Noticias

The Kiplinger Letter’s argument is uncomfortable for anyone overweight artificial intelligence: almost none of the GDP growth Washington has been celebrating actually came from AI. The mechanics are counterintuitive. When hyperscalers buy NVIDIA chips manufactured by TSMC in Taiwan and servers assembled overseas, that spending lands in the import column, which subtracts from GDP. The ... The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and f

US equity investors will remain focused on President Donald Trump's attempts to force Iran to reopen

(Bloomberg) -- Global bond yields hovered near multiyear highs as rising energy prices stoked inflation concerns. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimWhile the moves were subdued compared with the rout that swept markets

The period spans from when tariffs were imposed under the IEEPA to the US Supreme Court’s ruling that the law did not give President Trump authority to impose them.

This is nightmare fuel for a historically expensive stock market that had already priced in additional rate cuts.

Unprecedented fireworks at the Fed could be coming soon.

(Bloomberg) -- Gold held a decline as a lack of progress in reopening the Strait of Hormuz continued to fan inflation concerns that have sent bond markets tumbling. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpBullion was steady a

Whirlpool (NYSE:WHR) CEO Marc Bitzer is making one of the bluntest recession comparisons of this earnings cycle. According to the Morning Brew Daily podcast segment covering the company’s Q1 results, CEO Bitzer told investors: “This level of industry decline is similar to what we have observed during the global financial crisis and even higher than ... Whirlpool’s CEO Warns Consumer Spending Today Looks Like the 2008 Financial Crisis

Warsh is walking a tightrope as he tries to influence Fed policy.

New federal filings show the president executed thousands of stock transactions in the first three months of 2026 — including purchases whose timing critics say coincided with his administration's regulatory decisions.

A 58-year-old engineer in Palo Alto, married filing jointly, earns $750,000 a year, has already stuffed $4 million into 401(k)s and IRAs, and parks another $1.2 million in a brokerage account that holds a single S&P 500 fund. The 401(k) is maxed. The mega backdoor Roth is maxed. The next tax dollar saved has to ... The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

Cash is suddenly king again on Wall Street. With recession fears lingering, interest rates still elevated, and consumers showing signs of fatigue, corporate America has been preparing for rougher weather ahead. Few companies have prepared more aggressively than Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B). The conglomerate ended the first quarter sitting on a staggering $397.6 billion cash pile, ... Warren Buffett’s Berkshire Hathaway Just More Than Tripled Its Stake in Alphabet

Make sure your portfolio has companies that can raise prices with inflation to help keep up with rising prices.

(Bloomberg) -- A new era of elevated borrowing costs is potentially underway as war-driven inflation angst intensifies in the US bond market, sending 30-year yields toward a two-decade high above 5%.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain In

Paring down the central bank's balance sheet, or doing nothing at all, poses potentially dire consequences for the stock market.

A viral X post recycles 2023 Costco CFO comments as fresh recession warnings while US beef prices hit record highs.

Jerome Powell's successor and the Chicago Fed president foresee wildly different interest rate outcomes from the evolution of AI.

Investors step into the week after a Friday in the red, spurred by a stable of geopolitical uncertainties post Trump-Xi summit, rising bond yields, and sticky inflation.

Investing.com -- Institutional investors are growing increasingly concerned about upside inflation risks in the United States while pulling back from downside growth fears.

Is the end of the "Fed put" at hand?

Kevin Warsh is taking the reins at the Federal Reserve.

Ben Carlson, portfolio manager at Ritholtz Wealth Management and the voice behind A Wealth of Common Sense, dropped a line on Morningstar’s The Long View podcast that I keep coming back to. Co-host Jeff Ptak summarized Carlson’s thinking as “it’s not the latte, it’s the Lexus,” and Carlson agreed, adding “and it’s the house too.” ... Ben Carlson Says Skip the Luxury Car and House Hunt Smart. That’s Real Inflation Protection.

Americans are feeling increasingly uneasy about the economy. Consumer sentiment has been alarmingly weak, according to recent University of Michigan sentiment readings. At the same time, inflation has soared since the Iran war broke out. In April, the Consumer Price Index rose 3.8% on a ...

But supporters of the platform argue that STRs help ordinary homeowners earn supplemental income, especially during periods of inflation and economic uncertainty.

It's incredibly rare when a sitting Fed chair interjects their opinion on stock valuations -- and when this happens, it shouldn't be ignored.

The world is an uncertain place today, but some businesses have a history of surviving whatever comes their way.

Political pressure is building for consumer rebates after Sen. Mark Kelly (D-Ariz.) on Wednesday accused the administration's tariff policy of raising costs for households while allowing major corporations to retain the financial benefits. In a post on X, Kelly said,...