Fed Watch

Iuorio: Plunging Crude Oil Prices Next Catalyst for Equities

Kevin Mahn on Earnings, Fed Stability, and a Stock‑Picker’s Market

Long-Term Crude Oil Disruptions to Note if 'War Ends Tomorrow'

Ways to Protect Portfolios as Stagflation Risks Climb

Kristina Hooper on a Fracturing Consumer and a K‑Shaped Recovery

Danielle DiMartino Booth on Fed's 'Difficult Position' & Stagflation Concerns

360 Round: Recent Inflation Data Clouds Fed's Rate Cut Outlook

Market Becoming 'Casino-Like?' How Short-Term Traders Dominate Price Action

Fed in the Middle: New Dual Mandate Challenges Add Rate Uncertainty

From AI to Oil: Tim Harder on Market Risks and Fed Trade‑Offs

'Short Covering Rally' Takes Over Trading & Gearing Up for Earnings Season

Ellerbroek: MSFT 'Cheaper Than' XOM, Other Stocks to Watch in Relief Rally

Osborne: Value, Small Caps, and Private Credit Gain as Fed Waits

Iran Conflict & Energy Volatility's Impact on FOMC, Bond Market

Markets Stabilize despite Geopolitical Risks as Jobs Data Shines

Volatility's Reach in Jobs: Ways Fed Will Navigate & Protections to Consider

How Energy Shortages Around the World Impact U.S. & Stagflation Threat

Oil Prices Making Dents in Economy, Consumer Sentiment

Interest Rates 'Sitting' in Place: Tariffs & U.S.-Iran War Keep Fed from Cutting

Pizzurro: Stay Risk-On Amid Volatility, Keep Mag 7 Exposure

JOLTS Signals a Low‑Hire, Low‑Fire Labor Market

McClurg Warns on Bonds, Sees Opportunity in BTC

Midterm Volatility & Middle East Tensions: Patrick Fruzzetti Points to Vulnerable Trades

U.S.-Iran War's Impact on Bitcoin, Crude Oil & FOMC's Near-Term Headwinds

Monday's Final Takeaways: Fed in Wait‑and‑See Mode; Metals and China Stocks Move

Markets & FOMC Focusing on 'Negative Consequences' in Oil's Inflation Shock

Sector Performance Year-to-Date & Rotation Opportunities

Thursday's Final Takeaways: Recession Odds Increase & Fed's Uphill Inflation Fight

A Tale of Two Cities: Brent vs WTI, Employment vs Inflation & More Divergences

Maley: Limited SPX Downside on U.S.-Iran War Caps Upside Potential

Saccaro: Market in ‘Holding Pattern’, U.S. Can Avoid Inflation Resurgence

'Limbo' in Iran, Airports & FOMC: Path to Negotiations & Headwinds Ahead

7 Kings, 7 Kingdoms: Why the Mag 7 is Bigger Than Investors Think

The Case for 2+ Rate Cuts & No Rate Cuts in 2026

Doyle: Consumers Can Manage Unless Gas Prices Hit $6-$7/Gallon

Brian Jacobsen Gauges 2026 Recession as U.S.-Iran War Continues

Why Jim Paulsen Likes Market Pessimism, Calls Brent Crude Prices ‘Permanently Elevated’

Friday's Final Takeaways: Central Banks Turn Hawkish as Yields Rise and Markets Volatile

Joe Cavatoni on Gold's Volatility, Bull Case in Metal Digitization

Ryon: Expect No Rate Cuts in 2026, Iran Changes Fed's Trajectory

Knapp: FOMC Needs to Cushion Jobs Market Amid AI & Economic Risks

Jason Ware’s ‘Growth at a Reasonable Price’ Picks: LMT, V, PEP, CRM, UBER & More

NVDA & Indices 'Battling' Key Technical Levels, Recapping Fed's Dot Plot

Hatfield: ‘Hard to Underestimate’ U.S. Energy Advantage, See 2-3 Fed Cuts

Finding ‘Real’ Assets & Earnings in a Volatile Market: XOM, NEE, MSFT

Fed Signals Higher Inflation, Uncertainty

Closing Bell: Markets Pull Back After Hot Inflation Data and Unconventional FOMC Projections

Green: Fed Decision ‘Disastrous’, Committee Has ‘Completely Lost the Plot’

Will the Fed Step in to Shore Up Private Credit?

How to Read the Latest Economic Tea Leaves: Inflation, Fed Decisions, Labor Market

Why AI is Causing a Divergence in PPI & CPI, What it Means for the Fed

Connard: GOOGL Can Return Double Digits Over Next Few Years

Why the Fed’s ‘In a Pickle’ as the Consumer Starts to Crack

U.S./China Trade Dynamics & Why the Fed Needs to Cut Rates to 3%

Why This Bull Market is Unloved

Anthropic Disruption & FOMC Commentary Take Market Attention

Dale: Warsh Nom Signals Deregulation in Finance Sector

Ladner: AI Will Spark Entrepreneurial Boom

GDP, PCE Breakdown: What They Mean for Rate Cuts

Core CPE & GDP Throw Wrench into Economic Picture

Tyner: 'Inflation Trend Moving in the Right Direction'

Hunting for Opportunities in Smid Caps & the Bullish Case for Agentic AI

Siddell: Rates Can Fall by 75-100 Points by End of 2026, Buy Precious Metals & Nuclear

Opportunities in Defensive Names, Expecting Crypto Volatility

Booth: FOMC at 'Opposite Ends' of Labor Market Mandate

Closing Bell: FOMC Minutes Expose Divided Fed

Kevin Warsh Could Shake Up Fed’s Data-Driven Decision Making

January FOMC Minutes Reaction: Only 1 Cut This Year?

Williams: AI Sentiment Moved From 90% Positive to 90% Negative

FOMC Minutes 'Won't Move the Needle,' Japan Center of Global Stock Buzz

Where to Look in Fixed Income Markets

Housing Data & Durable Goods Show Strong Marks, Keep Eye on FOMC Minutes

Goosay: Fed to Cut Rates 'At Least Twice' in 2026, Emerging Markets Will Outperform

Closing Bell: Inflation Moves Closer to Fed Target as Market Volatility Lingers

Inflation's Hidden Traps: Energy, Trade, and Tariffs Suggest Continued Pressure

CPI Report ‘Good News’, but Reshoring, Inflation & Tariff Risks Remain

Big Picture on CPI & What it Means for the Fed

Chetouane: Economy Stronger Than Market Expects, Watching Fed Moves

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