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"High inflation and a weak labor market would be very complicated for a policymaker," the central banker said for a speech in Alabama. "If I face this situation, I'll have to balance the risks to the two sides of the Fed's dual mandate to determine the appropriate path of policy, and that may mean maintaining the policy rate at the current target range if the risks to inflation outweigh those to the labor market," Waller added.
At the end of last year, Nasdaq retail data suggests retail trading reached $70 billion a day as markets rotated out of crypto and software stocks and into value stocks. But in the past few weeks, as the conflict in Iran started, data shows retail trading has fallen significantly.
Federal Reserve Governor Chris Waller said the surge in oil prices tied to the Iran war and lingering effects from U.S. tariffs could “lead to a more lasting increase in inflation,” potentially forcing the central bank to eschew further interest-rate cuts.
'The Big Money Show' discusses possible Iran talks this weekend as stocks rally and oil concerns ease, with the Strait of Hormuz open and markets betting on a potential deal. #foxbusiness #bigmoneyshow 0:00 Trump's Iran War Update 0:24 Markets Soar, Oil Drops on Iran News 0:55 The Future of an Iran-US Deal 1:39 Marcus Lemonis: Market Momentum Missed 2:29 US Role in Strait of Hormuz & Media Critique 5:11 Jackie DeAngelis: The Nuclear Uranium Challenge 7:05 America's Energy Independence 7:35 Taylor: Market Breadth & Q1 Earnings 10:32 Inflation Outlook & Quick Recovery
Weight-loss drug developer Kailera Therapeutics' shares surged 62.5% in their Nasdaq debut on Friday after closing a $625 million U.S. initial public offering, as Wall Street's appetite for the fast-growing market remains unsated.
Liquidity is draining from markets as the Treasury General Account rises and Fed reserve balances fall toward $2.8–$2.9 trillion. Historically, risk assets like the S&P 500 have struggled in the second half of April as liquidity tightens, but 2026 is proving an outlier so far.
Also in Weekend Reads: Options-trading tactics, software stocks and a spousal Social Security switch.
The S&P 500 (SPY) surged 11% since late March, but I believe the rally is overextended and ripe for a pullback. Seasonal patterns, high valuations, elevated margin debt, and historical oil shocks all point to increased risk and potential for market corrections.
U.S. retail sales data and provisional purchasing managers' indexes from the U.S. and Europe will be watched to see how badly the Middle East war and the spike in energy prices have impacted consumer and business sentiment.
What a difference a year makes.
Internet and media stocks remain well positioned for long-term growth, with BNP Paribas analyst Nick Jones on Friday highlighting strong fundamentals across key players despite evolving risks from AI and autonomous vehicles.
The NASDAQ's 12-session rally contrasts sharply with deteriorating economic signals, including slashed GDP forecasts and surging inflation risks. OpenAI's $852B valuation, massive cash burn, and delayed profitability highlight speculative excess; an IPO at $1T+ is possible despite mounting losses.
Here's a look back at the other times the index has had a 12-day win streak and how close the record is from being broken.
Investment bank Goldman Sachs just came out with calls on two under-the-radar stocks investors should get to know, and the sooner, the better.
US markets rallied sharply on Friday after Iran declared the Strait of Hormuz fully open and US President Donald Trump signaled progress toward a broader agreement to end hostilities in the region. Trump signals progress on Iran deal Trump said Iran had agreed to suspend its nuclear program indefinitely, while also confirming that Tehran would not receive any frozen US funds.
Expect longer-term yields to stay elevated, says @CharlesSchwab's Cooper Howard. He looks at both the headwinds and tailwinds he sees in the bond market even as geopolitical uncertainty surrounding the Strait of Hormuz wanes.
Ryan Detrick explains why the recent volatility was a rapid reset rather than the start of a bear market. He highlights a rare surge in momentum, stable credit signals, and weak defensive sector leadership as evidence the rally remains intact.
Crude oil is back to levels just above $80 after Iranian headlines pointed to the Strait of Hormuz being "completely open." However, Kevin Green notes conflicting headlines raising question marks for how it will affect energy prices ahead.
Since its closing low on 3/30, the technology sector has rallied 18.4% for its largest 12-trading-day gain since coming out of the Covid Crash. Besides an impressive 13-day winning streak, if today's early gains hold, the technology sector will also take out its prior all-time high from late October.
U.S. inflation is going to get worse before it gets better, but price increases tied to the Iran war could start to evaporate during the summer and open the door for the Federal Reserve to cut interest rates again.