Stock Market News
White House Says It Reached A Trade Deal With China—Though Details Remain Unknown
The White House said Sunday afternoon a trade deal was reached with China, though the Trump administration did not provide further details following a meeting between American and Chinese officials in...
Stock Futures Poised to React After U.S.-China Trade Talks
Treasury Secretary Scott Bessent said the U.S. delegation made “substantial progress” in discussions with their Chinese counterparts, promising a complete briefing Monday morning.
Lisi: 2 Rising Stars And 1 Laggard
Lisi remains a buy due to strong growth prospects in the aerospace and medical segments, despite near-term automotive market weakness. Aerospace sales grew 16.6% in Q1, driven by higher production rat...
The Real Inflation Threat To Markets Hits This Week
The import/export release on Friday may provide critical insights into future inflation trends, potentially more impactful than the CPI and PPI reports. April's CPI is expected to rise by 0.3% m/m, bu...
The ‘most important consumer earnings report of the season' lands this week
In April, when President Donald Trump escalated his trade war, Costco Wholesale Corp., at least, managed to put up a sales gain. Amazon.com Inc. said it hadn't yet seen any impact from tariffs, while ...
How Tariffs Are Crushing Small Businesses: ‘Nobody in Power Seems to Care'
Owners are laying off staff and withdrawing personal savings, trying to hold on and hoping for a trade deal with China.
Trade Talks, Fed Hawks, Market Balks
US equity markets posted modest declines this past week after the Federal Reserve held rates steady and maintained its status quo "wait-and-see" approach, but acknowledged heightened inflation and lab...
2025 Is Gonna Get Uncomfortable
I hate to be the one to break it to you, but the economy and the markets are not working efficiently. It's been that way for at least all of my adult life (2008), and maybe a handful of years before t...
Stock-market bulls face inflation test, but trade talks may set the week's tone
Deals may matter more than data, including inflation readings, for stock-market investors looking for clarity around President Donald Trump's tariff plans in the week ahead.
Wall Street Week Ahead
Wall Street's focus next week will be on trade, a busy economic calendar, a speech by Federal Reserve chair Jerome Powell, and the first quarter earnings season.
Tariff Shock Reverberates in the Bond Market
Longer-term Treasury yields have climbed, keeping borrowing costs elevated, even as short-term yields have dropped.
The Stock Market Remains Undefeated
Barry Ritholtz discusses the impact of fiscal stimulus on the US economy, and the arbitrary nature of the 2% inflation target. Unpredictable nature of tariffs leading to significant market drawdowns.
Japan PM Ishiba reiterates call to eliminate all tariffs with US
Japanese Prime Minister Shigeru Ishiba reiterated on Sunday that he will aim for the elimination of all tariffs in trade negotiations with the United States.
Investors and Companies need clarity on tariffs, says TCW's Koch
TCW CEO and President Katie Koch discussed the market reaction to tariffs, explained why she expects to see more buying opportunities soon, and set out the three potential paths she sees for the US ec...
Treasury Tribulations, And The Bessent Put
The complex investing landscape requires multi-asset class allocation, with gold, treasuries, and America-first equities offering refuge amidst macroeconomic challenges like tariffs, shrinking GDP, an...
April CPI Preview: Prepare For The Inflationary Spike
The core CPI could spike to 3.6% this summer, and to 4% by the end of 2025, despite the slowing economy due to the tariffs imposed in April. The risk to this outlook is to the upside, if the reciproca...
Wall Street Breakfast Podcast: Boots, Beats & Billion-Dollar Brands
Pop culture icons like Beyoncé and Taylor Swift are driving a resurgence in western wear, boosting brands like Levi Strauss (LEVI) and Boot Barn (BOOT). The western wear market is projected to grow fr...
Powell may have a hard time avoiding Trump's 'Too Late' label even as Fed chief does the right thing
History suggests that President Donald Trump's new "Too Late" nickname for Fed Chair Jerome Powell has a strong chance of coming true. Fed leaders have been criticized as slow to act absent compelling...
30 AI stocks that may surge up to 73% — and are loved by a bullish tech analyst
Artificial intelligence has been referred to as the fourth industrial revolution. The technology is expected to advance society to the degree that things like the steam engine, electricity and the int...
U.S. Investment Rises as Jobs, Manufacturing Fall
Another U.S. Investment – IBM has announced plans to invest $150 billion into the U.S. over the next five years, which includes a $30 billion investment in research and development for quantum compute...
The Fed's 'Watchful Waiting' on Economic Uncertainty
How does the Fed balance higher unemployment with higher inflation? Former Treasury Secretary Lawrence H.
The ‘Magnificent Seven' are back in the stock market's driver's seat — but are they still a buy?
The stock market's rebound from its “liberation day” selloff has been familiarly led by megacap technology companies.
What Moved Markets This Week
Wall Street on Friday ended marginally lower for the week, as market participants digested a slightly hawkish interest rate decision from the Federal Reserve. That was offset to an extent by positive ...
Small business check-in: Inflation worries wane, but concerns about taxes & labor persist
Small businesses make up over 99% of US companies and employ nearly half the workforce, but many are still struggling to hire and plan ahead amid economic uncertainty. Holly Wade, executive director o...
Weekly Commentary: Asian-Crisis-In-Reverse Feel
Markets have rallied, financial conditions have loosened, and debt markets have reopened. Crisis dynamics take fateful turns when perceived safe and liquid 'money' succumbs to a crisis of confidence a...
U.S.-China Meetings Might Cut Tariffs. Uncertainty Won't Go Away.
The economic and political stakes are high.
The Federal Reserve could go either way, expert says
'Barron's Roundtable' unpacks key issues investors should be thinking about. #economy #foxbusiness #federalreserve #politics #trump
Markets Weekly Outlook - U.S.-China Trade Talks & Global Economic Data
Market sentiment improves amid US-China trade talk optimism, despite concerns over tariff impacts on the global economy. Key economic data releases are expected across Asia, Europe, and the US, with a...
Tariff Tango Keeps Feet Still
Hints of tariff relief danced through the headlines, but with more hemming than harmony, investors kept their feet mostly still. After two weeks of climbing on cautious optimism, the market decided to...
Trump's tariffs hit the West's busiest port - with traffic down by nearly a third
Driving south from Los Angeles along the coast, you can't miss the San Pedro port complex. Dozens of red cranes pop up from behind the freeway.
The 'huge black swan' of Trump's tariffs that this strategist is worried about
As US officials are set to enter trade negotiations with China this weekend, Wall Street speculates where US tariffs against China could fall from the current 145% levy. Regan Capital chief investment...
How the US can avoid a recession
US President Trump announced a finalized trade deal with the UK on Thursday. Rockland Trust vice president and portfolio manager Michael Sayers tells Josh Lipton and Julie Hyman on Market Domination O...
Wall Street too optimistic going into U.S.-China tariff meeting, says Longview's Dewardric McNeal
Dewardric McNeal, Longview Global managing director & senior policy analyst, joins 'Fast Money' to talk China trade talks.
Dow and S&P close lower ahead of US-China trade talks, recession concerns, tariff volatility
Market Domination Overtime anchors Julie Hyman and Josh Lipton break down the day's market news for May 9, 2025. Investors are focused on trade negotiations between US and China officials this weekend...
'Fast Money' traders talk impact of possible 80% China tariffs
The 'Fast Money' traders talk impact of possible 80% China tariffs.
Trump says US will maintain 10% tariffs even after trade deals
President Donald Trump said on Friday that the U.S. will maintain a baseline 10% tariff on imports even after trade deals are struck, adding there could be exemptions when countries offer significant ...
UBS' Lefkowitz shares his bull case for U.S. equities
David Lefkowitz, UBS Global Wealth Management, joins 'Closing Bell Overtime' to explain why he is still bullish on equities.
The market will continue to work its way higher, says CFRA's Sam Stovall
Sam Stovall, CFRA Research chief investment strategist, and Charlie Bobrinskoy, Ariel Investments vice chairman, joins 'Closing Bell Overtime' to talk the day's market action.
Wall Street balanced between bulls, bears, and the fence, Main Street maintains narrow bullish bias with tariffs and inflation in focus
Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
Stocks Get a Break From Trade Chaos
Nasdaq ends day flat; investors brace for more volatility after start of China talks.
Next Week's CPI, Inflation Data Key for Tariff Trade
The 10-year treasury "settling in" as Joe Mazzola (@CharlesSchwab) calls it, could be signs of possible calm amid ongoing tariff negotiations and trade policy talks. Collin Martin looks ahead to next ...
Stocks Are Up and Tariffs Haven't Inflicted Much Pain. Why That Won't Last.
Welcome to tariff purgatory, a deceptive calm between the panic of Liberation Day and whatever comes next.
We need tariffs on China to drop below 80%, says Wilmington Trust's Meghan Shue
Meghan Shue, Wilmington Trust, joins 'Closing Bell' to discuss her market playbook.
What technical indicators say about investor sentiment
Yahoo Finance markets and data editor Jared Blikre — who also hosts the Stocks In Translation podcast — breaks down the latest market (^GSPC, ^IXIC, ^DJI) signals, offering both bearish and bullish in...
Here's how close an obscure bet on bonds came to crashing the $29 trillion Treasury market, Fed official says
The abrupt unwinding of a popular “Trump trade” in the Treasury market likely fueled April's market tumult, says the Fed's securities-portfolio manager.
The Party In US Stocks Is Over - Invest Here Instead
It's been a great decade. It's been hard not to make money in U.S. stocks.
There's a lot of froth in the market, seems like relief rally is here, says American Century's Rode
Invesco's Brian Levitt, Wells Fargo's Scott Wren and American Century's Mike Rode, join 'Closing Bell' to discuss U.S.-China trade talks, the market rally and their market outlooks.
Flexport CEO Ryan Petersen: 80% tariffs are still too high but 10% is 'seemingly no problem'
Flexport CEO Ryan Petersen on Friday said that 80% tariffs are likely "way too high," but that businesses seem to be absorbing 10% tariffs with no problem.
One Ring To Rule Them All: The Price Of Oil
The decline in oil prices and U.S. shale production potentially peaking by 2026-2027 will shift global oil supply and price volatility. CEOs of Occidental Petroleum and Diamondback highlight the econo...
Investors pull back from global equities amid U.S.-China trade concerns
Global equity funds attracted the smallest weekly inflows in four weeks in the week through May 7, amid concerns about the impact of tariffs on the global economy and as investors awaited anticipated ...
What, If Anything, Does the UK Trade Deal Mean for Talks With China?
Stocks were buoyed Thursday by a U.S.-U.K. trade agreement, the first deal to come out of a month of negotiations. Now the question is: Can future deals continue to impress Wall Street?
Optimistic With An Asterisk
Disney's strong earnings and streaming efforts, along with plans for a new park in Abu Dhabi, signal confidence in travel. Internet commerce stocks like AppLovin, HIMS, Carvana, and Bumble surged on s...
Investors should own bond yields globally amid trade uncertainty: Strategist
While US officials prepare for vital trade negotiations with China this weekend, Academy Securities Head of Macro Strategy Peter Tchir joins Madison Mills to outline his three market catalysts and how...
China's side of U.S. trade talks
CNBC's Eunice Yoon joins 'Power Lunch' to discuss China's side of U.S. trade talks.
Universal sell-off in health care stocks was undeserved, says G Squared's Victoria Greene
Victoria Greene, G Squared Private Wealth CIO, joins 'The Exchange' to discuss which stocks Greene likes in the health care space, why the CIO favors the stocks she does, and much more.
Not adding to risk given uncertainty for the back half of the year, says Citi Wealth CIO Kate Moore
Kate Moore, Citi Wealth CIO, joins 'The Exchange' to discuss how to explain what's going on to clients, where to investors can find yield, and much more.
US consumer watchdog to scrap scores of financial oversight policies issued since 2011
The U.S. Consumer Financial Protection Bureau issued a list on Friday of nearly 70 policy and regulatory guidance documents stretching back more than a decade that the agency plans to rescind.
Best Practices For Dividend Investing
A payout ratio in the 60–80% range isn't necessarily a red flag. These companies are mature, with slower earnings growth, and they often choose to return a larger portion of profits to shareholders. P...
Stocks Sputter Ahead of US-China Trade Talks
US President Donald Trump floated an 80% tariff on China ahead of negotiations due to begin Saturday as he urged Beijing to do more to open their markets to US goods. “80% Tariff on China seems right!
60-40 portfolio is dead, but it's not the bond market that killed it, says financial planning icon Ric Edelman
The traditional 60-40 portfolio (60% stocks and 40% bonds) designed for long-term financial security in retirement has been deemed dead many times. Recent market volatility and diversification offered...
Cathie Wood: We think we're at the end of this 'rolling recession'
Ark Invest CEO Cathie Wood said the U.S. is at the end of a "rolling recession" and that productivity gains will drive growth.
Week Ahead for FX, Bonds: Focus on Trade News, U.S. Inflation, Retail Sales Data
Trade news remains the main focus for investors, but economic data will still be watched closely for indications of how tariff uncertainty has impacted U.S. economic activity.
Trump floats 80% tariff on China. Here's why that level could sink this weekend's talks.
President Donald Trump has made a fresh move in his trade war with China, saying that an 80% tariff on Chinese products “seems right” but determining the correct level is up to Treasury Secretary Scot...
The Stock Market Got What It Wanted From Trump. Why It's Finishing the Week Lower.
Investors want trade deals, but the state of negotiations remains fragile. Much of the good news appears to be already reflected in the stock market.
US-China trade negotiations, Trump says, 'buy' stocks ahead of trade deals, bitcoin tops $100K
Morning Brief anchors Brad Smith and Madison Mills break down the latest market news for May 9, 2025. The United States and China are scheduled to meet this weekend in Switzerland for trade talks.
'Very clear' uncertainty on tariffs will have an impact on hard data: Schwab's Omar Aguilar
Omar Aguilar, Schwab Asset Management CEO and CIO, joins 'Money Movers' to discuss the wave of macreconomic effects hitting U.S. shares, if the markets are running hot, and much more.
Trump says 80% tariff on China 'seems about right' as trade negotiations loom
CNBC's Eamon Javers reports on the latest news regarding Trump's tariff negotiations.
President Trump says to 'buy stocks' ahead of China trade negotiations. Analyst weighs in
Markets (^GSPC, ^IXIC, ^DJI) could pop on hopes of tariff relief after President Trump floated an 80% rate on China, but it's ultimately up to Treasury Secretary Scott Bessent. MJP Wealth Advisors chi...
Flexport CEO: Tariffs could be extinction level event for small businesses
Ryan Petersen, Flexport founder and CEO, joins CNBC's 'Squawk on the Street' to discuss how small and medium sized business may be impacted by tariffs, what he's seeing import data, and more.
Stocks Face Their Most Dangerous Moment Yet
Stocks are at a pivotal point, with the S&P 500 and NASDAQ 100 facing significant resistance at the 200-day moving average and key retracement levels. The S&P 500 struggles between 5,550 and 5,700, fa...
Christie's CEO on why tariffs could be good for wine sales
Christie's CEO Bonnie Brennan told CNBC's Inside Wealth that tariffs could have a positive impact on wine sales.
Investors weigh billions in tariff damage to U.S. companies as Trump touts trade talks with U.K. and China
Investors have already been told to expect billions of dollars in lost corporate profits due to new tariffs.
Fed's Williams on Inflation, US Consumer, Monetary Policy
Federal Reserve Bank of New York President John Williams said it remains important to keep inflation expectations anchored, but the central bank has time to collect more data on trade policy. Williams...
Tariffs could be bad news for these tech stocks
Here's which tech companies could soon be caught in the tariff crossfire.
There are early signs consumers are starting to pull back on spending, Fed's Williams says
There are fresh signs that consumers may be slowing their spending, a top Fed official said, which could mean slower economic growth ahead.
New York Fed President Focuses on Inflation as Tariffs Shake Up Economy
Policymakers face a scenario that could force a choice between keeping prices in check and maximizing employment.
America's small businesses preparing for recession with Trump tariffs: CNBC|SurveyMonkey survey
Just 30% of small business owners said they would rate the current state of the economy as excellent or good, according to the latest quarterly CNBC|SurveyMonkey Small Business Survey. While inflation...
Why This Works, Even In A Bear Market Rally
In yesterday's post (“Is This Still A Bear Market Rally?“), we mentioned why that question mattered:
One Down, Dozens to Go. Trump's Tariff Talks Get Harder from Here.
Managing simultaneous negotiations will tax an underpowered negotiating tea, Christopher Tang writes in a guest commentary.
US stocks open in the green: Dow jumps over 100 points, Nasdaq up 0.6%
US stocks edged higher on Friday as market sentiment improved following President Donald Trump's comments suggesting progress on multiple trade agreements and a possible reduction in tariffs on Chines...
Trump suggests 80% tariff on China ahead of talks
CNBC's Eunice Yoon joins 'Squawk on the Street' to discuss the latest news on China's response to U.S. tariffs.
Markets "De-Escalating" From Recent Volatility
Kevin Hincks, reporting from @CboeGlobalMarkets, says the overall trading community is reacting positively to trade deal updates. He points to Walmart (WMT) earnings next week as a key indicator of U....
Fed's Adriana Kugler on Monetary Policy, Uncertainty and Tariffs
Federal Reserve Governor Adriana Kugler said policymakers should hold interest rates steady for now on the health of the US economy. Kugler also discussed “front loading” by businesses and consumers i...
Trump Floats 80% China Tariffs And ‘Many' Other Deals—As U.S. And China Prepare For Trade Talks
Ahead of the first summit between U.S. and Chinese economic officials since the 2025 trade war began, President Donald Trump suggested he could significantly lower tariffs on Chinese imports, though t...
Kugler Says Fed Can Be Patient Amid Healthy US Economy
Federal Reserve Governor Adriana Kugler said policymakers should hold interest rates steady for now as the health of the US economy gives the central bank “time to make sure that we continue to make p...
The U.K. Is Low-Hanging Fruit And Doesn't Move The Chains
Stocks surged on news of the US-UK trade agreement, but the deal is largely symbolic and doesn't significantly impact tariffs or trade deficits. The agreement will cost the US $6 billion per year to i...
This Chinese EV Maker To Delist From NYSE - Will An Exodus Follow?
The company's proposed privatization is part of an ongoing effort by parent Geely to consolidate its many listed units
Ark Invest CEO Cathie Wood: We're at the end of this rolling recession
Ark Invest CEO and CIO Cathie Wood joins 'Squawk Box' to discuss the latest market trends, finding opportunity amid the recent volatility, state of the economy, bitcoin price trends, Tesla price targe...
Stocks that could thrive despite new tariffs
Skyler Weinand of Regan Capital explains why some stocks may be poised to take off in the current economy. Transcript: SKYLER WEINAND: When you look at stocks that may benefit from tariffs, it has to ...
In recent months customs brokers have been bombarded with pleas from clients working to rejigger supply chains to mitigate the effect of Trump's tariffs
Importers need their niche knowledge, though tariffs threaten to curb demand.
SP500: Bubble Reinflates As "Trade War De-Escalates" And Economy "Remains Solid"
The S&P 500 is approaching key resistance at the 200-day moving average, which suggests that the bear market rally is getting exhausted and the downturn is likely to continue. The trade war is not esc...
Bank of America's Hartnett, pessimistic about U.S. stocks entering the year, on what keeps him awake at night now
Michael Hartnett, the often-contrarian Bank of America investment strategist, has been vindicated by his prescient call in favor of bonds, international stocks and gold.
Trump floats China tariff cut ahead of trade talks
Donald Trump has floated the idea of cutting US trade tariffs against China to 80%, as key peace talks between the sides prepare to get underway.
Trump Suggests Openness to Slashing China Tariffs Ahead of Trade Talks
The president said reducing tariffs to 80 percent from the current 145 percent “sounds right,” as U.S. and Chinese negotiators prepare to meet in Switzerland.
Trump's first trade deal has Wall Street cheering. Not everyone is convinced.
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Microchip Stock Is Rising. Why Wall Street Thinks It May Have Hit Bottom.
The chip company beats earnings expectations and raises its outlook for the current quarter.
Trump says 80% tariff on China 'seems right' ahead of U.S.-Beijing trade talks
Treasury Secretary Scott Bessent and other U.S. officials are set to speak with counterparts from China at a meeting in Switzerland this weekend.
Taxing The Rich And Closing Loopholes
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Trump Team Hopes to Lower Tariffs in China Talks
The Trump administration is considering a significant tariff reduction in talks with China to ease economic pain and de-escalate tensions. Treasury Secretary Scott Bessent leads the talks in Switzerla...
Markets have been looking for a more optimistic tone, says BMO's Carol Schleif
Carol Schleif, BMO private wealth chief market strategist, joins 'Squawk Box' to discuss the latest market trends, state of the economy, impact of tariff negotiations, and more.