With key questions swirling on AI and tech stocks, hot IPOs, Federal Reserve policy, and ongoing tensions in the Middle East, where is an investor to turn? We brought together a powerful roster of six experts this week to share their advice and recommendations...LIVE!
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Tuesday's catalysts include flash PMIs, Richmond Fed data, ADP weekly employment, Treasury bill and 2-year note auctions, and May money supply.
Federal Reserve Chair Kevin Warsh’s first post-meeting press conference rattled risk assets on Wednesday, and the loudest pushback came from a strategist who thinks the bull market remains structurally intact. On CNBC’s Closing Bell Overtime, Warren Pies, co-founder of 3Fourteen Research, argued that “Bull markets do not die of old age. They’re usually murdered by ... Kevin Warsh Comments Send Shiver Down Investors’ Spines. Would He Really ‘Murder This Bull Market?’
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...
Warsh stressed the Fed's commitment to deliver price stability and skipped publishing an individual rate forecast in the dot plot.
The U.S. and Iran electronically signed a 14-point Memorandum of Understanding on Wednesday, extending their ceasefire and establishing a framework for a peace agreement.
In an official statement shorter than 150 words, the Fed eschewed forward guidance from the Fed Chair.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.30%. June E-mini S&P futures (ESM26 ) are down -0.17%, and June E-mini Nasdaq futures...
Stock Market Today: The Dow Jones index wavered Wednesday ahead of the Fed's decision and Fed Chair Warsh's comments. SpaceX stock rallied.
Investing.com -- The U.S. Federal Reserve may struggle to justify a more dovish stance on monetary policy even if oil prices retreat following an easing of tensions in the Middle East, as persistent underlying inflation pressures remain entrenched.
Investors naturally want simplicity. But in a world of rising inflation, geopolitical turmoil, and a stock market fueled by pandemic-era liquidity, asset allocation and time allocation are more closely linked than ever.
The past week's stock market saw the S&P 500 and the Nasdaq composite test, then bounce off support at their 50-day moving averages. The S&P 500 then rose, on Friday, to briefly test resistance at its 21-day exponential moving average. The Nasdaq did not rise to this level. The Nasdaq 100, however, as tracked by the Invesco QQQ Trust Series...
I keep hitting the buy button on SoFi Technologies (NASDAQ:SOFI), and the Fed-driven tech sell-off this month has only made my finger heavier. The stock sits at $16.67, down 36.33% year to date, while the QQQ has gained 16.74% over the same window. That gap is the opportunity. The market is pricing SoFi like a ... The Fed Just Triggered a Sharp Tech-Sector Sell-Off: Here Is the 1 Dirt-Cheap Financial Disruptor I’m Buying Hand Over Fist
On Thursday morning, President Trump posted on Truth Social: “At some point in the not too distant future, we will be taking Kharg Island, and other oil infrastructure points.” Kharg Island is the terminal that handles the overwhelming majority of Iran’s crude exports. A US move to seize it would amount to the physical capture ... The Iran War Gets Hot Again As Trump Moves to Seize Iran’s Oil Crown Jewel. Is a Recession Next?
An Inflation Rate of +4.2% hasn't been this high since April of 2023, when higher Fed funds rates were working inflation metrics down from June of 2022's +9.1%.
At 8:30 a.m. ET this morning, the Bureau of Labor Statistics releases the May Consumer Price Index. There has not been a more loaded macro release in months. The Federal Reserve has already cut its policy rate 75 basis points from last September’s peak, to an upper bound of 3.75%, and the bond market is ... Wall Street is Braced for Massive Inflation Numbers Wednesday Morning. Here’s What Numbers Could Cause Stocks to Sink or Soar.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.85%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
The First Trust Global Tactical Commodity Strategy Fund offers diversified commodity access with active management and a notable yield.
Yesterday’s inflation report showed the highest year-over-year reading in almost three years. Even after stripping out energy prices, core PCE is sitting at a multi-year high. But investors have still been looking through the data and leaning into the tech trade, observes Bret Kenwell, US investment analyst at eToro US.