Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
The One Big Beautiful Bill being debated in Congress has huge implications for every taxpayer as well as the markets. What’s in the bill, and what will it mean for investors?
Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.
Small-cap stocks tend to offer greater growth potential than their large-cap peers, but those returns have yet to materialize consistently. What will it take to turn the tide?
Find Market Commentary content
Energy: Global Excess or Shortage of Power?
The Markets Shrug at Geopolitics, for Now
What's Going On…With Inflation
One Big Beautiful Bill: Implications for Investors
Supply Chain Messages About the Trade War
'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)
"Yen-Carry" Anniversary Nears, but Worries Fade
How Will Tariffs & Debt Affect the Economy?
What's Holding Back Small Caps?