This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Help wanted Last week’s salvo of job market data was weaker-than-expected across the board. While that raised some investors’ hopes for a forthcoming interest rate cut from…
My top 10 things to watch Monday, Sept. 8 1. Wall Street was looking to open slightly higher this morning after a rocky start to September. The S & P 500 declined on Friday but still managed to eke out weekly gains. This week, we get consumer and wholesale inflation data. 2. The market expects…
If you are standing at a crossroads with Johnson & Johnson’s stock, you are not alone. The past several months have given investors plenty to think about, especially as J&J continues to find its footing amid policy headlines and global market shifts. The stock recently closed at $179.29, reflecting a 12.5% gain over the past…
The conundrum of the stock market going down ahead of Jackson Hole confounded me. With a market that had been headed down every day, except for deep cyclicals and housing-related stocks, the setup seemed extreme. By the end of the week, the bet was one way: Federal Reserve Chairman Jerome Powell , perhaps because he…
The market wants a Federal Reserve interest-rate cut soon, but it doesn’t want to need one. Wall Street economists are fixated on identifying tariff effects, yet stocks either celebrated or shrugged off three warm and sticky inflation readings this week, laboring to hold near record highs. The S & P 500 immediately processed a moderately…
A week removed from a brutal payroll report that triggered worry over a tapped consumer and a trapped Federal Reserve, the broad stock indexes are back at the cusp of all-time highs, market volatility has returned to year-to-date lows and some investors are calling off the August hurricane watch. The S & P 500’s 2.4%…
The tech giant’s board-approved strategies reveal how legal corporate behavior can undermine national security. Observer Labs America’s geopolitical future increasingly hinges on private technology, and corporations wield influence once reserved for nation-states. Few cases better illustrate the risks of outdated governance standards than Intel—once a national champion, now at the center of a high-stakes global…
My top 10 things to watch Thursday, July 17 1. GE Aerospace delivered a monster beat and raised its outlook for 2025 and and its longer-range targets for 2028. Business may be the strongest I have ever seen in this travel bull market. Its second-quarter adjusted earnings of $1.66 is what Wall Street expected the…
US stocks pared gains Wednesday as Wall Street weighed a surprise inflation print and scoured the latest batch of earnings for signs that corporate America is weathering the tariff turmoil. The Dow Jones Industrial Average (^DJI) rose about 0.1%, having opened higher. The blue-chip index lost over 400 points on Tuesday. Meanwhile, the S&P 500…
US stocks pared gains Wednesday as Wall Street weighed a surprise inflation print and scoured the latest batch of earnings for signs that corporate America is weathering the tariff turmoil. The Dow Jones Industrial Average (^DJI) rose about 0.1% after opening higher. The blue-chip index lost over 400 points on Tuesday. Meanwhile, the S&P 500…