Stocks Post Their Best Day In Six Weeks As Yields Ease
Stocks posted their best day in six weeks and Treasury yields fell back after the Fed's hike, while the Bank of Japan raised rates to a 31-year high.
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Daily Market Briefings
A plain-English recap of what moved stocks and Treasury yields, published every weekday morning. Built for classrooms and anyone learning to follow markets.
The Fed Raises Rates And Signals It Is Not Finished
The Fed raised rates a quarter point to 3.75%-4.00% in a unanimous vote, most officials project one more this year, and oil fell for a second day.
The Fed Decides Today With The 10-Year Yield At 5%
The Fed is expected to raise rates today for the first time since 2023 as the 10-year Treasury yield closes at 5%, oil eases, and AI stocks rebound.
The Fed Decides Tomorrow As The 10-Year Yield Tops 5%
The 10-year Treasury yield topped 5% for the first time since 2007 as the Fed opened a two-day meeting, oil stayed near $108, and AI stocks split.
A Fed Decision Looms As An AI Warning Rattles Tech Stocks
Markets are positioning for a possible Fed rate hike Wednesday as an AI-slowdown warning rattles chip stocks and oil jumps on a Saudi pipeline attack.
Hot Core Inflation Pushes Fed Hike Odds Toward 90%
August core inflation ran hotter than expected, pushing odds of a Fed hike next week toward 90%, plus Oracle's $664B AI backlog and diesel's record $6.
Oil Near $100 Pushes Fed Hike Odds to 70% and Yields to Highs
Oil near $100 and hot wholesale prices pushed Fed rate-hike odds to about 70% and yields to multiyear highs, plus the ECB's hike to 2.50%.
Oil Tops $100 as U.S.-Iran Strikes Rattle Markets
Brent crude topped $100 for the first time since July as the U.S. and Iran traded strikes near Hormuz, plus Google's $15.1B Finland AI bet.
Markets Reopen to Oil Near $100 and a Deeper Trade War
U.S. stocks fell as markets returned from Labor Day to oil near $100, Canada's retaliatory tariffs taking effect, and a $4B Qualcomm-Amazon AI chip deal.
162,000 Jobs In August Put A Rate Hike Back On The Table
August payrolls came in at 162,000 against a 53,000 forecast. Treasury yields jumped, stocks fell, and a September Fed rate increase is back in play.
A Fed Governor Leans Toward A Hold As Nvidia Buys Hugging Face
Fed Governor Waller said he could back a September hold and yields eased. Nvidia is paying $12.9B for Hugging Face. Broadcom's record quarter, explained.
Hiring Slowed In August. Bond Yields Rose Anyway.
Private payrolls rose just 38,000 in August, the weakest since January, even as the 10-year Treasury yield climbed to 4.79%. The Fed's bind, explained.
Nvidia Puts $3.5 Billion Into The AI Chip Race
Nvidia invested $3.5 billion to stay central to the AI buildout, while a Gulf flare-up pushed oil past $92 and lifted government bond yields worldwide.
Why A Strike In The Persian Gulf Just Raised Your Mortgage Rate
Traders now see a 60.4% chance the Fed raises rates in September. Oil above $90 pushed mortgage rates to a 14-month high. Here is how those connect.