For Investors, Government Shutdowns Haven’t Mattered. Is This Time Different?

Shutdowns have long been immaterial for the stock and bond markets, but there’s a risk now that a political confrontation could derail the economy.

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A New Rate-Cut Cycle Could Be Fuel on the Stock Market Fire

But with the market already booming and the Federal Reserve under presidential pressure, a new cycle of lower rates could pour fuel onto a fire, our columnist says.

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Investors Are Bullish as a Pivotal Fed Decision Looms

The S&P 500 is in record territory, and investors are pricing in a quarter-point cut to interest rates on Wednesday.

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Believe in A.I.? Buy Beaten-Down Value Stocks.

If artificial intelligence is really revolutionary, its benefits will spread to mundane companies and spawn new fields, Vanguard’s global chief economist says.

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Nvidia Earnings Show Sales Jump Amid Strong Demand for A.I. Chips

The chipmaker, now the most valuable public company in the world, said strong demand for its chips should continue this quarter.

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Investors Expect Nvidia’s Earnings to Move the S&P More Than Powell’s Speech

When Nvidia, the chip producer, reports earnings next week, investors expect the S&P 500 to have a bigger reaction than when the Fed chair delivers a big speech on Friday.

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The Bull and Bear Cases for Another Market Rally

Stocks are still flying high. But doubts are creeping in about the S&P 500’s run, as some analysts have flashbacks to valuations during the dotcom boom.

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Tariffs Are High. So Is the Stock Market.

Strong corporate earnings, mostly stable tariff rates and the expectation of interest rate cuts have eased worries of a market reckoning.

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Why Investors Are Again Euphoric About Interest Rates

The S&P 500 is approaching a record on bets that Federal Reserve will lower borrowing costs despite uncertainty over President Trump’s trade war.

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The Stock Market Is Good, Bad and Ugly, Often in Quick Succession

The market’s best days frequently occur in the midst of misery, our columnist says, so don’t bother trying to figure out where stocks are heading.

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