CPI data due today will offer the latest inflation reading ahead of next week's Federal Reserve meeting, a day after chipmakers suffered a second rout in three trading sessions.
Tech stocks led the market higher to start the week after Friday's sell-off. With yields and rate hike expectations rising, CPI and PPI data will be highlights this week.
The Senate passed $70 billion immigration enforcement funding bill, Capitol Hill struggles to find consensus on how to regulate AI, and the Trump Accounts app is live.
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
Major market indexes plunged Friday after a hotter-than-expected jobs report lifted rate hike odds and Treasury yields. CPI and PPI are now in the spotlight this week.
CPI and PPI inflation data are out this week. Energy is frequently scrutinized, but is AI expenditure broadening the base? SCFR's Kevin Gordon looks at the week ahead.
For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?
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