The Fed Could Keep Rates on Hold Forever. What It Means for Your Cash.
Increasingly economists are contemplating a scenario where the central bank makes no change to rates.
Market News
Swiss Air CEO says no immediate fuel shortage, eyes contingency plans
Swiss International Air Lines has sufficient jet fuel supplies for the next six weeks, its CEO told the NZZ newspaper on Saturday, but is exploring contingencies like "tankering" amid industry warnings of fuel shortages tied to the Iran war.
S&P 500 Snapshot: Index Flirts With 7,400
The S&P 500 capped the week off with another record high, flirting with the 7,400 milestone. Over the past 20 days, the average percent change from the intraday low to the intraday high is 0.80%.
Private Credit Isn't a Major Threat—Probably
The question is whether trouble in the sector could spill into the wider economy or—disaster—the wider financial system.
The 1-Minute Market Report, May 10, 2026
The equity market is on a 6-week winning streak, with tech—especially the Mag 7 and semiconductors—driving gains. Momentum, high beta, and growth stocks are leading, while value, defensive sectors, and commodities like oil have lagged.
Weekly Commentary: Rapscallions Crowding Out
The S&P 500 has now rallied 17% from March 30th lows, a relatively feeble rally compared to melt-up dynamics that have taken hold in key indices and markets. Nasdaq 100 has surged almost 28% from March lows, while the MAG7 has jumped 27%.
Michael Burry warns markets ‘feeling like the last months' of Dot-com bubble
Famed investor Michael Burry has warned that the stock market's growing fixation on artificial intelligence is beginning to resemble the final stages of the late 1990s Dot-com bubble.
The unsinkable U.S. economy cruises on, despite headwinds from the Iran war
The economy keeps expanding in the face of macro obstacles.
April Jobs Report: Scratch This Surface
The labor market report for April was a pleasant surprise, with the unemployment rate unchanged and additions to non-farm payrolls, but scratch below the surface and the weakness begins to show. Continued contraction in the labor force and weak revisions to past non-farm payroll data suggest that the jobs market isn't quite as strong as it appears.
I Traced The AI Capex, And Found 6 Profit Pools (One Is An Asymmetric Bet)
AI is fundamentally reshaping the economy, with hyperscalers driving the revolution through massive capex investments. I distinguish between companies benefiting from AI on the cost line (Type A) versus those seeing gains on the revenue line (Type B).
IRAN ATTACKS & WALL STREET EXODUS: The week that SHOOK the markets | Recap
It's been a week of high-stakes geopolitics and massive economic shifts. From the escalation in the Middle East to the "War on Success" in New York City, FOX Business broke down the biggest stories that defined this week's news cycle.
Spiritless summer: Americans feel squeeze of costly fuel amid busy travel season
Soaring oil prices have left many Americans with higher costs and fewer options for travel amid the Iran war
These smaller tech stocks are punching well above their weight
Shares of small-cap tech stocks have outperformed their large-cap peers by an extreme magnitude.
5 Numbers The Markets Are Ignoring But Investors Should Not
The current market rally is dangerously top-heavy, driven by AI names like NVDA, INTC, AMD but with equity concentration at historic bubble levels. Commercial real estate is becoming concerning, especially the multi-family sector, which faces surging delinquency rates and falling rents, signaling rising default risk ahead.
China's Cars Aren't in the U.S., but Its Auto Parts Are Everywhere
Chinese companies have amassed ownership stakes in about 10,000 auto suppliers in America.
What Moved Markets This Week
Wall Street finished the week sharply higher as investors weighed a stronger-than-expected U.S. jobs report, upbeat semiconductor earnings, and escalating geopolitical tensions in the Middle East.
Which Trump Tariffs Are in Place, in the Works or Ruled Illegal
The president has reworked his tariffs repeatedly — sometimes because they have been declared illegal — with more updates still to come.
Forget Timing the Market: Capital Group's Mike Gitlin on Investing in an Uncertain World
The CEO of one of the world's largest active investment managers says long-term investors should focus on quality companies, dividends and global diversification. #CNBC #ConvergeLive Subscribe: @CNBCInternationalLive Subscribe to CNBC International: @CNBCInternational LinkedIn: https://www.linkedin.com/showcase/cnbc-international/ TikTok: https://www.tiktok.com/@cnbci Facebook: https://www.facebook.com/cnbcinternational Instagram: https://www.instagram.com/cnbcinternational/ Threads: https://www.threads.net/@cnbcinternational X: https://twitter.com/CNBCi Telegram: https://t.me/cnbci
Mexico: The Manufacturing Hub Of North America
A beneficiary of nearshoring, Mexico is a real economy market with indirect exposure to the AI infrastructure build-out. Recent relative outperformance driven by industrials and materials, with supportive valuations and a rate-cutting cycle.
Earnings Strength And Easing Risks Support Markets
Global equities rise on strong earnings and improved sentiment. Middle East tensions ease, supporting risk assets.
