Eric Wallerstein

Investors have been fixated for more than a year on how high the Federal Reserve will take its benchmark rate. The focus now: When will the central bank [cut rates](https://www.wsj/articles/a-new-nor

Many are pulling cash from stock funds and seeking safety in Treasurys that don’t mature for several years.

Market records are usually welcome on Wall Street. This one won't be: The yield-curve inversion—the bond market's preeminent recession indicator—is set to be the longest since 1980. Monday is expected mark

A debt-ceiling crisis could spell trouble for investors who moved their money into Treasury bills and money-market funds, but some analysts are sticking to their guns that cash is the place to be: "Even aside from t

Shares of technology firms have powered this year's stock-market rally. Some investors say that's unlikely to last. Nvidia's 25% gain on Thursday powered th

The Dow slips even as the artificial-intelligence boom lifts indexes.

Federal Reserve Chair Jerome Powell has downplayed the likelihood of another interest-rate increase. Traders, however, are starting to bet he'll be more aggressive than he's let on. Derivative markets now imply a 60% probability of a quarter-point rate hike in June, with the remaining odds favoring

Artificial intelligence and tech stocks dominated market headlines in May. Here's what happened across asset classes this month: The Nasdaq Composite jumped 5.8%, outpacing the S&P 500's meager gain of 0.3% and leaving the Dow in its dust—the blue chip index fell 3.5% in May. Nvidia [**

Investors are debating whether the jobs market’s resilience will prompt worrisomely tight Fed policy or is a sign that the economy can skirt a recession.

Stock-market bulls are hoping the rally among artificial intelligence-linked stocks will bring an end to the bear market while averting a recession. A recession typically starts [before stocks hit their lowest level](https://www.wsj/articles/robust-jobs-market-poses-threat-to-stocks-rally-a43