Fed Watch

Week Ahead: Fed Decision, Big Tech Earnings and Inflation Data Set Up a Volatile July Finish

Week in Review: Markets Mixed as Mag 7 Earnings Unfold, Oil Spikes 9%

'Live' Fed Meeting? Inflation Woes Create Questions Marks for Interest Rate Path

Mag 7 Bubble? Russell Hackmann Sees Trouble Ahead

Market Week: Oil Shock, AI Capex Worries and Tech Rotation Pressure

Bitcoin's Bear Market Ending? Bull Case in Clarity Act & Fed

Doyle: Improving Labor Data Signals Fed Tightening Interest Rates

Why Slower AI Investment Could Change the Fed’s Outlook

Frances Newton on Trump's Achilles Heel & AI Moving Between Bottlenecks

Fed Rate Hikes Back in Focus as Inflation Risks Rise

Renewed Inflation Concerns Raise Rate Hike Chances & Questions on Fed Communication

Earnings Growth Fuels Markets as Investors Look Beyond Technology

Warning Signals in Job Market & Impact on Bonds Amid Earnings Season

'Breath of Relief' on Inflation Not a Trend, Kevin Warsh's 'Buffer' on Interest Rates

Jeff Weniger Outlines 2H26 Expectations for 'Raging Bull Market'

Regional Bank Roundup: Industry Near All-Time Highs as Earnings Unfold

Matt Tuttle on Inflation, Interest Rates, and Stock Market Outlook

Scott Martin on CPI, PPI & Fed's Impact on Inflation

Ben Emons Breaks Down the CPI Surprise and Consumer Resilience

Tuesday's Final Takeaways: Kevin Warsh Speaks as CPI Cools

Will Inflation Keep Falling? Christopher Hodge Weighs In

Cooler CPI, Higher Rates? Thierry Wizman Makes the Case

The CPI Surprise That Won’t Change the Fed Overnight

Wasserman: 'No Relief in Sight' for Consumers, Fed Faces Political Tightrope

What's Behind CPI's Cooldown & IBM Poses Big Question to Software

Michael Shaoul on Oil Inventories, Energy Stocks and the Fed

'Feedback Loop' Amid Heightened Inflation Concerns, Bitcoin Debate Intensifies

5 Bank Earnings to Watch as Wall Street Giants Take Center Stage

Expect Interest Rate Cut, Not a Hike: Kyle Reidhead's Contrarian Take

Hot CPI Fears, Sticky Inflation, and How AI Could Boost Productivity

From Oil to AI: Jay Hatfield’s Roadmap for Stocks

The Dow Breaks 53,000 as Investors Look Ahead

Adams: Small Caps & 'Riskier' Equities See Pressure in Potential Rate Hike Cycle

June Jobs Report Signals Fed's Inflation Tilt, 'MUSES versus AAMMO' AI Dynamics

From Crude to Copper: The Forces Driving Commodities Higher

Former Fed Advisor on Kevin Warsh's 'Less is More' Approach

Market Resilience Not Same as Immunity, Fed & Sector Rotation Show Speed Bumps

U.S.-Iran War Losing 'Shock Factor' to Markets, MU Rebounds into SK Hynix IPO

Investors Weigh U.S.-Iran Risks Against AI Spending & Earnings Surge

Inflation Back in Fed's Focus After U.S. Strikes on Iran Push Crude Oil Higher

Kevin Mahn on Strait of Hormuz Pressures & 'AIR 7' Outperformance v. Mag 7

Why REITs, Utilities and Staples Could Benefit From Fed Rate Cuts

Francis: High Bar for Earnings Season Faces Higher Valuations

Bullish Bitcoin Thesis After MSTR Sale, Fed Bearish Threat Looms

Ted Thatcher's Bull Case for 8,000 SPX & MU Room to Run

Biggest Metrics Backing Bank Earnings & Citigroup (C) Options Trade

Another Dow Record: Surpassing 53,000 as AI Chip Trade Returns

Using Fixed Income Strategies as Oil Prices Cool Despite Lasting Inflation Woes

Broadening Tech & Post-SPCX IPO Market Shows Strength, Fed Uncertainty Lingers

Yelena Shulyatyeva's on Why FOMC Will Hold Interest Rates for 2026

Week Ahead: First Warsh FOMC Minutes as Earnings Season Looms

Dow Leads as Rotation Broadens Beyond Semiconductors

From Wage Growth to Earnings Season What Investors Should Watch Next

Ullrich: Labor Market Not Flashing Warning Signs Despite June Jobs Miss

The Market May Be Underestimating the Next Wave of Inflation

Why a Slower Fed and Cooling Inflation Could Lift Bonds and Stocks

June Jobs Report Rattles Market & MSFT, ORLY, SYK Opportunities

What a Weaker June Jobs Print Means for U.S. Economy & Fed

June Jobs 'Not a Good Number:' Joe Brusuelas on Employment's Outlook

Gauging Confidence in Consumers & Impacts on Fed

Strong Jobs Data, AI Costs, and a Weak Yen Shape the Macro Outlook

Dietze: Markets Strong in First Half of 2026, Beware of Rising Risks

Will Oil Glut Hiding in Hormuz Bring Back $60 Per Barrel?

Challenging the Fed: Inflation, Rates and a Shift in Market Expectations

Expectations on Kevin Warsh Speech This Week & June Jobs Report

Brace for 'Bumpy Ride' in U.S.-Iran Negotiations as Crude Oil Prices Slide

Resilient Stocks Meet Bond Volatility as AI Spending Powers Markets

Fed Likely on Pause as AI Boom Drives a Market Divide

Dennis Follmer: Markets Looking Past Geopolitical Uncertainty?

Fed Walking Interest Rate Tightrope as Markets Emphasize Inflation Focus

Stock Market 'Not Unhealthy' as Companies Outside Mag 7 Show Strength

Memory Becoming 'Commodity' Akin to Crude Oil, OpenAI Weighs Delaying IPO

Mixed Economic Signals Keep Fed on Path to Tighten

Core PCE Keeps Fed Cautious on Interest Rate Outlook

Big Banks Pass 'Stress Test' & Earnings Expectations for Financials

AI Boom v. Fed Tightening: Signals of Risky Economic Collision Ahead

Core PCE, GDP, Durable Goods & Impact to Fed's Interest Rate Expectations

Fed Stress Test Changes Raise Transparency Concerns for Banks

Thomas Ryan: AI CapEx Boom Points To More Fed Hikes

Fed's Hawkish Outlook: Impact on Interest Rates, Bitcoin & Crypto-Tied Options

Dollarhide: Big Tech Seeking Direction in Directionless Stock Market

Gunster: Market Growing 'Confident' in Warsh, Bonds a Buy Opportunity

Monday's Final Takeaways: Alan Greenspan Passes Away

Jeff Given Breaks Down Rate Expectations, Curve Trades, and Fixed Income Value

Greenspan’s Legacy Meets Supply Shock Reality: Fed, Oil, and Inflation Risks

Irrational Exuberance? Semis Surge as Bond Market Pressure Builds

Alan Greenspan's Fed Legacy & Path Ahead for Interest Rates

Week in Review: Markets Eke Out Gains as Fed Mulls Interest Rate Hikes

Dow Hits Records as Fed Turns Hawkish, Oil Relief Cushions Blow

Top Economic Data to Watch Week of June 1, 2026

Scott Welch on Markets Defying 'Sell in May' and the Return of AI Momentum

Jay Woods on Stock Market's 'Run for the Ages' & Finding 'Floor' in Quantum Stocks

KG Explains ZS 30% Sell-Off, AI Memory Strength & Latest Economic Data

Tuttle: 'Don't Chase' Parabolic Tech Moves, Warsh Will Struggle with Inflation

Ben Emons on Geopolitics, Yields, and Fed Policy Shift

Earnings Rally Justified? Lesley Marks Talks Market Strength as Inflation Rises

Friday's Final Takeaway's: Consumer Sentiment & New Fed Chair

AI, Fed & Strait of Hormuz Headwinds: Ahmed Riesgo's Cautious Market Take for 2026

KG on Sliding Consumer Sentiment, U.S.-Iran Disconnect & Warsh's Fed

Warsh to Start New Fed Chapter, World 'Lush with Crude Oil'

Future Outlook for Microcaps & Small Caps, Bigger Opportunities Ahead

How Will Fed Address Inflation as AI Boom Persists?

Markets 'Wait and See' Fed Approach & Importance of FOMC Independence

Kevin Warsh Faces Major Fed Headwinds

Fulton: Expect Volatility to Last, AI Trade to Take Biggest Hit

Thierry Wizman: Fed Must Act to Avoid Market Disruption

SaaS-pocalypse Reversal? AI Memory Chips Slide, Software Finds Strength

Michael Shaoul: Reflation Risks Rise as Rate Cuts Fade

Developments in U.S.-Iran Peace Talks & Outlining Warsh's Fed Conundrum

BA Uncertainty Following Trump's China Summit, Fed's Outlook Under Warsh

Key Takeaways from Trump's China Visit & Fed's Iran-Tied Inflation Woes

Markets Brace for Interest Rate Hike, Mike Sanders Doesn't See It

AI Leads 'Narrow' Stock Market Rally as Higher Inflation Tests Fed

Lagging Fed Raises Risk for Tech and AI Trade

Hot PPI, Rising Energy Costs & Fed Stays Restrictive as Earnings Hold

Hot PPI 'Big Number in All Cases,' Still Not as Crucial as CPI

CPI Hits Historic Highs as Fed Rate Cut Hopes Fade

Hot CPI, Rising Yields, and U.S.-China Talks Drive Market Outlook

Closing Bell: Market Ekes Out Gains Amid Diplomatic Deadlock and Inflation Anxiety

Fed ‘On Hold’ For First Few 2026 Meetings, Opportunities Abroad Next Year

Growth Drivers Changing into 2026, but Double Digit Returns Possible

‘Strong’ Jobless Claim Numbers & Switchups in the Fed

Tuesday's Final Takeaways: International Outperformance & FOMC Minutes

Jay Hatfield’s 2026 SPX Target: 8,000

Triick: Fed Moving Towards 3%, How That Impacts Mortgages

Next Week’s Economic Data Will ‘Set the Course’ for the Fed

KG: Bracing for FOMC Minutes, Metal Rally & XLE's Bullish 2026 Set-Up

Factors Behind Silver & Gold's Volatile Trade, Fed Chair Talks

Market Outlook 2026: Earnings, Diversification, & AI in Emerging Markets

FOMC, 'Favorable' Investments & Economic Data for 2026

2025 Trends Extending to 2026? A.I. & Fed Offer Tailwinds

Metals Pull Back from Record Highs & 'Thin' Ecodata on Docket

It’s Not Just Rates: Why the Fed Balance Sheet is Critical for 2026

Portfolio Planning for 2026

Signs of a Soft Landing in 2026

All Eyes on Inflation in 2026

Economic Outlook: Fed Risk & Low Labor Market

'Fed has Taken Their Eye off the Ball'

Strong Data may Point to Fed Pause

Fed's Tightrope Act for 2026: Inflation Risks Amid Booming A.I. Trade

Inflation 'Stuck' Into 2026 & Case for Incoming International Outperformance

MoneyFlows' Case for 2026 Bull Market & Why Inflation 'Not a Problem'

2026 Fed ‘Tug of War’ as Rates Near Neutral

XLF Rally Continuing Into 2026? Rebecca Walser Offers Banking Bull Case

A.I. Infrastructure, Software & Space: ORCL, ASTS & CRM Top Tuttle's 2026 Watchlist

Turning From AI ‘Enablers’ and Hyperscalers to ‘Adopters’

Liz Ann Live | Liz Ann Sonders & Joe Mazzola | 12-15-25

Softening Jobs Numbers & What They Mean as FOMC Braces for Leadership Change

Clearing Economic 'Noise,' Adding Stimulus & Ann Miletti's Top 6 Predictions for 2026