US markets head into the new week with inflation data, AI enthusiasm, and a fresh batch of corporate earnings all competing for investors’ attention after major indexes recently pushed back toward record highs.

Inflation heats up: April CPI rose 3.8% year-over-year, with energy costs up 17.9%, driven by the Iran war’s supply shock. Fed cut hopes fade: Markets now see only a 5% chance of a 2026 rate cut, with some pricing in hikes as inflation persists.

The S&P 500 remains in a bullish medium-term trend, but pressure from AI and semiconductor weakness, sticky inflation, and weakening breadth is testing short-term momentum. A pullback toward 7,100 support remains possible,

Key readings on inflation combined with two critical Treasury auctions this week offer a major test for the battered bond market. Stream NBC 5 for free, 24/7, wherever you are. On the inflation front, the Bureau of Labor Statistics releases separate ...

Historic Fed vote: The Senate will consider Kevin Warsh’s nomination after a Banking Committee vote split strictly along party lines, with one Democrat signaling support. Inflation pressures rise: Energy-driven price spikes from the Iran conflict have ...

What do you think about inflation? Like, really? Most Americans think inflation is too high. But different people ponder inflation in different ways, and these quirks of human psychology could end up determining the outcome of this year’s presidential ...

Inflation slowed to start the year, offering the clearest sign in months that price pressures could be stabilizing, but sustaining that momentum could be more challenging for an economy still dealing with stubborn costs and lingering tariff effects.

Eurozone inflation has been stable, but downside surprises could easily trigger the pricing of more ECB cuts. 10Y swap rates can face upward pressure if we continue to see inflation data come in above target. Meanwhile, we think the recent downward ...