Fed Watch

Thursday's Final Takeaways: NFL Rights, Trump/Warsh Phone Calls

Tony Zabiegala on Market Breadth, Uranium, and the AI Power Boom

The Big Picture: D.C. Developments for Fed, Iran, Senate

The Fed's Credibility in Fighting Inflation

Zelniker: Why the Fed Should Cut Rates

AI Trade Needs Stability as Market Leadership Shifts

Steve Bruce on AI Returns, Geopolitical Risk, and Market Opportunities

What Rising Volatility Means for AAPL, AMD, MRVL, and MU

The 'Illusion of Calm' in Markets

Kevin Mahn on The Fed Fallout & Wall of Worry

Fed Patience Opens the Door to New Market Opportunities

FOMC Fallout, GDP Falls, MSFT & META Earnings

Fed Giving 'Fragile' Markets Zero to Work With

Fed Meeting Interrupts Earnings Season: Impact to Markets

Closing Bell: Stocks Sink After Fed Holds Rates Steady, Oil Surges, Chips Tumble

Wednesday’s Final Takeaways: Fed Holds Rates & HIMS Lawsuit

Fed Holds Rates & 2% Inflation Target: Are Kevin Warsh's Goals Attainable?

How Financial Conditions Can Tighten Without a Rate Hike

Art Hogan on Fed's Hawkish Hold, Broad Earnings Growth, AI's Productivity Promise

John Lonski on the Fed’s Hold, September Hike Odds, and Inflation Risks

Fed Votes 9-3 to Hold Interest Rates in July, Dissenters Want to Raise Rates

Fed Uncertainty Grows as Markets Debate Rate Hike Odds

The Fed, Deflationary Forces, and America's New Productivity Boom

What the Latest Consumer Confidence Report Reveals About Spending & Rates

Fed's 'Unusual Situation' on Interest Rates & Factors Creating Lasting Volatility

The Fed Is a Sideshow—CapEx Is Driving Stocks

Hincks: 'Would be Shocked' if Fed Raises Rates, MSFT & META CapEx Critical

More Than a Rate Decision: Consumers 'Distrust' Fed as Inflation Rises

Earnings Roundup: Is the 2Q Worry Overdone?

U.S. Stock Futures Slightly Lower as Oil Spikes Again

Volatility Trends to Monitor & Ways Fed Will Rattle VIX Momentum

Seth Ginns on Clarity Act's Stall & Interest Rate Impacts on Crypto

Joanne Bianco Expectations for Fed’s Rate Decision & Fixed Income Roles

Morning Watchlist: Tech Lagging in Mixed Pre-Market Trading

Examining Kevin Warsh's Tone to Fed & Equity Trends to Watch Beyond Big Tech

Explaining "Disconnect" Between Earnings & CapEx, Fed's Likelihood to Hike

Week Ahead: Fed Decision, Big Tech Earnings and Inflation Data Set Up a Volatile July Finish

Week in Review: Markets Mixed as Mag 7 Earnings Unfold, Oil Spikes 9%

'Live' Fed Meeting? Inflation Woes Create Questions Marks for Interest Rate Path

Mag 7 Bubble? Russell Hackmann Sees Trouble Ahead

Market Week: Oil Shock, AI Capex Worries and Tech Rotation Pressure

Bitcoin's Bear Market Ending? Bull Case in Clarity Act & Fed

Doyle: Improving Labor Data Signals Fed Tightening Interest Rates

Why Slower AI Investment Could Change the Fed’s Outlook

Frances Newton on Trump's Achilles Heel & AI Moving Between Bottlenecks

Fed Rate Hikes Back in Focus as Inflation Risks Rise

Renewed Inflation Concerns Raise Rate Hike Chances & Questions on Fed Communication

Earnings Growth Fuels Markets as Investors Look Beyond Technology

Warning Signals in Job Market & Impact on Bonds Amid Earnings Season

'Breath of Relief' on Inflation Not a Trend, Kevin Warsh's 'Buffer' on Interest Rates

Jeff Weniger Outlines 2H26 Expectations for 'Raging Bull Market'

Regional Bank Roundup: Industry Near All-Time Highs as Earnings Unfold

Matt Tuttle on Inflation, Interest Rates, and Stock Market Outlook

Scott Martin on CPI, PPI & Fed's Impact on Inflation

Ben Emons Breaks Down the CPI Surprise and Consumer Resilience

Tuesday's Final Takeaways: Kevin Warsh Speaks as CPI Cools

Will Inflation Keep Falling? Christopher Hodge Weighs In

Cooler CPI, Higher Rates? Thierry Wizman Makes the Case

The CPI Surprise That Won’t Change the Fed Overnight

Wasserman: 'No Relief in Sight' for Consumers, Fed Faces Political Tightrope

What's Behind CPI's Cooldown & IBM Poses Big Question to Software

Michael Shaoul on Oil Inventories, Energy Stocks and the Fed

'Feedback Loop' Amid Heightened Inflation Concerns, Bitcoin Debate Intensifies

5 Bank Earnings to Watch as Wall Street Giants Take Center Stage

Expect Interest Rate Cut, Not a Hike: Kyle Reidhead's Contrarian Take

Hot CPI Fears, Sticky Inflation, and How AI Could Boost Productivity

Gauging Confidence in Consumers & Impacts on Fed

Strong Jobs Data, AI Costs, and a Weak Yen Shape the Macro Outlook

Dietze: Markets Strong in First Half of 2026, Beware of Rising Risks

Will Oil Glut Hiding in Hormuz Bring Back $60 Per Barrel?

Challenging the Fed: Inflation, Rates and a Shift in Market Expectations

Expectations on Kevin Warsh Speech This Week & June Jobs Report

Brace for 'Bumpy Ride' in U.S.-Iran Negotiations as Crude Oil Prices Slide

Resilient Stocks Meet Bond Volatility as AI Spending Powers Markets

Fed Likely on Pause as AI Boom Drives a Market Divide

Dennis Follmer: Markets Looking Past Geopolitical Uncertainty?

Fed Walking Interest Rate Tightrope as Markets Emphasize Inflation Focus

Stock Market 'Not Unhealthy' as Companies Outside Mag 7 Show Strength

Memory Becoming 'Commodity' Akin to Crude Oil, OpenAI Weighs Delaying IPO

Mixed Economic Signals Keep Fed on Path to Tighten

Core PCE Keeps Fed Cautious on Interest Rate Outlook

Big Banks Pass 'Stress Test' & Earnings Expectations for Financials

AI Boom v. Fed Tightening: Signals of Risky Economic Collision Ahead

Core PCE, GDP, Durable Goods & Impact to Fed's Interest Rate Expectations

Fed Stress Test Changes Raise Transparency Concerns for Banks

Thomas Ryan: AI CapEx Boom Points To More Fed Hikes

Fed's Hawkish Outlook: Impact on Interest Rates, Bitcoin & Crypto-Tied Options

Dollarhide: Big Tech Seeking Direction in Directionless Stock Market

Gunster: Market Growing 'Confident' in Warsh, Bonds a Buy Opportunity

Monday's Final Takeaways: Alan Greenspan Passes Away

Jeff Given Breaks Down Rate Expectations, Curve Trades, and Fixed Income Value

Greenspan’s Legacy Meets Supply Shock Reality: Fed, Oil, and Inflation Risks

Irrational Exuberance? Semis Surge as Bond Market Pressure Builds

Alan Greenspan's Fed Legacy & Path Ahead for Interest Rates

Week in Review: Markets Eke Out Gains as Fed Mulls Interest Rate Hikes

Dow Hits Records as Fed Turns Hawkish, Oil Relief Cushions Blow

Fed ‘On Hold’ For First Few 2026 Meetings, Opportunities Abroad Next Year

Growth Drivers Changing into 2026, but Double Digit Returns Possible

‘Strong’ Jobless Claim Numbers & Switchups in the Fed

Tuesday's Final Takeaways: International Outperformance & FOMC Minutes

Jay Hatfield’s 2026 SPX Target: 8,000

Triick: Fed Moving Towards 3%, How That Impacts Mortgages

Next Week’s Economic Data Will ‘Set the Course’ for the Fed

KG: Bracing for FOMC Minutes, Metal Rally & XLE's Bullish 2026 Set-Up

Factors Behind Silver & Gold's Volatile Trade, Fed Chair Talks

Market Outlook 2026: Earnings, Diversification, & AI in Emerging Markets

FOMC, 'Favorable' Investments & Economic Data for 2026

2025 Trends Extending to 2026? A.I. & Fed Offer Tailwinds

Metals Pull Back from Record Highs & 'Thin' Ecodata on Docket

It’s Not Just Rates: Why the Fed Balance Sheet is Critical for 2026

Portfolio Planning for 2026

Signs of a Soft Landing in 2026

All Eyes on Inflation in 2026

Economic Outlook: Fed Risk & Low Labor Market

'Fed has Taken Their Eye off the Ball'

Strong Data may Point to Fed Pause

Fed's Tightrope Act for 2026: Inflation Risks Amid Booming A.I. Trade

Inflation 'Stuck' Into 2026 & Case for Incoming International Outperformance

MoneyFlows' Case for 2026 Bull Market & Why Inflation 'Not a Problem'

2026 Fed ‘Tug of War’ as Rates Near Neutral

XLF Rally Continuing Into 2026? Rebecca Walser Offers Banking Bull Case

A.I. Infrastructure, Software & Space: ORCL, ASTS & CRM Top Tuttle's 2026 Watchlist

Turning From AI ‘Enablers’ and Hyperscalers to ‘Adopters’

Liz Ann Live | Liz Ann Sonders & Joe Mazzola | 12-15-25

Softening Jobs Numbers & What They Mean as FOMC Braces for Leadership Change

Clearing Economic 'Noise,' Adding Stimulus & Ann Miletti's Top 6 Predictions for 2026