U.S. Economy

The latest on the exchange of goods, services, and resources, shaped by supply, demand, and external factors.

This week
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Friday's Final Takeaways: SPCX Quiet October Selloff, Bank of Japan Holds Rates
Ahmed Reisgo Remains Bullish on Equities, Sees Fed Holding Rates in December
Dan Weiskopf on Tracking Congressional Portfolios, Tidal's ETF Opportunities
U.S. Stock Futures Lower, Tech Under Pressure
Closing Bell: Tech Stocks Experiencing Negative Reactions Post Earnings
Thursday's Final Takeaways: Samsung Falls & BYD Misses on Earnings; Mixed U.S. Ecodata
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ITWO & IGHG: Finding Income as Treasury Yields Rise
Schwab IMPACT 2026: Midterm Election Ripple Effects in Stock Market
Schwab IMPACT 2026: Diversifying Beyond the S&P 500’s Biggest Stocks
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Schwab Impact 2026: Fed Rate Hikes Aren’t Over; Where to Find Opportunity in Bonds
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Schwab IMPACT 2026: Balancing Retirement Income, Growth and Tax Efficiency
Breadth Signals Healthy Stock Market, Gauging Value in AI CapEx Story
KG on GOOGL 'Historic' Selloff, September PCE & GDP
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GOOGL, MSFT & FTNT Test Wall Street’s Sky-High Expectations
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Schwab IMPACT 2026: Positioning for AI Diversification Shift
September PCE's In-Line Climb, Fed's Interest Rate Path & GOOGL Sells
Is the Alphabet Google Search Business at Risk from AI?
Eddie Yoon on AI's Cost-Saving Measures, How META Muse Shapes Space
S&P, Nasdaq-100 Lower as Earning Reports Flood In
Closing Bell: Stocks Higher with Fed on Hold, MSFT Earnings Beat Estimates
Stock Market Today: MSFT & GOOGL Earnings, Fed Holds Interest Rates
Wednesday's Final Takeaways: ORCL Sets FY30 Revenue Target, China Ups AI Arms Race
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Schwab IMPACT 2026: The Tax Strategy Behind Diversifying Concentrated Wealth
Schwab IMPACT 2026: Fed Hold, Inflation Risks & the Case for More Hikes
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Schwab IMPACT 2026: How Private Markets Can Build a More Resilient Portfolio
Schwab IMPACT 2026: Liz Ann Sonders on Finding AI Winners, Fed's Rate Path
Schwab IMPACT 2026: Omar Aguilar on AI Volatility, Fed's Rate Outlook & Diversification
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Schwab IMPACT 2026: SPX to 7,950? Brian Vendig's Bull Case for Year-End
MSFT & GOOGL Earnings Litmus Test in Curbing AI Fears; Brace for Fed
Can Microsoft and Alphabet Earnings and Growth Outpace AI Spending Fears?
Last week
Week Ahead: Earnings and FOMC Interest Rate Decision in Focus
Week in Review: Tech Down, Oil Up. Will Market Rotation Stick?
EL CIERRE — 23 DE OCTUBRE
Friday's Final Takeaways: SKHY Scraps Solidigm IPO, Crude Creeps Back Over $100
Stock Market This Week: META Earnings Plunge, TSLA Rallies, LRCX Sinks #shorts
Closing Bell: Dow Slides as Oil Nears $104, Tech Stabilizes After AI Rout
U.S. Consumers Still Swiping: AXP Earnings Beat, K-Shaped Economy Widens
Fed Interest Rate Meeting, Equity Weakness Bolster Bull Case for Treasury Yields
8,100 SPX by End of 2026? Scott Wren's Case in Fed's Rate Decision, Crude & Tech
Taking Advantage of Higher Treasury Yields & Diversification Amid AI Volatility
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SPCX Gets Double Upgrade as Tech Lags; Fed & Mag 7 Earnings Dominate Next Week
Weekly Wrap: Is AI Mean Reversion Taking Shape?
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Matt Tuttle on Finding AI Pockets of Strength Amid Selloff on Debt Concerns
U.S. Stock Futures Lower After Nasdaq-100 Slide
Higher Energy Costs, More Premium Offerings: Airlines Keep Travelers Fronting the Bill
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AI Stock 'Planting Season:' Dale Smothers Sees Incoming 'Rip Your Face Off' Rally
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Inflation & Housing's Seesaw Effects on Fed; Mag7 & Neoclouds Prove Me Story
Crude Rises, Yields Fall on U.S.-Iran War Escalation; META Cash Flow Hit in Earnings
Stock Futures Sharply Lower on Rising Middle East Tension
Breadth & Volume Challenge SPX Short-Term, RUT Tests Historic Support
SPCX & TSLA Merger Buzz Excites Investors, Crude Oil Cools Amid Iran Uncertainty
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AI, Bonds & Small Caps: Tim Holland’s Case for Diversifying
Case for CapEx: Simeon Wallis on AI Becoming Driving Force in Fighting Inflation
SPCX Soars on Earnings & TSLA Merger Talks, SMCI Surges on Prelim Revenue
U.S. Futures Edge Higher as Earnings Flood In
Stock Market Today: SPCX, NFLX & UAL Earnings
Closing Bell: Dow Jumps 530 Points as Earnings Strength Offsets Tech Weakness
Tuesday's Final Takeaways: Housing Market Still Frozen, Elice IPO Plunges
SOX Surge Adds Tech Muscle Amid AI Spending Concerns; 10-Year Yield Volatility Will Last
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The Dollar Bull Case: AI, Productivity and Strong U.S. Earnings
Last month
Week in Review: Oil Up, Interest Rates and Tech Lower as Volatility Rises
Closing Bell: AI Selloff Deepens as Chip Stocks Slide and Volatility Surges
EL CIERRE — 16 DE OCTUBRE
Friday's Final Takeaways: Tech's Tough Week & Market Pricing Fed Rate Hold
$7 Diesel Likely: Global Tensions, Winter Months Make Energy Risks More Widespread
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Software’s Comeback: Why Luke Lloyd Sees More Upside Ahead
Disconnect Forms Between Earnings & Stocks; 'Conflicting Narratives' in AI & Yields
KG on Data Backing Inflation Uptrend, WMT Bull Run & Bullish Hope for Equities
Friday's First Moves: WDC & STX PT Cuts, NFLX New Content Chief, FOXA Double Upgrade
Keep One Eye on the AI Trade, the Other on Inflation as Fed Faces Interest Rate Test
Why Fed's October Interest Rate Meeting is in the Air; Housing Market Struggles to Thaw
U.S. Stock Futures Mixed, Technology Stocks Lagging Again
Thursday's Top Takeaways: PPI Confirms Inflation Uptrend, Energy Drives Retail Sales
Closing Bell: Stocks Rebound After Early Morning Selloff
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A 50-Basis-Point Fed Hike? Saccaro Says It May Be Needed
Liz Ann Live | Liz Ann Sonders & Joe Mazzola | 10-12-26
KG on AI Concerns in TSM Earnings, CRWV Financing; PPI & Retail Sales Adding Fed Pressure
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MSFT, GOOGL Over NVDA: Doug Butler's Contrarian AI Strategy
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Hot CPI & PPI, Rising Yields Hit AI Trade with Reality Check
AI Debt Financing Shockwaves Hit Stock Market, Hot PPI Confirms Inflation Uptick
Regional Bank Earnings Follow the Big Banks’ Lead
CRWV Selloff Sparked by AI Financing Questions, TSM Beats Earnings & Guidance
U.S. Stock Futures Mixed After Wednesday Selloff
Closing Bell: Stocks Sharply Lower on AI Debt Fears and Hot Inflation Data
Stock Market Today: CRWV & DELL Plunge, BAC Takes $1.2B Earnings Hit
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MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff
Wednesday's Top Takeaways: Housing Market Pressures Build, China Exports Surge
Stubborn Inflation & AI Power Demand Fuel the Energy Bull Case
'We're Feeling Inflation Everywhere:' Why CPI Ignited Selloff, Ups Rate Hike Chances
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AMZN Spending Surge Masks a Growing Consumer Divide
This year
Closing Bell: September Ends Mixed as Late Selloff Erases Rally
Wednesday's Final Takeaways: PCE Cools, TSM Weighs Texas Investment
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Why Set It and Forget It Could Wreck Your Retirement Plan
Dale Smothers Sees 8,000 SPX by End of 2026, MU Earnings Volatility Ahead
'Healing Needs to be Done' in SPX, Factors Keeping RUT in Downtrend
KG on Core PCE's Market Impact, White House 'Accord on Super Intelligence'
PCE Pushes Equities, Cuts into Interest Rate Hike Changes as Oil Flows Improve
Micron Earnings Preview: Triple-Digit EPS, Revenue Growth, and Strong Margins?
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Caleb Silver on PLTR, MSFT, Other Software Rotation as Market Confidence Drops
Crude Oil Slides as Yields Climb, MU Earnings Preview & White House AI Accord
Stock Market Today: FICO Worst Day in Decades, CCL & BE Top SPX #shorts
Tuesday's Final Takeaways: Consumer Confidence Sinks, Oura Delays IPO
Closing Bell: Stocks Lower Despite Tech Stock Strength and Drop in Oil
Core PCE's Critical Market Role This Week, U.S. Diesel Ban 'Temporary Fix'
Consumer Confidence Hits COVID Era Lows, Addressing Anthropic's 'Risk to Humanity'
Investors Eye Crude Oil's Dip, Housing Affordability as AI Leaders Meet Trump in D.C.
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Higher for Longer as Energy Inflation and AI CapEx Push Yields Up
Diton: Fed's New Rate Hiking Cycle 'Not 2022,' Beware Waning Market Breadth
SPX Equal Weight Sees Weakness as Crude, Yields Slide; Silver & Gold Catalysts Ahead
Stock Futures Higher: Fed Leaders Speak as Yields Set Highs
Closing Bell: Stocks Sink as Oil Rises, SpaceX Satellites Deploy, Nvidia Plans Big Buyback
Monday's Final Takeaways: Crude Oil & Yields Elevated, China Eyes NVDA Purchases
Bond ETFs Surge as Shorter Duration and Credit Offer Attractive Yields
Core PCE, GDP, Other Inflation Data Set to Move Equities & Bonds This Week
KG on Core PCE's Importance This Week, Crude Levels to Watch, SPCX Starship Launch
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Fixed Income Finally Pays as Investors Rebalance From Equities
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William Lee's Big Picture Outlook on Fed, AI Financing & Private Credit Risks
Joe Tigay on Quiet VIX, Hyperscaler AI Spending & BRK/B, JPM, CAT Value
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AMZN Call Volume & GOOGL's Gemini AI Draw Trader Attention
10-Year Treasury Yields Taps 5.2%, NVDA $150B Buyback Plan, SPCX Starship Launch
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Final Takeaways from 2025
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Swirski: Unemployment Angst Will Pressure Markets in 2026
Moser: Small Cap Outperformance in 2026, Likes Biotech Including PCRX, SIBN
David Wagner’s 2026 Market Theme: 'American Psycho'
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2026 Bond Market Returns May Lag 2025
‘Positive Signs’ in Jobless Claims, Tailwinds for Solar Energy in 2026
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A.I. Leads to Cloudy Investment Outlook
New Year’s Eve Stock Movers: NVDA, TSLA
New Year's Eve: NVDA China Orders Ramp
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Dryden Pence's 2026 Mag 7 Bull Case, 'Constructive Across the Board' for SPX
Supreme Court Ruling Could Trigger $100B in Tariff Refunds for American Companies
Tuesday's Final Takeaways: International Outperformance & FOMC Minutes
2026 Portfolio Positioning: Big Tech, Underappreciated Stocks & Sectors to Watch
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Supply & Demand: AI's Double-Edged Sword in Retail
SPX Consolidation, Silver & Gold Rebound Take Focus in Tuesday Trading
Home Prices & Fed Minutes Ahead
Monday's Final Takeaways: Narrative Shifts in Housing & Metals
Market Outlook 2026: Earnings, Diversification, & AI in Emerging Markets
Tariffs & AI: Navigating Economic Stagflation in 2026
'Soft Savings:' How Gen Z & Millennials Redefine Retirement Planning
Recent Data Points to a Stronger Consumer Outlook in 2026
FOMC, 'Favorable' Investments & Economic Data for 2026
Metals Pull Back from Record Highs & 'Thin' Ecodata on Docket
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Market Weighs Earnings to Valuation Balance, FOMC's 'Negative Equity' Issue
Markets Brace for Geopolitical Shifts Ahead
Expect Low Volume Trading This Week Amid Silver & Gold Pullback
Steeper Curve, Stronger Trade Balance: Markets Find Year-End Footing
S&P 500 Near Highs; Can Bulls Muster a Breakout before Year’s End?
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2026 Set Up for Continuation Rally
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It’s Not Just Rates: Why the Fed Balance Sheet is Critical for 2026