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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.

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

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.

Inflation fears and rising bond yields outweighed hopes for Middle East diplomacy and for the artificial intelligence boom to continue its run.

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.

(Updates with market moves at the end of the day, and other changes, if any.) The Nasdaq Composit

When Trump meets Xi this week, a tariff truce set to expire in November turns a state visit into a live portfolio event, and two giant S&P 500 stocks sitting on opposite sides of the China trade stand to move in very different ways.

(Updates with index/price moves, macroeconomic data, and geopolitical news from the first paragraph.

(Updates with latest market prices and developments.) US benchmark stock indexes fell intraday an

After back-to-back Nasdaq record highs, investors are monitoring US diplomatic efforts with Iran and China, as well as a recent rally in tech stocks.

The Nasdaq closes at a record for second straight day. Plus, two Fed officials on why the central bank had no choice but to raise rates.

A stretched but firmly bullish Bitcoin chart is riding the same tailwind lifting stocks: falling oil, a record Nasdaq, and a Fed that hiked rates while quietly pumping liquidity into the system.

US stock futures were little changed on Tuesday following a rally in technology shares during the previous session. Investors were monitoring President Donald Trump’s upcoming address to the United Nations, comments from a Federal Reserve official on interest rates and the launch of a new artificial intelligence chip by Alibaba.

Interest rates are rising, but that might be a blessing in disguise for the stock market.

VOO and SPYM both mirror the S&P 500 at nearly identical costs, yet the government quietly excluded one of them from the new federally chartered savings accounts for children, and that bureaucratic detail forces every parent's hand.

Stocks and bonds kicked off the week on a positive note as hopes for diplomatic efforts to end the war in Iran drove oil prices lower, easing inflation anxiety. The advance in equities erased the S&P 500's decline for the month, with a renewed rally in chipmakers also buoying sentiment. Omar Aguilar, CEO and CIO of Schwab Asset Management, joins for a broad look across asset classes for the rest of 2026.

Yahoo Finance Executive Editor Brian Sozzi runs down the warning signs in resilient markets, including surging downside volume on the NYSE (^NYA), a 5% decline in small-cap stocks from their highs, mounting pressure from oil prices (BZ=F) (CL=F), and another possible Federal Reserve rate hike. Sozzi also reacts to DJ John Summit performing a set on the NYSE trading floor.

Bloomberg Intelligence strategist Mike McGlone says crypto faces a “lose-lose” setup as the Federal Reserve tightens policy while US equity valuations remain near historic extremes. ...

Investing.com -- Jefferies expects the S&P 500 to extend its gains through the end of 2026 and into next year, arguing that stronger-than-expected corporate earnings and continued artificial intelligence investment can outweigh risks from inflation, higher oil prices and elevated bond yields.

Bond yields rose ahead of the Fed rate hike, and investors should be worried about Wall Street and Main Street.

Investors have priced in more than a 50% chance of another rate hike in October after the Federal Reserve voted unanimously last week to increase rates.

Trump's tariff obsession just got some new legislative teeth.

If you pay attention to history, the rate hike doesn't bode well for the markets.

An interest rate hike amid soaring energy costs and rising inflation concerns has weighed on the Dow.

Caterpillar (CAT) delivered the biggest quarter in its history, with a $72 billion order book behind it—59% of which it expects to ship over the next twelve months. The stock has gained 82.8% on a price basis over the past twelve months against 15.6% for the S&P 500, and still sits about 25% below its 52-week high. Neither the record nor the backlog is the number to watch. That would be the roughly $2.2 billion of tariff costs, before the second-quarter recoveries, that Caterpillar expects to ca

On Sept. 18, 2026, Netflix fell on a downgrade, and broader markets digested the possibility of further rate hikes.

By Amanda Cooper and Chibuike Oguh NEW YORK/LONDON, Sept 18 (Reuters) - Equities around the world fell while Treasury yields rose on Friday, as markets approached the end of a turbulent week marked by

The stock market rebounded from solid losses weekly to turn mixed, with the Nasdaq leading a bullish move in a day two reaction to a hawkish Fed.

US equity futures were slightly higher pre-bell Friday as the major stock averages posted a rebound