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interest-rate: Archive

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.

BLKPositive 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 AXPPositive 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.

MSFTPositive 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.

MSFTPositive 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 MSFTPositive Net Change IBMNegative Net Change ADPNegative Net Change SBUXPositive Net Change VFCPositive 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.

RKTNegative 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 CARSPositive Net Change TSNPositive Net Change

Shaun Pruitt

Buy the Dip in JPMorgan or Delta Air Lines Stock After Q4 Earnings?

Despite exceeding Q4 expectations, JPMorgan and Delta stock fell over 2% after giving cautiously optimistic insights into the economy.

JPMPositive Net Change DALPositive Net Change GSNegative Net Change AAPLPositive Net Change

Mark Vickery

NVIDIA CEO Announces New AI Paradigm Shifts

Jensen Huang sets a new table for AI infrastructure, while two Fed members discuss interest rate policy.

NVDANegative Net Change MCHPPositive Net Change COSTPositive Net Change

Mark Vickery

Looking Ahead to a New "Jobs Week"

"Jobs Week" starts Wednesday with ADP private-sector payrolls and JOLTS numbers, and ends Friday with the full BLS report.

AMZNNegative Net Change JPMPositive Net Change CNegative Net Change ADPNegative Net Change DALPositive Net Change NSRGYPositive Net Change