Hot inflation complicates the stock market's most important driver

Hot inflation complicates the stock market's most important driver

Tariffs and falling rate cut expectations complicate the outlook for investors.

Phil Rosen
Fed Powell doesn't have much to say because inflation won't budge

Fed Powell doesn't have much to say because inflation won't budge

January CPI is seen holding steady as the central bank chief testifies before lawmakers.

Phil Rosen
Elon Musk throws a $97.4 billion curveball at OpenAI

Elon Musk throws a $97.4 billion curveball at OpenAI

The unsolicited takeover bid for the ChatGPT creator raises the stakes for Sam Altman.

Phil Rosen
Fed rate cuts look less and less likely for 2025

Fed rate cuts look less and less likely for 2025

January jobs, tariffs, and inflation concerns have complicated the outlook.

Phil Rosen
Best Ideas ClubBest Ideas Club
A $2.7 billion investment chief shares a contrarian high-yield bet to beat the S&P 500 this decade
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A $2.7 billion investment chief shares a contrarian high-yield bet to beat the S&P 500 this decade

Veteran investor Meb Faber's best idea for 2025.

Phil Rosen
How the January jobs report could make or break stocks

How the January jobs report could make or break stocks

Economists don't expect much change in unemployment or new jobs.

Phil Rosen
Stocks are shrugging off DeepSeek and tariffs but gold is flashing a warning

Stocks are shrugging off DeepSeek and tariffs but gold is flashing a warning

The S&P 500, gold, and US dollar are soaring at the same time.

Phil Rosen
Google's in the hot seat with both Wall Street and China

Google's in the hot seat with both Wall Street and China

Alphabet shares tanked after mixed earnings.

Phil Rosen
Markets can barely keep up with Trump's 48-hour trade war

Markets can barely keep up with Trump's 48-hour trade war

President Trump struck deals with Canada and Mexico to delay tariffs for a month.

Phil Rosen
Trump's tariffs, explained

Trump's tariffs, explained

The best and worst-case scenarios of President Trump's new trade war.

Phil Rosen
Best Ideas ClubBest Ideas Club
Nvidia looks overvalued compared to this 'dirt cheap' AI bet that could surge 70%
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Nvidia looks overvalued compared to this 'dirt cheap' AI bet that could surge 70%

Veteran macro investor Jordi Visser's best idea for 2025.

Phil Rosen
Apple's blockbuster earnings mask its fading innovation

Apple's blockbuster earnings mask its fading innovation

Apple reported record quarterly revenue but saw China iPhone sales drop.

Phil Rosen
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