A $55 Billion Safety Net? Government Tab to Prop Up American Farms Is Rising
President Trump's latest request extends a run of interventions intended to help the nation's agricultural economy.
Market News
America can't get enough of protein. The dairy industry can't keep up
Whey protein inventories have fallen roughly 50% since 2023, and prices keep rising. Dairy industry infrastructure required to process protein from cheesemaking takes years to scale and most plants were built for steady, predictable growth, making it difficult to make significant financial commitments to new capacity.
The Taser CEO Who Says AI Is the Future of Policing
Taser and body-cam king Rick Smith is betting Axon's dominance—and his own pay package—on his tech-driven vision.
Can USMCA Survive Trump's Second Term?
As Canada, Mexico, and the United States begin reviewing the USMCA trade pact, former diplomats and trade negotiators say the stakes extend far beyond tariffs. Former Canadian Ambassador Kirsten Hillman, former Mexican Ambassador Gerónimo Gutiérrez, and former US trade counsel Kelly Ann Shaw argue that the agreement now underpins everything from supply chains and agriculture to intellectual property and investment.
A Strong Jobs Report Could Change Everything For The Market
The June jobs report will be the pivotal macro event, shaping rates, currencies, and risk assets into September. A stronger-than-expected report could drive additional Fed tightening, flatten the yield curve, and strengthen the dollar, pressuring stocks and precious metals.
Testing The Truce
U.S. equities posted mixed performance while benchmark rates retreated as oil prices tumbled toward pre-war levels despite continued military exchanges near the strategically vital Strait of Hormuz. Shipping traffic through the Strait of Hormuz rebounded significantly after last week's tentative Iran-U.S. truce, helping ease energy-market anxiety even as the broader conflict continued to simmer. Bloomberg data showed tanker traffic recovered to nearly one-third of pre-war levels, but renewed Iranian strikes on commercial ships prompted U.S. retaliation late in the week.
Semis Outlook: The Best Days Are Likely Far From Over
Semiconductor stocks have dramatically outperformed, with the AI infrastructure boom fueling historic gains and broadening leadership beyond Nvidia. Micron's 800% rally and $1T valuation highlight memory's dominance, and tight supply dynamics and insatiable demand are expected to persist into FY2027.
Forget the ‘Sell America' trade: Why U.S. markets keep proving the naysayers wrong
Foreign investors are still pouring money into U.S. assets, and the dollar remains the undisputed global reserve currency.
Strategist Sees WTI Falling to $40 a Barrel
Rising oil prices are accelerating a supply glut in the Western Hemisphere, Bloomberg Intelligence Senior Commodity Strategist Mike McGlone argues that growing production and improving technology could drive WTI crude down to $40 a barrel. McGlone explains to David Gura and Christina Ruffini on Bloomberg This Weekend that gas prices are likely to be lower by the midterm elections, but warns that such declines have often coincided with weakness in the stock market.
What To Expect in Markets This Week: June Jobs Numbers and an Update on American Consumers' Mood
June jobs numbers are coming, and investors are likely to study them even more carefully now that the Fed is eyeing higher interest rates. The week will build toward the labor market figures, with updates on consumer sentiment and the performance of major retailers due first.
Ukraine hits two Russian oil refineries overnight
Ukraine hit two Russian oil refineries in the regions of Krasnodar and Yaroslavl overnight, President Volodymyr Zelenskiy said on Sunday, as Kyiv ramps up pressure on Russia's fuel supply with its drone fleet.
Markets Got Its Final Warnings
Micron delivered blowout Q3 FY26 results with 346% revenue growth and strong guidance, yet markets reacted surprisingly negatively. Despite Micron's performance, tech and semiconductor ETFs declined last week, reflecting concerns over inflationary supply chain costs impacting the AI economy.
Markets Starting To Choke On Massive Surge In Debt Issuance
Micron Technology delivered a strong earnings beat and raised guidance, driven by surging DRAM and NAND prices and robust data center demand. Hyperscalers like Alphabet, Microsoft, Oracle, and Meta have shifted to heavy capex models, sharply reducing free cash flow and buybacks.
A Month For 'The Rest'
We've made numerous mentions of the weakness in mega-cap stocks so far this month, and given their weightings in the S&P 500, the impact on the index is notable. Although the cap-weighted S&P 500 has been weak, performance outside the largest eight stocks has been better, and the average stock has seen modest gains this month.
Chip Makers Are Profiting Off AI at the Expense of Just About Everyone Else
We are witnessing an extraordinary transfer of cash from the providers of AI—and, perhaps one day, AI users—to memory-chip makers.
Here is how Alan Greenspan ran the Fed—and how Kevin Warsh's approach compares
The approach of the new Federal Reserve head might not always align with the standard his predecessor set.
Tanker struck in Strait of Hormuz as U.S.-Iran tensions escalate
A tanker in the Strait of Hormuz was reported struck by a projectile on Saturday, the latest escalation of tensions between the U.S. and Iran. The U.K. Maritime Trade Operations Centre said a vessel in the strait was hit by an "unidentified projectile," though the crew was reported safe.
Stock Valuations Should Worry Investors: Abby Joseph Cohen
Abby Joseph Cohen, professor at Columbia Business School, joins Lisa Mateo and Tom Keene on "Bloomberg Money." Lofty stock prices may be hiding risks investors should be paying more attention to, especially in the labor market, according to Abby Joseph Cohen, the former Goldman Sachs partner and now Columbia Business School professor.
Why investors may want to prioritize bond markets outside the U.S.
Allspring Global Investments is pushing clients toward countries with central banks that are raising interest rates or have different inflation dynamics.
The 1-Minute Market Report, June 27, 2026
Small and microcaps are outperforming large caps, signaling a durable rotation after years of underperformance. Healthcare and REITs are attracting bargain hunters, while energy and commodities are under significant pressure.
