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Schwab Market Update
A possible end to the ceasefire sent oil prices and Treasury yields up early, pushing most of the market lower. Tech took the worst hit. Rising oil could hurt the rotation trade.
Washington Watch
Trump Accounts launch with new guidance, the Supreme Court reinforces Fed independence, and an affordable housing bill moves toward becoming law.
Kevin Gordon looks at this week's release of the New York Fed's report about consumer sentiment on inflation, the stock market, and other data points in his take on the Week Ahead.
On Investing
Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.
On Investing
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
The Federal Reserve left rates unchanged in Kevin Warsh's first meeting as chair, but a hawkish policy statement and economic projections raise the odds of a rate hike this year.
Market Outlook
Our point of view on recent market and economic activity.
On Investing
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
On Investing
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.