C

CNBC

August 2026

Wall Street is headed for a winning month. Why September may be a different story

Portfolio managers back after Labor Day tend to clean house in September,
Mid-term election years have historically brought volatility in September and October,

End of an era at Apple: Tim Cook's last day as CEO

Monday marks the end of an era at Apple: Tim Cook is stepping down as CEO of the company after 15 years

G20 finance meeting live updates: Bessent, Warsh to give remarks

The meeting of international finance leaders, central bank governors and other top officials comes at a precarious time for the world economy, as President Donald Trump's war in Iran, ballooning U.S. debt and persistent inflation woes have stoked global uncertainty

Jim Cramer's top 10 things to watch in the stock market Monday

We are making this choice because we cannot be confident that SpaceX will use our technology within our terms of service, based on our experience with Elon Musk's companies violating contracts,

Aon CEO says insurance broker seeks to build 'premiere middle market platform' with purchase of rival USI

Mike SicarduSI CEO
Joining Aon represents a truly energizing next chapter for our firm and an opportunity to accelerate our momentum as part of the Aon United platform,
This means we're going to be in a position to bring world class solutions to the underserved U.S. middle market, and … set a new standard of client leadership for the 200,000 middle-market companies in the U.S. and their 48 million employees,

Brent jumps 3% to above $90 after flare-up in U.S.-Iran hostilities

Supply risk will persist and oil inventories will continue to deplete in the coming weeks and months,
Rising strikes on refineries in the Middle East and Russia have further constrained already-stretched global refining capacity, pushing refined products margins to new highs,

Here are Monday's biggest analyst calls: Nvidia, Apple, SpaceX, Dell, Deere, Broadcom, Costco, Redcat & more

Kalshi partners with brokerage Alpaca as it tries to build its international audience

Prediction market platform Kalshi is working with brokerage and financial infrastructure startup Alpaca to bring its event contracts to an international audience

Max Crowleyvice president of business development
They're a trusted brand, they're technology forward, their customers love working with them,
Tony Leeevent contracts, chief brokerage officer
Our mission is really to open up financial services to as many people around the world as possible, and you really have to go where the customer demand is,

Santoli: Why investors should be on high alert heading into September

Overall little change, but sentiment does lean overly bullish as survey data such as Investors Intelligence shows too many bulls, while real time market metrics show a relatively high degree of complacency."

Grand Canyon braces for more storms after deadly flash flood, about 15 people still missing

These measures are crucial for ensuring the safety and sustainability of water resources,
Heaven help us if the whole thing down there at the bottom has to be reconstructed,
We saw the creek flood, waterfalls coming up out of nowhere, boulders, mud, landslides happening everywhere,
With deep monsoonal moisture in place and already saturated soils in some locations, an elevated risk of flash flooding will be in place through Monday,

India’s economy expands 7.8% in fiscal first quarter, beating estimates

India's economy grew by 7.8% in the quarter to the end of June, mainly driven by strong performance of the financial, real estate, information technology and professional services sectors

Bank of England chief warns new AI models threaten global financial stability

Recent developments have also highlighted to me that many jurisdictions do not have the protocols in place to manage the development, release, and deployment of advanced frontier AI models, heightening risks for the financial sector and beyond,
Andrew Bailey (banker)bank of England Governor
Frontier AI may have the ability materially to alter the speed, scale and economics of cyber risk, which could undermine market confidence system-wide, especially due to highly concentrated third-party service providers,

Russia preparing 'massive strikes' on Ukraine's energy sites after deadliest attack of the year

In a post published Sunday via Telegram, Russia's Defense Ministry framed the planned attacks as a response to the continued Ukrainian strikes against Russian energy sites

In accordance with the received instructions, the Armed Forces of the Russian Federation began preparing to launch massive strikes against Ukrainian energy facilities as a response to the continuing attacks of the Kiev regime against the Russian civil infrastructure and fuel and energy facilities,

U.S.-Iran escalation shows Washington's frustration with slow-moving sanctions

Most of the war has been tactically focused rather than strategic from the outset,

Stock futures fall after U.S. strikes Iran; Wall Street heads for winning month: Live updates

S&P 500 futures also slipped 0.36%, while the Nasdaq-100 futures lost 0.4%

Jonathan Millarbarclays economist
Although we doubt this was intended to foreshadow September's tightening given his distaste for signaling, his hawkish discussion makes a 25bp September hike more likely than not. Given his inflation metrics, our baseline calls for another in December,

India’s largest private lender HDFC Bank sees shares rise after CEO announces surprise exit

Despite persuasion, Mr. Jagdishan reiterated his decision to not seek reappointment,
A credible successor could become a meaningful rerating catalyst,

France is becoming the ‘poster child’ of sovereign debt problems as government borrowing costs hit near 2008 highs

It has repeatedly broken European Commission rules on budget deficits and debt limits, and successive prime ministers have been ousted after failed attempts at reform, spending cuts and tax rises to bring the situation under control

China's Xi builds diplomatic clout with multiple state visits ahead of Trump summit

The Chinese leader this year has so far only ventured abroad once: a state visit in June to North Korea for the first time in seven years

Because of China's deep integration into the global economy, China is an integral part of the solution,
It's time for China to probably take bigger responsibility, provide more global public goods,

Jackson Hole analyst roundup: Warsh's speech sends hike chances higher, may put Fed `at odds' with Treasury

Deutsche Bank continues to expect the Fed to hike 50 basis points this year, with increases at the September and December meetings

Matthew J Maleyresearcher ORCID ID = 0000-0001-5200-7640
Warsh appears to be talking up inflation so that he can claim credit for taming it when headline measures inevitably come down,
Warsh pledged to return inflation to the 2% target and indicated rates could rise further, strengthening the dollar and reversing part of the debasement trade that had lifted gold roughly 14% in August—its strongest monthly gain this century,
Chair Warsh's Jackson Hole address surprised us in its specificity about the economy and outlook and with its lean in a decidedly hawkish direction,
This seems to put the Fed at odds with the US Treasury, which earlier in August announced that it will step up its buybacks of long-term treasury securities in an apparent attempt to prevent yields rising further at the long end,