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interest-rate: Archive

Bryan Hayes

The Rotation into Consumer Staples: Defensive Strength in an Uncertain 2026

Staples have become one of the sole areas of relative strength this year amid broader selloffs, attracting record inflows as portfolios de-risk.

KOPositive Net Change PMPositive Net Change XLPPositive Net Change

Andrew Rocco

Greenspan 2.0: Why Kevin Warsh is NOT a Monetary Hawk

Wall Street misunderstands new Fed Chair Kevin Warsh as a 'hawk'. While Warsh will almost certainly rein in years of QE, he will be open to interest rate cuts, especially with the coming AI-driven productivity boom.

BLKPositive Net Change GLDPositive Net Change SLVPositive Net Change

Mark Vickery

PPI Higher, Warsh in as Fed Chair, Q4 Earnings Continue

In a week of stock market newsworthiness, the hits keep coming this Friday morning.

CVXPositive Net Change XOMPositive Net Change VZNegative Net Change AXPPositive Net Change CLNegative Net Change

Bryan Hayes

Why This Pullback in Microsoft (MSFT) is a Buying Opportunity

The company's ability to monetize AI across its stack positions it well for multi-year expansion.

MSFTPositive Net Change

Mark Vickery

Fed Pauses, Mag 7 Brings Earnings Beats

While the FOMC kept interest rates steady, MSFT, META and TSLA all beat earnings estimates after the close.

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Mark Vickery

Big Earnings Day Sandwich Fed's Interest Rate Decision

No changes are expected from the current Fed funds rate, but this will be the first presser since the DOJ launched a criminal campaign against Fed Chair Powell.

TNegative Net Change MSFTPositive Net Change IBMPositive Net Change ADPNegative Net Change SBUXPositive Net Change VFCPositive Net Change PGRNegative Net Change TSLAPositive Net Change

Bryan Hayes

Rocket Companies: Riding Rate Relief and Policy Tailwinds into 2026

Mortgage leaders like Rocket tend to thrive in rate-down cycles, rewarding patient investors.

RKTNegative Net Change

Shaun Pruitt

Stocks to Watch After December's CPI Report: CARS, CVNA, TSN

Here are two stocks that are intriguing after December's CPI report and one that may need to be avoided for now.

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Shaun Pruitt

Buy the Dip in JPMorgan or Delta Air Lines Stock After Q4 Earnings?

Despite exceeding Q4 expectations, JPMorgan and Delta stock fell over 2% after giving cautiously optimistic insights into the economy.

JPMPositive Net Change DALPositive Net Change GSPositive Net Change AAPLPositive Net Change

Mark Vickery

NVIDIA CEO Announces New AI Paradigm Shifts

Jensen Huang sets a new table for AI infrastructure, while two Fed members discuss interest rate policy.

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