Analysis & Explainers

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

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.

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.