My portfolios have performed well recently, especially with improved market breadth beyond tech, but I remain cautious about the macroeconomic outlook. There's a growing divergence between rising stock prices and slowing economic growth, as evidenced by ...

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) and has expanded his coverage to include investments ...

Apollo's top economist is eyeing risks including a fresh bout of inflation and massive influx of new bond issuance pressuring markets in 2026.

Instead of an advanced economy that leads the world, the US is looking more like a troubled emerging market, according to a former IMF official, who also warned that there's no bailout big enough that could put things back on track or shield the rest of ...

Goldman Sachs and JPMorgan urge investors not to lose faith in US market and economic exceptionalism this year. US GDP reached nearly $30 trillion in 2024, far surpassing the eurozone and China. A risk-taking culture, geographic advantages, and strong ...

Vanguard has released its annual outlook on the global economy and financial markets. This year’s report, “AI exuberance: Economic upside, stock market

"The mindset of the market is to embrace risk," one expert said. Weak jobs data came out hours before President Donald Trump fired the head of labor statistics. A report on gross domestic product indicated a slowdown of growth over the first half of the year.

Trump's economic policies have sparked recession fears and a drop in the stock market. The S&P 500's recent correction reflects investor concerns over Trump's policies. With the 2026 midterms not far off, Trump risks political damage by ignoring the ...

A version of this story appeared in CNN’s What Matters newsletter. To get it in your inbox, sign up for free here. The stock market keeps breaking records, but angst about the economy keeps befuddling politicians. The wealthy are getting wealthier, but ...

A version of this essay first appeared on Phil Rosen’s Substack. I’ve written about what’s happening in the U.S. economy almost every day of the last five years. One consequence of reporting on financial markets through my twenties is that it’s ...