Category: Markets and Macro

Investors who rode 2025’s powerful rally in stocks, bonds and oil are now being told that the story may not end with a soft landing. The strategist whose calls framed much of this year’s bullish narrative is warning that the next chapter could feature a sharp reset in sentiment in early 2026, an “optimism shakeout”…

Artificial intelligence is racing ahead faster than most workplaces can adapt, and one of its original architects is sounding a very different alarm from the usual Silicon Valley optimism. The scientist widely known as the “Godfather of AI,” Geoffrey Hinton, now argues that while AI may eventually make work optional for some, it is far…

Wall Street is mounting an unusually public effort to keep President Donald Trump from installing longtime ally Kevin Hassett as the next chair of the Federal Reserve, turning a normally discreet vetting process into a full scale lobbying campaign. The fight is not just about personalities, it is about whether the central bank will prioritize…

The federal government’s official jobs scorekeeper expects some familiar careers to fade quickly over the next decade, even as the broader labor market keeps expanding. The fastest shrinking roles share a common thread: routine tasks that can be automated, digitized, or reorganized out of existence. For workers in those fields, the projections are a warning…

Morgan Stanley’s shifting expectations around a December Federal Reserve move capture how fragile market conviction has become in the face of stubborn inflation and noisy labor data. After initially penciling in a year-end rate cut, the $1.3 trillion asset manager stepped back from that call when incoming numbers suggested the economy was not cooling as…

Stubbornly high prices and a cooling job market are pulling the Federal Reserve in opposite directions at the very moment its decisions carry maximum political and economic weight. Inflation is no longer raging, but it is proving sticky enough that cutting interest rates too quickly could reignite the problem, even as hiring momentum fades and…

The interception of a sanctioned Russian tanker by the USS Stockdale near Venezuela has turned a slow-burning sanctions story into a visible test of sea power, energy leverage, and political resolve in the Caribbean. As Washington tightens the screws on fuel shipments that have been worth roughly 3 billion dollars to Nicolás Maduro’s government, the…

Wealthfront is testing how much public markets are willing to pay for a maturing robo-adviser model, lining up a stock market debut that could raise $485 million and crystallize years of venture backing. The offering would mark a pivotal moment for automated investing platforms, setting a fresh benchmark for how investors value fee-light digital wealth…

As the S&P 500 grinds through another volatile year, a handful of stocks have quietly slipped into the basement of the index’s performance tables. Yet in at least one of these laggards, corporate insiders are not heading for the exits, they are writing checks. That divergence between market pessimism and executive conviction is drawing fresh…

The United States has entered a phase where interest on the national debt is no longer a background line item but a central feature of federal finances. Just two months into the current fiscal year, the government is already spending more than $10 billion every week on interest alone, a pace that reshapes what is…