Macro Economics

The Fed, interest rates, inflation, jobs and oil: the big-picture forces moving your portfolio, explained in plain English.

A grandparent's hand dropping a coin into a small sapling growing out of a child's piggy bank.

Macro Economics

60 Million Kids Just Got a Trump Account. Here's What Grandparents Should Know.

The Treasury opened an account for every eligible child. The money only flows once a parent claims it, and grandparents can chip in, up to a family limit of $5,000 a year.

Macro Economics

The Job Market Just Hit the Brakes. Here's What It Means for Your Money.

The economy added just 29,000 jobs in September, far below forecasts. Stocks rallied anyway, and the reason matters for your savings, your bonds and the Fed's next move.

Macro Economics

Treasury Yields Just Hit a 24-Year High. Stocks Aren’t Flinching.

The bond market is flashing another warning, oil is surging, and borrowing costs are soaring—but AI enthusiasm is keeping Wall Street remarkably resilient.

Macro Economics

Wall Street Just Got the Inflation Report It Wanted

Inflation came in cooler than expected, the odds of an October Fed hike plunged, and Wall Street suddenly has a little more breathing room.

Macro Economics

The Economy Is Booming. Wall Street Doesn't Like It.

A surprisingly strong economic report sent Treasury yields to their highest level since 2007, revived expectations for another Fed rate hike, and knocked stocks lower.

Macro Economics

The Fed Just Raised Rates. And It's Not Done Yet.

Stocks are climbing anyway as the Fed begins a new fight against inflation, oil remains above $100, and Treasury yields hover near 5%.

Macro Economics

Is Inflation Hotter Than Expected? What Today's CPI Report Means for Your Portfolio

A full breakdown of the latest Consumer Price Index numbers—and what they mean for your cash, stocks, and purchasing power.

Macro Economics

Hot Jobs Shock: U.S. Adds 162,000 in August as Diesel Hits All-Time High of $5.85

The U.S. economy just surprised Wall Street. But investors may not like what it means for the Fed.

Macro Economics

Fed Rate-Hike Bets Just Fell. Here's Why Stocks Are Rallying Today

A shift in expectations for the Federal Reserve sent Treasury yields lower and stocks higher Thursday, but tomorrow's jobs report could determine whether the rally has legs.

Macro Economics

Stocks Stumble Into September as Oil Surges and Bond Yields Spike

Higher yields and Middle East tensions send major indexes lower to start the month.

Macro Economics

Oil Is Quietly Becoming One of the Biggest Risks for Markets Right Now

Crude oil has pulled back from its recent highs, but the market may be underestimating how much trouble another oil shock could create for inflation, interest rates and stocks.

Macro Economics

The Market Is Pricing In a Lot More Than Just Lower Rates, and Investors May Be Underestimating the Risk

Investors are betting that falling interest rates will unlock the next leg higher. But there may be more baked into stock prices than meets the eye.