Markets and Economy

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

Weekly Digest: Powell Exits and Mag 7 Reports

A busy news week brought inflation numbers, predictable Fed inertia at Powell's final meeting, and a slight decline in market breadth.

Q1 Tech Earnings Preview: A Tale of Two Cities

Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.

Debt, Deficits & the Fed’s Next Move

Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

Power and AI Boost Infrastructure Investments

While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.

Truce in Iran: Relief but Not Resolution

While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.

Inside Today's Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)

ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.

Owning vs. Hoping: Gambling Isn’t Investing

Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.

Gambler's Blues: Betting Isn't Investing

Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.

Sector Pulse: Staples Defying "Haven" Reputation

During geopolitical strife, some investors seek possible stability in consumer staples. Despite their reputation, staples underperformed the broader market after the Iran war began.

What Is Guidance and How Should Investors React?

Many public companies regularly provide earnings guidance, and it often moves shares. What is guidance, why do companies share it, and how should investors monitor it and react?