Core Insights - President Trump emphasized the progress made on the U.S. economy during his State of the Union address, declaring it a 'golden age' for America [5] - The announcement of new tech partnerships, including one with Anthropic, positively impacted U.S. software stocks and contributed to gains in Asian equities [5] - HSBC reported a full-year profit that exceeded expectations, despite a decline compared to the previous year due to one-off charges, indicating a recovery in the banking sector [5] Company Highlights - HSBC's CEO George Elhedery noted that recent changes within the bank are beginning to yield positive results, suggesting a turnaround strategy is in effect [5]

While not ecstatic about the outlook, consumers are more upbeat about the economy than it appeared last month, the Conference Board said Tuesday. ...

Let me bring in Ron Insana in the meantime. He's financial journalist, author of the Substack, message of the market. Speaking of markets, Ron, we're not seeing much of a reaction.Why do you think that is. Well, we're seeing a lot of volatility this morning, Anna, for a wide variety of reasons like the Supreme Court decision itself. We have a multiplicity of headlines that are affecting financial markets.Not only this decision and its attendant implications, but also we had slower than expected fourth quart ...

The U.S. economy got sidetracked in February by tariff-related price increases, sluggish sales and the previous month's Winter Storm Fern, but top executives were also more optimistic that business will improve later in the year. ...

The final report card for the U.S. economy in 2025 is likely show pretty good marks — and set the stage for even stronger performance this year. ...

Core Insights - PNC Financial Services Group has launched the PNC Monthly Consumer Health Check, providing real-time insights into U.S. consumer activity and the economy [1] - The report utilizes PNC's proprietary, anonymized data to offer actionable insights for business leaders, investors, and households [1] Group 1: Report Features - The Monthly Consumer Health Check will be published monthly, focusing on consumer spending trends, transaction volumes, savings, cash flow patterns, and employment trends [1] - It includes commentary from PNC economists on growth, inflation, and risk assets, as well as readouts on household financial posture [1] - The report breaks down spending trends across essential categories (groceries, fuel), discretionary categories (dining, travel), and emerging trends like gambling and AI [1] Group 2: Methodology and Privacy - The report is produced by aggregating and anonymizing internal data sources, ensuring robust privacy safeguards and seasonal adjustments [1] - The index is benchmarked to a neutral base period to facilitate interpretation of month-to-month changes without accessing personally identifiable information [1] Group 3: Company Overview - PNC Financial Services Group is one of the largest diversified financial services institutions in the U.S., offering a range of retail and business banking services, corporate banking, real estate finance, and wealth management [1]

Economic Indicators - The Labor Department's nonfarm payroll report is crucial for the stock market, with expectations of 80,000 jobs added last month [1] - A soft jobs report could lead to continued rate cuts by the Federal Reserve, positively impacting the stock market [1] Corporate Earnings - CVS Health is set to report quarterly results, with the stock being the only one in the health insurance space that is recommended for ownership despite challenges from proposed Medicare Advantage reimbursement rates [2] - DuPont's earnings report is anticipated to showcase improvements under CEO Lori Koch, with the stock having increased approximately 58% over the past six months following the spinoff of its electronics business [3] - Robinhood's earnings report is concerning for investors due to its correlation with cryptocurrency markets, with shares down nearly 27% year to date [4] - McDonald's earnings report is expected to reflect a strong value proposition for consumers despite beef inflation issues [4] - Cisco Systems has seen a 10% increase in shares year to date ahead of its earnings report, raising questions about its product focus between software and hardware [5]

The blue-chip index's climb comes as the U.S. economy has muscled past its rich peers and snapped up investment the world over. ...

The Senate Committee on Banking, Housing, and Urban Affairs holds a hearing on the annual report of the Financial Stability Oversight Council with Treasury Secretary Scott Bessent on Thursday. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock mark ...

The U.S. economy may be experiencing a sustained pickup in its speed limit, a positive development for the rest of the world as it looks set for its weakest decade of expansion in half a century https://t.co/xOHS2kdkba ...