Analysis & Explainers

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

Markets

S&P 500 Profit Beats Are Now Routine, Report Says Rally Needs More

October 13, 2026

A CNBC report says strong S&P 500 profits are on the way, but that beating Wall Street estimates has become so common it may no longer move the market.

Federal Reserve

Cleveland Fed's Hammack Says Higher Rates May Be Needed on Inflation

October 13, 2026

A regional Fed president said tighter policy may be required to bring inflation down and prevent an inflationary mindset from setting in.

Markets

Third-quarter earnings season opens as markets weigh rates and oil

October 12, 2026

High hopes for third-quarter earnings are outweighing worries about interest rates and oil prices, but one expert warns markets have gotten extremely complacent.

Personal Finance

Higher Rates Return: What They Mean for Retiree Finances

October 12, 2026

A Kiplinger report says returning rate hikes offer retirees better yields on cash and annuities, but also mean costlier variable debt and a harder housing market.

Markets

Buffett's Evening Routine: YouTube Clips on a Big Screen in Omaha

October 11, 2026

The Wall Street Journal reports Warren Buffett spends most evenings watching YouTube clips on a large television at his Omaha home, a personal detail rather than an investment s…

Personal Finance

MarketWatch: Habits in Your 20s, Not Income, Shape Retirement Wealth

October 11, 2026

A MarketWatch report says the choices Americans make in their twenties, not the size of their paycheck, drive whether they retire comfortably or spend decades in debt.

Markets

Cramer Says Bank and Chip Earnings Will Test AI Trade

October 10, 2026

CNBC's Jim Cramer said next week's bank and semiconductor earnings will offer a clearer picture of corporate results and the durability of the AI trade.

Economy

US Household Debt Stress Hits Level Last Seen in Great Recession

October 10, 2026

Researchers found wealth gaps narrowed somewhat, but Americans' ability to keep up with debt payments deteriorated significantly.

Earnings

PepsiCo Trims Full-Year Earnings Outlook as North America Recovery Slows

October 9, 2026

PepsiCo cut its earnings forecast, saying its North American business is recovering more slowly than expected while overseas markets continue to outperform.