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US Market Commentary
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Fed Awaited After Yields Top 5%, Oil Spins Higher
Tomorrow is expected to bring the first Federal Reserve rate hike since 2023. Oil spiked and tech stocks stumbled Monday amid AI slowdown fears. The 10-year yield topped 5%.
September 15, 2026
Fed Gathers with Yields and Oil Up, Stocks Down
A Fed rate hike is seen likely tomorrow with yields hitting 19-year highs overnight, oil up, and stocks lower. Bessent testifies to Congress today, and AI concerns remain in focus.
September 15, 2026
Looking to the Futures
The U.S. Department of Agriculture (USDA) released its highly anticipated September World Agricultural Supply and Demand Estimates (WASDE) report on Friday, September 11.
September 15, 2026
European Stocks: Reasons to Reconsider
European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.
September 14, 2026
Week Begins with Rate Hike Odds High After CPI
Last Friday's 0.3% monthly core CPI growth for August raised chances of a Fed rate hike Wednesday. Data is thin, so oil and a possible test of 5% for the 10-year note could be key.
September 14, 2026
CPI Ahead: Hot Reading Could Lift Rate Hike Odds
Today's Consumer Price Index for August is expected to show monthly CPI up 0.4% and core CPI up 0.2%. More energized readings might increase odds of a rate hike next week.
September 11, 2026
Traders React Pre-Fed as Oil and Rates Climb
A possible Fed hike puts tech in focus, oil climbs past $100 with hurricane risk looming, and retail traders grow more selective while bitcoin holds a pivotal level.
September 11, 2026
Weekly Trader's Outlook
Stocks remained range-bound, but underlying market volatility, sector rotation, rising oil prices, Treasury yields, and positioning ahead of next week's FOMC meeting kept the outlook cautious as equities tested key support levels.
September 11, 2026
After Three-Day Slide, Traders Await Key PPI Data
August PPI is due at 8:30 a.m ET and precedes CPI Friday. Both have Fed rate implications. Stocks fell early this week on rising oil and yields. Oracle and Adobe report later.
September 10, 2026
Apple Event, Treasury Auction Fill Time Before PPI
Before PPI tomorrow, investors await an Apple event that may introduce a folding iPhone. There's also a 10-year Treasury note auction. Oil and yields remain headwinds for stocks.
September 9, 2026
Take a Hike: Rate Hikes and Market Impacts
History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.
September 9, 2026
The MOVE Index and Why It Might Matter
The MOVE Index, a.k.a. the "VIX of bonds," helps investors track volatility across U.S. Treasuries. Sometimes, it can signal future action in equities.
September 9, 2026
Buy, Hold, Sell: What Analyst Stock Ratings Mean
Research analysts assign buy, sell, hold, and other ratings to stocks in their research reports. Here's what these stock ratings mean, and how investors can use them.
September 8, 2026
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
September 4, 2026
What Is a Market Bubble?
Famous market bubbles share some characteristics, but it's nearly impossible to predict how big a bubble might get and when one is about to burst.
September 3, 2026
Songs of Experience: Reminiscences of a Strategist
It's been 40 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
September 3, 2026
How Interest Rate Movements Affect Options Prices
Interest rates have an important effect on options prices, especially when rates are high. The options greek rho measures the impact of rates and can help when evaluating options.
August 27, 2026
Hard-Hitting 'Soft' Data: Why Surveys Matter
'Soft' reports like sentiment and confidence don't reflect 'hard' data like GDP or CPI. Still, they can affect markets and come with various strengths and weaknesses to consider.
August 25, 2026
ADRs Walk and Talk Like S&P 500 Stocks, but Aren't
Some of the largest tech stocks aren't traded on the S&P 500, though they trade on U.S. markets and affect Wall Street sentiment. ADRs are familiar stocks with unfamiliar pedigrees.
August 19, 2026
Understanding Dividend Risk: Basics and Examples
When holding a short call option on a dividend-paying stock, traders should understand how dividend risk can affect options pricing, early assignment, and strategy outcomes.
August 17, 2026
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