Federal Reserve

Stock futures fell 0.43-0.84% after U.S. allies rejected Trump's Hormuz naval deployment call. Oil surged 4.72% on supply concerns. Fed expected to hold rates steady in March.

Fed faces growing dissent and uncertainty as Warsh nomination threatens rate predictability, with his proposed policies favoring value stocks and floating-rate borrowers over growth equities.

U.S. stock futures gain ground Monday as Trump urges allies to secure Strait of Hormuz. Markets price 99.1% chance of unchanged Fed rates in March.

U.S. stocks fell as oil approached $100/barrel amid Iran conflict disruptions. S&P 500 dropped 0.61%, Nasdaq 0.93%, with Fed rate cuts unlikely.

Stronger-than-expected jobs data and surging oil prices triggered market volatility, complicating the Federal Reserve's policy outlook amid persistent inflation concerns.

S&P 500 and Dow futures declined Thursday amid geopolitical tensions. Bumble surged 22.89% on earnings; Morgan Stanley dropped 1.80% after redemption restrictions; Adobe fell pre-earnings.

Oil prices surging above $100 spike March inflation odds to 87%, yet markets still expect Fed rate cuts in 2026, betting the disruption proves temporary.

Market valuations hit 155-year highs rivaling dot-com bubble; Shiller P/E at 40.02 suggests 33% correction likely despite Trump tax cuts and rate cuts.

S&P 500 valuation at 40 CAPE ratio and 8% dollar decline in 2025 pose greater crash risks than tariffs alone, mirroring dot-com bubble conditions.

U.S. stock futures fell Friday as Iran tensions and February jobs data loom. Marvell Technology surged 11.92% on earnings while Gap tumbled 7.06%.

U.S. futures decline amid Middle East tensions and ceasefire negotiations. Broadcom, Veeva Systems, and Trade Desk surge while Webull falls.

Experts warn three catalysts—record valuations, Middle East escalation, and Federal Reserve confusion—pose greater market risks than tariffs in 2026.

U.S. stock futures rose modestly as oil gains slowed following Trump's Navy escort announcement through the Strait of Hormuz. ADP employment report and earnings from Broadcom, Abercrombie & Fitch loom ahead.

JPMorgan and Gary Black urge buying dips, projecting $310 S&P 500 earnings by end-2026. Mohamed El-Erian warns of stagflation risks from oil shocks and Fed policy constraints.

Flaharty Asset Management sold $13.6 million of commodity fund shares, anticipating Fed rate cuts will pressure commodity prices in 2025.

Stock futures slip ahead of inflation data release. Block and Dell surge on earnings beats, while Zscaler falls after guidance cut.

Producer inflation exceeded forecasts in January, driven by service sector pricing. The stronger-than-expected data may delay Federal Reserve rate cuts until later 2026.

U.S. equity futures mixed as jobless claims rise to 212,000. Tech stocks diverge on earnings; Nvidia rallies while Salesforce and The Trade Desk decline on guidance concerns.

Fed Governor Waller says March rate decision depends on February jobs data. Strong January employment growth has shifted the Fed toward a more cautious approach on rate cuts.

Fed's Waller signals potential rate adjustments amid mixed economic signals. Strong consumer spending and declining inflation contrast with uneven labor market momentum.