Murky Monday For Stocks… And Tariff Impact On...

Stocks hitting fresh record highs, and notching a sixth straight week of gains, but could there be some trouble brewing under the surface? How stocks are holding up this earnings season when the Mag7 aren’t carrying the weight, and if the lagging sectors can keep up with the AI & ...  Show more

Consumer health in focus, as companies sound the alarm on spending. What we’re hearing out of fast food chains like McDonald’s and Shake Shack, and how even gyms, pet companies, and consumer staples are seeing signs of a pinch. Plus the latest results out of Coreaweave and Coinba ...  Show more

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.

Key Takeaways:

What an Escalating ...

US stocks keep climbing, notching a sixth straight record close as investors focus on a wave of significant earnings, US-China trade talks, and the start of the Fed’s July meeting. Union Pacific (UNP) acquires Norfolk Southern (NSC) in an $85B deal, creating a transcontinental ra ...  Show more

All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullis ...  Show more

Our Head of Foreign Exchange & Emerging Markets Strategy James Lord discusses how much tariff-driven volatility investors can expect in currency markets this year.

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Welcome to Thoughts on the Market. I’m Jam ...