Eric Criscuolo, Market Strategist at the NYSE, reviews a choppy week in which the S&P 500 slipped about 1% after a hot core CPI print sent yields sharply higher, only for a full reversal to offer equities no relief. Tech led the retreat, down roughly 4% with memory names hit hardest, as AI spendi...

Michael Reinking, Senior Market Strategist at the NYSE, reviews a volatile week as the S&P 500 hit a record Tuesday before rising oil and global yields weighed on stocks. Oil swung over 5% on Strait of Hormuz attacks before easing after President Trump said no Iran strike would come before the mi...

Eric Criscuolo, Market Strategist at the NYSE, reviews a quarter capped by President Trump's order rebranding AI as Super Intelligence, part of the Triple Play of SI, yields, and oil that left the S&P 500 up 2% in Q3 despite a 2% equal-weight decline. September was historically weak, with yields ...

Michael Reinking, Senior Market Strategist at the NYSE, reviews a dynamic week in which the S&P 500 held modest gains despite poor breadth and surging Treasury yields. Strong flash PMI data fueled inflation worries, while Meta's new AI agent Muse sparked a fresh disruption trade across wealth man...

Eric Criscuolo, Market Strategist at the NYSE, covers a volatile week dominated by the Fed's 25bp rate hike, which came alongside hawkish commentary from Chair Warsh that pushed yields sharply higher and briefly knocked the S&P below its 7,600 trading-range floor. Markets also grappled with a fre...

Michael Reinking, Senior Market Strategist at the NYSE, reviews a tense week as renewed U.S.-Iran conflict and Houthi attacks in the Red Sea pushed oil prices up nearly 10%, with Brent nearing $105 a barrel. That spike reignited inflation fears, driving Treasury yields to new YTD highs and pushin...

Eric Criscuolo, Market Strategist at the NYSE, reviews a volatile week that opened with renewed US-Iran hostilities and a sharp rally in crude oil, pushing yields higher and pressuring equities early on. Sentiment shifted mid-week as oil kept climbing but yields reversed on dovish Fed commentary ...

Eric Criscuolo, Market Strategist at the NYSE, recaps a week driven by three highly anticipated catalysts — PCE, Nvidia earnings, and Jackson Hole — following a quiet, range-bound start as markets awaited the key events. A breakthrough in Iran-Strait of Hormuz negotiations pulled oil sharply lowe...

Michael Reinking, Senior Market Strategist at the NYSE, recaps a week dominated by Treasury Secretary Bessent, whose doubled liquidity support buybacks reignited the debasement trade, sending gold back above 4,500 and triggering a massive crypto short squeeze that propelled Bitcoin up ~15% and Et...

Eric Criscuolo, Market Strategist at the NYSE, reviews a quiet week on Wall Street marked by tight trading ranges, cooling inflation, and a major new AI financing development. The S&P 500 consolidated near all-time highs before breaking through 7,800 for the first time on Thursday, lifted in part...

Michael Reinking, Senior Market Strategist at the NYSE, reviews a pivotal week in which the S&P 500 broke above its May-July trading range near 7,600, driven by strong Q2 earnings, easing oil prices, and mispositioning in tech that sparked a broad-based rally. Hyperscalers led the charge as inves...

Eric Criscuolo, Market Strategist at the NYSE, reviews a market shaped by continued AI-driven volatility, rising Treasury yields, and renewed uncertainty following the Federal Reserve meeting. While semiconductor and AI hardware stocks remained under pressure, the equal-weight S&P 500 reached a r...

Michael Reinking, Senior Market Strategist at the NYSE, reviews a market facing renewed pressure from escalating Middle East tensions, rising oil prices, and higher Treasury yields. While earnings have generally been strong across Financials, Industrials, and Healthcare, Technology stocks have st...

Eric Criscuolo, Market Strategist at the NYSE, reviews a market increasingly defined by sharp sector rotations as AI-related semiconductor and memory stocks pulled back after massive gains earlier this year. Weakness in semis contrasted with renewed strength in hyperscalers, improving performance...

Michael Reinking, Senior Market Strategist at the NYSE, reviews the strong Q2 rally that carried major indices to record highs, fueled by earnings and investor repositioning following Middle East developments. Leadership remained concentrated in AI-related semiconductor and memory stocks, though ...

Eric Criscuolo, NYSE Market Strategist, recaps a volatile week as the S&P 500 declined amid weakness across mega-cap and AI-linked names. A growing divide within the AI trade emerged, with hyperscalers and software under pressure while memory and chip suppliers saw sharp swings. Despite index wea...

Michael Reinking, NYSE Senior Market Strategist, recaps a pivotal week marked by a major Fed leadership transition and evolving policy tone. The FOMC held rates steady, but Chair Kevin Warsh signaled a more hawkish shift, removing forward guidance and emphasizing a renewed focus on price stabilit...

Eric Criscuolo, NYSE Market Strategist, breaks down a choppy week as the S&P 500 slips modestly while underlying market breadth remains firm. Ongoing Iran headlines continued to drive intraday volatility, though reactions appeared more muted as investors priced in a path toward de-escalation. Tec...

Michael Reinking, NYSE Senior Market Strategist, recaps a dynamic week as tech strength and AI momentum continued to lead markets higher. Iran headlines remained volatile, with shifting ceasefire expectations driving swings in oil and Treasury yields. Economic data broadly surprised to the upside...

Eric Criscuolo, NYSE Market Strategist, recaps a strong week as the S&P 500 extends its winning streak and climbs toward fresh record highs. Markets responded to a steady stream of conflicting Iran ceasefire headlines, ultimately pricing in progress toward a near-term resolution. Tech led the way...

Michael Reinking, NYSE Senior Market Strategist, recaps a volatile week as rising yields and shifting Iran headlines pressured markets. Despite late-week weakness, the S&P 500 remains near highs, with its winning streak still in question. Mega-cap tech leadership showed cracks, even as strong ear...

Eric Criscuolo, NYSE Market Strategist, recaps a strong week as the S&P 500 pushed to new highs, led by mega-cap tech and semiconductor stocks tied to AI momentum. Geopolitical tensions remained contained, shifting focus to U.S.–China talks and trade implications. Inflation data skewed hotter on ...

Michael Reinking, NYSE Senior Market Strategist, recaps a volatile week as Iran headlines drove swings in oil and markets. Despite the uncertainty, the S&P 500 pushed to fresh all‑time highs on a strong earnings backdrop. Results have broadly exceeded expectations, led by powerful growth in AI‑dr...

Eric Criscuolo, NYSE Market Strategist, recaps a choppy but resilient week as markets balanced Iran headlines, a Fed hold, and a flood of earnings. Mega‑cap tech and semiconductors delivered strong results tied to AI growth, though elevated capital spending sparked mixed stock reactions. The Fed ...