Stock Market News
Fed Pivots: What The Rate Cut Means For Bonds, Gold, And AI Stocks
The Federal Reserve cut rates by 25 basis points, signaling a shift toward neutral policy as labor market risks rise over inflation concerns. Treasury yields above 4% make the 10-year note attractive,...
Trump Asks Supreme Court to Let Him Fire Fed's Lisa Cook
President Donald Trump has asked the US Supreme Court to let him fire Federal Reserve Governor Lisa Cook while she fights his attempt to oust her, pulling the justices into a high-profile legal battle...
AAII Sentiment Survey: Optimism Skyrockets
Bullish sentiment increased 13.6 percentage points to 41.7%. Neutral sentiment decreased 6.5 percentage points to 16.0%.
The Fed's decision on its benchmark interest rate shows unity against Trump's attacks
The Federal Reserve's nearly unanimous decision Wednesday to reduce its key interest rate was seen by many observers as a quiet show of unity and independence amid President Donald Trump's relentless ...
Summers Says This Is an 'Unprecedented Time' for the Fed
Former Treasury Secretary Lawrence Summers says this is an unprecedented time for the Federal Reserve. He says it's become more politicized.
Mortgage rates up after Fed rate cut
CNBC's Diana Olick reports on mortgage rates after the Federal Reserve's interest rate cut.
Equities should do very well after Fed rate cut if no recession occurs, says Wells Fargo's Cronk
CNBC's “The Exchange” team discusses Wells Fargo's new year-end S&P target of 6,700, market outlook and more with Darrell Cronk, chief investment officer for wealth and investment management at Wells ...
Powell SNUBBED faulty jobs data – panel sounds off
‘The Big Money Show' panel discusses the Fed's divided outlook, concerns over faulty jobs data and calls for President Donald Trump to step in on housing as mortgage rates send mixed signals.
Wheat And Soybean In September: Caught In The Crossfire Of Regulation, Geopolitics And Tariffs
As we enter the final quarter of 2025, the global commodity markets for wheat and soybeans are once again proving to be highly sensitive to a complex interplay of geopolitical events, shifting trade p...
Fed Gifts the Stock Rally With Rate Cuts. A Key Risk Remains.
Lower interest rates alone don't guarantee the rally will continue, analysts say.
Trump administration asks Supreme Court to allow firing of Fed Governor Lisa Cook
The Trump administration on Thursday asked the Supreme Court to lift lower court rulings that have blocked President Donald Trump from firing Federal Reserve Governor Lisa Cook. The request came a day...
If the Fed is on your side, small caps and financials should work: Ritholtz's Josh Brown
CNBC's Scott Wapner discusses the market reaction to the Federal Reserve's interest rate cut, what stocks to watch and more with the "Halftime Report" investment committee.
‘PUNY RATE CUT': Larry Kudlow doesn't hold back as he sounds off on Fed
FOX Business' Larry Kudlow argues the FOMC is 'anti-growth' as he discusses the Federal Reserve's latest monetary policy and weighs in on the court's handling of President Donald Trump's tariffs.
Foreign Stocks Are on a Roll. They Could Lift the 60/40 Portfolio.
International stocks are beating U.S. ones handily in 2025.
A government shutdown is looming. Here's what history says could happen to stocks.
The S&P 500 has largely done better, not worse, in shutdowns.
Initial Unemployment Claims Drop, Reversing Previous Week's Increase
The number of Americans filing for unemployment dropped by 33,000 last week, reversing the previous week's increase that had taken the number to its highest level in almost four years. There were 231,...
You Can Beat The Market - By Breaking Some Rules
David Gardner, co-founder of The Motley Fool, author of Rule Breaker Investing, shares why it's possible to beat the market. Six key traits define 'rule breaker' stocks: industry leadership, sustainab...
Trump administration asks Supreme Court to allow firing of Fed Governor Lisa Cook
President Donald Trump first tried to fire Federal Reserve Governor Lisa Cook from the seven-member Fed Board on Aug. 25, citing allegations that she committed mortgage fraud. Cook, who denies wrongdo...
Trump asks US Supreme Court to allow firing of Fed Governor Lisa Cook
President Donald Trump's administration asked the U.S. Supreme Court on Thursday to let him move ahead with firing Federal Reserve Governor Lisa Cook - a move without precedent since the central bank'...
‘This Fed has its head in the sand' — but at least now we know where to invest
Worrisome housing and job markets suggest that the central bank should have cut interest rates more.
Mohamed El-Erian on why the Fed's messaging is 'a mess'
The Federal Reserve cut interest rates by 25 basis points at the central bank's September meeting. Economist Mohamed El-Erian, president of Queens' College Cambridge, former chair of President Obama's...
Billionaire David Tepper is feeling ‘miserable' about stocks, but won't ‘fight the Fed'
Hedge-fund investor Tepper expects the stock market rally to continue with a few Federal Reserve rate cuts, but sees danger in too many
Nesbitt: FDX "Well-Positioned" Once Tariffs Pass, Expect Bumpy Road Until Then
Don Nesbitt sees FedEx (FDX) posting a "mediocre" performance for the quarter but adds its report will come down to guidance. That said, Don expects FedEx to be "well-positioned" once tariff headwinds...
Fed chair admitted he has a 'problem,' Gary Cohn says
Federal Reserve officials cut interest rates by 25 basis points at their September meeting on Wednesday, the first rate cut in 2025. The US central bank currently forecasts two more rate cuts in 2025,...
Recession-Proof Stocks: The Best Stocks to Buy for a Recession
When you look for recession-proof stocks to buy, focus on low-risk, low-volatility businesses.
US initial jobless claims drop by most in almost four years
Initial applications for jobless benefits in the US dropped by the most in nearly four years, reversing an unusually large jump in the prior week and consistent with low levels of layoffs in the econo...
The Stage Is Set For A Sizeable Equity Market Pullback
The equity market faces a potential sizeable pullback as quarterly options expiration approaches and liquidity levels decline. Elevated gamma levels in the S&P 500 have pinned the index, but post-expi...
FOMC Shifts Focus to Labor, Rate Cuts to Continue Without Fed in "Lockstep"
@CharlesSchwab's Collin Martin sees the Fed continuing to cut rates as long as weakness to the labor market persists. However, he doesn't see the Fed agreeing on how much they should cut moving forwar...
David Tepper: Fed could cut a few more times, but easing too much risks entering dangerous territory
Hedge fund billionaire David Tepper said the Federal Reserve could cut rates a bit more, but then risks more inflation and other dangers to the economy and markets if the central bank goes further tha...
U.S. Leading Indicators Continue to Show Weakening Economy
The U.S. economy faces a slowing economy amid growing concerns about the labor market, headwinds from tariffs and a weak manufacturing sector, according to a basket of economic indicators.
Trend Change For Emerging Markets, Or Just Another Head-Fake?
Emerging markets have a Point & Figure relative buy signal. Different from last time, developed ex-US equities also have a Point & Figure relative buy signal.
Quarterly Vs. Semiannual Reporting: Revisiting Trump's Controversial Proposal
Quarterly reporting remains essential for transparency and investor protection, especially for large companies, despite the administrative burden it imposes. Evidence from the U.K. and EU shows that r...
US Initial Jobless Claims Drop by 33,000
Initial applications for jobless benefits in the US dropped by 33,000 to 231,000 in the week ended Sept. 13, according to Labor Department data.
Ditch quarterly earnings like Trump says? What's needed is better reporting — not less.
The costs of moving to semiannual reporting clearly outweigh any benefits.
Fed signals more rate cuts to come, President Trump and tech leaders meet in the UK
Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international news for Sept. 18, 2025. ITR Economics economist Lauren Saidel-Baker discusses inflationary pressures building ...
US stocks open in green: Nasdaq, S&P 500 hit record highs
US stocks rallied on Thursday, with the S&P 500 and Nasdaq Composite climbing to fresh record highs as investors piled back into technology shares following the Federal Reserve's rate cut. The S&P 500...
David Tepper: Fed could cut a few more times, but easing too much risks entering 'danger territory'
David Tepper, Appaloosa Management founder and president and Carolina Panthers owner, joins 'Squawk Box' to discuss the latest market trends, the Fed's interest rate decision, President Trump's tariff...
Jobless Claims "Solid" & Philly Fed "Strong" Following FOMC Rate Cut
Good signs for the economy Thursday morning as Kevin Hincks highlights what he considers "solid" initial and continuing jobless claims. It added to an already-optimistic futures market that showed gre...
Recession, Inflation, Or Goldilocks - What's Your Bet?
The current stagflation will have to evolve into a recession, higher inflation, or Goldilocks. I see the recession scenario as most likely, which is, in fact, already priced by the 2Y yield with expec...
The Fed Is Going To Turbocharge The Bull Market
The Federal Reserve cut its short-term rate by 25 basis points to 4.00-4.25%, aligning with market expectations and presenting a united front. Consensus among FOMC members suggests two more rate cuts ...
The Market May Be About To Be Turned Upside Down
The market has been riding high, and many are bullish that Fed rate cuts will boost it higher. However, I believe that the market is about to be turned upside down.
US jobless claims fall, but labour market shows signs of strain
The number of Americans filing for unemployment benefits fell last week, but signs of a weaker labour market continue to emerge as both hiring and worker supply ease. Initial claims for state unemploy...
Jobless claims return to norm after one-week spike
CNBC's Rick Santelli joins 'Squawk Box' to break down the latest economic data to cross the tape.
U.S. Jobless Claims Fell Last Week
The number of Americans who newly filed for unemployment benefits declined sharply last week, returning the figures to the previous trend after a large spike the week before.
Sen. Tina Smith Says Tariffs Are Fueling Inflation
Sen. Tina Smith (D) Minnesota and Senate Banking Committee discusses the Federal Reserves decision to cut rates. She speaks with Kriti Gupta and Joe Mathieu on “Balance of Power.
Sen. Warren: Rate cuts by themselves aren't going to fix the problems that Donald Trump is causing
Sen. Elizabeth Warren (D-Mass.) joins 'Squawk Box' to discuss the Fed's interest rate decision, state of the economy, political violence in America, and more.
David Tepper says Fed could cut a few more times, but easing too much risks entering 'danger territory'
David Tepper says Fed could cut a few more times, but easing too much risks entering 'danger territory'
Stocks Climb Following Fed's Cut, NVDA/INTC Tie-up
Kevin Green kicks off the trading day with a look at the equity markets following the FOMC decision to cut rates by 25bps. He looks at the overnight reaction and provides his takeaways behind traders'...
Summers Says Fed Policy Is 'On the Loose Side'
Former Treasury Secretary Lawrence Summers said Federal Reserve policy is leaning toward being too slack. “My own guess is that policy is currently a little looser — looking at all financial condition...
How the Fed's new interest rate cut will impact mortgages, auto loans and more
The Federal Reserve cut its benchmark interest rate Wednesday for the first time in nine months. Since the last cut, progress on inflation has slowed while the labor market has cooled.
False alarm: Surge in jobless claims unwinds after recent spike. Layoffs still low.
The surge in jobless claims in early September to a four-year high turns out to have been a false alarm, at least for now.
Hassett says Fed made 'prudent call,' signaling White House OK with quarter-point cut
The Fed's decision to cut its key borrowing rate by a quarter percentage point seems to be sitting well with the White House if National Economic Council Director Kevin Hassett is any indication. Asse...
What the Fed's first rate cut of the year means for your wallet
Fed's first rate cut of the year could save credit card users $1.92 billion in interest annually while possibly reducing returns on savings accounts and certificates of deposit.
NEC Director Kevin Hassett: The Fed's 25 bps cut is a 'good first step' towards much lower rates
White House National Economic Council Director Kevin Hassett joins 'Squawk Box' to discuss the Federal Reserve's decision to cut by 25 basis points, state of the economy, Nvidia's stake in Intel, futu...
US Fed starts easing path, other major central banks on hold
The U.S. Federal Reserve has delivered its first rate cut since December, diverging from most other major central banks that have kept interest rates unchanged.
This seasonal stock-market trading pattern is coming up — and worth observing
The Wall Street adage — “Sell Rosh Hashana; buy Yom Kippur” — focuses on the market's performance between these two Jewish holidays.
Big Tech Stocks Mirror Dotcom Bubble But On 'Steroids,' Says Top Analyst: Could Repercussions Be More Pronounced Than 1999 Crash?
Global investment firm GQG Partners has issued a stark warning that the current technology market is exhibiting “dotcom-era overvaluation,” with a combination of soaring capital spending and weakening...
The Fed cut rates: Here are some ETF plays to look at
US equities (^DJI, ^IXIC, ^GSPC) historically respond positively whenever the Federal Reserve cuts interest rates. Central bank officials are expected to cut rates by 25 basis points at its September ...
'Big Short' investor Steve Eisman: The most the Fed will cut in the end is 100 bps total
Steve Eisman, ‘The Real Eisman Playbook' podcast host and former Neuberger Berman senior portfolio manager, joins 'Squawk Box' to discuss the Fed's interest rate decision, state of the economy, latest...
Mester: The economy is more resilient than we all think it is
Loretta Mester, former Cleveland Fed president, says the Fed faces a tough balance between inflation and jobs, with dispersion in views reflecting real economic risks.
Central Bank of Ireland: Economic effects of tariffs unclear
The Irish central bank has released its quarterly bulletin, highlighting early signs of resilience against headwinds. However it acknowledges that the economic outlook is not as favorable as it would ...
Fed cuts spark debate on risk, bonds seen as safer bet than equities
Nancy Davis, Quadratic Capital CIO, and Chantico Global's Gina Sanchez, discuss Fed cuts, market risks, and why bonds may now offer stronger opportunities than stocks.
Broadcast Licenses Caught In The Crossfire
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
Do investors care about quarterly vs half-year reporting? Here's what the numbers say.
In Europe, there's a nearly 50-50 split between how frequently companies report, according to Goldman Sachs data.
Jeremy Siegel: All the negatives from tariffs are more than offset by the positives in the markets
Jeremy Siegel, professor emeritus of finance at University of Pennsylvania's Wharton School of Business and WisdomTree chief economist, joins 'Squawk Box' to discuss the Federal Reserve's decision to ...
What is the Fed's outlook for interest rate cuts, inflation and jobs for the remainder of the year?
Federal Reserve policymakers projected inflation will rise to 3% in 2025 while unemployment will reach 4.5% as the central bank begins cutting rates after holding them steady all year.
Small US defense stocks soar on rush for next-gen battlefield tech
Smaller U.S. defense firms have emerged as standout performers on Wall Street this year, fueled by surging demand for low-cost, next-generation military tech tailored for modern warfare and the Pentag...
The 'risk management cut' that Jay Powell talked about was the right thing to do: Roger Ferguson
Former Federal Reserve Vice Chairman Roger Ferguson joins 'Squawk Box' to discuss the Federal Reserve's decision to cut interest rates by a quarter percentage point, key takeaways from Fed Chair Powel...
Here's the case for equities to ‘explode higher' in October. Buy any dips along the way, says JPMorgan.
JPMorgan is telling clients to be ready to buy dips, and prepare for a possible explosive move higher for stocks in weeks to come.
Trump, Markets Got the Fed Rate Cut They Wanted. Why Both May Become Disappointed.
Fed sees more downside risks for unemployment, Lilly and Novo Nordisk press ahead in weight-loss pill race, Walmart pushes to become a leader in agentic AI, and more news to start your day.
Morning Bid: Wall St rallies after post-Fed hesitation
What matters in U.S. and global markets today
Weekly Market Pulse: An Energetic Market
Quite the turnaround from February–March. Back then, tariff chaos sank the dollar 10% in March, volatility spiked, correlations went quickly toward +1.
Capital Account: Whatever probability you put on recession a few weeks ago, it should be lower now that the Federal Reserve has cut interest rates, the WSJ's Greg Ip writes
The central bank's quarter-point rate cut has eliminated the U.S. economy's worst-case scenarios.
Heard on the Street: With the Fed in cutting mode, many people expect mortgage rates to fall fast. Unfortunately, it isn't that simple.
While the Federal Reserve has begun cutting rates again, there are many other factors that affect the cost of home loans.
The Federal Reserve's independence is about to be tested like never before
Donald Trump wants drastic rate cuts – and his campaign to exert greater political control over the Fed continues apace
Norges Bank Cuts Key Rate But Hints at Very Gradual Easing Going Forward
The central bank cut its rate to 4% and said further easing would likely be needed for economic growth, as policymakers expect one rate cut a year in the coming three years.
The plot thickens: Miran makes his mark at first Fed meeting
The Fed delivered a widely expected 25 basis point rate cut in an 11-to-1 vote with new Governor Stephen Miran the sole dissenter - backing a larger half-point move. Trump's pick also made his mark on...
Norges Bank Cuts Key Rate But Hints at Very Gradual Easing Going Forward
The central bank cut its rate to 4% and said further easing would likely be needed for economic growth, as policymakers expect one rate cut a year in the coming three years.
Unlike EU and Japan, India refused U.S. demands for a unilateral trade deal in July: Former diplomat
Former Indian Ambassador to the U.S. Arun K. Singh observes that, notwithstanding Washington's equivocations toward New Delhi, the two nations have been working together on several fronts behind the s...
Fed Policy Will Only Get Harder From Here: 3-Minute MLIV
Anna Edwards, Guy Johnson, Valerie Tytel and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:07 - Fed Cuts Next ...
Fed cuts rates by 25bps as U.S. labour market cools
U.S. Federal Reserve Chairman Jerome Powell delivers a long-anticipated rate cut as labour market concerns mount Stateside. President Trump is treated to a series of royal ceremonies, military parades...
Next Shares Slump 6%, As Retailer Tips Sharp UK Sales Slowdown
Retailer Next led the FTSE 100 lower on Thursday, as it warned tough economic conditions in the UK would substantially dampen local sales during the second half.
Stock Market Today: Dow Futures Rise After Fed Signals More Rate Cuts Coming
The Bank of England's interest-rate decision is due Thursday
Dow Jumps Over 250 Points As Fed Cuts Rates: Investor Sentiment Edges Lower, Fear Index Remains In 'Greed' Zone
The CNN Money Fear and Greed index showed a slight decline in the overall market sentiment, while the index remained in the “Greed” zone on Wednesday.
'VERY DIVIDED': Trump continues aggressive reforms to Fed Reserve
Renaissance Macro head of economic research Neil Dutta and financial journalist John Carney analyze the Federal Reserve cutting interest rates and what the 'A.I. boom' means for markets on 'Kudlow.
European markets set for a positive open as traders assess Fed interest rate cut
European stocks are expected to open higher on Thursday as traders digest the U.S. Federal Reserve's rate cut on Wednesday.
How the Fed rate cut creates a bigger gap in returns
Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Markets are in an era of growing dispersion.
Dow Jones & Nasdaq 100 Rise with Fed Cut, Eyes on Trump-Xi Negotiations
Dow Jones and Nasdaq 100 climbed after a Fed rate cut, with traders eyeing Trump-Xi talks, labor data, and tariff shifts to guide September trends.
Morning brief: Fed interest rate decision, ABC suspends ‘Jimmy Kimmel Live' and more
Thursday began with major developments across the world, with the Federal Reserve lowering its benchmark interest rate by 25 basis points, aiming to support economic growth as job gains slow and infla...
When the Federal Reserve cut interest rates Wednesday, Chair Jerome Powell mostly avoided acrimonious dissents despite a climate of unprecedented political confrontation
The Fed chair is making a risky gambit, cutting rates even though the economy isn't flashing red. He's been here twice before.
Jim Cramer recaps Wednesday's FOMC rate cut decision
'Mad Money' host Jim Cramer talks what Wednesday's Fed decision means for the markets.
Investors who thought Fed would give in to the President are 'delusional', says Jim Cramer
'Mad Money' host Jim Cramer talks what Wednesday's Fed decision means for the markets.
Hakimian: Fed Faces "Crisis of Credibility"'
Spencer Hakimian says the Fed statement was more dovish than expected, but the press conference was more hawkish, creating a market whipsaw.
Fed likely to cut rates again in October, and 3 other things we learned from Powell's press conference
Here are the main takeaways culled from conversations and research notes from experienced Fed watchers.
Review & Preview: After the Cut
Wall Street finally got the rate cut it was hoping for. And then the S&P 500 finished the day close to flat.
The Fed's interest rate cut doesn't upended broad market themes, Jim Cramer says
CNBC's Jim Cramer suggested major market themes haven't really changed in the wake of the Fed's meeting.
WSJ's Chief Economics Correspondent on What's Next After Fed's Rate Cut | WSJ News
The Federal Reserve cut interest rates for the first time in nine months, with officials judging recent labor-market softness outweighed recent setbacks on inflation. WSJ's Nick Timiraos explains what...
A lot of market strength this quarter, keeping people employed is imperative for Q4: BMO's Schleif
Carole Schleif, BMO Private Wealth chief market strategist, and Alan McKnight, Regions Wealth Management CIO, joins 'Closing Bell Overtime' to talk the market reaction to the September FOMC decision a...
Pres. Trump wants a scapegoat for his base, says Fmr. Dallas Fed Pres.
Richard Fisher, former Dallas Fed president, joins 'Fast Money' to talk Wednesday's FOMC decision, Stephen Miran's first FOMC meeting, Fed Chair Powell's feud with Pres. Trump and more.
'Fast Money' traders talk market response to Fed rate cut decision
The 'Fast Money' traders talk market response to Fed rate cut decision.