Central banks pushing back on rate cut expect...

The first quarter of 2026 has presented investors with complex and worsening financial conditions, volatile oil prices, and heightened geopolitical tensions. Q1 earnings are already being reported, and so far, the indications have been promising. What are the expectations for the ...  Show more

Wall Street ended modestly higher yesterday, with the S&P 500 and Nasdaq closing at record highs following a twelfth consecutive advance. US markets reacted positively to the announcement of a 10‑day ceasefire between Lebanon and Israel. Earnings also provided support, led by ban ...  Show more

The debt ceiling issue has been resolved, Dan Nathan, Danny Moses and Guy Adami break down the market's reaction (2:00). The Nvidia mania continues to lift stocks, shades of the dot-com era (10:00). Retail stocks are starting to feel some weakness (24:00). Gabriela Santos, Managi ...  Show more

Central banks around the world are starting to signal a shift in monetary policy, hinting at potential interest rate cuts in 2024. This comes after months of aggressive tightening to combat rising inflation. Market projections suggest at least 100 basis points (bps) of cuts by ...

Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Managem ...  Show more

There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?

-----Transcript-----

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