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Recent market rebound has driven the S&P 500 and Nasdaq 100 sharply higher, but extreme greed signals caution. Momentum and meme stocks like Oklo (OKLO) and Palantir (PLTR) are showing unsustainable valuations, raising red flags for a potential correction.
During an appearance in Rhode Island on Tuesday, Federal Reserve Chair Jerome Powell appeared to cause a stir in the equity market when he said that stocks were “fairly highly valued.”
Markets are driven by mass psychology, making errors and misjudgments inevitable for investors and analysts alike. Despite recession signals from housing, labor, and trucking indicators, I maintain a bullish thesis, citing delayed macro data and recent policy shifts.
The Trump administration issued a formal notice on Wednesday implementing the U.S. trade agreement with the European Union, confirming that autos and auto imports will be subject to a 15% duty from Aug. 1, and listing exemptions for certain pharmaceutical compounds and aircraft parts, and other imports.
Fed Governor Stephan Miran presented his case for an additional 2% cut in the Federal Funds rate in his NY speech. His arguments are grounded on economic theory and thus completely irrelevant for the data-dependent FOMC policymaking.
The stock market's realized volatility is at extremely low levels, signaling limited downside and a likely reversal higher soon. Short-term volatility metrics suggest a historical pattern that often precedes significant market sell-offs and increased volatility.
Current market conditions resemble historical market bubbles, almost always driven by paradigm-shifting technologies, such as the AI Revolution. Valuations are extremely elevated on a historical basis, partly fueled by massive monetary stimulus and a surge in easy money post-Covid.
Rebecca Walser, CEO of Walser Wealth Management, discusses what to make of this bullish market and if a bearish turn is coming its way.
Are we on a sustainable path to low inflation and strong growth following rate cuts at North American central banks? Is the case of U.S. exceptionalism still there?
Implied volatilities declined across most asset classes last week, albeit modestly, following the Fed rate cut. Oil volatility declined the most, with WTI 1M implied vol down 1.2 vol pt to 28.3% as oil prices ended the week unchanged.
@CharlesSchwab's Liz Ann Sonders gives investors a peek behind the curtain when it comes to consumer sentiment. She explains how a divergence between tariff-impacted purchases to non-tariff-impacted goods show a shift in caution toward the economy.
A quiz on the jargon that traders and brokerage firms have used over the years.
Gabriella Santos, chief market strategist at J.P. Morgan Asset Management, joins CNBC's 'Squawk on the Street' to discuss the outlook for stocks and bonds amid Fed rate cuts, elevated valuations, and the risks to corporate margins and AI-driven spending.
Stocks paused as Fed Chair Powell emphasized data dependency and no preset path for monetary policy, despite market expectations for more rate cuts. The S&P Global Flash PMI shows business activity slowing but still expanding, suggesting a soft labor market and ongoing Fed easing.
Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international news for Wednesday, September 24, 2025. European defense stocks rose following President Trump's speech before the United Nations General Assembly.
Federal Reserve Chairman Jerome Powell has a problem—but he doesn't have the same problem that investors do. While that likely means he's in no rush to support them, he isn't going to stand in their way, either.
The US has imposed a 50% tariff on most Indian exports, following through on its threat to raise them from 25%. Although they are formally applied to goods, there are fears that tariffs could also unleash a domino effect on IT services.
Sales of new homes posted an unexpected jump in August as builders ramped up discounts and slashed prices to lure buyers.
Fewer companies are announcing their seasonal hiring plans, leading job placement firm Challenger, Gray & Christmas to project the smallest seasonal gain in retail hiring since the 2009 recession. This time last year, companies like Target, Macy's, Burlington Stores, Aldi and 1-800-Flowers had already announced the number of seasonal workers they planned to hire, but have not yet released numbers this season.
U.S. equities appear expensive on multiple long-horizon gauges (Shiller P/E above 39; Buffett Indicator 218%; dividend yield 1.2% vs. 10-yr Treasury 4.0%).