My portfolios have performed well recently, especially with improved market breadth beyond tech, but I remain cautious about the macroeconomic outlook. There's a growing divergence between rising ...

Discover how supply and demand shape economic balance, influencing prices and production quantities. Learn why businesses analyze these forces for market strategy.

Trump's economic policies have sparked recession fears and a drop in the stock market. The S&P 500's recent correction reflects investor concerns over Trump's policies. With the 2026 midterms not far ...

"The mindset of the market is to embrace risk," one expert said. Weak jobs data came out hours before President Donald Trump fired the head of labor statistics. A report on gross domestic product ...

Instead of an advanced economy that leads the world, the US is looking more like a troubled emerging market, according to a former IMF official, who also warned that there's no bailout big enough that ...

The bulls have been running the show on Wall Street since the bear market bottomed in October 2022. However, the latest GDPNow forecast from the Federal Reserve Bank of Atlanta portends trouble for ...

Discover a 2026 S&P 500 outlook with three scenario analyses, focusing on AI investments and consumer trends. Click for my ...

A version of this story appeared in CNN’s What Matters newsletter. To get it in your inbox, sign up for free here. The stock market keeps breaking records, but angst about the economy keeps befuddling ...

Odds of a US recession are up amid tariff and layoff concerns. Wall Street experts cite policy uncertainty as a major risk to growth. Meanwhile, betting markets have priced in higher odds of a 2025 ...

A version of this essay first appeared on Phil Rosen’s Substack. I’ve written about what’s happening in the U.S. economy almost every day of the last five years. One consequence of reporting on ...

For decades, economic growth and stock market expansion moved in tandem with job creation. When businesses thrived, they needed more workers, which fueled consumer spending, reinforced corporate ...