ECB Says Euro Zone Integration Still Has Not Reached Equity Markets

The European Central Bank said euro zone financial integration has advanced, but equity markets remain stubbornly…

SEC Floats Major Earnings Report Overhaul as Arista CEO Calls Proposal ‘Music to My Ears’

The SEC is considering a major change to corporate earnings reporting requirements, a move that has…

Cramer Says Big Tech Cannot Afford to Be Cheap on AI Spending as Computing Demand Surges

Jim Cramer said Big Tech cannot afford to be cautious on AI spending, arguing that computing…

AI Capex Boom Pushes Global Markets to Fresh Highs as Infrastructure Spending Tops $700 Billion

Global equities are reaching fresh highs as an AI-driven capital expenditure boom continues to reshape market…

Trimmed Mean PCE Emerges as a Test of How the Fed Measures Inflation

Kevin Warsh is weighing whether the Dallas Fed’s Trimmed Mean PCE should become the Federal Reserve’s…

Wells Fargo Says Market Tailwinds Have Played Out as First Stock Sell Signal Since 2021 Appears

Wells Fargo strategists say some of the factors that lifted stocks have played out, issuing their…

Warsh Says Curtailing Fed Transcript Release Could Strengthen Monetary Policy Debate

Kevin Warsh said the Federal Reserve’s release of meeting transcripts can weaken the internal debate needed…

Global Stocks Rise as Oil Slips After U.S. Pauses Hormuz Shipping Effort

Global stocks advanced and oil prices declined after the United States paused an effort tied to…

Jobs Data, Strong ISM Readings and AI Spending Signal Resilient U.S. Economy, Journalists Say

John Carney and Liz Peek said strong ISM data, elevated job openings and solid corporate profits…

Warsh Faces Market Scrutiny as Fed Leaves Treasury Holdings $170 Billion Higher Since December

The Federal Reserve has added $170 billion in Treasuries since December, even as the departing chair…