Sectors

Read our take on the stock market through a sector lens.

Optimism Improves Ahead of Q3 Retail Earnings

Recent data, early results, and a relatively firm economy point toward possible improvement in Q3 retail earnings as Walmart, Target, and other big-box stores prepare to report.

Q3 Tech Sector Earnings: Slower Growth Scrutinized

The tech sector approaches third-quarter earnings season in unusual territory, with investors worried about a slowdown in earnings growth over the last year. Margins loom large.

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

Bank Earnings Start as Lower Rate Impact Debated

After the Fed's 50-basis-point rate cut, big banks kick off earnings season amid fears that lower rates could hurt the net-interest income that propelled growth the last two years.

Before the Rate Cut, Our View of the Markets

Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?

Nvidia to Report After Volatile Month for Shares

AI chip leader Nvidia reports late Wednesday after its stock whipsawed this month amid concerns about customer spending, competition in China, and progress of its new platform.

What Past Fed Rate Cycles Can Tell Us

Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Still, investors instead need to examine what factors are driving the Fed now.

Back-to-School Stocks for Your Portfolio

September means back-to-school time, which could mean shopping for your student and a portfolio of stock investments.

Midyear Outlook: The Fed & the U.S. Economy

Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.

Midyear Outlook: Equities, International & Washington

What can investors expect from the U.S. stock market, the global markets, and the policy landscape in D.C. in the second half of 2024?