Opening Bell Daily: Newsletter Archives

Markets acted like the Iran conflict was over before the peace deal arrived

Wall Street had already positioned for short-lived turmoil in the Middle East.

Jun 24, 2025

What Wall Street expects after the US strike on Iran

Veteran investors explain how markets could respond to the geopolitical uncertainty.

Jun 23, 2025

No one sees this high-upside AI play because it's masquerading as a restaurant stock

Alger portfolio manager Amy Zhang shares her highest conviction stock for the next 12 months.

Jun 22, 2025

Powell still expects tariffs to bring stagflation. Trump disagrees.

The President slammed the Fed for holding rates steady again.

Jun 20, 2025

Powell will stay hawkish in final year as Fed Chair — mirroring Greenspan, Bernanke and Yellen

Markets see two rate cuts at most in 2025.

Jun 18, 2025

Investors seem to expect a fast resolution between Israel and Iran

Shares of defense stocks all tumbled Monday after surging last week.

Jun 17, 2025

The Israel-Iran conflict suddenly strengthens the Fed's case to delay rate cuts

Surging oil prices could push inflation higher after months of cooling.

Jun 16, 2025

A $2.7 billion investment chief expects this financial stock to rally 60% as the US economy skirts a recession

Veteran investor Jay Hatfield shares his highest conviction stock for the next 12 months.

Jun 15, 2025

The labor market looks like it wants the Fed to cut rates

Jobless claims keep rising and momentum is slowing.

Jun 13, 2025

Tariffs haven't delivered the inflation surge economists feared

The Fed isn't likely to change its mind on rate cuts soon.

Jun 12, 2025

The Fed is bracing for tariffs to show up in the inflation data

The May CPI report will shed more light on how a trade war impacts prices.

Jun 11, 2025

US consumers and CEOs both believe the economic outlook is improving

Everyday Americans see cooling inflation and improving business conditions on the way.

Jun 10, 2025