Optical stocks are booming. Here's how to invest in one of the most explosive areas of tech.
Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.
Market News
When one Powell closes, another Warsh opens
Jerome Powell's time leading the Federal Reserve is officially coming to an end. We look back at some of the defining moments of Powell's tenure, from the pandemic and emergency rate cuts to inflation, banking turmoil, and growing political scrutiny surrounding the Fed.
Grading Powell's Fed: Good for Stocks, Bad for Affordability
One result of the massive monetary expansion was an upsurge in inflation, to a peak of over 9% in 2022—which the Fed infamously termed “transitory.”
Wall Street Prices Out Rate Cuts, Eyes Hikes, Global Bond Selloff Deepens | Real Yield 5/15/2026
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Columbia Threadneedle Portfolio Manager, Total Return Bond Ed Al-Hussainy, JPMorgan Management CIO of US GFICC Kay Herr, CreditSights Global Head of Credit Strategy Winnie Cisar, and Ironsides Macroeconomics Director of Research Barry Knapp.
Don't fear a summer stock crash: Market history shows this massive spring rally isn't a trap
The stock market's momentum is not built on borrowed time.
The New Fed Chair's Balance Sheet Erasure And Market Bloodshed
Investors are facing a brutal reality check as the much-discussed Warsh trade moves into a significantly heavier and more destructive phase. At the core of this widespread market selloff is the aggressive repricing for the effective emptying of the Federal Reserve balance sheet.
US Trade Rep. Greer on future of US-China trade
“I haven't yet met a country where we've imposed tariffs and said, ‘thank you—we love these tariffs.'” As Trump and Xi wrap up their Beijing summit, US Trade Representative Jamieson Greer tells Annmarie Hordern he expects China to commit to billions in US farm purchases — but says Section 301 tariffs, however unpopular, are here to stay.
Jerome Powell's tenure as Fed chair comes to a close
A look at Fed Chair Jerome Powell's tenure as it comes to a close.
10 stocks to protect you from the risky AI trade
Also in Weekend Reads: Tips for selling a home, the bond market's reaction as Kevin Warsh takes over at the Fed and advice from the Moneyist.
Friday Fumble Dings Another Strong Week for Stocks
The bond market seems worried about oil prices and inflation, implying investors foresee a potential interest-rate hike ahead.
China Warns U.S. Of Clashes, But For Both The Biggest Challenges Are Domestic
China and the U.S. face persistent geopolitical tensions, but their most significant investment risks are internal structural challenges. China's aging population, youth unemployment, SOE inefficiency, and weak domestic consumption threaten sustainable growth and create sector-specific risks.
Trump vindicated as OPEC faces collapse following UAE departure
The UAE's departure from OPEC could trigger a domino effect, experts say, potentially leading to lower gasoline prices within the next year or so.
S&P 500 and Nasdaq Retreat as Treasury Yields Hit Multi-Month Highs
The S&P 500, Nasdaq-100, and Dow all retreated Friday after hitting record highs on Thursday. Jerome Powell's tenure as Fed Chair ends Friday, with Kevin Warsh set to take over.
11 Stocks to Play the Biggest Energy Supply Shock Ever, According to Our Energy Roundtable Pros
Oil and gas production won't rebound quickly even if the Iran war ends soon. Why Devon Energy, Baker Hughes, and other stocks can weather the storm.
Rising Rates Could Spell Trouble for Dividend Stocks
Higher Treasury yields are creating headwinds for dividend-paying sectors like utilities, REITs, and consumer income stocks, though investors may avoid a repeat of the 2022 selloff.
SocGen Says 'Unhinged' Yields Pose Early Test for Warsh
Treasury yields are starting to become "unhinged,'' which will be a challenge for incoming Federal Reserve Chair Kevin Warsh, according to Subadra Rajappa, the head of research for Societe Generale Americas. She speaks with Jonathan Ferro and Lisa Abramowicz on Bloomberg Television's "Surveillance.
Traders now see next Fed interest rate move as a hike following inflation surge
Following a week of surprisingly high inflation readings, traders in the fed funds futures market are pricing in an interest rate increase as soon as December, with a much higher certainty into the early part of 2027. A December hike has a nearly 51% probability, while a move higher by January carries about a 60% probability with March coming in at better than 71%.
Wall Street Roundup: Macro Week
April CPI rose to 3.8%, intensifying concerns about persistent inflation and shifting rate hike expectations. Ford (F) surged on AI data center buildout enthusiasm, highlighting a trend of traditional industrials repositioning for AI-driven demand.
Scott Melker: "Every Fed chair makes mistakes"
Today marks Jerome Powell's last day as Fed chair. Scott Melker shines a light on his legacy.
Crypto Market Update: Inflation Headwinds & Regulatory Progress
This week's macro backdrop delivered a clear message: the Fed has little room to turn more dovish. Producer prices came in well above expectations, with energy the key contributor, driven by the ongoing US-Iran conflict.
