This BlackRock strategist opposes a Fed hike. Here are the funds she recommends.

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Iran War

• Houthi Control of Critical Chokepoint Means Oil Supply Disruptions Into 2027

• Global Bond Selloff Extends as Rate Hike Expectations Grow

• Global Energy Crunch Entering a ‘More Dangerous’ Phase

• Why Are Markets Shrugging Off the Latest Jump in Oil Prices?

• It Could Be Time to Hedge Against Inflation

• How Much Lower Can Oil Prices Go on the Iran Peace Deal?

• With Commodity Prices Booming, Few Mining Stocks Look Cheap

• Morningstar DBRS: High Oil Prices to Persist Into Summer, but Ample US Gas Storage Provides Buffer

• ‘Nothing Else Matters’ in Today’s Market, Says Strategist

Stock Market Trends

• AI Stocks Stumble Amid Growing Safety Fears

• Markets Brief: Goldilocks for Stocks vs. the Bond Market, Private Credit Exodus Continues

• Smart Investor: The Boon of Rising Bond Yields, Your AI- Dominated Portfolio, and 2026’s Surprising Winners

• Market Wrap: Stocks Fell as Healthcare and Basic Materials Declined

• Don’t Panic About a Bond Market Selloff. It Could Be a Sign of Economic Strength

• Markets Brief: About That Stock Market Broadening—Plus, the Robots Are Coming

• 2 Tech Stocks to Avoid in Case Stocks Sell Off

• Smart Investor: Rising Income Potential on Bonds, What’s Next for Gold, and Anthropic IPO Preview

• Market Wrap: Stocks Little-Changed as Energy and Technology Rise

Company Earnings

• Zscaler Stock Fell 5% After Earnings. Is it Undervalued?

• Adobe Earnings: Forward-Looking Metrics Under Pressure from Freemium Transition

• Oracle Earnings: Solid Steps Toward Long-Term Revenue Goals via On-Time Capacity Delivery

• Broadcom Stock Fell 3% After Earnings Despite Immense AI Chip Demand

• Macy’s Earnings: Continuing Improvement Despite Some Near-Term Uncertainty

• Snowflake Stock Rose 10% After Strong Earnings Growth. Is it a Buy?

• Jersey Mike’s Earnings: Digital Marketing and Value-Oriented Offers Are Bearing Fruit

• MongoDB Stock Fell 19% Despite Solid Earnings. Is it a Buy?

• What’s Happening in the Markets This Week

Interest Rates

• AI Has Yet to Bite the Job Market

• Warsh’s Communications Policy Faces Its First Big Test

• Why the Odds of a Fed Interest Rate Hike Just Shot Higher

• What’s Happening in the Markets This Week

• Bank of Japan Outlook: Rate Hike Likely to Support Yen

• ECB Hikes Rates and Raises Both Inflation and Growth Forecasts

• August CPI Seen Cooling, but Will It Prevent a Fed Rate Hike?

• Don’t Panic About a Bond Market Selloff. It Could Be a Sign of Economic Strength

• Markets Brief: About That Stock Market Broadening—Plus, the Robots Are Coming

More in Markets

Markets Brief: Goldilocks for Stocks vs. the Bond Market, Private Credit Exodus Continues

AI stocks are among the most vulnerable to higher bond yields, one analyst says. Plus, are investment bank stocks a buy?

Smart Investor: The Boon of Rising Bond Yields, Your AI- Dominated Portfolio, and 2026’s Surprising Winners

We wrap up our coverage of the markets and the week.

Market Wrap: Stocks Fell as Healthcare and Basic Materials Declined

HP, Nokia, and Cloudflare were among the week’s best performers.

What’s Happening in the Markets This Week

Bank of Japan Outlook: Rate Hike Likely to Support Yen

We see the Bank of Japan on a gradual path toward higher interest rates to defend the yen.

How AI Is Taking Over Your Portfolio

Plus, what to know about the upcoming mega-IPOs from Anthropic and OpenAI.

Chinese AI Stocks Have Been On a Tear—Why US Investors Have Been Left Out so Far

China’s AI rally has been concentrated in mainland-listed stocks, which are difficult for US investors to access.

ECB Hikes Rates and Raises Both Inflation and Growth Forecasts

While the increase was expected, the central bank’s comments and updated forecasts have boosted expectations for further rate hikes this year.

Don’t Panic About a Bond Market Selloff. It Could Be a Sign of Economic Strength

But if you are worried about the US debt, there may be a better route than gold’s ‘debasement’ trade.

The Surprising Stocks Beating the Market in 2026

Companies spending on dividends and buybacks are winning this year.

5 International Value Funds That Show the Impact of Process, People, and Patience

Here’s how they have performed since receiving their current Morningstar Medalist Ratings.

This ETF Paid Out Big. Its Total Returns Tell Another Story

ULTY attracted investors with eye-popping distributions, but its performance has been disappointing.

Markets Brief: About That Stock Market Broadening—Plus, the Robots Are Coming

Is the rally still all about tech stocks? And what this week’s CPI might, or might not, mean for Fed rate hikes.

Smart Investor: Rising Income Potential on Bonds, What’s Next for Gold, and Anthropic IPO Preview

Market Wrap: Stocks Little-Changed as Energy and Technology Rise

Bloom and Sandisk were among the top gainers this week, while software stocks lagged.

What’s Happening in the Markets This Week

August inflation report slated for release, plus earnings from Adobe and Oracle.

Why This Top T. Rowe Bond Manager Thinks Yields Can Keep Going Higher

T. Rowe’s Orchard recommends thinking of bonds as income rather than insurance.

What’s Next for Gold Prices After the Latest Rebound?

Gold bounced in late August after a steep decline in the first half of 2026.

September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage

Excluding just seven stocks from our valuation, the remaining market is trading at fair value.

Worried About a Stock Market Bubble? Here Are 5 Ways to Stay Invested

Here’s how concerned investors can participate in the US stock market while managing its risks.