Fed Watch

Bianco: Markets Running Into Valuation Problem, FOMC No Rush to Cut Rates

Bank Earnings Outlook: Rates, Tariffs, Employment Factors to Gauge

Morning Movers

14 Jul 2025

Bank Earnings Outlook: Rates, Tariffs, Employment Factors to Gauge

'Another Day, Another Tariff:' Trade Clarity & FOMC Picture Get Murkier

14 Jul 202507:12

Last week

06:16

Market On Close

11 Jul 2025

'Another Day, Another Tariff:' Trade Clarity & FOMC Picture Get Murkier

Fed Holding 'Firepower,' Bitcoin All-Time High Rally Aids Dollar, Metals Bullish for U.S.

Trading 360

11 Jul 2025

Fed Holding 'Firepower,' Bitcoin All-Time High Rally Aids Dollar, Metals Bullish for U.S.

Waiting to Make a Small Caps Play When the Fed Moves

11 Jul 202507:11

09:10

Morning Trade Live

11 Jul 2025

Waiting to Make a Small Caps Play When the Fed Moves

Inflation Rising or Falling? What to Expect from CPI

11 Jul 202509:10

08:18

The Watch List

10 Jul 2025

Inflation Rising or Falling? What to Expect from CPI

'Solid' Jobless Claims Keeps FOMC Picture Intact, Brazil & Japan Tariff Concern

10 Jul 202508:18

06:53

Morning Trade Live

10 Jul 2025

'Solid' Jobless Claims Keeps FOMC Picture Intact, Brazil & Japan Tariff Concern

2Q Earnings Season Expectations, ‘5-10’ Market New Highs Before 2026

10 Jul 202506:53

07:36

The Watch List

09 Jul 2025

2Q Earnings Season Expectations, ‘5-10’ Market New Highs Before 2026

Dispersion in FOMC & Market Leaders, Kicking the 'Tariff Can'

09 Jul 202507:36

08:03

Market On Close

09 Jul 2025

Dispersion in FOMC & Market Leaders, Kicking the 'Tariff Can'

Fed is ‘Confident in Their Path’, But Unknowns Remain

09 Jul 202508:03

06:53

Market On Close

09 Jul 2025

Fed is ‘Confident in Their Path’, But Unknowns Remain

‘Risky Bet’ Tariff Impacts ‘In the Pipeline’ to Hit U.S. Consumers

09 Jul 202506:53

10:32

Morning Trade Live

09 Jul 2025

‘Risky Bet’ Tariff Impacts ‘In the Pipeline’ to Hit U.S. Consumers

'Watching for Headlines:' Tariff 'Window' Widens & FOMC Meeting Minutes

09 Jul 202510:32

05:32

Morning Trade Live

09 Jul 2025

'Watching for Headlines:' Tariff 'Window' Widens & FOMC Meeting Minutes

Tariffs and Rate Cuts: Market's Calm and Future Fed Moves

09 Jul 202505:32

06:31

Market On Close

08 Jul 2025

Tariffs and Rate Cuts: Market's Calm and Future Fed Moves

Does August 1 Tariff Deadline Mean Fed Can’t Cut in September?

08 Jul 202506:31

07:40

Morning Movers

08 Jul 2025

Does August 1 Tariff Deadline Mean Fed Can’t Cut in September?

Added Tariffs Weigh on Inflation, Labor Resiliency Linchpin for FOMC

08 Jul 202507:40

08:16

Market On Close

07 Jul 2025

Added Tariffs Weigh on Inflation, Labor Resiliency Linchpin for FOMC

Using Rational Optimism to Navigate Markets

07 Jul 202508:16

08:31

Market On Close

07 Jul 2025

Using Rational Optimism to Navigate Markets

Jobs Report Shows Resilience, but Cracks Emerge: Fed Likely to Hold Rates

07 Jul 202508:31

This month

06:34

Trading 360

03 Jul 2025

Jobs Report Shows Resilience, but Cracks Emerge: Fed Likely to Hold Rates

Today's 'All About the Jobs Report'

03 Jul 202506:34

08:21

Morning Movers

03 Jul 2025

Today's 'All About the Jobs Report'

Brachman: Fed is Doing ‘Exactly the Right Thing’

03 Jul 202508:21

07:13

Trading 360

02 Jul 2025

Brachman: Fed is Doing ‘Exactly the Right Thing’

Woods: All-Time High to Continue, NVDA Will Hit $200, Banks to Rally

Morning Trade Live

01 Jul 2025

Woods: All-Time High to Continue, NVDA Will Hit $200, Banks to Rally

McKiernan: 'Glass Half-Full' View on Economy; META 'Must-Own'

Morning Movers

01 Jul 2025

McKiernan: 'Glass Half-Full' View on Economy; META 'Must-Own'

'Appropriately Bullish:' FOMC & Earnings Expected to Lead 3Q

01 Jul 202506:03

Last month

08:31

Morning Trade Live

30 Jun 2025

'Appropriately Bullish:' FOMC & Earnings Expected to Lead 3Q

Arone: Fed 'Likely Won't Go in July' but 3 Cuts on the Way

Morning Movers

30 Jun 2025

Arone: Fed 'Likely Won't Go in July' but 3 Cuts on the Way

'Calm Between Storms:' Markets Move Past Geopolitics, Into Tariff & Economic Uncertainty

Market On Close

27 Jun 2025

'Calm Between Storms:' Markets Move Past Geopolitics, Into Tariff & Economic Uncertainty

Knapp: Economy is ‘Not so Solid’ as Fed is Claiming

27 Jun 202506:31

09:45

Morning Trade Live

27 Jun 2025

Knapp: Economy is ‘Not so Solid’ as Fed is Claiming

Jobless Claims Show Continued Weakness, FOMC Could Accelerate Rate Cuts

27 Jun 202509:45

06:27

Market On Close

26 Jun 2025

Jobless Claims Show Continued Weakness, FOMC Could Accelerate Rate Cuts

Market 'Euphoria:' All-Time Highs in Sight, FOMC Signals Rate Cuts

26 Jun 202506:27

10:22

Morning Trade Live

26 Jun 2025

Market 'Euphoria:' All-Time Highs in Sight, FOMC Signals Rate Cuts

Schein: NVDA & AMZN Remain Mag 7 Buys, Bullishness Will Persist

The Watch List

25 Jun 2025

Schein: NVDA & AMZN Remain Mag 7 Buys, Bullishness Will Persist

Masturzo: New Fed Chair in 2026 Will Cut Rates Quickly

25 Jun 202508:52

05:29

Trading 360

25 Jun 2025

Masturzo: New Fed Chair in 2026 Will Cut Rates Quickly

Belanger ‘Stick to the Discipline’ and Markets Will ‘Take You From There’

25 Jun 202505:29

06:36

Trading 360

25 Jun 2025

Belanger ‘Stick to the Discipline’ and Markets Will ‘Take You From There’

'Conflicts Everywhere' Aren't Stopping Run to All-Time Highs

25 Jun 202506:36

07:04

Morning Trade Live

25 Jun 2025

'Conflicts Everywhere' Aren't Stopping Run to All-Time Highs

Critical 48 Hours for 'Big, Beautiful Bill' as Markets Flirt with All-Time High

Market On Close

24 Jun 2025

Critical 48 Hours for 'Big, Beautiful Bill' as Markets Flirt with All-Time High

Emons on Markets, Economic Data, and a Chance to Buy the Dip

24 Jun 202508:03

07:25

Market On Close

24 Jun 2025

Emons on Markets, Economic Data, and a Chance to Buy the Dip

Martin: Bond Market Looking For Direction from Fed Policy

24 Jun 202507:25

06:31

Market On Close

23 Jun 2025

Martin: Bond Market Looking For Direction from Fed Policy

Market Volatility: Buy the Dip in Tech, Financials, and Industrials

23 Jun 202506:31

07:28

The Watch List

23 Jun 2025

Market Volatility: Buy the Dip in Tech, Financials, and Industrials

Bull Run Ahead: Tech, Financials, and Smallcaps on the Rise

23 Jun 202507:28

06:45

The Watch List

23 Jun 2025

Bull Run Ahead: Tech, Financials, and Smallcaps on the Rise

Booth: Fed Needs to Focus on Employment Mandate

Morning Movers

23 Jun 2025

Booth: Fed Needs to Focus on Employment Mandate

Markets Flat on FOMC Announcement, OpenAI/META Talent Tiff, IBM Soars, Crypto Movers

23 Jun 202508:36

03:22

18 Jun 2025

Markets Flat on FOMC Announcement, OpenAI/META Talent Tiff, IBM Soars, Crypto Movers

18 Jun 202503:22

The Big Picture: Why Fed's Rate Cut Path is Murky

07:29

Market On Close

18 Jun 2025

The Big Picture: Why Fed's Rate Cut Path is Murky

Fed vs White House: Who Blinks First?

Market On Close

18 Jun 2025

Fed vs White House: Who Blinks First?

Demmert: SPX Turns Higher in 2025, 'Goldilocks' Economy

The Watch List

18 Jun 2025

Demmert: SPX Turns Higher in 2025, 'Goldilocks' Economy

FOMC Keeps Rates Unchanged in Unanimous Vote

18 Jun 202507:10

06:19

The Watch List

18 Jun 2025

FOMC Keeps Rates Unchanged in Unanimous Vote

Fed on Hold: Walking Line Between Inflation and Labor Market Softening

18 Jun 202506:19

05:04

The Watch List

18 Jun 2025

Fed on Hold: Walking Line Between Inflation and Labor Market Softening

Will Fed Raise Rates Instead of Lowering Them?

18 Jun 202505:04

05:12

Trading 360

18 Jun 2025

Will Fed Raise Rates Instead of Lowering Them?

Schleif: Markets Don’t Know how to Gauge Geopolitical Risk

18 Jun 202505:12

07:50

Trading 360

18 Jun 2025

Schleif: Markets Don’t Know how to Gauge Geopolitical Risk

Dawson: Fed Looking for Clarity Will Take 'Long Time to Get Here'

Morning Trade Live

18 Jun 2025

Dawson: Fed Looking for Clarity Will Take 'Long Time to Get Here'

Weaker Data, Geopolitical Risks Ahead of FOMC Decision

18 Jun 202507:46

08:58

Morning Trade Live

18 Jun 2025

Weaker Data, Geopolitical Risks Ahead of FOMC Decision

Watch the Dots: Previewing June's FOMC Decision

18 Jun 202508:58

06:09

Morning Movers

18 Jun 2025

Watch the Dots: Previewing June's FOMC Decision

'Animal Spirits' in Play Despite Investors Taking Risk Off Table

18 Jun 202506:09

06:50

Market On Close

17 Jun 2025

'Animal Spirits' in Play Despite Investors Taking Risk Off Table

Interest Rate 'Flight to Safety,' FOMC Impact & Analyzing Volatility

Market On Close

17 Jun 2025

Interest Rate 'Flight to Safety,' FOMC Impact & Analyzing Volatility

‘Contrarian Bullish Signals’ in the Market

17 Jun 202509:44

06:52

Market On Close

17 Jun 2025

‘Contrarian Bullish Signals’ in the Market

This year

April PCE Report Takeaways – Will the Fed Raise Rates?

The Watch List

30 May 2025

April PCE Report Takeaways – Will the Fed Raise Rates?

Why Investors Need to 'Watch the Closes' and Yields

30 May 202506:03

07:00

Market On Close

29 May 2025

Why Investors Need to 'Watch the Closes' and Yields

Hincks: NVDA Earnings Will Move Markets, Fed Has No Interest in Lowering Rates

29 May 202507:00

07:20

Morning Trade Live

28 May 2025

Hincks: NVDA Earnings Will Move Markets, Fed Has No Interest in Lowering Rates

Tax-Advantaged Strategies & Diversification Amid Macro Uncertainty

28 May 202507:20

06:52

The Watch List

21 May 2025

Tax-Advantaged Strategies & Diversification Amid Macro Uncertainty

Versace: Fed Still Has Things to Digest, COST & MRVL Stocks to Watch

Morning Movers

19 May 2025

Versace: Fed Still Has Things to Digest, COST & MRVL Stocks to Watch

Investors Looking for ‘Stability’ in Actively Managed Muni ETFs

19 May 202508:00

06:33

Trading 360

16 May 2025

Investors Looking for ‘Stability’ in Actively Managed Muni ETFs

Retail Sales & PPI: What Investors Learned

Morning Trade Live

15 May 2025

Retail Sales & PPI: What Investors Learned

'Objects in Motion:' Chips Rally, Fed Speakers & Economic Data to Watch

Morning Trade Live

14 May 2025

'Objects in Motion:' Chips Rally, Fed Speakers & Economic Data to Watch

Analyzing Today's Tariff Developments, Markets Pricing in Two Rate Cuts

Market On Close

12 May 2025

Analyzing Today's Tariff Developments, Markets Pricing in Two Rate Cuts

Long-Term Headwinds with Tariff Pause Rally, Bull Case for Small & Mid-Caps

12 May 202506:08

08:14

The Watch List

12 May 2025

Long-Term Headwinds with Tariff Pause Rally, Bull Case for Small & Mid-Caps

Finding Defensive Positions amid ‘Extremely Negative’ Policy Backdrop

12 May 202508:14

10:04

Market On Close

09 May 2025

Finding Defensive Positions amid ‘Extremely Negative’ Policy Backdrop

Fixed Income Strategies With Blackrock’s Veraa-Perry

09 May 202510:04

08:28

Market On Close

08 May 2025

Fixed Income Strategies With Blackrock’s Veraa-Perry

Jobs Report Reaction: Fed Cuts or No Big Deal?

08 May 202508:28

05:58

Trading 360

08 May 2025

Jobs Report Reaction: Fed Cuts or No Big Deal?

Booth: U.S. & U.K. Deal 'First Blueprint' for Tariffs, FOMC Meeting 'Disappointing'

Trading 360

08 May 2025

Booth: U.S. & U.K. Deal 'First Blueprint' for Tariffs, FOMC Meeting 'Disappointing'

U.S. & U.K. Trade Talks Spark Optimism, Powell Stands Firm on Economy

08 May 202508:18

06:31

Morning Trade Live

08 May 2025

U.S. & U.K. Trade Talks Spark Optimism, Powell Stands Firm on Economy

Thorne: The Fed Should Be at Neutral Right Now

Morning Movers

08 May 2025

Thorne: The Fed Should Be at Neutral Right Now

Fed's Focus Moving Forward, How Global Central Banks Might Move Next

08 May 202506:29

06:02

Market On Close

07 May 2025

Fed's Focus Moving Forward, How Global Central Banks Might Move Next

Brenner: Employment Key Concern for Fed, China Trade Deal Critical

Market On Close

07 May 2025

Brenner: Employment Key Concern for Fed, China Trade Deal Critical

Fed Holds Rates Steady: Market Outlook Points to Recession Risks

07 May 202510:15

08:06

The Watch List

07 May 2025

Fed Holds Rates Steady: Market Outlook Points to Recession Risks

What Tariffs Mean for Future Interest Rate Decisions

07 May 202508:06

07:40

The Watch List

07 May 2025

What Tariffs Mean for Future Interest Rate Decisions

Interest Rates Unchanged, Fed to Weigh on Tariff Uncertainty

The Watch List

07 May 2025

Interest Rates Unchanged, Fed to Weigh on Tariff Uncertainty

Fed Decision Looms: Higher Rates Could Boost Non-U.S. Markets & Fixed Income Opportunities

07 May 202504:07

08:45

Trading 360

07 May 2025

Fed Decision Looms: Higher Rates Could Boost Non-U.S. Markets & Fixed Income Opportunities

Fed Navigating Market 'Hopium:' How Tariffs Threaten U.S. Job Market

Morning Trade Live

07 May 2025

Fed Navigating Market 'Hopium:' How Tariffs Threaten U.S. Job Market

Melson: Recession Risks Continue to Be in the Picture

07 May 202511:04

10:23

Morning Trade Live

07 May 2025

Melson: Recession Risks Continue to Be in the Picture

Tariff Headlines Lead Overnights Higher, Fed's Market Moving Potential

07 May 202510:23

06:56

Morning Trade Live

07 May 2025

Tariff Headlines Lead Overnights Higher, Fed's Market Moving Potential

U.S. & China Trade Officials to Meet, FOMC Decision Looms

07 May 202506:56

07:49

Morning Movers

07 May 2025

U.S. & China Trade Officials to Meet, FOMC Decision Looms

Trade Uncertainty & the Fed's Balancing Act

Fast Market

06 May 2025

Trade Uncertainty & the Fed's Balancing Act

Fast Market

06 May 202512:43

07:56

Wyatt: Stagflation is Fed’s ‘Deep Fear’, Will Hesitate to Cut

Trading 360

06 May 2025

Wyatt: Stagflation is Fed’s ‘Deep Fear’, Will Hesitate to Cut

Tariffs Behind 'Sideways' Bond Action, Influencing Fed & Bank Action

06 May 202507:56

06:50

Market On Close

05 May 2025

Tariffs Behind 'Sideways' Bond Action, Influencing Fed & Bank Action

Trade Deals, Fed Meeting & Crude Oil's Drop All Shaping Economic Picture

05 May 202506:50

08:03

Morning Trade Live

05 May 2025

Trade Deals, Fed Meeting & Crude Oil's Drop All Shaping Economic Picture