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Collin Martin says a 2.5% increase on the year-over-year core CPI data was good, but under the hood he says there was some not so nice things. He describes the short-term picture differentiating itself from the 12-month period.
Several companies have downsized or postponed their U.S. initial public offerings in 2026, as market volatility, valuation scrutiny and weak peer performance weighed on the new listings pipeline.
U.S. gross domestic product data, PCE inflation figures and minutes from the Federal Reserve's last meeting are awaited as investors continue to gauge when the next interest-rate cut is likely.
The recent market rotation into stocks like Walmart (WMT) and out of software is largely mechanical, driven by unusually high S&P 500 dispersion. Implied volatility for S&P 500 constituents is elevated, while the VIX remains subdued, highlighting significant dispersion trades underway.
CNBC's Steve Liesman joins 'Squawk Box' to break down the January CPI data.
US inflation showed further signs of easing in January, with the Consumer Price Index rising 2.4% year-over-year, below the 2.5% expected, while core CPI, which excludes food and energy, held steady at 2.5%, its lowest level since March 2021. Month-on-month, both headline and core prices rose 0.3%.
South Korea, via the iShares MSCI South Korea ETF (EWY), has dramatically outperformed US indices over the past year, driven by semiconductor sector momentum. EWY remains attractively valued relative to US benchmarks, trading at a P/E of 19 and P/B of 2.23, despite the recent surge.
In the first eight months of 2025, some 94% of the cost of tariffs was borne by American businesses and consumers, the New York Fed study found.
Mark Zandi, Moody's Analytics chief economist, and Jim Paulsen, former chief investment strategist at The Leuthold Group and Paulsen Perspectives author, join Squawk on the Street to discuss why AI fears are weighing on stocks, inflation data, and more.
Off the heels of the latest CPI data, Kevin Green says the January print is historically volatile but came in better than expected. He does discuss the lack of a volatility crush after a "good" report and underlines the lack of liquidity in today's session.
Treasury Secretary Scott Bessent said Friday he believes he's reached an agreement with Republican senators to proceed with confirmation hearings for Federal Reserve Chair nominee Kevin Warsh, despite Sen. Thom Tillis, R-N.C., vowing to block the nomination.
Futher strenghtening in the Japanese yen would be detrimental to risk-on assets as traders unwind the carry-trade
Morning Brief host Julie Hyman breaks down January's Consumer Price Index (CPI) data on February 13, 2026. A panel consisting of Morgan Stanley's Vishal Khanduja, New Century Advisors' Claudia Sahm, and EY Parthenon's Gregory Daco comes on the program to discuss the latest inflation data, how consumers are feeling about prices, and what the print may mean for the Federal Reserve's interest rate policies.
The AI bubble burst Phase One was the burst of the credit-driven AI infrastructure bubble. The AI bubble burst Phase Two is currently unfolding; it's the AI disruption scare trade.
AI-driven tech companies now invest 7–8% of U.S. GDP, surpassing past cycles like railroads (1857) and dot-com (2000). Big Tech's capital intensity is rising, with CAPEX as a percentage of revenue quadrupling since 2012, shifting their profiles closer to utilities.
Jonathan Golub of Seaport Research Partners says the tech basket of stocks is "incredibly attractive." -------- More on Bloomberg Television and Markets Like this video?
The FOMC doesn't need to cut interest rates much more, if at all in 2026, says Rebecca Walser (@walserwealth). She explains what makes commentary surrounding an accelerating rate cutting cycle in the back of the year troubling to her.
The former Microsoft and GM executive Chris Liddell has previously worked for the Trump administration.
Republican Senator Thom Tillis is sticking to his guns and says he won't approve any nominee to lead the Federal Reserve until a Justice Department probe into the Fed's renovations is over. “We could have a hearing all we want but until the investigation is done, I still believe that the initial inquiry and the investigation was a flex to try and get the current chair to step aside,” Tillis said on Bloomberg Surveillance.
Ryan Detrick's Carson Group, Marko Papic's BCA Research and Michelle Caruso-Cabrera's MCC Global assess Iran tensions, tariff shifts and whether tech weakness is a buying opportunity.