Waving a Red Flag at Bond Bulls

The drop in long-term rates might seem excessive, but as long as investors’ expectation of low…

Opinion | Jay Powell’s Mixed Inflation Signals

Updated Dec. 13, 2023 8:46 am ET Everyone expects the Federal Open Market Committee (FOMC) to…

S&P 500 Rises to Highest Level Since January 2022 

Consumer prices rose 3.1% in November from the year prior in line with economist expectations.

How Inflation Can Keep Falling

Dec. 12, 2023 11:07 am ET Inflation has cooled, but for Federal Reserve policy makers to…

Stocks Edge Higher Ahead of Inflation Data, Fed Meeting

Gains across a swath of stocks on Monday offset declines in big technology shares, keeping major…

The Fed Can’t Put Off Preparing for Rate Cuts

As the economy slows down toward its speed limit, it might be time to start thinking…

The Most Important Debate on Wall Street: Is Inflation Licked?

Most of Wall Street thinks inflation has been conquered. There is a lot at stake if…

Inflation’s Cooldown Gives the Fed Leeway

Nov. 30, 2023 11:29 am ET Sit down while you’re reading this: Fed policy makers made…

What’s Behind the Market’s Wild Overreactions

The Wall Street cliché is that investors hate uncertainty. Their response recently has been to swing…

Squeezed Property Owners Put Their Faith in the Fed

The Fed might be done raising rates. But can the cost of debt drop fast enough…