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Federal Open Market Committee (FOMC) policymakers just acknowledged that Fed Chair Kevin Warsh's worst-case scenario for inflation is a genuine possibility.

Oil prices fell on Monday as investors braced for details of a US plan to isolate the Iranian economy that President Donald Trump billed as the "most crushing" financial operation ever against Tehran.Vice President JD Vance admitted the plan was a "delicate dance" because Iran will "try to apply economic pressure to us".

The U.S. imposed a 50% tariff on about $20 billion worth of Canadian imports after talks between the countries broke down late Friday night. The levy officially went into effect at 12:01 a.m. Saturday.
Nvidia earnings headline a busy week with an all-important inflation reading

Energy prices aren't the headline inflation story any longer.

A tricky stock market struggles against industry rotation and wavering investor confidence heading into the final full week of August.
Investing.com -- The Federal Reserve’s stock valuation model may be regaining relevance now that Treasury yields are no longer being suppressed by quantitative easing, Yardeni Research said in a note.

<body><p>STORY: U.S. stock indexes closed higher Friday with the Dow gaining about 1 percent and the S&P 500 and Nasdaq rising about four-tenths of one percent each.</p><p>:: Archive</p><p>All three fell for the week as investors were rattled by fluctuating government bond yields and a lack of clarity on progress in the Middle East.</p><p>Friday’s economic data eased concerns, as the U.S. services sector posted its strongest growth in nearly two years powering a sharp acceleration in overall business activity in August. </p><p>This offset a slowing of growth in a manufacturing sector that is being restrained by reduced stock building and supply disruptions from the Iran war.</p><p>Earlier, UBS Global Wealth Management raised its year-end target for the S&P 500 to 8,100, citing a stronger earnings outlook and robust corporate profit growth.</p><p>Kevin Mahn, president and chief investment officer with Hennion & Walsh Asset Management says he expects a bumpy road for stocks in the near term but believes they will finish 2026 on solid footing.</p><p>"So I believe that the market is likely headed for more short-term bouts of volatility up to and through these midterm elections." //</p><p>"But I also believe that once we have some clarity after the midterm elections, in all likelihood, some type of lasting deal between the US and Iran, moderating inflation, and also continued strong earnings, not just from technology companies, but all S&P 500 companies will have a very strong close to the year. "</p><p>Stocks on the move included Ross Stores which added 4 percent after the value retailer raised its annual profit forecasts and reported better-than-expected quarterly results.</p><p>And retail investor platform Robinhood surged nearly 14% as bitcoin touched its highest levels since mid-May.</p></body>

The market rally suffered damage last week, though bitcoin and gold shined. Nvidia and CrowdStrike earnings are critical while Fed's Warsh will make a big speech.

Vestmo, a quantitative research firm we track at the Barron’s Investor Circle, sent an update on its market barometer on Friday. The barometer takes into account seven different factors, including things such as earnings variability and price momentum. Vestmo noted higher rates, rising oil prices, and a “less supportive” Federal Reserve that is more likely to hike interest rates than cut them are among the drivers of the more risk-off stance.

U.S. stock futures are posting slight gains heading into Friday morning as investors weigh rising geopolitical risks against a backdrop of manageable domestic inflation and resilient financial conditions. The Polymarket (CRYPTO: POL) crowd is leaning bullish for the Aug. 21...

There might not be a safe place to hide in case of an AI bubble. But some ETFs could be less unsafe than others.

Both of these entertainment giants have lost money for their shareholders in 2026.

U. S. stock futures edged higher on Thursday after a Treasury intervention helped stabilise government bond markets and supported Wall Street in the previous session.

Promising news from a major drug company, reports of some dovish Fed committee members, and a government bond buyback announcement combined forces to boost markets on Wednesday. The S&P 500 and the Nasdaq Composite also closed up 0.2%. The Treasury Department’s announcement this morning also helped calm the bond market—though for how long remains to be seen after the U.S. debt crossed a $40 trillion threshold on Wednesday.

The smartest move is to simply do nothing.





