While there is little chance the Fed will raise rates in September, it is November that is the primary concern.
Recent 'not so strong' data have allowed traders to fantasize the Fed might be done or close to done hiking. These fantasies, however, will either be dashed against the rocks as this week ends, or be cemented in place.
Alphabet and Nvidia make big gains, while speculative trading also gets boost, in a technical 'follow-through' day.
Structural labor, energy issues and geopolitical changes represent elevated risk to equity investors.
Here's what I'm looking for, including from IPOs, M&A, private equity and a potential recession.
The impact of higher interest rates on company margins is one reason this investor is putting a higher priority on companies with better balance sheets.
Stocks end three-week losing streak despite challenges from surging yields, seasonality.
If he was trying to jawbone the market, then he said the bare minimum to jawbone the market.
A few weeks ago the bulls were betting on a dovish tone, but that has changed as bond yields have jumped and inflation concerns have increased.
Sectors such as retail, banking and energy are under pressure due to a slowing economy and higher rates, and artificial intelligence won't be the elixir for them.