Back to top

interest-rate: Archive

Bryan Hayes

Lowe's Slips as Company Offers Mixed Guidance Despite Double-Beat Report

Home improvement retailer reports suggest that while challenges remain around high rates and economic uncertainty, the worst of the housing slowdown may be behind us.

LOWPositive Net Change HDPositive Net Change

Bryan Hayes

Earnings Whispers: Home Depot (HD) Poised for Positive Surprise

Initiatives like an expanded supply chain and digital tools are driving customer loyalty.

LOWPositive Net Change HDPositive Net Change

Bryan Hayes

The Rotation into Consumer Staples: Defensive Strength in an Uncertain 2026

Staples have become one of the sole areas of relative strength this year amid broader selloffs, attracting record inflows as portfolios de-risk.

KOPositive Net Change PMNegative Net Change XLPPositive Net Change

Andrew Rocco

Greenspan 2.0: Why Kevin Warsh is NOT a Monetary Hawk

Wall Street misunderstands new Fed Chair Kevin Warsh as a 'hawk'. While Warsh will almost certainly rein in years of QE, he will be open to interest rate cuts, especially with the coming AI-driven productivity boom.

BLKNegative Net Change GLDPositive Net Change SLVPositive Net Change

Mark Vickery

PPI Higher, Warsh in as Fed Chair, Q4 Earnings Continue

In a week of stock market newsworthiness, the hits keep coming this Friday morning.

CVXPositive Net Change XOMPositive Net Change VZPositive Net Change AXPNegative Net Change CLPositive Net Change

Bryan Hayes

Why This Pullback in Microsoft (MSFT) is a Buying Opportunity

The company's ability to monetize AI across its stack positions it well for multi-year expansion.

MSFTNegative Net Change

Mark Vickery

Fed Pauses, Mag 7 Brings Earnings Beats

While the FOMC kept interest rates steady, MSFT, META and TSLA all beat earnings estimates after the close.

MSFTNegative Net Change TSLANegative Net Change METANegative Net Change

Mark Vickery

Big Earnings Day Sandwich Fed's Interest Rate Decision

No changes are expected from the current Fed funds rate, but this will be the first presser since the DOJ launched a criminal campaign against Fed Chair Powell.

TPositive Net Change MSFTNegative Net Change IBMNegative Net Change ADPNegative Net Change SBUXNegative Net Change VFCNegative Net Change PGRPositive Net Change TSLANegative Net Change

Bryan Hayes

Rocket Companies: Riding Rate Relief and Policy Tailwinds into 2026

Mortgage leaders like Rocket tend to thrive in rate-down cycles, rewarding patient investors.

RKTPositive Net Change

Shaun Pruitt

Stocks to Watch After December's CPI Report: CARS, CVNA, TSN

Here are two stocks that are intriguing after December's CPI report and one that may need to be avoided for now.

CVNANegative Net Change CARSNegative Net Change TSNPositive Net Change