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Recent market rotation favors basic materials and industrials over tech and communications, with cyclical upswings and diversified growth drivers underpinning sector outperformance. XLB benefits from robust demand for energy storage and power constraints, but trades at 20x forward earnings, suggesting optimism is priced in and cyclical risks remain.

Senior Federal Reserve officials were in a good mood in January 2020 — but danger was brewing on the other side of the world.

A meltdown in software stocks has left several high-growth names trading at bargain prices, according to some on Wall Street.

Gasoline prices are down, but rising grocery costs continue to weigh on consumers.

Market valuations for banking equities in Spain, the UK, and Ireland rise above parity in 2025 after years of trading at a discount. Spanish banking entities' valuations dominate those of their UK and Ireland counterparts, with the median price-to-book value and price-to-tangible-book value sitting at 1.69 and 1.94, respectively.

Some private equity companies sold portfolio investments in 2025 that could have used more time to mature, but patience is in short supply for fund managers. Fund managers' apparent willingness to accept something less than top dollar for portfolio company investments is a sign they are bowing to fundraising imperatives.
At the end of a historic super cycle, it's either Bubble bursts or Bubble excess that goes to even crazier extremes. After beginning the year at 217,000, weekly initial unemployment claims hit 250,000 during June and spiked to 264,000 in September.

Despite sustained real GDP growth during the past 3 years, the underlying US economy suffered a rolling recession and evolved into a coiled spring that could bounce back powerfully during the next few years. Capital spending, as measured by non-defense capital goods excluding aircraft, peaked in mid-2022, a level to which it has just returned both with and without technology.

The week opened on a nasty surprise: the Department of Justice started an investigation against the Federal Reserve Chair, Jerome Powell. Oil added a substantial premium, reflecting a larger risk premium, rising 10% from the past week to $62.

The year 2026 is shaping up to be one defined by economic uncertainty, geopolitical tensions, and rapid technological change. For investors, the challenge is understanding which risks truly matter – and where opportunity may emerge.

Federal Reserve Chair Jerome Powell responded to a Department of Justice opening a criminal investigation into him. We speak to experts about the investigation and what it means for the Federal Reserve, markets, and the economy.

Regions chief investment officer Alan McKnight analyzes the 2026 market, tech's long run and what could come next for other sectors on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #technology #tech #market #stocks #investing #wallstreet #economy #finance #business #sectors #growth #markets #investment #analysis

Wall Street Journal chief economics commentator Greg Ip speaks about the search for Federal Reserve chair Jerome Powell's successor on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #claman #clamancountdown #politics #political #politicalnews #government #economy #federalreserve #fed #markets #interest #inflation #powell #jeromepowell #trump #donaldtrump

'Mad Money' host Jim Cramer talks Micron breaking ground on a domestic chip plant.

U.S. banks on Tuesday face a tricky political test in how to address a call from President Donald Trump to cap credit card interest rates - leaving the finance industry scrambling on how to proceed, according to several industry sources.

'Mad Money' host Jim Cramer looks ahead to market catalysts for next week.

'Mad Money' host Jim Cramer looks ahead to market catalysts for next week.

Political pressure on the Federal Reserve, tariff rhetoric, and shifting geopolitical signals created sector-level volatility without disrupting the broader equity uptrend. Early fourth quarter earnings results reinforced underlying corporate strength but revealed heightened valuation sensitivity and growing dispersion across sectors.

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Morgan Stanley Investment, Management's Andrew Slimmon, Scotiabank's Andrew Weisel, Monness Crespi Hardt & Co's Brian White, Former FDIC Chair Sheila Bair, Neuberger Berman's Jeff Blazek, Needham & Company's Laura Martin, Evercore's Nicholas Amicucci, Mizuho Securities USA's Dan Kolev, AlixPartners' Simon Freakley, McKinsey Global Institute's Chris Bradley, UFC's Dana White.

At long last, “everything is participating,'' says one pro. That could help keep the rally gong for some time.