Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.

Major market indexes plunged Friday after a hotter-than-expected jobs report lifted rate hike odds and Treasury yields. CPI and PPI are now in the spotlight this week.

Investors are buying the dip ahead of a busy week which includes Apple’s WWDC conference, monthly inflation data and a SpaceX IPO later this week.

CPI and PPI inflation data are out this week. Energy is frequently scrutinized, but is AI expenditure broadening the base? SCFR's Kevin Gordon looks at the week ahead.

With key CPI inflation data later this week, stocks rebounded Monday on a chip rally after Friday's heavy tech selloff. Signs of tension calming in the Middle East also helped.

Crude oil futures (/CL) gave back a large portion of their weekly gains on Friday.

The roaring chip sector fell sharply Friday, pushing down the entire market in a bruising session. The impetus was rate worries after solid jobs data, along with Broadcom guidance.

For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.

IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.