Global Central Bank Divergence Is Growing — H...

A St. Louis Fed official has signaled that tighter monetary policy is needed 'soon,' reigniting debate about whether the Federal Reserve's rate cycle is truly over. We walk through what renewed tightening would mean for bonds, equities, and everyday borrowing costs.Today's Stocks ...  Show more

Anthropic is planning to sell $3.5 billion in shares to Japanese investors in what could be one of the most closely watched AI IPOs in years. We explore what massive AI startup valuations signal about investor appetite for risk and how to think about IPO investing in a high-stake ...  Show more

Energy stocks heading lower as oil prices get hit. The latest OPEC headlines fueling that drop, and what one energy expert sees in store for the space heading into the Fall. Plus the shopping data that could hold up the holidays. Why shoppers are spending less on gifts, and th ...

As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51) Show Notes Strong chance the Fed hikes this year (if you can't get a reservation) Moderna slides after ...  Show more

* The stock market is rotating, not crashing. * Weak economic data will make it harder for the Fed to tighten. * Fed may begin blaming rising oil prices on economic slowdown. * Market will assign premium to companies producing earnings and paying dividends. * Facebook abandons th ...  Show more