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The S&P 500 (SPY) remains a core long-term holding, but I maintain a HOLD rating and avoid adding new capital indiscriminately. Despite strong macroeconomic data and low investor sentiment, SPY is expensive and concentrated in tech, warranting caution and potential downside hedging.
Progress toward resolving the US government shutdown remains limited despite increased bipartisan dialogue. Senate Majority Leader John Thune noted that “a lot more conversations” are happening across the aisle, suggesting some softening in tone compared with previous weeks.
Treasury plans typically don't get nearly the attention of Federal Reserve announcements. But its statement could affect bonds, and in turn other asset prices.
Joseph Briggs, Goldman Sachs senior global economist, joins CNBC's 'Squawk on the Street' to discuss macro outlooks, how AI investment could show returns, and much more.
Stocks for some coal companies are up 200% this year, as investors hope they'll reinvent themselves as rare earth miners.
The ongoing government shutdown has delayed the official third-quarter GDP report release, although real-time estimates from a pair of Federal Reserve banks suggest the economy grew.
Despite growing chatter about an artificial intelligence (AI) bubble, recent earnings from Silicon Valley's biggest names – Google, Apple, Meta, Microsoft, and Amazon – actually paint a different picture altogether. These companies aren't just talking about AI; they're investing tens of billions of dollars into chips, infrastructure, and data centres to support it.
CNBC's Steve Liesman joins 'Squawk on the Street' with the latest Fed comments.
Lorie Logan pushed back on the Federal Reserve's quarter-point interest-rate cut this week, arguing that the risk of a slowing job market didn't justify swerving away from the task of corralling inflation.
Federal Reserve Bank of Kansas City President Jeff Schmid voted against the US central bank's decision to cut interest rates this week. “I do not think a 25-basis point reduction in the policy rate will do much to address stresses in the labor market that more likely than not arise from structural changes in technology and demographics,” Schmid said.
Global stocks were poised for their third straight week of gains and seventh consecutive monthly advance on Friday as earnings from megacaps Amazon and Apple eased concerns about lofty valuations, while the dollar climbed after comments from some Federal Reserve officials.
Reiterate buy recommendation for assets tracking main American indices, targeting the S&P 500 at 7,095 points, citing strong earnings and favorable macro conditions. Bubble fears are overstated; technology sector valuations are justified by earnings growth, and current premiums are below historical averages for the Magnificent Seven.
@CharlesSchwab's Cooper Howard recaps the FOMC's hawkish interest rate cut on Wednesday and explains why visibility ahead is so important to the Fed. A lack of data due to the government shutdown is what he considers the biggest question mark for Fed governors, making whatever data we do get all the more important.
CNBC's Rick Santelli joins 'Squawk on the Street' to discuss the most recent economic data to cross the tape.
The stock market had strong weekly gains after huge earnings, the latest Federal Reserve move and a Trump-Xi meeting.
CNBC's Steve Liesman joins 'Squawk on the Street' with the latest Fed comments.
Investing in all stocks, all the time—even in retirement—leads to higher returns than a mix of stocks and bonds. But it's nowhere near a sure thing.
As expected, the Federal Reserve lowered interest rates by 25 basis points on Oct. 29, but the real market-moving news was commentary from Chairman Jerome Powell. Powell indicated that it wasn't guaranteed the central bank would pare borrowing costs again in December.
The Nasdaq 100 dominates market focus, with asset flows and leverage driving outsized gains compared to broader indexes like SPY and RSP. Current market action resembles the dot-com bubble, with high concentration in a few mega-cap stocks and increased risk from leverage and retail participation.
The fundamental flaws in the way the Federal Reserve operates these days were on full display Wednesday when Jerome Powell talked to the media after the central bank's key policymaking committee meeting. It confirmed why there must be a drastic overhaul of our central bank—as well as new leadership.