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Oliver Buchannon
Phil Rosen

Phil Rosen is an award-winning financial reporter, author and media operator. He is the co-founder of Opening Bell Daily, the host of Full Signal, and a Fulbright alum.


Apple and Microsoft reveal the split in the Big Tech trade

Apple and Microsoft reveal the split in the Big Tech trade

Apple boomed and Microsoft dipped as the two reported earnings results.

Jan 30, 2026

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7 min read

Jerome Powell isn't budging on rates or politics

Jerome Powell isn't budging on rates or politics

With rates on hold, the Fed Chair said little to juice headlines.

Jan 29, 2026

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7 min read

The Fed won't cut rates but a falling dollar is still easing financial conditions

The Fed won't cut rates but a falling dollar is still easing financial conditions

No rate cut for January doesn't mean a weaker dollar can't loosen things up.

Jan 28, 2026

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8 min read

Earnings surprises won't drive the next leg of the bull market

Earnings surprises won't drive the next leg of the bull market

The S&P 500's path hinges on whether investors keep paying for high valuations.

Jan 27, 2026

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7 min read

Latin America looks like a winning risk-on trade for 2026

Latin America looks like a winning risk-on trade for 2026

The LatAM ETF we made a bullish call on has gained 13.5% in 3 weeks.

Jan 26, 2026

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7 min read

This misunderstood biotech stock could re-rate 80% in 2026

This misunderstood biotech stock could re-rate 80% in 2026

Veteran investor Lou Basenese's highest-conviction idea for the next 12 months.

LockSimple

Jan 25, 2026

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5 min read

Small-cap stocks are killing the recession narrative

Small-cap stocks are killing the recession narrative

A booming Russell 2000 is flashing an all-clear signal for the macro outlook.

Jan 23, 2026

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6 min read

President Trump made the stock market swing more than 1% two days in a row

President Trump made the stock market swing more than 1% two days in a row

Start-and-stop tariffs have roiled markets once again.

Jan 22, 2026

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7 min read

Greenland uncertainty just pushed markets to flash a buy signal

Greenland uncertainty just pushed markets to flash a buy signal

The VIX index has surged more than 30% over the last week.

Jan 21, 2026

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9 min read

The global bull market still isn't exuberant

The global bull market still isn't exuberant

Earnings expectations and performance across sectors and regions suggest more upside ahead.

Jan 20, 2026

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7 min read

This Broadcom competitor could be the most undervalued AI bet of the year

This Broadcom competitor could be the most undervalued AI bet of the year

Veteran investor Jay Hatfield's highest-conviction idea for the next 12 months.

LockSimple

Jan 18, 2026

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5 min read

The AI trade suddenly looks more predictable after the US-Taiwan deal

The AI trade suddenly looks more predictable after the US-Taiwan deal

The new agreement reduces tariff uncertainty around semiconductors.

Jan 16, 2026

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7 min read

Why political turmoil hasn't derailed the stock market

Why political turmoil hasn't derailed the stock market

Neither Fed drama nor Venezuela have bothered investors to start 2026.

Jan 15, 2026

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6 min read

Inflation keeps undershooting nearly all economists' forecasts

Inflation keeps undershooting nearly all economists' forecasts

62 of 73 forecasters surveyed by Bloomberg overestimated December inflation.

Jan 14, 2026

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8 min read

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

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

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7 min read

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

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

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8 min read

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

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.

LockSimple

Jan 11, 2026

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5 min read

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

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

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8 min read

President Trump just rattled defense, private equity and rental stocks

President Trump just rattled defense, private equity and rental stocks

A set of Truth Social posts delivered volatile trading.

Jan 8, 2026

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7 min read

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

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

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

Jan 7, 2026

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8 min read

4 charts explain how Venezuela moves markets

4 charts explain how Venezuela moves markets

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

Jan 6, 2026

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6 min read

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

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

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7 min read

6 books on AI and markets to kick off 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

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5 min read

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

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

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7 min read

Stock investors are ditching defensive corners of the market

Stock investors are ditching defensive corners of the market

Consumer staples names have lagged since Liberation Day.

Dec 30, 2025

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7 min read

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


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