Markets & Investing
Coverage of financial markets, investment strategies, and the economic forces that move money. Connects macro trends to real decisions for investors and professionals.
Latest in Markets & Investing
The S&P 500 gained 10% in April — its best month since November 2020 — but the CAPE ratio just hit 39, the highest since the dot-com peak
The S&P 500 closed April 2026 with a gain of roughly 10%, its strongest single month since November 2020, and finished the final trading session...
Moody’s says sustained $125 oil triggers a global recession — Brent just hit $114, and the S&P 500 is still sitting near an all-time high
The S&P 500 pushed to a fresh record in late May 2026, buoyed by a run of first-quarter earnings that gave Wall Street little reason...
I bonds now pay 4.26% — and the 0.90% fixed rate that locks for 30 years is the highest the Treasury has offered since 2007
The last time the U.S. Treasury attached a fixed rate this generous to a Series I savings bond, Bear Stearns was still in business. On...
Zero rate cuts are priced in for the rest of 2026 — and the man about to become Fed chair says fighting inflation matters more than pleasing the White House
The 30-year fixed mortgage rate averaged 6.76% for the week ending May 22, 2026, according to the Freddie Mac Primary Mortgage Market Survey. Credit card...
Palantir reports Monday with 74% revenue growth expected — Wall Street is calling May 5 a “make-or-break” day for the $200 billion AI stock
Palantir Technologies will report first-quarter 2026 earnings after U.S. markets close on Monday, May 4, with a live executive webcast scheduled for 5:00 p.m. ET....
April was the S&P 500’s best month since November 2020 — a 10% gain — while inflation hit 3.5% and the personal savings rate fell to a 2008 low
The S&P 500 closed April 2026 with a gain of roughly 10%, its strongest single month since November 2020, when news of effective COVID-19 vaccines...
The “K-shaped economy” is back in the data — more Americans are either superprime (780+ credit score) or subprime (below 600), and the middle is hollowing out
Open two credit card offers side by side and the American economy splits in half. One envelope promises a $750 sign-up bonus, airport lounge access,...
The S&P 500 just closed above 7,200 for the first time — Bloomberg says it might be a “melt-up” that evaporates fast
On May 1, 2026, the S&P 500 closed at 7,230.12, sailing past the 7,200 mark for the first time after a week of better-than-expected corporate...
I bonds just reset to 4.26% — the highest rate since October 2023 — and the 0.90% fixed rate locks in for 30 years
If you have been waiting for a reason to revisit Series I savings bonds, the U.S. Treasury just gave you one. On May 1, 2026,...
Bitcoin is at $78,174 with 58.5% market dominance — but the entire April rally was driven by futures, not actual buying
Bitcoin is at $78,174 with 58.5% market dominance – but the entire April rally was driven by futures, not actual buying Bitcoin sits at $78,174...
Semiconductor stocks surged 35.2% in April alone — the biggest one-month gain for chip stocks since the AI rally began in 2023
In just 22 trading days, semiconductor stocks added more than a third to their total value. The PHLX Semiconductor Net Total Return Index, the broadest...
Apple just posted $111 billion in revenue — a record — and authorized a $100 billion buyback in what was effectively Tim Cook’s last earnings call as CEO
Tim Cook’s last earnings call as Apple’s CEO ended the way he probably would have scripted it: with the biggest fiscal second quarter in the...
Exxon’s CEO says “more to come” on oil price spikes — while Exxon and Chevron both reported profits down 45% and 36% because their own hedges backfired
ExxonMobil and Chevron, the two largest publicly traded oil companies in the United States, reported first-quarter 2026 earnings in early May that stunned Wall Street:...
Jobless claims fell to 189,000 — the lowest since 1969 — while 169,000 workers have received WARN Act layoff notices this year
A number not seen in more than half a century The last time weekly unemployment filings were this low, Neil Armstrong had been on the...
Spirit Airlines canceled every flight and shut down today — 17,000 workers lost their jobs because jet fuel hit $4.51 a gallon
Spirit Airlines did not slowly fade. On May 2, 2026, the budget carrier canceled every scheduled flight, shut down its customer service lines, and told...
The Fed held rates for the third straight meeting with the most dissents since 1992 — and zero rate cuts are now priced in for all of 2026
Four Federal Reserve officials broke ranks at the April 29 policy meeting, producing the largest number of dissents at a single FOMC gathering since September...
I bonds just reset to 4.26% — the highest rate since November 2023 — and you have until October to lock it in
If you have $10,000 sitting in a savings account earning a rate your bank could cut tomorrow, the U.S. Treasury just gave you a reason...
Oil dropped 3% to $101 after Iran sent a new peace proposal through Pakistan — but Trump rejected it and said there will be no “early” end to the war
Brent crude fell 3% to $101 a barrel on May 1, 2026, after a brief window of diplomacy between the United States and Iran slammed...
84% of S&P 500 companies beat earnings estimates this quarter — and the Fed still can’t cut rates because inflation just hit 3.5%
Corporate America just posted one of its strongest earnings seasons in recent memory, and it changes nothing about the cost of your mortgage. Roughly 84%...
Chip stocks surged 35.2% in April — the biggest single-month gain for semiconductors in decades — as AI spending approaches $700 billion
The semiconductor sector just posted a month unlike anything investors have seen in a generation. The PHLX Semiconductor Index (SOX), the benchmark that tracks the...