Where Things Stand Now With Inflation and the...

One of the extraordinary elements of the civil unrest taking place in Iran is that it's almost impossible to know what's going on. There's a virtually complete news blackout, in part because of the government shutting down the internet. What this means in practice right now is th ...  Show more

One thing we can all agree on is that demand for energy, and in particular electricity, is growing by leaps and bounds. But past that, there is going to be a debate about who is best positioned, and who will really make money from this trend. Will it be companies digging up raw c ...  Show more

Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.

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Welcome to Thoughts on the Mark ...

For over a decade, America’s central bank has had an inflation target of 2%. On Wednesday, the Federal Reserve announced that it would keep its main interest rate unchanged in order to try and get inflation to that magic number. But what if the Fed is thinking about inflation all ...  Show more

After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.< ...

As inflation continues to rise beyond expectations, the Fed is set to meet next week, leaving markets to wonder if an acceleration in rate hikes might be in store this summer.

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Welcome to Thoughts on the Market. I'm Robert ...