Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

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Salesforce, Macy's, Crypto, and ADP Jobs in Focus

Crypto turned around yesterday but Marvell Technology earnings appeared to disappoint. Today brings Salesforce results and ADP jobs data, along with Macy's and Snowflake.

Markets and Economy

Utilities Lose Defensive Touch as AI Ignites Rally

Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?

Markets and Economy

Tech Results Ahead as Sentiment, Crypto Moves Eyed

Marvell Technology and CrowdStrike results following the close will be watched for AI and tech demand trends, while crypto could again play a role after denting sentiment Monday.

Markets and Economy

Turnaround Tuesday? Stocks Up as Tech Results Loom

After descending Monday on weak tech and crypto, major indexes climbed early ahead of earnings from CrowdStrike and Marvell this afternoon. Bitcoin rose 2%, and volatility eased.

Futures

Looking to the Futures

Japanese Yen (/6J) Futures rose as speculation mounts that the Bank of Japan (BOJ) may tighten monetary policy

Markets and Economy

Blast of Data Starts Month Following Mixed November

Data this week touch on manufacturing, inflation, and jobs. The Fed is quiet ahead of next week's meeting, and stocks had a mixed November highlighted by strong late-month gains.

Markets and Economy

Stocks Face Short Day with SPX Near Even for Month

The four-day rally has the S&P 500 near even for November after being down 5% just last week. Risk-on sentiment appears back, though a 1 p.m. ET close could mean light trading.

Stocks: Less Comfortably Numb

After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.

Markets and Economy

Are Transports Losing Their Barometer Status?

Amid tech competition and industry challenges, transports—long seen as an economic barometer—were outpaced by major indexes over the last year. Is the sector still a useful tool?

The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)

Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.

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