Markets

Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.

When a new Federal Reserve chair is nominated by the president, they must be confirmed by the Senate before taking office. Here’s how that works, plus its impact on markets, policy signals and more.

Jerome Powell has the option to remain on the Board of Governors once his term as chair ends in May. Here’s how that decision could impact the Fed.

The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.

If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.

Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?

Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.

As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.