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Today's American Stocks Pulse

Dow climbs nearly 200 points to record close as oil eases on Iran truce hopes

The Dow Jones Industrial Average jumped about 200 points, closing at a fresh all‑time high. The rally was driven by a pullback in oil prices after optimism surrounding a potential Iran truce. Markets remained cautious amid mixed political signals.

WEEKLY WEBCAST: Meet Kevin Warsh
BlogFeb 4, 2026

WEEKLY WEBCAST: Meet Kevin Warsh

In a new webcast, Dr. Ed interviews Kevin Warsh, President Trump’s leading candidate for Federal Reserve chair. Warsh argues the U.S. economy is entering a productivity‑driven growth phase that requires supply‑side, low‑tax, low‑regulation policies. He rejects the Phillips Curve, labeling...

By Yardeni QuickTakes
Small Cap Stocks Continue To Roar In 2026
BlogFeb 4, 2026

Small Cap Stocks Continue To Roar In 2026

Small-cap and micro‑cap stocks have taken the lead in early 2026, with the iShares Micro‑Cap ETF (IWC) posting an 8.7% year‑to‑date gain. Small‑cap value (IJR) and core ETFs are also outperforming large‑cap value (IVE) and the broader S&P 500 (SPY),...

By The Capital Spectator
PayPal Shares Plunged 86% From the 2021 Goofball High and Right Into Our Imploded Stocks
BlogFeb 4, 2026

PayPal Shares Plunged 86% From the 2021 Goofball High and Right Into Our Imploded Stocks

PayPal’s stock tumbled 20% to $41.70 after it reported a Q4 earnings miss, weak total payment volume growth, and announced a surprise CEO change, appointing HP chief Enrique Lores as its new leader effective March 1, with CFO Jamie Miller serving...

By Wolf Street
Economy & Earnings Are Heating Up
BlogFeb 3, 2026

Economy & Earnings Are Heating Up

The latest Yardeni Quick Takes forecasts a robust 2026, targeting the S&P 500 at 7,700 by year‑end and 10,000 by 2030. Treasury yields are expected to hover between 4.25% and 4.75%, while gold is projected at $6,000 per ounce now and...

By Yardeni QuickTakes
Running of the Bulls
BlogFeb 2, 2026

Running of the Bulls

The episode reviews recent market volatility, noting that despite modest index moves, asset class swings were significant and the S&P 500 closed January with a gain—a historically bullish signal that correlates with strong annual performance. It highlights the energy sector’s...

By The Market Strategist
Who Is Trump's Fed Chair Pick?
PodcastJan 30, 20266 min

Who Is Trump's Fed Chair Pick?

In this six‑minute episode, host David Brancaccio examines President Donald Trump's nomination of Kevin Warsh as the next Federal Reserve chair. The discussion outlines Warsh’s background as a former Fed governor and his reputation for advocating low‑interest rates and a...

By Marketplace Morning Report
The Messy, Tricky, Hairy Task of Economic Forecasting
PodcastJan 28, 20267 min

The Messy, Tricky, Hairy Task of Economic Forecasting

In this 7‑minute episode, host David Brancaccio explores the reliability and usefulness of economic forecasting, debating whether such predictions are valuable or merely speculative. He discusses how fast‑moving news cycles can quickly render forecasts obsolete, yet argues that they still...

By Marketplace Morning Report
Farmers Feel the Big Freeze
PodcastJan 27, 20266 min

Farmers Feel the Big Freeze

In this brief episode, Marketplace examines the severe winter storm that hit the Southern United States, detailing its impact on agriculture—from timber and sugar cane to crawfish and cattle. The segment highlights how freezing temperatures and ice have disrupted supply...

By Marketplace Morning Report
Top Picks Update
BlogJan 21, 2026

Top Picks Update

In this early‑year episode, the host highlights a rapid shift in the housing market from tentative optimism to policy‑driven momentum, noting that mortgage rates are a key driver. The standout financial pick for 2026, Rocket Companies (RKT), has surged nearly...

By The Market Strategist
Morning Market Brief
PodcastJan 20, 20260 min

Morning Market Brief

In this Morning Market Brief, Lawrence Fuller argues that geopolitical shocks—specifically the emerging US‑Greenland trade dispute and looming Supreme Court decision on emergency tariffs—are unlikely to derail the long‑term bullish market trend. He emphasizes that markets function as unbiased discount...

By The Market Strategist
Fed Independence Goes Before the Supreme Court
PodcastJan 20, 20266 min

Fed Independence Goes Before the Supreme Court

The episode examines the Supreme Court case questioning whether a president can fire a sitting Federal Reserve governor, focusing on President Donald Trump's attempt to remove Governor Lisa Cook. Experts discuss the legal precedent of presidential authority over other federal...

By Marketplace Morning Report
American Friction
PodcastJan 20, 20267 min

American Friction

The episode examines the fallout from escalating tariff disputes between the United States and Europe, which have prompted investors to sell U.S. assets and trigger a sell‑off in global markets. It highlights Japan’s bond market stress as yields climb to...

By Reuters Morning Bid
Discounting the Chaos
BlogJan 20, 2026

Discounting the Chaos

The episode “Discounting the Chaos” examines how, despite a torrent of geopolitical turmoil—from Venezuela’s leadership shake‑up to potential conflicts involving Iran and Greenland—the stock market remains a reliable, fundamentals‑driven gauge of future economic conditions. Recent data suggest the U.S. economy...

By The Market Strategist
Powell’s Fed Up
PodcastJan 12, 20267 min

Powell’s Fed Up

The episode reviews Jerome Powell’s remarks that a potential criminal indictment against him must be viewed against the backdrop of broader political pressures from the administration. It also analyzes December’s U.S. jobs data, which showed a slowdown in hiring while...

By Reuters Morning Bid