Markets

Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.

See how the S&P 500, Nasdaq and Dow are performing in 2026 so far compared with 2025, what’s driving markets now and what investors may want to consider through year-end.

Heading into October’s FOMC meeting, our outlook is for 50 basis points in total hikes before the tightening ends. Fed officials say inflation is still too high, but signal there may not be a need to act with urgency.

Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.

The Nasdaq Composite Index is up 15.6% as of close on September 30, 2026, beating the S&P 500 and the Dow so far this year. Here’s what’s driving returns and what investors can watch for in the market through December.

Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.

As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.

When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.