Markets Prepare For a New Normal on Rates, and a Big Bullish Call on Bank Stocks 01/04/23

Markets Prepare For a New Normal on Rates, an...

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Stocks Lower As Iran Ceasefire Nears Expiration… And The Wall St. Mentalist Joins FM 4/20/26

Stocks kicking off the week snapping a major winning streak, as investors eye the next move in the fragile Mideast ceasefire. The details behind the latest developments, and the impact on oil as prices tick back up. Plus a combo in the construction supplies space, Eli Lilly’s lat ...  Afficher plus

Stocks Surge, Crude Tumbles as Hormuz Reopens… And Tech Earnings On Deck 4/17/26

A huge day for markets as stocks surge and crude tumbles after the Strait of Hormuz reopens following the Israel-Lebanon ceasefire. The impact it’s having on airlines, cruise lines, builders and retail as the “war trade” unwinds. Plus, Netflix sinks after earnings and a leadershi ...  Afficher plus

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What the Fed's Big Balance Sheet Unwind Means for Markets
Odd Lots

The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quan ...  Afficher plus

Josh Younger Explains How Banks Really Manage Rate Risk
Odd Lots

The rate banks pay on savings accounts hit the headlines earlier this year, when an outflow of deposits contributed to the collapse of Silicon Valley Bank and other lenders. Suddenly, the mechanics of how banks attract deposits — and what they actually do with them — became a hot ...  Afficher plus

The Fed’s big swing at inflation
The Story of Money

The Federal Reserve announced its largest interest rate increase since 1994. And it's the equivalent of the US central bank taking a baseball bat to the economy, according to the FT’s US financial commentator Robert Armstrong.  


In this wee ...

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Andrew Sheets: The Fed Shuffles Toward the Exit
Thoughts on the Market

This week, the Fed hinted that a taper announcement in November could be in store, adding one more wrinkle into events that investors will need to navigate this fall.


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Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cros ...

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