The Great Rotation: Small Caps Extend Historic Nine-Day Dominance Over Large Caps
Russell 2000 matches longest outperformance streak versus S&P 500 since 1990. What's driving the rotation and what it means for portfolio positioning.
987 articles found for "debt"
AI Infrastructure Trade Faces Reality Check as Oracle, Broadcom Lead Tech Selloff
Tech stocks selling off as AI datacenter spending concerns resurface. Oracle, Broadcom, and Intuit drop 4-6% amid questions about return on massive AI investments.
Citigroup's 'Ruthless Simplification' Delivers: Inside Jane Fraser's Q4 Triumph
Citigroup's Q4 2025 earnings reveal CEO Jane Fraser's turnaround is working: M&A fees surge 84%, investment banking jumps 35%, and the bank nears its profitability targets.
Defense Stocks Rally as Trump's $1.5 Trillion Military Budget Proposal Reshapes the Sector
Trump's proposed $1.5 trillion military budget for FY2027 sends defense stocks soaring. Analysis of what the historic spending increase means for investors.
The $30,000 Housing Gap: Why 75% of American Homes Are Now Unaffordable
A new Bankrate analysis reveals most Americans are $30,000 short of affording a median-priced home. Inside the affordability crisis reshaping American homeownership.
The Treasury Yield Puzzle: Why Bond Markets Are Sending Mixed Signals
Treasury yields have been sending mixed signals as Fed independence concerns clash with cooling inflation data. Analysis of what bond markets are telling investors.
Goldman Sachs and Morgan Stanley: Inside Thursday's Most Anticipated Earnings Reports
Goldman Sachs and Morgan Stanley report Q4 2025 earnings on Thursday, January 15. Preview of what to expect from Wall Street's elite investment banks.
Boeing's Turnaround Takes Flight: Inside the Dow's Best-Performing Stock of 2026
Boeing leads the Dow with 12%+ gains in 2026, fueled by $12.8 billion in defense contracts and a 435% delivery surge. Analysis of the aerospace giant's remarkable turnaround.
Trump's Tax Cuts to Deliver $30-100 Billion Refund Boost: What It Means for Your Wallet
Americans can expect significantly larger tax refunds this filing season thanks to Trump's signature tax legislation. Here's how much more you could receive.
December Retail Sales Confirm Record $1 Trillion Holiday Season as Consumers Defy Pessimism
December retail sales data confirms America's holiday spending exceeded $1 trillion for the first time, even as consumers remain cautious about the economic outlook.
Fed Beige Book Reveals Cautious Consumers and Stable Jobs Ahead of January Meeting
The Federal Reserve's Beige Book released January 14, 2026 reveals cautious consumer spending and stable employment conditions ahead of the January FOMC meeting.
The June Rate Cut Calendar: How to Prepare Your Finances for the Fed's 2026 Pivot
With the Fed now expected to cut rates starting in June 2026, here's how homebuyers, savers, and borrowers should position their finances for the coming shift.