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For much of the post-2008 era, Wall Street treated zero interest rates as a permanent feature of the landscape, a kind of monetary gravity that pulled every asset price higher. Stocks ran. Bonds ran. Private credit ran. The benchmark S&P 500 vaulted off its 2009 low while the technology-packed Nasdaq Composite did even better. But ... Former Fed Official: The Fed’s Biggest Mistake Wasn’t Rate Cuts. It Was Keeping Them Low Too Long.

Consumers are holding back on some more expensive home improvement projects as the Iran war drives up inflation, according to executives at Home Depot.

(Bloomberg) -- Polymarket plans to use data from Nasdaq Private Market as it seeks to expand bets on unlisted companies amid a frenzy of retail investor interest.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapThe prediction

Global investors weigh elevated Treasury yields against rising inflation, fiscal deterioration, and Iran-linked energy risks.

The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of the buildout. In a recent interview with venture capital firm Accel, Volozh walked through his company’s financing stack: “For a startup like us with all ... What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom

Morgan Stanley Flags Recession Risk but Doubles Down on Stocks

Inbesting.com -- Canada’s annual inflation rate accelerated less than anticipated in April as underlying price pressures showed signs of cooling. According to data from Statistics Canada, the consumer price index rose 2.8% from a year earlier, marking its fastest pace since May 2024 but falling short of the 3.1% rate economists surveyed by Bloomberg expected. Higher energy prices, particularly for gasoline, served as the primary driver behind the acceleration in the headline figure. Geopolitical

Gold prices edged lower early Tuesday as the dollar and yields continued to climb on rising concerns

May 19 (Reuters) - The S&P 500 and the Nasdaq opened lower on Tuesday, pressured by a selloff in heavyweight chip stocks and lingering inflation concerns as Treasury yields continued to rise.

Chip stocks are tanking as Treasury yields rise amid inflation.

Investing.com -- Global equities are trading at highs even as the Straits of Hormuz remain closed, and the growth-inflation mix deteriorates, a situation Goldman Sachs says is explained primarily by corporate earnings.

Futures fell as AI leaders Micron, Sandisk and more keep sliding. Home Depot beat views while Google I/O kicks off.

By Ragini Mathur and Utkarsh Hathi May 19 (Reuters) - U.S. indexes were on track to extend declines and open lower on Tuesday, weighed by a drop in chip stocks and persistent inflation worries despite

Nissan is considering using the same strategy as Tesla now that Canada has drastically lowered tariffs on Chinese-made electric vehicles. Meanwhile, Chinese EV makers are already angling to break into the Canadian market.

A sell-off in chip stocks and worries about inflation tied to the war in Iran are adding to pressure on equities

The Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA:PFFA) sits at $21.62 heading into the back half of 2026, paying a 9.5% yield that has drawn income investors looking for something between bond coupons and common stock dividends. PFFA raised its monthly payout to $0.1725 per share for 2026, up from $0.17 in 2025, extending a ... The Fed’s 2026 Cutting Path Will Make or Break PFFA’s 9.5% Yield

Inflation may be making life harder, but you still have options.

The stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors. Treasury yields spiked. Recession fears surfaced more than once. Yet the benchmark S&P 500 has still surged roughly 23.5% since Inauguration Day. That kind of resilience usually feels bullish. ... The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors

Half of investors surveyed in Bank of America's global fund manager survey still forecast the Federal Reserve will cut interest rates in the next 12 months, despite rising inflation expectations, the May survey says.

Markets were feeling on edge Thursday as a tech selloff, inflation fears, and the continuing stalemate between the U.S. and Iran weighed on sentiment. The Cboe Volatility Index, a widely followed fear gauge that tracks S&P 500 options contracts and trades under the ticker VIX, climbed 0.3 points to 18.1 in early trading. Yields on U.S. treasuries were also slipping early Tuesday as traders weigh up central banks’ response to renewed inflation fears.

The chips appear to be stacked against Jerome Powell's successor in the early going.

LONDON, May 19 (Reuters) - Global fund managers raised their allocation to equities by the most on record in May, driven by optimism over earnings growth and by the possibility of the Federal Reserve

Geopolitical tensions from the Iran war are raising alarms on Wall Street, with top economists warning that inflationary pressures could force the Federal Reserve into aggressive rate hikes. Inflation Fears And ‘Economic Damage’ The economic toll of the Iran war is extending far beyond rising commodity prices. According to Mark Zandi, chief economist at Moody's Analytics, surging interest rates—highlighted by the 10-year Treasury yield jumping to 4.6%—reflect a rapidly shifting landscape. Zandi

A look at the day ahead in European and global markets from Rae Wee Market sentiment remained fragile on Tuesday even after U.S.

Home Depot, Lowe’s, Walmart and Target report earnings this week, offering a clear picture of how consumers are faring amid inflation and high energy costs.

The reading on the University of Michigan’s consumer sentiment survey has recently plummeted to near all-time lows.

NextEra and Dominion must convince state and federal regulators that combining two of the U.S.’s largest utilities will benefit customers and avoid increasing electricity bills.