Fed Watch

David Wagner on Data Center Outlook; Stock Picks in AMZN, APH, CPRT

Cohen: Broadening Rally Beyond Mag 7 Will Continue Post-Election

Fed Faces Inflation Pressure From AI, Tariffs & Rising Prices

Iuorio: AI Trade Riding on NVDA Earnings, Fed Sees Lasting Macro Pressures

Mag 7 Earnings Reaction Shows Growing Importance on ROI

Tech Trepidation: Mag 7 Cash Flow, Guidance & Fed Concerns Hit AI Trade

LaChappelle: Markets 'Hungry' for Fed's Interest Rate Outlook, Iran Biggest Overhang

Schwab Impact 2026: Fed Rate Hikes Aren’t Over; Where to Find Opportunity in Bonds

KG on GOOGL 'Historic' Selloff, September PCE & GDP

GOOGL, MSFT & FTNT Test Wall Street’s Sky-High Expectations

Schwab IMPACT 2026: Can AI Trade Fend Off Higher Rates, Cash Burn?

September PCE's In-Line Climb, Fed's Interest Rate Path & GOOGL Sells

Eddie Yoon on AI's Cost-Saving Measures, How META Muse Shapes Space

Closing Bell: Stocks Higher with Fed on Hold, MSFT Earnings Beat Estimates

Stock Market Today: MSFT & GOOGL Earnings, Fed Holds Interest Rates

Schwab IMPACT 2026: $100 Crude's Continuing Fed Pressure

Schwab IMPACT 2026: Fed Hold, Inflation Risks & the Case for More Hikes

Fed Holds Interest Rates: Gauging FOMC Views on Energy Supply Shock, Housing

Crude Oil, Treasury Yields Add Pressure Tether AI Momentum Despite Strong Earnings

Schwab IMPACT 2026: Liz Ann Sonders on Finding AI Winners, Fed's Rate Path

Schwab IMPACT 2026: Omar Aguilar on AI Volatility, Fed's Rate Outlook & Diversification

MSFT & GOOGL Earnings Litmus Test in Curbing AI Fears; Brace for Fed

SKHY, STX, VRT Earnings Beats Raise Bar for MSFT & GOOGL; Fed Readies Rate Decision

Ghabour: Fed 'Biggest Risk to Bull Market;' Bullish on MSFT, CRWD, LLY

U.S. Stock Futures Mixed: Fed Expected to Hold Rates

Hawkish Fed Hold, Slowing Earnings Set the Market’s Next Test

The Big 3: AAPL, MU, LITE

SM, HPE & BAC: Opportunities Arup Datta Sees as AI Speeds Up Quantitative Research

Zook: Today 'Best Opportunity' for Energy, Names OKLO & SPCX Top Stock Picks

U.S. Futures Higher as Traders Look to Earnings, FOMC

Why Crude Oil Bears Should Eye $90 & How Selloff Give Fed Lots of Breathing Room

Jay Mehta's 'Cautious Optimism' in MSFT, GOOGL, AMZN Earnings; Risks in Fed Rate Decision

Ty J. Young: Strong Economy Keeps the Bull Case Alive

Interest Rate Decision Clashes with Mag 7 Earnings, Anthropic Applies for Listing

Fed Interest Rate Meeting, Equity Weakness Bolster Bull Case for Treasury Yields

8,100 SPX by End of 2026? Scott Wren's Case in Fed's Rate Decision, Crude & Tech

Taking Advantage of Higher Treasury Yields & Diversification Amid AI Volatility

AI, the Fed & the Next Big Shift in Fixed Income

'We Have an Inflation Problem:' AI CapEx, Yields Add to Fed's Rate Conundrum

NVDA, AVGO, LRCX and MU: Picking Winners in the AI Trade

Week in Review: Oil Up, Interest Rates and Tech Lower as Volatility Rises

Friday's Final Takeaways: Tech's Tough Week & Market Pricing Fed Rate Hold

AI’s Next Winners Could Go Far Beyond Semiconductors

KG on Data Backing Inflation Uptrend, WMT Bull Run & Bullish Hope for Equities

Kenny Polcari's MU & Mag 7 Bull Cases, Why Fed Will Hold Rates in October

Keep One Eye on the AI Trade, the Other on Inflation as Fed Faces Interest Rate Test

Why Fed's October Interest Rate Meeting is in the Air; Housing Market Struggles to Thaw

Hooper: No Fed Hike in October, But Expect One in December

Hot CPI & PPI, Rising Yields Hit AI Trade with Reality Check

Fed Hike Risk Jumps as France’s Bond Market Flashes Warning Signs

'We're Feeling Inflation Everywhere:' Why CPI Ignited Selloff, Ups Rate Hike Chances

AMZN Spending Surge Masks a Growing Consumer Divide

Hot CPI, Surging Energy Costs & the Fed’s Next Move

CPI's Lasting Inflation Woes, IEA's Diesel Warning Adds Pressure on Fed

Andrew Plum Sees Stock Strength as Inflation Rises, Bull Case in Gold

Hot Inflation, Fed Hike Fears & the AI CapEx Boom

MU, SNDK, PANW: Buying the Tech Selloff as Volatility Builds

Big Banks to Begin Earnings Season: How Fed & Economy Impact JPM, GS, WFC & Others

Fed 'Fighting Wrong Fight?' How Global Picture Complicates Interest Rate Outlook

AI Is Driving Rates Higher: Fed Policy, Layoff Risks, Productivity & TIPS

CPI Needs Strong Upside Surprise to Shake Fed, Factors Behind 10-Year Yield Rally

AI, Semis & $100 Oil: Fed, Election and Earnings Risks Ahead

KG on SPX Consolidation, Energy's Volatile Rally & CPI Impacts to Fed

Strong Earnings Keep Small Caps, Tech & Defense in Play

Closing Bell: September Ends Mixed as Late Selloff Erases Rally

Why the Consumer's Breaking Point Could Punish High-Flying Tech

How Energy Volatility Will Shape Fed's October Interest Rate Decision

Crude Oil Slides as Yields Climb, MU Earnings Preview & White House AI Accord

Stock Futures Higher: Fed Leaders Speak as Yields Set Highs

Core PCE, GDP, Other Inflation Data Set to Move Equities & Bonds This Week

William Lee's Big Picture Outlook on Fed, AI Financing & Private Credit Risks

AMZN Call Volume & GOOGL's Gemini AI Draw Trader Attention

Crude Oil, Treasury Yield Correlation Forming; MU Earnings, Ecodata Critical This Week

Make-or-Break Week for Bond Yields as Markets Await PCE, Jobs Data

10-Year Treasury Yields Taps 5.2%, NVDA $150B Buyback Plan, SPCX Starship Launch

Equity Futures Slip as Yields Rise to Start Jobs Week

Week in Review: Higher Rates Weigh on Utilities and Financials as Tech Rises

Stock Market This Week: META's Massive Rally, Everpure Surges, MGM Plunges

Closing Bell: Stocks Rise as Oil Retreats, Microsoft and Semiconductors Lead

How Core PCE, Iran Developments Will Shift Fed's Interest Rate Narrative

Eddie Ghabour "Cautiously Optimistic" for MU Earnings, Why He's Deploying Cash in Market

Two More Interest Rate Hikes 'Very Likely' for 2026, Earnings Boost Investor Confidence

KG on Crude & Deisel's Price Action, Consumer Sentiment Dip & Durable Goods Orders

Earnings Can Soothe Fears as Treasury Yields Spike, Warns of Further Rate Hikes

Current Yields 'Normal,' Narrowness of Market Rally Not Concerning Yet

Hincks: Iran Peace Hopes Curb Crude Oil, "Add Perspective" to Historic Yield Spike

Rising Yields Meet Earnings Surge: Ways to Navigate 'Limbo Period' in Markets

Surging Yields and Stronger Dollar Test Narrowing Market

David Waddell on Why Interest Rates Will Stay Elevated, Bull Case in Software

Historic Yields Clash with U.S. Economy Strength as Trump-Xi Summit Begins

30-Year Yields Hits 2004 Highs as Trump, Xi Jinping Summit Begins

Closing Bell: Markets Tumble on Fed Interest Rate Hike Anxiety

Homeownership Becomes the American Dream Deferred for First Time Buyers

Refining Capacity Not Oil Supply Is Driving the Energy Price Spike

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’

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

‘Asymmetric’ Risk and Reward in the AI Sector