What Kevin Warsh as Fed Chair could mean for US interest rates
Markets
What Kevin Warsh as Fed Chair could mean for US interest rates
Warsh has criticized Powell and advocated for lower interest rates, but analysts are comfortable with his nomination.
What to expect from the January Fed meeting
Stocks
What to expect from the January Fed meeting
Central bankers are likely to hold interest rates steady, but Wall Street is focused on life after Powell.
Does the AI trade still have room to run?
Stocks
Does the AI trade still have room to run?
Where Morningstar analysts see opportunities—and where they don’t.
Fed independence threatened as Trump’s DoJ targets Powell
Markets
Fed independence threatened as Trump’s DoJ targets Powell
This is a significant escalation in tension between the president and the Fed chair.
Just how divided is the Fed?
Markets
Just how divided is the Fed?
Central bankers were far from achieving a consensus, even as the FOMC cut interest rates for the third time in 2025.
For US software stocks, it’s been an AI bust, not a boom
Stocks
For US software stocks, it’s been an AI bust, not a boom
Once-hot software names are lagging. Are they good buys?
Why tech stocks have been falling
Markets
Why tech stocks have been falling
Strategists say the market was due for a reset as investors reevaluate risk.
As Nvidia crosses $5 trillion, 5 charts on the unstoppable tech rally
Stocks
As Nvidia crosses $5 trillion, 5 charts on the unstoppable tech rally
Demand for AI has catapulted tech stocks into the stratosphere.
US stocks sink on renewed China tariff threats
Markets
US stocks sink on renewed China tariff threats
Technology stocks were among the hardest hit.
13 charts on Q3’s tech-driven stock rally in the US
Markets
13 charts on Q3’s tech-driven stock rally in the US
The Fed cut rates and stocks kept climbing in the quarter, even amid risk factors like high valuations and economic uncertainty.
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