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Headline whiplash impacted US equity markets last week. Investors who checked their portfolios on Tuesday saw a sea of red as the Cboe Volatility Index (INDEXCBOE: VIX) surged above 20.
Options markets are flashing elevated post-earnings volatility for a cluster of stocks reporting this week, with the Federal Reserve's policy decision on Wednesday threatening to magnify price swings.
J.P. Morgan and Goldman Sachs are bullish, citing easier monetary policy and less forbidding market valuations.
Stock markets rally as no geopolitical surprise occurred over the weekend. US indexes are consolidating as traders are waiting for FOMC to push for a new direction.
I reiterate a buy recommendation on assets tracking the main American indices, with a 2026 S&P 500 target of 7,787 points. Historically, government shutdowns have not negatively impacted the stock market; instead, they present buying opportunities.
The Federal Reserve is widely expected to halt its interest-rate-cutting cycle this week, as a steadier jobs market restores a degree of consensus at the central bank. But much of the focus will remain on Chair Jerome Powell who is at odds with the White House on a number of issues.
The S&P 500 remains in a bull market, but momentum is waning as each new high is smaller and breadth narrows. Recent flows favor foreign equities, commodities, and value/yield factors over U.S. large caps, growth, and momentum.
The higher yield shows Wall Street is nervous about inflation. Still, the stock market is confident—for several reasons—that the benchmark yield won't inch up much more.
The GDP value of AI is smaller than it might appear given that a lot of high-tech equipment is imported, according to a recent MRB Partners report.
Nasdaq eyes all-time high after recapturing 50-day MA at 23,273. Tech stocks lead rally as investors await Apple, Meta, Microsoft earnings and Fed decision.
Stocks are considered an inflation hedge.
US Treasuries remain a risk-free, income-producing asset, even amid speculation about large-scale European selling. European holdings of $2T in Treasuries reflect decades of export surpluses, with no incentive to switch to non-interest cash.
The winter storm that just pummeled the country is likely to take a chunk out of U.S. growth in the first quarter, making it even harder to figure out what is going on in the economy.
By one measure, silver has caught up to gold. And then some.
Attacking Europe Is Bearish For U.S. Assets: Fortunately, There's A Playbook For How To Position
Investing in China is always fraught with political tensions from the ruling government. Alibaba and Tencent's woes are just two recent examples.
The U.S. stock market's resiliency will be tested this week by quarterly earnings results, after rebounding from recent bouts of volatility this month on tariff-related fears.
Wall Street lost steam last week as markets grappled with widening policy uncertainty, which went well beyond Greenland. While earnings continued to drive stock-specific volatility—notably Intel's 17% plunge—the broader narrative was one of investor fatigue with U.S. policy reversals and an expanding range of potential escalation points.
Implied volatilities were higher across the major asset classes last week as the markets strove to process the economic implications of the US' demand for Greenland. Gold volatility led the advance as the safe haven asset shattered the $5,000/oz threshold and surged to record highs.
Former Kansas City Fed President Thomas Hoenig joins 'Money Movers' to discuss the upcoming Fed meeting, the strength of the Japense yen, and more.