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Stellar earnings support mega-cap stocks — not small-caps

Stellar earnings support mega-cap stocks — not small-caps

The shifting market for winners and losers won't last long — just look at earnings forecasts

Jul 23, 2024

Markets don't seem to care whether Biden runs for re-election or not

Markets don't seem to care whether Biden runs for re-election or not

Wall Street veterans and crypto trading patterns both say investors aren't focused on the president

Jul 22, 2024

Why the small-cap stock rally is about to lose steam

Why the small-cap stock rally is about to lose steam

Earnings expectations names in the Russell 2000 don't look strong enough to justify a sustained surge.

Jul 19, 2024

Stocks have entered an 'I win, you lose' market

Stocks have entered an 'I win, you lose' market

Whether you call it a Trump Trade or rate-cut play, investors are shifting gears at the expense of Big Tech

Jul 18, 2024

Small-cap stocks won't quit. Investors can thank the Fed.

Small-cap stocks won't quit. Investors can thank the Fed.

92% of the Russell 2000's year-to-date gains have happened in the last week.

Jul 17, 2024

Crypto's perfect storm is gaining momentum

Crypto's perfect storm is gaining momentum

Support from Washington to Wall Street is juicing bitcoin, ether, and broader crypto markets

Jul 16, 2024

The Trump trade looks hotter than ever

The Trump trade looks hotter than ever

Markets and investors react as the former president survives an assassination attempt

Jul 15, 2024

How long can household names carry the stock market?

How long can household names carry the stock market?

Market concentration in Big Tech is at historic levels going into earnings season

Jul 12, 2024

Inflation forecasts are usually wrong

Inflation forecasts are usually wrong

Economists expect June CPI to cool to 3.1% annually, but they don't often nail the call

Jul 11, 2024

Fed Powell must pick the lesser of 2 evils

Fed Powell must pick the lesser of 2 evils

The central bank chief risks cutting too much too soon or too little too late

Jul 10, 2024

Corporate America is cracking under the Fed's high rates

Corporate America is cracking under the Fed's high rates

US bankruptcies are hovering at levels that haven't been seen in over a decade

Jul 9, 2024

Odds for a September rate cut just spiked

Odds for a September rate cut just spiked

Unemployment is up, job creation is down, and markets are changing Fed bets

Jul 8, 2024

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Opening Bell Daily

The industry-leading data newsletter documenting the story of the stock market for serious investors. Also on Bloomberg Terminals.


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