Opening Bell Daily

Opening Bell Daily

An industry-leading data newsletter documenting the story of the stock market and economy. Also on Bloomberg Terminals.

Stocks keep breaking records even as the odds for Fed rate cuts fall

Stocks keep breaking records even as the odds for Fed rate cuts fall

Resilient economic data continues to fuel investor bullishness.

Phil Rosen
Investors don't want Trump to fire Powell

Investors don't want Trump to fire Powell

Markets reacted negatively to reports the president could relieve the Fed Chair.

Phil Rosen
Nvidia props up the entire stock market and it's still getting bigger

Nvidia props up the entire stock market and it's still getting bigger

Shares hit a record high Tuesday and now account for 8% of the S&P 500.

Phil Rosen
June CPI won't change Jerome Powell's mind on rate cuts

June CPI won't change Jerome Powell's mind on rate cuts

Inflation has come in cooler-than-expected every month of 2025 so far.

Phil Rosen
Bitcoin dominates the stock market but no one's paying attention: 2 charts

Bitcoin dominates the stock market but no one's paying attention: 2 charts

The S&P 500 is down 85% since 2020 in bitcoin terms.

Phil Rosen
Best Ideas ClubBest Ideas Club
This foreign stock will compound for years as it sells 'scarcity' to global media giants
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This foreign stock will compound for years as it sells 'scarcity' to global media giants

Growth investor Max Rowland shares his highest conviction stock for the next 12 months.

Phil Rosen
Investors don't fear tariffs enough to stop buying stocks

Investors don't fear tariffs enough to stop buying stocks

Stocks, crypto, and Nvidia are still setting records as Trump announces new tariffs.

Phil Rosen
The stock and bond markets disagree about the economic outlook

The stock and bond markets disagree about the economic outlook

Why equities are optimistic while bonds expect slowing growth.

Phil Rosen
A key economic indicator is flashing for the wrong reasons

A key economic indicator is flashing for the wrong reasons

Copper prices hit a record after President Trump announced 50% tariffs on the metal.

Phil Rosen
President Trump's new tariffs could further postpone Fed rate cuts

President Trump's new tariffs could further postpone Fed rate cuts

Jerome Powell is increasingly at risk of a policy error.

Phil Rosen
Wall Street's cautiously optimistic for the second half of 2025

Wall Street's cautiously optimistic for the second half of 2025

What top research shops expect for stocks the rest of the year.

Phil Rosen
Best Ideas ClubBest Ideas Club
This financial powerhouse is selling for cheap and set to rally 25%, says $4 billion portfolio manager
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This financial powerhouse is selling for cheap and set to rally 25%, says $4 billion portfolio manager

Veteran investor Jed Ellerbroek Jr. shares his highest conviction stock for the next 12 months.

Phil Rosen
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