Analysis & Explainers

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

Markets

Data Center Backlash May Aid Dividend REITs, Analysts Say

September 9, 2026

Pushback against AI data centers could be a tailwind for real estate investment trusts, according to a CNBC report.

Markets

Canada's CA$27.6B Retaliatory Tariffs on U.S. Goods Take Effect

September 9, 2026

Canada's CA$27.6B retaliatory tariffs on U.S. steel and aluminum take effect, doubling duties to 50% as trade tensions escalate.

Markets

Strong Jobs Report Raises Fed Rate-Hike Odds, UBS Says

September 8, 2026

A strong August jobs report boosted Fed rate-hike odds, bringing a range of trading opportunities across assets, says UBS.

Markets

Italy's Banking M&A Wave Draws Wall Street Attention

September 8, 2026

Italy has become the center of Europe's banking consolidation boom, with a wave of takeover bids reshaping its financial sector.

Personal Finance

Soft Retirement Creates a Tax Window for Roth Conversions

September 7, 2026

Phasing out of full-time work creates a unique window for Roth conversions, but watch for tax traps.

Regulation

SEC Sues Proxy Adviser ISS to Enforce Subpoena

September 7, 2026

The SEC sued Institutional Shareholder Services to enforce a subpoena, escalating its scrutiny of proxy advisers.

Markets

401(k) Real Limit Is Nearly $50,000 Higher Than Most Think

September 6, 2026

Most workers miss the true 401(k) contribution cap, which is nearly $50,000 higher. Learn how the real limit works and what it means for your retirement savings.

Markets

September Jobs Report Could Be Good for Bonds, Analysts Say

September 6, 2026

Despite upbeat Wall Street chatter, analysts say the September jobs report may actually be good for bonds.

Markets

Investors Eye August Inflation Data After Yields Hit Multi-Year Highs

September 5, 2026

Treasury yields spike to levels not seen in years, putting August inflation data in focus for Fed rate path.