U.S. Economy

The latest on the exchange of goods, services, and resources, shaped by supply, demand, and external factors.

This week
Closing Bell: Market Pauses Into Weekend as CPI Complicates Outlook; Tech Leadership Remains Uneven
Stability in Focus as AI, Labor Resilience, and Diversification Offset Macro Risk
Earnings Strength Persists as Automation, AI, and a Split Consumer Reshape Markets
Dale Smothers on Finding New Value in Stock 'Planting Season'
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Kristina Hooper on a Fracturing Consumer and a K‑Shaped Recovery
CPI 'Not as Hot' as Wall Street Expected, Crude Oil's Impact on Fixed Income
Consumer Sentiment Sours Economic Outlook as Strait of Hormuz Uncertainty Lingers
U.S. Futures Little Changed as Traders Assess Two-Week Ceasefire
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U.S.-Iran War's Inflation Pressure & Skepticism on Job Optimism
Liz Ann Live | Liz Ann Sonders & Joe Mazzola | 4-6-26
Closing Bell: Stocks Extend Bullish Momentum on Hopes of a Sustained Ceasefire
Thursday's Final Takeaways: Pre-War PCE & Market Resilience
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Danielle DiMartino Booth on Fed's 'Difficult Position' & Stagflation Concerns
Nasdaq Rebounds as Geopolitics, Volatility, and Options Positioning Shape the Market
360 Round: Recent Inflation Data Clouds Fed's Rate Cut Outlook
Earnings in Focus as Labor Conditions Begin to Shift
Markets Take a Breather Ahead of Iran Ceasefire Meeting
Art Hogan: Focus on Fundamentals, Not the Headlines
KG: 'Don't be Surprised' if Crude Retests $120, Explaining Market 'Holding Pattern'
Market Becoming 'Casino-Like?' How Short-Term Traders Dominate Price Action
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Isherwood: Upside Potential in the Current Economy
Crude Oil Back at $100 Amid 'Choppy' Ceasefire, Analyzing PCE, GDP & Jobless Claims
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Weighing U.S.-Iran Ceasefire Optimism & Skepticism, Impacts for U.S. Economy
Closing Bell Ceasefire Shock Sends Stocks Higher, Oil Sharply Lower
Wednesday's Final Takeaways: Global Tech Movers & Earnings Season Looms
David Busch on Why the Economy Is Holding Up Despite Rising Global Risks
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Fed in the Middle: New Dual Mandate Challenges Add Rate Uncertainty
From AI to Oil: Tim Harder on Market Risks and Fed Trade‑Offs
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Mike Townsend on Trump's Midterm Pressures from Iran & Energy Disruption Timeline
Michele Schneider on Volatility, IWM Strength, and Signs of Exhaustion
Last week
Markets Turn Defensive Again as Iran Escalation Keeps Investors on Edge
Closing Bell: Markets Slump as Iran-Trump Escalation Shatters Ceasefire Hopes
Thursday's Final Takeaways: Travel Stocks Plunge & Tariffs Back in Focus
Low Hire, Low Fire: Why Workers Are Stuck
Bruce: History Warns Against Chasing the Bounce
'30,000 is the New Zero:' Critical Metrics in March Jobs Report
What SPX & VIX Options Activity Signals in Stock Market
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Ted Parkhill: This is My Favorite Kind of Market to Trade
'Be Careful:' Stock Market Plunges After Trump's Speech, Crude Oil Soars
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Lampe: 'Markets Fly' Once U.S.-Iran War Ends
Trump Escalates Iran Conflict, Crude Oil Hits $110 & TSLA China EVs Climb
Iran War Continues, Oil Prices Surge
Wednesday's Final Takeaways: AI Memory Rally, SpaceX Whispers & Jobs Improve
Etzweiler: Midterm Volatility and Long‑Term Opportunity
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How to Manage Your 401(k) During Market Volatility
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Nasdaq 100: Looking Past Volatility to Fundamental Strength
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Graham: Brace for 'V-Shape' Market Bottom, Likes COHR, LITE & ANET in AI Recovery
Manufacturing Reports: Expansion Despite Tariffs, War, Labor Pressures
Options Trends to Watch: Put Interest Grows as S&P 500 Posts Downbeat 1Q
Trump Says Iran Wants Ceasefire, Trump Wants Strait of Hormuz Open
Optimism on Iran Conflict Conclusion & New Quarter Excitement Extends Rally
Trump to Deliver Iran Updates Tonight, Stocks Higher
Kudla on Commodities, Defense, and Market Upside
Closing Bell: Tech Ignites on Peace Overtures as SPX Battles Key Resistance
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Audrey Symes on AI, Jobs, and Career Adaptability
Tuesday's Final Takeaways: Weak Jobs Data, AI Restructuring, and Chip Volatility
JOLTS Signals a Low‑Hire, Low‑Fire Labor Market
Markets Jump on Hopes U.S. Involvement in Iran May Be Ending
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Behren: Merger Arbitrage Helping Lift 2026 M&A Activity in Volatility
U.S. Readying Move Out of Middle East? Strait of Hormuz Future in Question
Last month
Descartes (DSGX) CEO on Coordinating Global Logistics During Tariffs, Iran Conflict
Friday's Final Takeaways: SPX Nears Correction Territory & Anthropic Hits Cybersecurity
Options Skew Trends Takeaways & Why Tech is Seeing Major Inflows
Hackmann: Look to Dividend Stocks Amid ‘Pretty Concerning’ Market Signs
Closing Bell: Stocks Sink Again as Inflation Fears Rise; VIX Curve Flips Into Backwardation
Investor Psychology During the Iran Conflict
Sector Performance Year-to-Date & Rotation Opportunities
Stock Market's 'Rolling Correction' & Volatility's Potential to Ignite Wild Swings
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SPX Market Breadth Sours as U.S.-Iran War Continues
‘Risk Off’ Market Can Still Recover to New Highs; Sectors That Could Rebound
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ETF Opportunities & Tracking Market Flows
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Wizman: Expecting Iran Conflict to Intensify Over Next 3 Weeks
Markets Search for Support as Traders Brace for Another Uncertain Weekend
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Sam Burns Compares 2026's Market Plunge to 2025, Explains VIX's Creeping Climb
Markets Face Largest Weekly Decline Since 2022, Unity (U) Guidance Rally
Trump Extends Iran Deadlines, Markets Under Pressure
A Tale of Two Cities: Brent vs WTI, Employment vs Inflation & More Divergences
Healthcare Jobs Propping Up Labor Market as White Collar Falls Off
Market Could See Further Downside as Institutions Sit Out
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Liz Ann Sonders: Base Case is ‘Rolling Recessions’ Through Market Segments
KG: Iran Responds to U.S. 15-Point Plan & Commodity Impacts on AI Chips, Materials
John Barr’s Laser Stock Picks: LASR, AVAV
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Maley: Limited SPX Downside on U.S.-Iran War Caps Upside Potential
'Energy Crisis' Fuels Market Uncertainty & Explaining Gold, Silver Sell-Off
Investors Focus on Oil as Prices Rise Again
Wednesday's Final Takeaways: META, GOOGL Face New Risk as Gas Prices Rise
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How Gen Z Can Get Ahead in the Job Market
Saccaro: Market in ‘Holding Pattern’, U.S. Can Avoid Inflation Resurgence
'Limbo' in Iran, Airports & FOMC: Path to Negotiations & Headwinds Ahead
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Sekera: Markets Undervalued by 10%, Likes MOS
This year
WTI Crude Crosses $67 on Weekend Geopolitical Risk
Will the Fed Step in to Shore Up Private Credit?
Looking Into the Walled Gardens of Private Credit
How to Read the Latest Economic Tea Leaves: Inflation, Fed Decisions, Labor Market
Friday's Frantic Headlines: PPI, Iran Tensions & OpenAI's $110B Funding Round
Range-Bound and Rotating: The AI Trade Faces Its Test
Brace for Volatile End to February, CRWV Collapses & XYZ Slashes Workforce
XYZ, NFLX, PSKY See Premarket Gains
Why Commodities Could Replace the 60/40 Playbook
Muted Market Reaction After Nvidia Earnings
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Deep Dive in Inflation & Jobs Weakness Behind 4Q Economic Slowdown
Employers Have the Leverage in the Job Market; January’s Job Seeker Surge & AI Impact
Why the Fed’s ‘In a Pickle’ as the Consumer Starts to Crack
Tariffs & Treasuries: Upcoming Catalysts Impacting Fixed Income
U.S./China Trade Dynamics & Why the Fed Needs to Cut Rates to 3%
Why AI Capex Benefits NVDA & What Lower Mortgage Rates Mean
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Pelosky: U.S. Turning Into an Emerging Market
Tuesday's Final Takeaways: WBD Bidding War Continues & Consumer Confidence Improves
Closing Bell: AMD–Meta Deal Lifts Tech; Transports and Small Caps Lead as Volatility Cools
Technical Tuesday: SPX, SLB, SNOW
Why This Bull Market is Unloved
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Dickson: AI Trade is No Longer Driving the Market
Software New Consumer Staples? Joe Mazzola Examines Scale of Sell Off
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AI Capex Fears vs AI Disruption Fears: Which is Real?
KG on Consumer Sentiment, Financial Sector Woes & Crude Above $65
Pitcairn: Own ‘All Forms of Energy Right Now’ for AI Revolution
Anthropic Disruption & FOMC Commentary Take Market Attention
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Woods: AMD 'Nothing But Remarkable' as NVDA Earnings Ahead
AI Disruption Continues – Not Just Software
Market Gyration Narrative, AMD Rally, Crypto Crawls Lower
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Final Takeaways from 2025
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Swirski: Unemployment Angst Will Pressure Markets in 2026
Moser: Small Cap Outperformance in 2026, Likes Biotech Including PCRX, SIBN
David Wagner’s 2026 Market Theme: 'American Psycho'
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2026 Bond Market Returns May Lag 2025
‘Positive Signs’ in Jobless Claims, Tailwinds for Solar Energy in 2026
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A.I. Leads to Cloudy Investment Outlook
New Year’s Eve Stock Movers: NVDA, TSLA
New Year's Eve: NVDA China Orders Ramp
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Dryden Pence's 2026 Mag 7 Bull Case, 'Constructive Across the Board' for SPX
Supreme Court Ruling Could Trigger $100B in Tariff Refunds for American Companies
Tuesday's Final Takeaways: International Outperformance & FOMC Minutes
2026 Portfolio Positioning: Big Tech, Underappreciated Stocks & Sectors to Watch
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Supply & Demand: AI's Double-Edged Sword in Retail
SPX Consolidation, Silver & Gold Rebound Take Focus in Tuesday Trading
Home Prices & Fed Minutes Ahead
Monday's Final Takeaways: Narrative Shifts in Housing & Metals
Market Outlook 2026: Earnings, Diversification, & AI in Emerging Markets
Tariffs & AI: Navigating Economic Stagflation in 2026
'Soft Savings:' How Gen Z & Millennials Redefine Retirement Planning
Recent Data Points to a Stronger Consumer Outlook in 2026
FOMC, 'Favorable' Investments & Economic Data for 2026
Metals Pull Back from Record Highs & 'Thin' Ecodata on Docket
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Market Weighs Earnings to Valuation Balance, FOMC's 'Negative Equity' Issue
Markets Brace for Geopolitical Shifts Ahead
Expect Low Volume Trading This Week Amid Silver & Gold Pullback
Steeper Curve, Stronger Trade Balance: Markets Find Year-End Footing
S&P 500 Near Highs; Can Bulls Muster a Breakout before Year’s End?
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2026 Set Up for Continuation Rally
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It’s Not Just Rates: Why the Fed Balance Sheet is Critical for 2026

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