Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Q3 Tech Earnings Preview: Can AI Save the Day?
Here's what to watch as the Magnificent Seven report earnings, from AI monetization and spending plans to headwinds from persistent inflation and rising Treasury yields.
After Messy Week of AI Selling, Key Earnings Loom
Earnings accelerate this week with a host of companies including Meta Platforms and Tesla. Last week was the worst since June for the Nasdaq as debt fears sent AI stocks reeling.
Panic Is Not a Strategy—Nor Is Greed
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
How Do Rising Rates Impact Global Equities?
Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.
Q3 Bank Earnings: Muddier Waters to Navigate
Amid potentially slowing IPO demand and the Fed's first interest rate hike in three years, the outlook for this quarter's bank earnings enters a more challenging phase.
Inside Job(s): AI's Labor Market Impact
AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.
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.
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.