Opening Bell Daily: Newsletter Archives

Inflation keeps undershooting nearly all economists' forecasts

62 of 73 forecasters surveyed by Bloomberg overestimated December inflation.

Jan 14, 2026

Jerome Powell's $3 billion renovation is bad optics in the fight for Fed independence

A ballooning construction budget is both poor management and convenient political cover.

Jan 13, 2026

A slowing job market won't derail the 'Roaring 20s' outlook

Rising productivity and a wealth-driven consumer will keep driving the economy.

Jan 12, 2026

This misunderstood tech giant has 36% upside as it re-rates from its legacy reputation

Veteran investor Jason Ware's highest-conviction idea for the next 12 months.

Jan 11, 2026

The economy is booming but that isn't necessarily good for jobs

Productivity gains means companies can do more with less workers.

Jan 9, 2026

President Trump just rattled defense, private equity and rental stocks

A set of Truth Social posts delivered volatile trading.

Jan 8, 2026

Higher stocks in January is good news for the rest of the year

The data behind Wall Street's "January effect."

Jan 7, 2026

4 charts explain how Venezuela moves markets

Tracking oil giants, crude prices, and the safe-haven trade.

Jan 6, 2026

A new Venezuelan government sets up a bullish cocktail for Latin America

What to invest in as the White House pursues the "Donroe Doctrine."

Jan 5, 2026

6 books on AI and markets to kick off 2026

My favorite reads of the last 12 months on AI, the Fed and markets.

Jan 2, 2026

Gold crushed bitcoin in 2025 but that's not the full story

The data shifts when you zoom out beyond this year.

Dec 31, 2025

Stock investors are ditching defensive corners of the market

Consumer staples names have lagged since Liberation Day.

Dec 30, 2025