Stocks are flying off the shelves, but bonds are warning of massive economic and inflation risks.
Stocks are flying off the shelves, but bonds are warning of massive economic and inflation risks.
Market volatility readings are in deep retreat. That could be a concern.
Treasuries have been in a funk since June. If the selloff doesn’t stop, things could go off the rails for stocks, the midterm elections—and the Fed.
A sale of 10-year notes drew the highest government costs since 2007 this week.
Rising prices and a soft labor market give the Fed a pass on doing anything with rates. And that’s absolutely fine with Wall Street.
The yen is backsliding again. U.S. markets need to take notice.
Collective S&P 500 profits for the latest quarter are on pace to rise more than 30% from last year.
Oil is back near the $90 mark, with higher prices likely over the coming months.
Bonds are selling off sharply as global oil prices test $90 a barrel amid renewed Gulf war concerns.
Stocks are getting a solid August boost. That has Wall Street altering their end of year price targets.
The central bank has let the bond market do its heavy lifting when it comes to rates. But a cut is on the horizon if a weak jobs report and inflation stir up Wall Street.
The yen has returned to the back foot following a coordinated effort by the U.S. and Japan to weaken the Japanese currency.
Treasury yields have eased from multiyear highs. A softer jobs report could push them even lower.
As stocks hit new highs, it pays to keep an eye on what’s bubbling beneath the surface.
It’s August, not April, but tech stocks are powering markets higher once again.
Strong earnings from the biggest technology companies and improving AI spending trends could help drive another leg higher for Big Tech stocks, according to Société Générale.
The bond market’s summer reset has 10-year note yields trading near the highest levels since early 2025.
Make the tech slump a distant memory. Valuations are falling, and earnings are soaring. Now is a great time to find lots of bargains.
The U.S. and Japan confirm their first coordinated currency intervention in 15 years took place late Friday.
The varied reactions to recent earnings reports underscore the market’s broader indecision. That’s worrying.
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