(Bloomberg) -- A relentless run of uncertainty, from war to tariff fights to inflation that refuses to die, has challenged investors this year. Now they have to balance another risk: A Federal Reserve that won’t tell them what it’s thinking.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysIndia’s Family Offices Embrace Profit-Sharing to Attr
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Fed Chairman Kevin Warsh left interest rates unchanged on Wednesday. Bond investors tightened the screws anyway.
Unless the Fed gets tougher on inflation, investors in long-term Treasury bonds will feel the pain.
The president isn't helping ensure his prediction about the stock market comes true.
Recessions can be scary, but how you handle them can make all the difference. Here are my three big ideas.
Brookfield Infrastructure Partners (NYSE:BIP) reported second-quarter funds from operations of $702 million, or $0.89 per unit, up 10% from a year earlier, as inflation-linked utility rates, higher transportation and midstream activity, new data projects and recently completed investments supported
Brunswick (NYSE:BC) reported second-quarter results that exceeded its expectations, supported by sales growth across all reporting segments, stronger operating performance and recognized tariff refunds. The marine products company said net sales rose 8% year over year to $1.6 billion, while adjusted
Sony (NYSE:SONY) reported record first-quarter sales and operating income for fiscal 2026, raised its full-year sales, operating income and net-income forecasts, and said it expects most of an estimated ¥80 billion in U.S. tariff refunds to benefit results during the current fiscal year. For the qu
Silver equivalent output jumps 36% and revenue soars 150% year-over-year, but rising AISC and inflationary pressures temper the strong operational performance.
<p>The largest long-term Treasury ETF is down 3.8% this year, erasing most of last year's gain, as inflation and debt worries pressure the long end.</p>

<body><p>STORY: Wall Street ended higher on Friday, with the Dow adding more than half a percent, the S&P 500 gaining seven-tenths of a percent and the Nasdaq climbing one percent.</p><p>:: Amazon</p><p>Amazon surged more than 15% after the tech giant posted its biggest quarterly revenue growth in over four years. Its results, along with a similar report from Microsoft this week, alleviated investor concerns about potential overspending on AI data centers.</p><p>Meanwhile, shares of Apple tumbled more than 7% after a disappointing forecast showed that the iPhone maker was struggling to secure enough components, as the AI-driven data center boom strains global supply chains.</p><p>Friday marked the end of a bumpy week for stocks that included a Fed policy meeting in which the central bank left rates unchanged - but with three dissenters pushing for a 25 basis point hike.</p><p>Dean Smith is chief strategist & portfolio manager at FolioBeyond.</p><p>"I think there was a decent case to be made that a hike is in order. Inflation, we had a slightly softer print on the most recent one, but inflation is now running well above Fed's 2% stated target. It's higher now than it was a year ago and it seems to be reaccelerating. [FLASH] So it was a close call probably, but I think, you know, if I had been on that voting committee, I would have voted for a rate hike as well."</p><p>:: Archive</p><p>Other stocks on the move Friday included Monolithic Power Systems, which rose more than 8% after forecasting third-quarter revenue above estimates.</p><p>But shares of GoDaddy slid nearly 17% after the domain registrar narrowed its annual revenue forecast.</p></body>
Catch up on the stories we’re following today
Federal Trade Commission cleared quantum computing firm IonQ's $1.8 billion acquisition of chipmaker SkyWater Technology after the agency's leaders disagreed over whether to impose conditions, they said on Friday.
Schiff says Strategy's latest share sale diluted Bitcoin exposure, with BTC yield per share falling to 4.5%. Supporters argue MSTR still beats Bitcoin over the ...
The stock market has largely viewed new Fed Chair Kevin Warsh as hawkish during his first few months on the job.
Retailers could receive an unexpected financial windfall.
In their wake, the bank’s wealth management unit suffered an exodus of financial advisors. Wedding-related spending has increased 8.5% year over year so far in 2026, according to Bank of America payments data. Inflation is playing a role, but so is social media: A majority of respondents to a BofA survey said the era of digital connections and scrolling has introduced additional expenses, such as hiring content creators to capture and share the special day.
Retail earnings season kicks off Aug. 19 with investors expected to focus less on tariff-driven margin gains and more on whether companies such as Walmart, Target, Dollar General, and Five Below can sustain sales growth.
The e-commerce giant, which saw shipping costs escalate at the highest rate in more than three years, did not specify the amount it could reimburse.
Federal court clears Reddit to advance anti-circumvention claims against Perplexity AI and SerpApi, even as the platform navigates Google search traffic fluctuations following robust Q2 2026 earnings.
In Donna Tartt’s The Secret History, the narrator compares the childhood experience of discovering that his father was “not only deluded and ignorant, but incompetent in every way” to “walking into the cockpit of an airplane and finding the pilot and co-pilot passed out drunk in their seats.” Investors got a taste of that horror on Wednesday, when Federal Reserve Chairman Kevin Warsh explained his decision to keep rates steady with a series of contradictory, confounding, and supremely confident answers to reporters’ questions. Warsh kicked things off by saying, “For some households, businesses, and market professionals, five years of high inflation have left a mistaken impression…that the Fed’s implicit inflation target was somehow above 2%,” but in fact, “there’s only a target, and it’s 2%.”
Free cash flow is now expected to be between $1.75 billion and $1.85 billion, up from $1.6 billion to $1.8 billion
The U.S. president has imposed new tariffs based on claims about forced labor in other countries. Is a trade war brewing?
AngloGold Ashanti (NYSE:AU) reported higher second-quarter earnings, cash flow and free cash flow as stronger gold prices more than offset inflation, fuel costs, currency effects and a temporary operational suspension at its Obuasi mine. Chief Executive Officer Alberto Calderon said the company gen
(Bloomberg) -- Bond traders are paying the highest premiums since March to protect against a further climb in longer-dated yields, as the fallout from this week’s Federal Reserve policy meeting continues to ripple through the rates market. Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance Since April 2025
On CoinDesk's The Policy Protocol, Renato Mariotti is joined by guest host Ari Redbord, Global Head of Policy at TRM Labs, for a conversation on the politics of the CLARITY Act, the state-vs-federal fight over prediction markets, and Wisconsin's invocation of an 1849 law that could bar prediction-market users from voting. And, they sit down with Rachel Anderica, Head of Global Operations at Anchorage Digital, who walks through Anchorage's agentic banking build inside its OCC trust and a "cashless reserves" model in partnership with JPMorgan. Plus, the hosts name the TradFi endorsers of CLARITY — BlackRock, Fidelity, and Goldman Sachs — as the Person of the Week.
The company said refunds were limited because it stockpiled inventory ahead of tariffs and is not the importer of record for most goods in its store
The Federal Reserve held rates steady Wednesday, but the bond market pushed borrowing costs sharply higher, sending the 30-year Treasury yield to its highest level since 2007. Peter Schiff says the selloff exposed the gap between Kevin Warsh’s words and...
Shares of Coinbase Global slipped 5.6% in premarket trading on Friday after a third straight quarterly loss, though analysts expect strong fundamentals and business diversity to cushion it from a crypto cycle downturn. The cryptocurrency market lost significant value in recent sessions, with bitcoin falling, as expectations that the U.S. Federal Reserve will cut interest rates faded and investors pulled money from spot exchange-traded funds. Shares of Coinbase, often tied to the crypto cycle, have matched that with a nearly 28% decline.
In crypto news today (July 30), Bitcoin climbed -0.5% overnight, dropping below $64,000 following yesterday’s FOMC meeting, in which a rate hike wasn’t announced but SEC Chair Paul Atkins hinted at hikes to come, causing a slight sell-off across crypto. However, crypto held up well in comparison to the US ...