Investing.com -- Gold prices edged lower on Friday and were on track for a weekly decline of more than 2%, as elevated energy prices and rising U.S. Treasury yields reinforced expectations that the Federal Reserve may need to raise interest rates further to contain inflation.
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The Nasdaq Composite was also flat, ending 0.01% in the green. Yields for the 10-year Treasury were lingering at their highest level since 2007, while yields for the 7-year note reached their highest level since 2009. Several factors were driving yields higher, including rising oil prices, the anticipation of more hawkish Fed policy, and weak demand at yesterday’s Treasury auction, notes Angelo Kourkafas, senior global strategist, investment strategy, at Edward Jones.

McDonald's CEO just told investors to stop expecting a recovery and start treating today's bruising consumer environment as permanent, a stark bet against the Federal Reserve made just days after the central bank raised rates again.

The artificial intelligence trade has been “dead money” for more than three months, Director of Global Macro at Fidelity Investments, Jurrien Timmer, said Tuesday, even as hyperscalers keep pouring hundreds of billions into the technology’s buildout. ‘The Price of Memory...
(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Bond yields are spiking in response to hawkish Fed chatter. Here’s how investors can hedge their bets with a collar trade.

Costco Wholesale reported a higher profit in its fiscal fourth quarter, boosted by growth in both net sales and membership fees. The company logged a profit of $3 billion, or $6.75 a share, in the quarter ended Aug. 30. Analysts polled by FactSet were expecting a profit of $6.54 a share on $94.97 billion in revenue.

Incoming economic data indicate the economy is expanding, but that doesn't necessarily mean easy, or even good, times for all.

Michael Reinking, Senior Market Strategist at the NYSE, reviews a dynamic week in which the S&P 500 held modest gains despite poor breadth and surging Treasury yields. Strong flash PMI data fueled inflation worries, while Meta's new AI agent Muse sparked a fresh disruption trade across wealth managers, brokerages, and travel names. Oil prices swung sharply on shifting Middle East diplomacy headlines all week. President Trump and Xi Jinping met at the White House extending their trade truce through January while easing broader market jitters. Looking ahead, next week brings PCE inflation data, key earnings from Nike and Micron, and OpenAI's anticipated Dev Day.

The Trump administration wants to spur U.S. chip-making, but tariffs on foreign imports could raise costs for American companies.

<p>The Fed just hiked rates and signaled more to come. Fixed-income ETFs have already pulled in about $460 billion year to date, more than the $435 billion they gathered in all of 2025, and Treasury products led by ultra-short funds are taking the largest share. Leading the charge is a single fund that has quietly ballooned past $110 billion in assets. Here's why investors are hiding in short-duration bonds, and the ETFs at the center of the move.</p>

When a retiree compares a federally insured CD to a dividend stock that has raised its payout for 70 straight years, the choice turns on a factor most income calculators ignore entirely.

Kroger's yield triples Walmart's, but a fatter dividend check at the start can mask a fragile payout years down the road. One of these grocery giants is built to keep raising through recessions, margin squeezes, and shifting consumer habits, and it may not be the one you expect.

Still healing from sticker shock after Apple's latest launch? You may want to look away. A variation on the force driving up even the price of year-old iPhones — to say nothing of $3,000-plus models — is chomping away at budget phones. While high-end iPhones run atop bestseller lists, they're still outnumbered by a vast array of alternatives — from...

New York sued the prediction market Polymarket on Thursday, arguing the platform is an unlicensed gambling operation and calling for a judge to block the company from operating in the state. Prediction market platforms have argued states do not have the authority to govern them because they are regulated at the federal level by the U.S. Commodity Futures Trading Commission. New York officials filed Thursday's lawsuit against Polymarket in state court and want the company to face fines and be forced to pay restitution to users because the platform did not get a gaming license from the state.

Kalshi‘s push into sports may be weakening its case that federal law blocks states from regulating prediction markets as gambling, former Consumer Financial Protection Bureau adviser Brad Lipton told Benzinga. Lipton now leads corporate power and financial regulation at the...

A federal disclosure quietly buried inside a batch of monthly trades reveals the president holds a stake in one of his administration's most powerful contractors, raising a question investors cannot yet price.

Scott Sheffield, one of the earliest architects of the US shale oil boom, said he was “betrayed” by ExxonMobil Holdings Corp. after Chief Executive Officer Darren Woods failed to support him in a dispute with the Federal Trade Commission despite a promise to do so.

If you thought the Federal Reserve was about to usher in an era of easy money and send the S&P 500 (SPY) on a smooth victory lap, think again. The market is walking straight into an uncomfortable reality check. Geopolitical headlines gave investors brief relief over the summer, but underlying price metrics did not follow the script. Instead of preparing for rate cuts, Wall Street must now confront persistent price pressures, climbing yields, and a Fed forced back into an active tightening stance

The bond market awoke from its early autumn slumber this week amid a maelstrom of headlines tied to growth, inflation, and fiscal concerns that dragged Treasury yields to the highest levels in decades and stoked bets on a series of interest-rate hikes from the Federal Reserve. The broader fixed income slump, which was extending into Thursday’s trading session on Wall Street, was largely powered by the renewed surge in global crude prices. “This is ‘hit the wall stuff’ if we continue anything resembling the current pace,” said John Hardy, Saxo’s global head of macro strategy.
Investing.com -- BCA Research told clients in a note that the Federal Reserve’s return to rate hikes is unlikely to derail U.S. stocks. It pointed to history showing the S&P 500 has gained over every full Fed tightening cycle since 1980.

The Fed's new approach will probably make markets a bit more turbulent if it's sustained.

It’s reasonable to expect another rate hike by the end of the year, New York Federal Reserve President John Williams said early Thursday. Inflation is the “big challenge” for policymakers, Williams said at the London Macro Policy Forum in London. It may be as close as investors get to forward guidance, something which Fed Chairman Kevin Warsh has moved to scrap.

Federal filings reveal Trump's accounts loaded up on a Bitcoin treasury company while dumping two Bitcoin miners just days apart, and the diverging bets raise a pointed question about which side of the crypto trade actually wins.

Savings accounts, short-term Treasury bills and money-market funds paid little yield when interest rates were near zero. The Federal Reserve’s rate hikes starting in 2022 reset the bar for what cash could pay out to investors. On top of that, the advance of technology and new forms of banking and money not only add new competitors for cash—neobanks, stablecoins, tokenized or exchange-traded Treasury bills—but make it increasingly easy to switch cash from where it earns little, to where it earns more.

Warsh’s press conference likely spilled the beans on what comes next for interest rates.
Inflation fears and rising bond yields outweighed hopes for Middle East diplomacy and for the artificial intelligence boom to continue its run.

Dow Jones futures: 51,672.00 points, down 201 points. S&P 500 futures: 7,723.25 points, down 49.25 points. Nasdaq 100 futures: 30,437.75 points, down 327 points. FTSE 100: 10,722.01 points, up 16.75 points. 9.15 EDT: US futures pare losses Dow Jones futures recovered 92 points...

U.S. markets were keyed into inflationary concerns on Wednesday as the 10-year Treasury yield soared to close at 5.11%, notching its highest level since July 2007.
