Here's the audio version of the daily Wall Street column of Marketscreener, to take the temperature of financial markets every morning at the opening of the stock exchange. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
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Sep 29, 2026 · 4:30
With only two sessions left in September, a month investors tend to dislike, the S&P 500 is nearly back to where it was at the start of the month. It has still risen by 12.2%…
Sep 28, 2026 · 4:52
The economic calendar should usually be sufficient to keep investors occupied. On Wednesday the Federal Reserve's favored inflation indicator is released, with the September jobs…
Sep 25, 2026 · 3:41
Artificial intelligence is doing much of the heavy lifting right now. The Nasdaq 100 has gained more than 5% over the past month. The Russell 2000, home to smaller American…
Sep 24, 2026 · 4:33
The American economy keeps refusing to slow down, which would be easier to celebrate if borrowing money were getting cheaper. Instead, Thursday begins with the 30-year Treasury…
Sep 23, 2026 · 4:28
Wall Street has been buying into two appealing ideas: AI will deliver extraordinary growth, and diplomacy will bring down energy costs. Wednesday is testing the second…
Sep 22, 2026 · 4:46
Two possible diplomatic breakthroughs are competing for Wall Street attention on Tuesday. One could reopen the Strait of Hormuz and pull oil prices lower. The other could extend…
Sep 21, 2026 · 4:28
This week gives investors three things they have been waiting for: cheaper oil, calmer bonds, and a meeting between Donald Trump and Xi Jinping. None amounts to a breakthrough…
Sep 18, 2026 · 4:08
Central banks have reassured investors that they are still willing to fight inflation. Now the market must deal with the reason they had to prove it. Hosted by Audiomeans. Visit…
Sep 16, 2026 · 4:58
Wall Street entered Wednesday battered by five declines in six sessions and facing a Fed decision that looks certain right up until it happens. A rate increase is largely priced…
Sep 15, 2026 · 3:28
The most important number in Tuesday's market is 5%. The yield on the 10-year Treasury crossed that threshold, reaching 5.041%, its highest level since 2007, before settling near…
Sep 14, 2026 · 4:46
Three central-bank decisions, oil above $108 a barrel and a sudden outbreak of caution among the most powerful figures in artificial intelligence will give investors plenty to…
Sep 11, 2026 · 4:12
Oil remains above $100, Treasury yields are flirting with 5%, and the Federal Reserve now looks increasingly likely to raise rates next week. August inflation data, released a…
Sep 10, 2026 · 5:05
Scott Bessent's attempt to calm the bond market has so far produced an awkward result: borrowing costs have risen further. The Treasury secretary is effectively arguing that…
Sep 9, 2026 · 3:32
Oil is back above $100, turning an energy shock into an inflation threat, a bond-market headache and, increasingly, a political liability for the White House. Today's session is…
Sep 8, 2026 · 3:14
Brent crude is again flirting with $100 a barrel, forcing investors to confront a problem they thought would be contained by now. The war with Iran is entering its seventh month,…
Sep 4, 2026 · 3:40
Christopher Waller bought investors some relief. America's labor market has now put it to the test. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for…
Sep 3, 2026 · 4:32
Six months into a conflict that was supposed to be brief, Iran is proving more durable than Washington's forecasts, oil is back near $95 and traders are betting on a Fed rate…
Sep 2, 2026 · 3:48
The most important number in markets today is 4.8%. That's roughly where the 10-year Treasury yield stands after climbing to its highest level since November 2023. It is getting…
Sep 1, 2026 · 3:41
The first trading day of September is delivering a blunt message: Governments, companies and investors all compete for the same money. When public borrowing becomes more…
Aug 31, 2026 · 3:39
The first week of September will test whether the stock market's strong year can withstand a less friendly mix of inflation, higher interest rates and renewed conflict in the…
Aug 28, 2026 · 3:04
Friday's session opens in New York with some degree of tension. Kevin Warsh is about to remind them that even excellent companies such as Nvidia must live with interest rates.…
Aug 27, 2026 · 4:33
Nvidia has once again given investors what they wanted: spectacular growth, a confident forecast and fresh evidence that demand for artificial-intelligence computing remains…
Aug 26, 2026 · 4:33
Two events shape Wednesday's session. The first, the latest batch of economic data, has now delivered a mixed inflation reading. The second, Nvidia's results, comes after the…
Aug 25, 2026 · 4:46
Technology stocks are attempting to recover after Monday's semiconductor selloff, with Nvidia, Meta, Micron, Western Digital and Sandisk all gaining early in the session. But…
Aug 24, 2026 · 5:02
Our daily Wall Street column is back after a short hiatus! The final week of August will test three of the market's strongest convictions: that Washington can contain the…
Jul 31, 2026 · 3:55
The technology trade is roaring back on Friday, but the rebound is becoming more selective. Amazon is surging after delivering the kind of growth investors wanted to see, while…
Jul 30, 2026 · 4:55
Prices cooled in June, but weak growth and expensive oil leave the central bank with an unusually awkward choice. Hosted by Audiomeans. Visit…
Jul 29, 2026 · 4:21
Oil is rising, Iran is back in the headlines, the Federal Reserve is preparing to announce its latest decision, and roughly 100 major American and European companies are…
Jul 28, 2026 · 4:33
Wall Street's artificial-intelligence boom has survived several scares since ChatGPT captured the public imagination in late 2022. Each time, investors decided that the rewards…
Jul 27, 2026 · 4:38
A pause in the war with Iran has pulled oil back from $100 a barrel just as the United States enters one of the busiest market weeks of the year. The Federal Reserve will decide…
Jul 24, 2026 · 4:27
Oil slipping back below $100 a barrel is enough to make Friday look calmer. U.S. stocks are set to stabilize after Thursday's sharp technology selloff, with the Dow leading the…
Jul 23, 2026 · 4:49
Brent crude is once again flirting with $100 a barrel, and this time the threat is coming from both ends of the oil trade's most important corridor. Iran has already turned the…
Jul 22, 2026 · 4:35
Alphabet reports after the close, and investors want more than another confident presentation about artificial intelligence. They want stronger cloud revenue, clearer evidence of…
Jul 21, 2026 · 4:39
Wall Street entered Tuesday with two reasons for optimism, neither especially sturdy. Semiconductor stocks were extending their recovery from a brutal selloff, while mediators…
Jul 20, 2026 · 4:54
This week will test whether Wall Street's artificial-intelligence boom still has enough substance to support its enormous price tag. Alphabet's results on Wednesday will be the…
Jul 17, 2026 · 5:04
The artificial-intelligence boom has reached an awkward stage. Companies are still spending extraordinary sums, chipmakers are still reporting strong demand, and the technology…
Jul 16, 2026 · 4:54
Thursday's market offered investors two very different versions of the American economy. The first came from the economic data, which showed consumers still spending and…
Jul 15, 2026 · 4:50
How much should investors celebrate cooler inflation when oil is climbing again and the Middle East is becoming more dangerous? For now, the answer appears to be: quite a lot.…
Jul 14, 2026 · 3:01
For weeks, investors had learned to treat the conflict between the United States and Iran as dangerous background noise. Official statements were issued, contradicted and…
Jul 13, 2026 · 4:45
The coming week will test whether Wall Street's rally can survive three things it does not particularly enjoy: expensive oil, stubborn inflation and very high expectations.…
Jul 10, 2026 · 5:01
The semiconductor trade has regained control of the market, though control may be too generous a word for a sector that has spent the week swinging between sharp selloffs and…
Jul 9, 2026 · 3:28
The United States and Iran exchanged fire again overnight, with Washington saying it hit 90 military targets. Donald Trump said Iran had called him looking for a deal, though…
Jul 8, 2026 · 4:19
Donald Trump arrived at the NATO summit and blew up the market's quiet summer script, declaring the Iran deal dead, reigniting fears around the Strait of Hormuz and dragging oil,…
Jul 7, 2026 · 4:43
Wall Street is opening with one eye on AI and the other on oil, which is not exactly the calmest way to start a Tuesday. Dow futures are up 0.3%, S&P 500 futures are flat, and…
Jul 6, 2026 · 4:27
The calendar says summer has begun. The first full week of July opens with stocks sitting in an unusually comfortable place. European equities have just touched fresh highs,…
Jul 2, 2026 · 4:44
Second-quarter earnings season begins in earnest the week of July 13, with about 100 major European and American companies set to report. PepsiCo gets an early turn on Thursday,…
Jul 1, 2026 · 4:57
After the strongest quarter for U.S. stocks in six years, investors are entering July with a familiar problem: the good news may have become a little too good. The S&P 500 rose…
Jun 30, 2026 · 4:01
For the last session of the quarter, stocks are edging higher, oil is no longer screaming, and investors are waiting for fresh labor-market data before deciding how much optimism…
Jun 29, 2026 · 5:01
Markets are treating the U.S.-Iran pause as permission to breathe again: oil is back near $72, stock futures are higher, and the Strait of Hormuz has been downgraded from global…
Jun 26, 2026 · 5:03
The Nasdaq's attempt at a rebound already looks shaky, as investors grow more impatient with the gap between massive AI spending and actual profits. Micron’s strong forecast…
Jun 25, 2026 · 4:18
A cooler-than-feared inflation report gave markets the excuse they needed to rally, while stronger-than-expected consumer spending suggested the economy still has momentum.…
Jun 24, 2026 · 5:09
After two rough days for technology stocks, the S&P 500 and Nasdaq are trying to regain their footing, helped by a modest rebound in chip names in anticipation for Micron. The…
Jun 23, 2026 · 4:02
For months, investors have rewarded the suppliers of the AI boom, especially chipmakers, because their role is obvious. If everyone needs more computing power, someone has to…
Jun 22, 2026 · 5:18
This week begins with investors trying to do two things at once: enjoy the rally and pretend it is not watching the Strait of Hormuz every five minutes. U.S. stocks enter…
Jun 18, 2026 · 5:13
A pause, a passageway, and a promise to keep talking. That's essentially what's included in the Iran-US agreement released a few hours ago. It extends the April ceasefire by…
Jun 17, 2026 · 3:34
Markets are trying to recover from a bruising selloff in chip stocks, helped by easing oil prices and hopes that a U.S.-Iran interim deal can calm inflation fears. But the bigger…
Jun 16, 2026 · 4:33
After Monday's record close for the Dow, investors seem happy to keep buying, with futures just slightly up. The Fed meeting is the main event today. It will be the first…
Jun 15, 2026 · 4:09
This week begins with the possibility that a war may actually be ending. Washington and Tehran have confirmed the outline of an agreement to halt the conflict with Iran, extend…
Jun 12, 2026 · 4:27
The market entered Friday with two reasons to believe again: a possible U.S.-Iran peace deal that could cool oil prices, and SpaceX's record-breaking debut testing how much…
Jun 11, 2026 · 5:17
A hotter-than-expected producer-price report reminded investors that inflation is not done causing trouble, even as hopes for U.S.-Iran diplomacy helped cool oil prices and lift…
Jun 10, 2026 · 4:09
The CPI report landed softly, the market did not. Inflation came in almost exactly as expected, but between shaky AI valuations, oil above $90, and fresh U.S.-Iran fighting,…
Jun 9, 2026 · 3:47
U.S. futures are rising because the market got exactly what it needed this morning: lower Middle East pressure, cheaper oil, and a fresh rebound in chip stocks. Futures were up,…
Jun 8, 2026 · 4:24
This week begins with a troubling question: is the AI boom still sturdy enough to carry the market, or did Friday expose how much of the rally has been running on faith? Today's…
Jun 5, 2026 · 3:42
Markets had been bracing for another sign that the U.S. labor market was cooling: payroll growth somewhere around 85,000 to 88,000, unemployment steady at 4.3%, and enough…
Jun 4, 2026 · 4:11
Broadcom was supposed to be one of the safer names in the artificial-intelligence trade. Not safe in the old-fashioned, dividend-stock sense, but safe by the current standards of…
Jun 3, 2026 · 4:59
The market is making history, but not everyone is invited. On Tuesday, the S&P 500, Nasdaq and Dow all closed at record highs. The S&P 500 even finished above 7,600 for the first…
Jun 2, 2026 · 4:30
Wall Street is taking a breather, with futures down between 0.5% and 0.1%, after the S&P 500 posted eight straight winning sessions, matching a run from April 2025, and has…
Jun 1, 2026 · 4:40
Markets are entering June with momentum. May ended strongly, with major U.S. indexes at record highs after a run helped by big corporate earnings, hopes that the Middle East…
May 29, 2026 · 4:42
Markets are ending May with a strange but powerful mix: huge enthusiasm for AI-linked companies, relief over lower oil prices, and a broader rally that has spread well beyond…
May 28, 2026 · 4:20
Today's inflation report gave Wall Street a reason to breathe, but not much room to relax. Prices rose less than expected, yet the market's bigger problem is still coming from…
May 27, 2026 · 4:03
Micron and SK Hynix just did something remarkable. In the space of 24 hours, both memory-chip makers crossed $1 trillion in market value. It says a lot about where the…
May 26, 2026 · 3:43
Wall Street reopens today after Memorial Day, and the market is returning to a week that has already started without it. Europe traded while the U.S. and UK were away, and the…
May 22, 2026 · 3:55
Stocks are moving higher. The Dow is building on Thursday's record close, the S&P 500 is on track for an eighth straight weekly gain: its best run since late 2023. Tech shares…
May 21, 2026 · 3:15
Today's session had briefly looked as if it might build on Wednesday's rebound. Stocks had snapped a three-day losing streak, Europe had rallied sharply, oil had cooled, and…
May 20, 2026 · 4:54
Today's trading session has one obvious main character: Nvidia. The chipmaker reports after the close, and investors are treating the event less like a quarterly update than a…
May 19, 2026 · 3:50
What happens when the stocks that carried the rally begin to look expensive at the same time bonds start flashing warning signs? That is the uncomfortable setup facing U.S.…
May 18, 2026 · 4:56
Kevin Warsh is taking over the Fed just as the bond market is sending its first warning. This week, Wall Street gets a clear test: whether AI optimism, Nvidia's results, and a…
May 15, 2026 · 3:27
The Trump-Xi meeting was meant to reassure investors, but it fell short. The two leaders talked, and the summit avoided a major blowup, but markets were looking for more than…
May 14, 2026 · 4:13
Markets are rallying as Trump meets Xi, lifted by Nvidia, AI optimism, and hopes for a U.S.-China thaw. But Donald Trump goes to China with a weaker hand than he wants to admit……
May 13, 2026 · 4:11
April's hotter-than-expected producer inflation has turned this week into a test of whether markets can keep looking past rising prices after yesterday's sharp CPI surprise. With…
May 12, 2026 · 4:04
Today's inflation report did not deliver a disaster, but confirmation that prices are still rising too fast, at exactly the wrong time. While headline inflation can be blamed on…
May 11, 2026 · 5:18
Investors face a crowded calendar in the week ahead: a stalled U.S.-Iran peace effort, oil above $100 a barrel, fresh inflation data, a high-stakes meeting between Donald Trump…
Apr 30, 2026 · 4:51
This morning's US data gave investors a familiar problem: inflation remains sticky, wage growth looks firm, and the labor market appears too strong for the Fed to sound relaxed.…
Apr 29, 2026 · 3:48
Wall Street enters Wednesday with a full plate: the Federal Reserve is expected to hold interest rates steady, Jerome Powell is preparing what should be his final press…
Apr 28, 2026 · 4:03
Tuesday's session will test a market that has rallied despite little improvement in the risks around it. The conflict with Iran is still keeping pressure on oil, while the Fed is…
Apr 27, 2026 · 4:14
Monday's session is the opening act of what may be one of the most consequential weeks of the year for U.S. markets. The Federal Reserve meets on Wednesday. Jerome Powell is…
Apr 24, 2026 · 5:09
Wall Street is trying to regain its footing after a recent rebound began to lose some force. The S&P 500 and Europe's Stoxx 600 have risen in only one of the past four sessions.…
Apr 23, 2026 · 3:25
Futures are down this morning after a strong rally. Is this just a breather, or are investors starting to confront the possibility that even a shaky pause in the fighting will…
Apr 22, 2026 · 2:31
On Wall Street, stock futures rose this morning as investors tried to shake off another bout of Middle East anxiety. The immediate excuse for optimism was Donald Trump's decision…
Apr 21, 2026 · 3:12
The U.S. and Iran are still wobbling between negotiation and confrontation, and the ceasefire is about to expire. Headlines have flipped so quickly from hints of calm to renewed…
Apr 20, 2026 · 4:48
Each day seems to deliver some new development in the Middle East, and at this point no one really knows where matters will stand by the end of the session. The Strait of Hormuz…
Apr 17, 2026 · 3:10
American stocks are still climbing and investors are still acting as if danger is something for later. Europe, by contrast, looks hesitant and winded. Asia looks a little tired…
Apr 16, 2026 · 3:45
Investors are acting as though the worst phase of the Middle East crisis may already be behind us. U.S. futures were modestly higher Thursday morning, lifted by signs that…
Apr 15, 2026 · 3:18
Markets have bounced back with striking confidence, brushing aside the Iran war as earnings hold up, inflation looks a little less threatening, and hopes for U.S.-Iran talks calm…
Apr 14, 2026 · 3:09
Investors are starting to act as though the Middle East war is something the market can live with. That is a remarkable shift. The S&P 500 has already recovered the losses tied…
Apr 13, 2026 · 4:21
Investors came into the week focused on the start of earnings season, but the market agenda shifted fast after U.S.-Iran talks collapsed and oil surged back above $100 a barrel.…
Apr 10, 2026 · 4:47
Inflation came in hot on the surface, but cooler underneath, giving markets just enough relief to keep the rally alive. March CPI rose 0.9% from the prior month, while the annual…
Apr 9, 2026 · 4:29
The market enjoyed yesterday's burst of relief after the announcement of a two-week pause in the fighting tied to Iran. But this morning, reality is back at the door, asking…
Apr 8, 2026 · 4:35
This morning's rally is easy enough to explain: a two-week cease-fire between the United States and Iran, along with a pledge to reopen the Strait of Hormuz, has given investors…
Apr 7, 2026 · 4:52
Trump is threatening to devastate Iran unless a deal is reached by tonight, and he reiterated this morning that the deadline still stands. The risk of a major escalation is real.…
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