https://www.wsj.com/finance/stocks/stock-market-2026-interest-rate-decision-e3996676
https://www.wsj.com/finance/stocks/stock-market-2026-interest-rate-decision-e3996676
Stocks face major tests this week from tech earnings and the Federal Reserve rate decision
This year’s stock rally has withstood war, inflation and uncertainty surrounding the tech sector’s massive artificial-intelligence investments. The question now is: Have investors finally reached their limit?
Major stock indexes have posted healthy gains this year. But the S&P 500 and Nasdaq composite both fell last week for the second time in a row—their first consecutive weeks of declines since March, in the initial aftermath of the U.S.-Israeli attacks on Iran.
The catalysts behind the declines weren’t surprising new developments, but rather the same threats that have dogged investors for months, only dialed up a little further. Those include the widening conflict in the Middle East driving up oil prices, bond yields surging to their highest levels in more than a year and a tech giant announcing yet another increase in capital expenditures.
I had an ‘Unsettled’ Vibe in March. I dumped a lot of my tech exposure and moved it into value & international stocks. I haven’t reduced my stock exposure just shifted emphasis.
I am up 11.6% YTD. I am happy with that increase.