Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

Kevin Warsh considers fewer Fed meetings, the Fed holds rates steady, the Senate moves to avert a shutdown, a new BLS chief is confirmed, and midterms near.

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.

Our outlook on the 11 S&P 500 equity sectors.

There is plenty of activity in Washington that can move the markets, even with Congress in recess. So what should you be watching?

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.

Bitcoin's valuation may be supported by the high estimated cost, complexity, and uncertainty of a 51% attack relative to potential attacker rewards.

As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.