Markets

Despite higher prices in 2026, Americans have continued to spend. At the same time, consumer discretionary stocks have lagged. Here are the factors that can help explain the divide – and what investors can watch for next.

Stocks rallied on November 4, the day after the midterm election, then reversed the next day as tech and AI concerns returned. Here's what drove the reversal and what investors can watch next.

Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.

Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.

New York Fed researchers say tariffs pushed consumer goods prices higher in 2025 and 2026. Learn why the effects may last into 2027 and what it might mean for households and investors.

How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.

Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.

The Fed held rates steady in October, but the inflation fight isn’t over. Here are the key takeaways for investors – and what they could mean for borrowing costs, cash yields and markets.