C&E Exclusion Filter

The stock market rally just won’t quit—but that doesn’t mean it can go up forever. The three major indexes collectively hit record levels twice last week, the first in nearly three years. Everybody wants the market’s party to keep on—but…

At first blush, the stock market looks like it’s marching higher at a steady and predictable rate. The S&P 500 index is up 9% this year after notching its third straight weekly gain. But there’s a lot going…

If the end of 2023 were a party for markets, the first few trading days of 2024 have certainly felt like the hangover. It may not be an entirely bad thing if the headache is a result of investors rethinking past decisions and planning to…

One of the more unfortunate consequences of higher-for-longer interest rates is the resurrection of the so-called Fed Model.That’s because the market-timing tool’s track record is dismal and it lacks any theoretical justification. The…

Tech stocks were rising to start a busy week of earnings as the sector looked to end a difficult month in style.Futures on the Nasdaq 100 rose 0.3% early Monday after the technology-heavy Nasdaq Composite…

Tech stocks launched a solid rebound early Friday as Alphabet and Microsoft earnings brought renewed optimism to the sector.Futures on the Nasdaq 100 jumped 0.9% ahead of…

About the author: Larry Hatheway is a co-founder of Jackson Hole Economics, which originally published this commentary, and the former chief economist of UBS.At the beginning of the year, many economists and Federal Reserve officials…

Tech stocks were struggling for direction early Tuesday after a sharp selloff Monday.Futures on the Nasdaq 100 were edging up ahead of the open, after the technology-heavy Nasdaq Composite Index tumbled 1.8% in…

Stocks shrugged off the weekend’s attack on Israel by Iran, and cryptocurrencies were regaining from earlier losses as the world braced for a broader market reaction to start the week.Officials said most of the 300 drones and missiles…

Technology stocks are holding steady after taking a knock earlier this week.Futures for the tech-heavy Nasdaq Composite slipped 0.1% in early trading, following a 1.7% gain in the previous session. The index…