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Japan just pushed rates to a 31-year high, and the first-order effect is simple: higher yields abroad make capital a little less cheap everywhere. U.S. indexes are only modestly lower so far today, but the pain is sharper in rate-sensitive corners.
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The S&P 500 reversed last week's sharp drop, closing nearly flat, supported by technical strength at key levels. A break above the 7710 channel resistance would confirm a new uptrend phase, targeting the 7816 all-time high and possibly 8010.
The U.S.-China summit is planned for Thursday in Washington
Oracle exemplifies rising capital intensity and credit risk in the AI infrastructure buildout, with capex surging and free cash flow turning sharply negative. AI infrastructure funding is shifting from internal cash to debt, raising the cost of capital and pressuring returns, as seen in discounted Project Jupiter loans and wider Oracle CDS spreads.
Jason England believes the 25-bps interest rate hike from the Fed's September meeting is warranted given the FOMC's prior 75 bps worth of cuts. He believes this hike gives Fed Chair Kevin Warsh some slack to reclaim the committee's 2% inflation target.
Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng are meeting in New York ahead of the Sept. 24 Trump-Xi summit.
Fed speakers take center stage after the September rate hike, while consumer sentiment, Darden and Costco test the market's long-term uptrend.
The crisis over the Strait of Hormuz could delay some QatarEnergy expansion projects because critical equipment is unable to reach Qatar, its CEO Saad al-Kaabi said on Sunday, adding that QatarEnergy was currently producing only a "very minute" volume of liquefied natural gas.
Economies around the world are showing surprising resilience to higher central bank-interest rates and government bond yields.
Oaktree Capital Management co-founder & co-chair Howard Marks says optimism has dominated markets since late 2022, pushing investors to look past bad news and making caution increasingly important. Marks is on Bloomberg This Weekend and tells David Gura and Christina Ruffini that enthusiasm around AI is undeniable but uncertainty over its profitability, valuations and potential impact on jobs makes it impossible to determine whether that exuberance is irrational.
In the not-too-distant future, AI at work may lead to the need for "robot relations" or "worker-automation relations" departments distinct from the current human resources role within a corporation. Use of algorithms for employee decisions, and widely deployed automated management systems, are already attracting scrutiny from legislators, labor unions, and employees.
Franklin Templeton CEO Jenny Johnson says companies cannot afford to slow their adoption of AI even as questions persist about costs, governance and the eventual profitability of the technology. Johnson tells hosts of Bloomberg This Weekend David Gura and Christina Ruffini that Franklin has already seen productivity and sales gains from AI, while warning that the economics of increasingly capital-intensive AI companies remain uncertain.
Liquidity strains are emerging beneath the surface, with market breadth deteriorating in both stocks and high-yield bonds. The NYSE Advance-Decline line and summation index signal weakening liquidity, despite headline indices holding up.
The State Department urged Americans outside the Middle East to seriously reconsider travel to and through the region, warning the conflict could escalate rapidly. Iran said the Strait of Hormuz would remain closed until its conditions are met, demanding an end to the naval blockade, sanctions relief and the release of frozen assets
Nvidia and Broadcom remain central to AI chip demand, with robust fundamentals and resilient price action despite baffling market skepticism. Semiconductor valuations have compressed to multi-year lows, even as industry earnings growth estimates are being raised and compute deployment capacity is set to surge from 2027.
A major risks now is that diesel prices stay high — and continue to put upward pressure on inflation.
U.S. equities finished mixed to lower as the Fed delivered its first hike since 2023, raising rates 25 basis points while signaling that additional tightening remains firmly on the table. Treasury yields extended their dramatic repricing, with the 10-Year reaching 5% and the 2-Year climbing to 4.75% as markets increasingly embraced a renewed "higher-for-longer" interest rate environment this week. Energy markets remained volatile as attacks threatened Saudi Arabia's key Hormuz bypass, while gasoline approached $4.50/gallon and diesel reached record highs, adding further pressure to the inflation outlook nationwide.
The U.S. government's total debt topped $40 trillion last month, generating plenty of headlines, but does all that red ink actually matter for voters in this year's midterm elections?
Tariffs, soaring fuel prices and higher interest rates are squeezing American companies, particularly manufacturers, auto suppliers, retailers and transportation businesses.
Wall Street heads into a relatively quiet week for U.S. economic data, putting geopolitics and a handful of major corporate events in the spotlight.
Chinese DRAM chipmaker CXMT said on Sunday its fifth-generation technology platform had entered mass production, a claimed breakthrough that could help China build a stronger competitor to Samsung Electronics, SK Hynix and Micron Technology in the global market for memory chips.
Synchrony Financial NYSE: SYF Chief Financial Officer Brian Wenzel said the company was seeing high-single-digit purchase-volume growth roughly 2.5 months into the third quarter, consistent with the approximately 8% growth reported during the second quarter.
Tanger CEO Stephen Yalof discusses the Fed's decision to raise rates for the first time in three years and what consumers and shoppers are looking for in today's market on 'The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #tanger #stephenyalof #federalreserve #fed #interestrates #rates #economy #business #retail #consumers #shopping #shoppers #spending #markets #finance #money #inflation #economics
Presidents Donald Trump and Xi Jinping will meet Thursday to discuss a range of economic and geopolitical topics. We'll see data on manufacturing , services, and new homes, and earnings from KB Home and Paychex.
NEW YORK, Sept. 20, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of AST SpaceMobile, Inc. (NASDAQ: ASTS) between March 4, 2025 and July 15, 2026, inclusive (the "Class Period").
Eos Energy Enterprises is rapidly scaling its zinc-based battery production with triple-digit revenue growth. NANO Nuclear Energy is a pre-revenue pioneer developing compact microreactors for decentralized power.
McDonald's and Dutch Bros both hit new 52-week lows on Sept. 17, ironically the same day that McDonald's reached Dividend King status.
Rigetti Computing recorded only $5.1 million in revenue in the second quarter. It's burning through cash and trades at a lofty valuation.
Micron's fiscal fourth-quarter guidance of $30.73 in earnings per diluted share translates to about $35 billion of net income. Microsoft's fiscal 2026, which ended in June, produced $133.7 billion of net income, a 31% jump from the prior year.
Meta released a TV ad for Muse, its personal AI agent, as it pushes AI agents into the mainstream. Muse can act on a user's behalf, sending emails, purchasing things online, and handling other tasks.
Eos Energy Enterprises is scaling production of its zinc-based battery systems as a safer alternative to lithium-ion. GE Vernova dominates the global power landscape with an installed base generating roughly 25% of the world's electricity.