U.S. Market & Money

Why raise rates when borrowing already hurts households? The Fed targeted inflation at 3.7 percent—well above its 2 percent goal—while the economy...

Mortgage rates near 7% are squeezing both buyers and sellers, with existing-home sales falling for four straight months.

Buyers are retreating amid...

10-year Treasury yields testing 5% signal a normal bond-market cycle driven by robust nominal GDP growth and still-loose policy, not debt fears. This shift may mark an attractive entry point for long-term fixed-income investors.

Census data show median household income reached a record $87,460 in 2025, up 2.6% from 2024 after inflation adjustment. The official poverty rate...

The Fed raised rates for the first time in three years and signaled more hikes ahead, with the median official now projecting 4.1% by year-end.

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Overseas investors are allocating a record 60% of their portfolios to U.S. equities while net buying of U.S. corporate bonds hit $251 billion through...

Persistent inflation above the Fed's 2% target is pushing policymakers toward a 25-basis-point hike this week, with a 92.5% market probability. The...

• Persistent inflation from Iran war oil shocks and AI spending overrides political calls for cuts.
• Markets price 90-92% odds of a hike after...

• Cumulative price rises continue to strain budgets, with CPI up 3.4% over the past year and gas prices surging 27.4% year-over-year.
• Consumers now...

• The S&P 500 trades at roughly 25x earnings, while SPYD holds high-yield stocks at a 17.06 P/E.
• SPYD delivered 17.03% YTD returns through Sept. 1...

Markets may punish the Fed and BOJ sharply if their upcoming decisions disappoint expectations, as late-July yen intervention has already reduced the influence of U.S. 10-year yield shifts on the currency.

Consumer borrowing rose in August, led by non-revolving debt such as auto and student loans, as households face higher prices and borrowing...

The U.S. trade deficit surged to $88.6 billion in July, driven by a 2.8% import jump in high-tech capital goods for AI infrastructure and...

• 10-year Treasury yields pulled back from 5%, giving temporary relief as analysts watch the 5% line for bonds competing with stocks.
• Inflation...

• Headline inflation held at 3.4% in August, unchanged from July, driven by war-linked energy spikes.
• Core inflation climbed to 2.4%, showing...

Iran-related supply fears drove Brent crude to $107.63, its highest since May, lifting U.S. gasoline to $4.28 a gallon.

• Stocks fell as the S&P 500...

The S&P 500 has climbed 11.9% year-to-date through early September 2026, supported by strong earnings growth and the AI boom, even as the index...

August CPI arrives as the last inflation check before the Fed's September meeting. Core CPI and shelter/services components matter most.

• Oil above...

U.S. indexes extended their slide for a fourth straight session after a hotter-than-expected PPI reading revived inflation concerns. The Dow fell...

Barclays lifted its 2026 S&P 500 year-end target to 7,950 on stronger-than-expected corporate earnings and AI-driven growth, yet it also flagged risks...