Markets

Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.

Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.

Gold and global equities took a breather in June despite reduced oil prices as conflict in the Middle East continued toward de-escalation.

Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.

Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.

Despite Americans saying they feel negatively about the economy, equities remain at near all-time highs and consumer spending is ticking up. What’s driving the disconnect?

As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.

The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.