Analysis & Explainers

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

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.

Regulation

SEC Accuses New Jersey Founder of Running $16 Million Ponzi Scheme

September 11, 2026

Federal regulators say a New Jersey founder and two companies he controls raised roughly $16 million from more than 200 investors in an alleged Ponzi scheme.

Economy

August CPI Report Lands as Last Inflation Check Before Fed Meeting

September 10, 2026

The August consumer price index is the last inflation update the Federal Reserve will receive before it meets next week to set interest rates.

Economy

Treasury to Buy Up to $6 Billion in Bonds as Analysts Doubt Impact

September 10, 2026

The Treasury Department will purchase up to $6 billion in Treasury bonds, but analysts are skeptical it will curb yields and reduce U.S. borrowing costs.