Opening Bell Daily: Newsletter Archives

Markets want rate cuts — not a compromised Federal Reserve

Acknowledging Powell's errors can happen without undermining Fed independence.

Jul 22, 2025

A top Fed official is ready to dissent against Powell

Fed Governor Waller just called for an immediate rate cut.

Jul 21, 2025

Easing regulations can push this discounted financial stock 30% higher

Veteran portfolio manager Keith Buchanan shares his highest conviction stock for the next 12 months.

Jul 20, 2025

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

Resilient economic data continues to fuel investor bullishness.

Jul 18, 2025

Investors don't want Trump to fire Powell

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

Jul 17, 2025

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.

Jul 16, 2025

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.

Jul 15, 2025

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.

Jul 14, 2025

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.

Jul 13, 2025

Investors don't fear tariffs enough to stop buying stocks

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

Jul 11, 2025

The stock and bond markets disagree about the economic outlook

Why equities are optimistic while bonds expect slowing growth.

Jul 10, 2025

A key economic indicator is flashing for the wrong reasons

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

Jul 9, 2025