairman and the probe into current chair Jerome Powell on ‘Kudlow.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #kudlow #politics #political #politicalnews #government #economy #federalreserve #fed #inflation #interest #markets #trump #donaldtrump #powell #jeromepowell #bessent #scottbessent
Adam Crisafulli, Vital Knowledge founder, joins 'Closing Bell Overtime' to talk market catalysts for next week.
It's a new year and stocks are already off to a great start in 2026. YTD, the Dow is up 2.70%; the S&P is up 1.38%; the Nasdaq is up 1.18%, the small-cap Russell 2000 is up 7.89%; and the mid-cap S&P 400 is up 6.07%.
Kevin Hassett is widely seen as one of the president's top choices to lead the Fed, alongside former Fed governor Kevin Warsh.
There has been a long-awaited narrowing of the performance gap between mega-cap tech and the rest of the market (particularly small caps). It hasn't happened - it's been a series of head fakes.