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Traders increased bets of a Fed rate hike following Kevin Warsh's speech on Friday and a flare-up in Middle East hostilities.

The new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.

In a turn of good fortune, tariff refunds are arriving for companies as they confront higher costs stemming from the war in Iran, WSJ Leadership Institute reporters Kristin Broughton and Jennifer Williams write. In a story published this morning, Kristin and Jennifer take a look at the retailers and consumer goods companies using their refunds to fund price cuts. Walmart CFO John David Rainey nodded to these pressures in an earnings call this month, discussing the retailer’s move to cut prices on 11,000 items, funded with its $2.9 billion refund.

Technology stocks face a test from the prospect of higher interest rates after Fed Chairman Kevin Warsh issued a warning about inflation.

Intel stock is rising but software names such as ServiceNow trade lower. Energy stocks are jumping as oil prices rises after U.S. strikes against Iran.

Beauty, Walmart and Tractor Supply are funding price cuts with refund payments due to them after the Supreme Court earlier this year struck down President Trump’s global tariffs. The price cuts are aimed at boosting sales at a time when many consumers are looking for value, stretched thin from years of rising costs. Tariff refunds are also helping companies protect their profit margins amid a spike in inflation.

↘️ PG&E (PCG): Shares of the California utility sank 8% premarket after lawmakers over the weekend introduced wildfire legislation that left out Gov. Gavin Newsom’s proposal to block insurance companies from suing utilities for wildfire-related claims.

Oklo asked the Federal Energy Regulatory Commission to order the PJM Interconnection to reinstate its 750-MW, mixed-technology project. PJM reportedly told Oklo that it never showed the project could ride through a sudden drop in grid voltage.

Interest rate hikes became more likely after the latest inflation report, and the stock market is already expensive by historical standards.

Stocks were heading for a negative open to start the week after renewed U.S. strikes on Iran and hawkish signals from the Federal Reserve sent jitters through markets. The S&P 500 was down 0.2% and Nasdaq futures were broadly flat. As we head into the final day of the month, the S&P 500 is up almost 3% and the Nasdaq has risen around 4%.

Warsh's speech last week could point to a higher COLA.

Investing.com - U.S. stock futures fell early Monday as renewed U.S.-Iran fighting pushed oil prices higher and added another layer of uncertainty for investors.

Investors who wanted more clarity on interest rates from the nation's central bank just received it.

The Morning Bull - US Market Morning Update Monday, Aug, 31 2026 US stock futures are pointing slightly lower this morning, with E-mini S&P 500 contracts down about 0.3%, as investors weigh higher borrowing costs against softer inflation signals and a cooler jobs backdrop. The 10 year US Treasury yield has moved up to 4.73%, which means mortgages, credit cards and corporate borrowing can all become more expensive. At the same time, year ahead US inflation expectations have been revised to...

Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.

Stocks beat inflation 16 of 20 years, but faced above-4% CPI just three times. AI earnings now carry real returns.

Bitcoin ETFs pulled in $924 million last week, yet BTC remains stuck below $80,000 as traders eye the Fed.

With long term government bond yields rising on inflation concerns, investors are being reminded that easy money is no longer the norm. Higher yields can reward patience in cash, yet they also punish companies that rely heavily on cheap debt. Founder led businesses that run lean and keep capital efficiency front and centre can look relatively attractive. This article highlights three stocks from the Top Founder Led Companies screener that fit that profile. The three founder led stocks below...

Tariff refunds and the ever-resilient U.S. consumer are fueling the heftiest rise in big-company profits in years

Aug 30 () - General Motors workers in Canada ‌on Sunday approved ‌an agreement that would build ​a new heavy-duty truck in Ontario, as part of C$1.97 ‌million) pledged ⁠for its plants in a country ⁠now reeling from U.

Japanese stocks declined after Fed Chair Kevin Warsh’s speech on Friday increased prospects for U.S. rate increases.

With euro area inflation readings staying elevated, central banks are signalling that higher rates could remain a feature rather than a brief detour. In a market where money has a clearer price, investors often pay closer attention to leadership quality and alignment. Founder led companies can look appealing when the cost of mistakes rises. This article highlights three founder led stocks from our screener that show how that story can play out. The three founder led stocks covered next are...

Advanced Micro Devices (NasdaqGS:AMD) is in focus as the U.S. government reportedly weighs new tariffs on semiconductors and related technology hardware. The potential measures target imported chips and components that could affect AMD's supply chain and manufacturing costs. Any tariff decision would add a fresh regulatory risk factor for AMD in addition to existing attention on AI and security issues. This possible shift in trade policy highlights the broader story around AI infrastructure...

Markets reacted sharply to Fed Chair Kevin Warsh's hawkish Jackson Hole comments suggesting potential future interest rate hikes.

History shows that inflation erodes long-term returns, but investors can diversify their portfolio to help protect wealth against rising costs. Here's how.

Apple's supply chain move could protect margins before the next tariff shock.

A roiling bond market hits jobs week — but the quarter's earnings season isn't done yet.

Central banks across the US, UK and euro area are still talking tough on inflation, and markets are pricing in a path of rate moves that keeps borrowing costs elevated. That kind of backdrop often punishes sentiment more than it does the underlying cash generation of solid companies. The Undervalued Stocks Based On Cash Flows screener helps you spot where that gap appears. This article highlights three stocks that currently look mispriced on that basis. The three stocks covered below are just...

The suit represented an uncertainty for the company and shareholders.

Western Digital (NasdaqGS:WDC) is assessing potential effects of new semiconductor tariffs that could target technology hardware and data center supply chains. The proposed measures focus on a wider range of chip related products, which may affect costs and sourcing for data center servers and storage equipment. Western Digital supplies data storage hardware to global hyperscale and AI customers, so any tariff shift could influence its supply chain planning and customer demand patterns. The...