The market spent much of the week celebrating what appeared to be a major geopolitical breakthrough. The memorandum of understanding (MOU) signed between the U.S. and Iran helped calm fears of a broader regional conflict, sent oil prices lower, and eased concerns that inflation could reaccelerate just as the Federal Reserve was trying to keep ... Will the Collapse of the U.S.-Iran Truce Force the Fed to Raise Rates Again?
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Historical trends suggest inflation will be far stickier than anticipated.
The Federal Reserve just held rates steady, with a hint that rate hikes could be in the cards.
The Vanguard S&P 500 ETF's heavy tech concentration could become a liability in an extended high-inflation environment.
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 Invesco Senior Loan ETF (NYSEARCA:BKLN) sits at $20.51 with $7.1 billion in net assets, and income investors hold BKLN for one reason: a monthly distribution sourced from floating-rate loans to leveraged borrowers. Those payouts have shrunk meaningfully over the past 18 months, and the question for anyone living off this income is whether BKLN’s ... Floating Rate Loans Sounded Safe Until The Fed Started Cutting Rates
Markets spend a lot of time trying to predict what central bankers will do next. Sometimes they get it right. Other times they build an entire narrative around an assumption that turns out to be wrong. That appears to be happening with Federal Reserve Chair Kevin Warsh. When President Trump nominated him to lead the ... ‘Warsh Fooled Trump’ and the Market Is Already Reacting
By Liang-sa Loh and Faith Hung TAIPEI, June 18 (Reuters) - Taiwan's central bank on Thursday raised its growth outlook for the year thanks to the AI boom, while keeping its policy interest rate steady
(Corrects days of the week throughout the text) June 18 (Reuters) - U.S. stock index futures rebounded on Thursday after the previous session's selloff as optimism about a Middle East peace deal
These companies thrive under economic pressure.
The risk/reward ratio on stocks doesn't look as good as it used to.
Warsh kicked off his first official meeting as chair of the Federal Open Market Committee with a bang.
Stock Market Today: The Dow Jones index wavered Wednesday ahead of the Fed's decision and Fed Chair Warsh's comments. SpaceX stock rallied.
And the odds were pretty slim to begin with, leaving investors unsure of what to do next.
Does AI hype have Wall Street ignoring inflation? Trader Talk host Kenny Polcari discusses the growing concerns with NYSE Senior Market Strategist Michael Reinking, and Tuttle Capital Management CEO & CIO, Matthew Tuttle
Potential interest rate increases (and downstream effects such as higher bond yields) could mean trouble for the stock market, especially if they coincide with new tariffs.
Inflation continues to hit new highs, potentially with far-reaching effects on the market.
It could go both ways, actually.
Jerome Powell just issued a stark warning about the future of the Federal Reserve -- and the implications for your portfolio could be enormous.
If you haven't planned for inflation, and possibly high inflation, your nest egg's purchasing power could shrink alarmingly.
Prior to the start of the Iran War, President Donald Trump had been feuding with Jerome Powell about cutting interest rates. Despite tremendous capital inflows from tariffs, record-low inflation, and a revived business climate due to cutting bureaucratic Biden-era restrictions, Powell stubbornly refused to cut rates. Kevin Warsh took the Fed chair oath on ... Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal
Pricing discipline will matter more than policy growth.
Federal Open Market Committee (FOMC) rate hikes might best be viewed as a necessary evil for Wall Street.
Chevron (NYSE:CVX) is an integrated energy major whose July 2025 Hess acquisition added Guyana, Bakken, and Gulf of America assets. With WTI near $95 and the Fed funds rate sitting at 3.75% after 75 basis points of cuts, the question I want to answer is whether income investors can trust the payout. Dividend Snapshot Metric ... Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings
At $81.27, Netflix (NASDAQ:NFLX) screens as compelling for investors researching quality growth at compressed multiples. A 39% drawdown from the all-time high has compressed one of the highest-quality compounders in media to a forward multiple that finally looks reasonable, just as the advertising business approaches scale. Netflix runs the world’s largest paid streaming service with ... Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy a
With the 10-Year Treasury yielding 4.48% and the Fed signaling more cuts ahead, income investors are hunting for yield that compounds. Bristol Myers Squibb (NYSE:BMY) offers a 4.39% yield backed by 94 consecutive years of dividend payments. The pharma giant is rebuilding around a Growth Portfolio (Eliquis, Camzyos, Breyanzi) while legacy drugs face generic erosion. ... A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb
A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed down to about $200,000 during the 2025 tariff-war selloff, refused to sell, and then cashed out near $7.5 million when the AI chip ... He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million