Articles

Trump suggests his ‘representatives’ will buy $200 billion in mortgage bonds. What it means for mortgage rates.

Freddie and Fannie have been growing their mortgage bond holdings in recent months, but the 30-year fixed mortgage is still above 6%.

U.S. stocks are up this year even as tech slides, with some already rallying more than 10%

The U.S. stock market has climbed so far this year despite tech losses, in a positive sign of the broadening rally in early 2026.

Stocks face their first real test of 2026 with Friday’s pivotal jobs report and possible tariff ruling

Markets are off to a strong start in 2025 — but investors could face their first real test on Friday with the December jobs report and, potentially, a Supreme Court decision on the legality of most of President Trump’s tariffs.

How Trump’s control over Venezuela’s oil gets him close to a seat at OPEC’s table

‘Control of Venezuela oil is shifting rapidly from boardrooms to governments’, says Nigel Green of deVere Group.

The S&P 500 is losing the momentum that had been fueling stock investors

Lack of follow-through to new highs is concerning but not necessarily bearish — yet.

Why Alphabet’s stock can further reign as ‘king’ of the AI trade in 2026

As the Google parent company edges closer to a $4 trillion market capitalization, a new bull cheers AI advantages that can keep the rally going.

Aerospace, defense stocks surge after Trump’s proposed $1.5 trillion military-spending budget — but are investors too optimistic?

ETFs that target aerospace and defense stocks are beating the S&P 500 so far in 2026.

Bessent touts Trump’s tariffs as markets gird for Supreme Court ruling

In a speech Thursday, the Treasury secretary also pressed the Federal Reserve for more interest-rate cuts.

Trump wants oil at $50. He thinks Venezuela can help — but oil drillers might not go along.

The president seeks to provide some relief at the nation’s gas pumps, but some consider crude prices at $50 a barrel as too low for U.S. drillers.

Nike needs more than Tim Cook to rescue its stock, with turnaround taking ‘longer than expected’

Needham analysts downgraded Nike stock on slow turnaround progress, while China “has become a puzzle that management is struggling mightily to put back together.”

The IRS just announced when you can start filing your taxes. Here’s what to expect this tax season.

It’s the first tax season with the latest Trump tax cuts — and also the first since deep staff cuts at the IRS.

Stock investors and oil companies could have a long wait before making any real money in Venezuela

Infrastructure and economic rebuilding hinges on the U.S. lifting sanctions.
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