Was a 50-basis-point cut too aggressive a mov...

Futures point lower as investors weigh cautious guidance from Walmart and rising geopolitical risk tied to Iran. Dow futures fall about 166 points, with the S&P 500 and Nasdaq 100 also in the red. Markets are watching consumer data and oil prices for the next signal. Walmart mode ...  Show more

Stocks are rebounding after another AI-driven sell-off, with housing starts and durable goods topping estimates despite December declines. Still, US equities are off to their worst relative start since 1995, as investors await the GDP report and reassess positioning. The S&P 500’ ...  Show more

Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve made an aggressive interest-rate cut now. And what these lower rates mean for borrowers.

Morningstar’s Take on the Federal Reserve’s First Interest-Rate Cut in 2024 ...

Vítor Constâncio witnessed firsthand severe recessions, inflationary bouts, and a global financial crisis, as former Vice President of the European Central Bank (ECB) (2010 to 2018) and Governor of The Bank of Portugal (1985-1986, 2000-2010). He brings this considerable experienc ...  Show more

US tariffs have sent financial markets into a frenzy in recent weeks, but how much should central bankers be taking trade into account when setting monetary policy? To find out, Soumaya Keynes sits down with Bank of England Monetary Policy Committee member Swati Dhingra – one of ...  Show more

Today, Jack speaks with two veteran bankers about bank lending, a key engine of the real economy, and where it is headed. John Toohig, Head of Whole Loan Trading at Raymond James, and Randy Woodward, managing director at Raymond James, join Forward Guidance to share how the rapid ...  Show more