Analysis & Explainers

Longer reads on stocks, crypto and markets - the context behind the headlines.

Economy

Rising Energy Costs, Sticky Inflation and Federal Debt Cloud US Outlook

September 15, 2026

A new report points to rising energy costs, stubborn inflation and growing federal debt as the forces weighing on the US economy and American household budgets.

Markets

Oil and 10-Year Treasury Yields Move in Lockstep, Tightest Link Since 2019

September 15, 2026

Oil prices and 10-year Treasury yields are moving in near lockstep, with their correlation the strongest since 2019, according to a CNBC report.

Economy

Federal Film Tax Credit Weighed as Production Moves Overseas

September 14, 2026

A proposed federal tax credit for film and TV production is being weighed in Washington, with supporters hoping it keeps shoots in the U.S. rather than abroad.

Markets

Fed Meeting and Conference Slate Dominate Week Ahead for US Markets

September 14, 2026

A Federal Reserve meeting and a crowded slate of conferences are the two items CNBC says it is watching in the US stock market this week.

Economy

US Inflation Tops Wage Growth Again as Prices Rise 3.4%

September 13, 2026

Consumer prices rose 3.4% over the past year in August while wages grew 3.1%, according to CNBC, leaving the average paycheck behind inflation.

Markets

Stocks Slip as Oil and Bond Yields Renew Inflation Worries

September 13, 2026

A CNBC report says stocks weakened last week as climbing oil prices and bond yields brought inflation concerns and the Fed's next move back to the fore.

Markets

Dell and HPE Lead S&P 500 After Oracle's Upbeat Earnings

September 12, 2026

Oracle's earnings lifted Dell and HPE to the top of the S&P 500, offering a read on hardware demand as Fed rate decisions loom.

Economy

Consumer Sentiment Index Falls to 47.8 as Inflation Outlook Worsens

September 12, 2026

A closely watched consumer survey fell to 47.8 in September, down 7.5% from August and 13.2% from a year earlier, with the inflation outlook worsening.

Economy

Economists Warn Trump's $5,000 Payment Plan Could Reignite Inflation

September 11, 2026

A pledge to send $5,000 to Americans would stoke inflation and worsen the nation's fiscal outlook, economists told CBS MoneyWatch.