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The widely anticipated release had been scheduled for Friday.
@CharlesSchwab's Michelle Gibley turns to the international movers by looking at how Japan's elections can increase demand for global bonds. India's trade deal with the EU will also prove significant, as it signals a divergence from dependence on the U.S. As for the memory chip trade, Michelle sees expectations getting "a little frothy.
Navigating The Fog: The OBBBA
The financial sector faces a disconnect: strong 2025 results and 2026 optimism contrast with XLF's underperformance YTD. An upcoming Fed leadership change, sticky inflation, and a steepening yield curve shape the sector outlook; net interest margins may improve but with a lag.
CNBC's Steve Liesman breaks down what to know about Kevin Warsh, President Donald Trump's pick for the next Fed chair.
Warren Pies, co-founder and strategist at 3Fourteen Research, joins 'Squawk on the Street' to discuss the Federal Reserve, the Trump administration, and more.
Tom Lee, Fundstrat Global Advisors head of research and Fundstrat Capital CIO, joins 'Squawk Box' to discuss the latest market trends, state of crypto, bitcoin price outlook, and more.
U.S. manufacturers got a burst of new orders in January and business grew for the first time in 11 months, but the improvement appeared tied to the start of a new year and probably doesn't herald an end to a tariff-induced slump.
U.S. factory activity unexpectedly expanded in January at the fastest pace in more than three years, as production and demand recovered strongly, a survey of manufacturing firms said.
Commodities and foreign stocks led the performance race in January for the major asset classes, based on a set of ETF proxies. Meanwhile, offshore assets, supported by a weak dollar, outperformed their US counterparts by a wide margin.
President Donald Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair. Former colleagues described Warsh as a consensus-builder.
Gold's prior one-day plunges signaled a bear market. This looks different.
It's going to be a bumpy ride for investors. These stock-market sectors could provide a refuge.
Tech sector leadership is bifurcating, with AI chipmakers like NVDA, AMD, and AVGO outperforming while SaaS and software providers face headwinds. Meta Platforms and Google have justified aggressive AI CapEx by demonstrating tangible ROI in their core ad businesses, supporting elevated valuations.
‘Mornings with Maria' panel discusses the partial government shutdown, Speaker Mike Johnson's razor-thin vote margin, and the intensifying immigration fight as Republicans and Democrats clash over DHS funding and border policy.
US stocks edged lower on Monday as Wall Street kicked off a new month of trading under renewed pressure from technology shares and sharp swings in cryptocurrencies and precious metals. The S&P 500 was last down 0.3%, moving in tandem with the Nasdaq Composite.
Investors have pivoted from buying the AI "promise" to demanding fundamental growth, punishing leaders like Microsoft for heavy CapEx despite record-breaking RPO growth. Meta is being rewarded for its aggressive spending without a cloud gateway, while MSFT is penalized for similar infrastructure investments, creating a tactical entry point for Microsoft at a discount.
JPMorgan has reaffirmed its overweight position on emerging markets and eurozone equities, citing strong earnings momentum, contained inflation and a softening US dollar as key supports for risk assets. Mislav Matejka, head of global equity strategy at the bank, said the trade-off between growth and policy remained favourable despite persistent geopolitical tensions.
Traders are "setting up for another massive week," says Kevin Hincks. He takes a look at the premarket moves into the start of a new trading week packed with Big Tech earnings.
Gold fell over 10% last Friday, and that was the good news from the metals. Silver swan-dived 28.5%, platinum 18.4%, palladium 15.7%, copper 6%.