Markets

Annual inflation was 4.2% in May 2026, still well above the Fed’s target rate. Learn how it’s moved month by month in the first half of this year, what’s behind the higher CPI readings and what investors may want to watch for through year-end.

The June FOMC meeting will be Kevin Warsh’s first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.

With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.

The lipstick index is an economic theory that when consumers perceive a recession is looming, sales for “affordable luxury” items such as lipstick increase. Read on to learn more.

The S&P 500, Nasdaq and Dow hit several record highs between January and May 2026. So what’s behind the positive performance? And how do the three indexes compare in terms of gains?

Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.

Explore the drivers behind the S&P 500’s historic rally and the potential for broader AI adoption to propel markets higher. Examine the risks and opportunities as markets adapt to shifting bond yields and a global repricing.

Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.