A critical question for the rally is whether the “base effect” will trip up chip stocks.

Inflation is sticky, but the labor market is cooling. How will the Fed handle rate cuts from here?

With the economy weakening but inflation sticky, markets see a small chance that the Fed will opt for a jumbo rate cut.

A rapidly cooling job market is raising alarm bells for market watchers.

Shares of Berkshire have plunged more than 12% since May.

Stocks are shrugging off bad news. Some analysts warn against complacency.

With the Fed’s inflation credibility at risk, longer-dated bonds sold off on Trump’s threats.

Shares of the semiconductor giant have rocketed 280% over the past two years amid the AI boom.

Stocks soared back to life after April’s tariff selloff, while bonds remained in the green despite renewed volatility.

Headwinds and tailwinds are roughly in balance, but the outlook could tilt either way.