Fed Watch

Fed Outlook & Portfolio Positioning as Muni Bonds Attract Investors

Bank of Japan Hikes Rates as Fed Weighs Future Inflation Expectations

Inflation Beyond Oil: A.I. Demand, Yields, and the Fed’s Next Move

Inside the A.I. Boom: Profit-Taking in Chips, IPO Timeline, and VIX Signals

Fed Set to Hold? Ways Inflation, Treasuries & Volatility Hit FOMC

Tyler Herriage Sees Inflation 'Much Lower,' Tech Dips Getting Bought, $6,000 Gold

Market Minute: Iran Deal Lifts Stocks as Fed Meeting Looms

U.S.-Iran Peace Deal 'Gift' to Fed, Why Smid Caps See Greatest Benefit

Fed in Focus This Week After Roller Coaster for Markets

Fed Strategy Shift, Inflation Risks, and AI’s Long-Term Rate Impact

Fed's Tightrope Inflation Act as U.S. Purchasing Power Fades

Markets Rise, Oil Dips as U.S. and Iran Iron Out Peace Terms

Inflation Crosscurrents: Oil, Wages, and What the Fed Watches Next

PPI Spike Temporary? Energy-Driven Inflation and Fed Rate Cut Debate

What EU & Japan Interest Rate Decisions Mean for U.S.

How U.S. Economy Will Stomach Energy Prices as Fed Grapples with Inflation

Hatfield: Flawed Inflation Data Sets Up Rate Cuts, Resilient Stocks Despite Geopolitics

Sticky Inflation Complicates Fed Outlook as CPI Hits 4.2%

Oil at $80? What It Means for Inflation and Interest Rates

Frothy Markets Ahead? Jim Paulsen Flags Risks in Small Caps & Unprofitable Tech

Market's All Focused on Tech: Jay Woods on AI Sell-Off & Fed's Inflation Pains

Kieran Osborne on Fed Pause, Inflation Risks, and Broader Market Growth

U.S. Economy Holds Up Despite Inflation Headwinds

Bull Narrative Intact, Geopolitical Headwinds Test Outlook

'Hard Not to Feel FOMO:' Robert Conzo on Headwinds Ahead for Record Market

Stocks Higher on Chip Rebound, Iran War Optimism

Wavering Iran Tensions & Impacts on Crude Oil, Interest Rates

Fed Tightrope: Cut Too Soon or Risk a Slowdown

No Rush to Cut: Fed's Fight with Inflation & Jobs Data

Case for 'Extended Pause' in Fed Interest Rates as Inflation & Jobs Gap Widens

Andrew Wells: Market Overpricing Rate Hikes, Inflation Is a Supply Shock

Stocks Rebound into Monday, Iran & Fed Take Focus This Week

Hiring Strength vs. Job Quality: Reading the Latest Labor Data

AI's Effect on the Labor Market, Tech Transitions & Fed's Interest Rate Outlook

'Breather' in Stocks Needed, 'Not the End of Bull Run'

Robust Payrolls and Persistent Inflation Reinforce Higher for Longer Rates

'Bend Not Break' Bulls: Brian Belski Says Incoming Pullbacks are Buy Opportunities

'On the Clock:' Fed Races to Balance Jobs & Inflation, Trump Pressured to End War

Fed's 'Tricky Time' Balancing Inflation & Jobs

Strong On the Surface, Strained Beneath: Weak Incomes, Credit Reliance, AI-Led Growth

Bond Vigilantes Step In: Markets Tighten Without the Fed

Cracks in Labor Market Underneath Strong JOLTS

SPX Rally Narrows: Earnings, Jobs Report & Fed Add Tests to Bull Run This Week

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

Rate Cut Hopes Dim as Sticky Inflation Forces a Rethink

The Big Picture: Inflation vs AI Spend, Bitcoin Needs to Test $80K

Elevated Energy and Inflation: What's Next for the Fed

Closing Bell: Nasdaq Rallies Ahead of Megacap Gauntlet as Fed Hits Pause

Wednesday's Final Takeaways: Fed Vote & AI

Ken Kim: Fed Stays on Alert as Inflation, Oil and Hawkish Risks Build

Fed Keeps Interest Rates the Same

A Deeply Divided Fed Struggles With Inflation and Growth Risks

Art Hogan: Fed Dissent Sends a Clear Signal on Rate Cuts and Inflation Risk

Markets Eye Mag 7 Earnings, Fed Decision as Memory Stocks Jump

Fed Chair Powell: Last Meeting as Chair?

Powell‑Era Fed Nears a Turning Point as Inflation and Stability Compete

William Lee: How a Warsh‑Led Fed Could Redefine Monetary Policy

KG: MSFT Earnings Important After Pullback, Don't Expect Interest Rate Movement

Danielle DiMartino Both on Jerome Powell's Legacy & Fed's Midterm Impact

Powell's Future & Inflation Expectations in Crosshairs of Fed Meeting

Closing Bell: OpenAI Worries Pressure Stocks Ahead of Fed Decision

Marta Norton on AI Monetization, MSFT Earnings and Fed Risk

Thomas Urano: What a Post‑Powell Fed Could Mean for Markets

F/m Investments CEO on Navigating Rates, Inflation and Bond Market Strategy

Iran Tensions Take Center Stage as Markets Head Into FOMC

OpenAI Sales Miss Raises Bar for Mag 7 Earnings & Looking Down Fed's Path Ahead

Markets Eye Big Tech Earnings and FOMC This Week

New Leadership, Same Problems: Interest Rate Roadblocks Under Warsh

Market Readies for Mag 7 Earnings & FOMC Meeting

Friday's Final Takeaways: DOJ Ends Powell Probe & Consumer Sentiment Uptick

FOMC Ahead as Leadership Uncertainty and Sticky Inflation Persist

Powell Probe Update Clears Path Toward Next Fed Leadership Shift

Former Fed Member Talks Kevin Warsh & Interest Rate Difficulties

Gerald Sparrow: Buying the Dip Amid Middle East Volatility With JPM, GOOGL, AVGO, TSLA

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