Major banks kick off third quarter earnings season this week as markets grapple with elevated Treasury yields, energy supply disruptions, and ongoing geopolitical tensions.

Stocks are mixed ahead of an event-filled week as higher oil prices, additional Iran attacks and a closed bond market keep a lid on investor sentiment.

Cotton futures (/CTZ26) traded higher Friday, extending their recovery from early-October lows even after USDA raised its 2026/27 U.S. production estimate.

Inflation expectations hit their highest point since May 2023; Kevin Gordon looks at what this means for real-world prices in the Week Ahead.

ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.

Major indexes reached record highs, but momentum divergences and defensive rotation suggest a more cautious backdrop. Oil prices and Treasury yields remain key variables.

Explore how Fed rate hikes may affect the economy, stocks, bonds, and Treasury yields—and what investors should watch as inflation and growth evolve.

Political rhetoric is on a 24-hour loop in the runup to the midterms. But does any of it matter to the markets? What should investors be watching?

With rising yields testing stocks’ recent surge, investors are eyeing a 30-year Treasury auction today. PepsiCo earnings are on deck as third quarter earnings season begins.