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Strong growth and secular tailwinds should help drive this tech titan to new heights.

Federal Reserve holdings of mortgage bonds play a “central” role in how monetary policy affects the economy's momentum, academics wrote in a paper to be presented at a central bank research conference Saturday. The paper takes stock of how the Fed uses increases and contractions in its holdings of Treasury and mortgage bonds to augment the changes it does with its interest rate target, actions collectively aimed to influence the economy's momentum. Known as quantitative easing, or QE, Fed purchases of Treasury and mortgage bonds starting in earnest in the spring of 2020 caused central bank holdings to more than double to a peak of around $9 trillion by the summer of 2022.

Will an already stretched consumer keep paying up for high-quality running shoes?

These technology titans are compelling picks at current price levels.

Supermicro's stock has mismatched expectations.

Its ambitious business model may not be sustainable.

The Federal Reserve's credibility in the eyes of financial markets helped in its battle against inflation over the past two years, but it had to be earned afresh with interest rate hikes that backed up policymakers' verbal promises to restore price stability, according to new research presented at the Kansas City Fed's annual research conference in Jackson Hole, Wyoming. A strong perception in financial markets that a central bank is committed to inflation control can make monetary policy more effective, prompting markets to shift financial conditions faster and lowering inflation with a less serious hit to economic growth than would otherwise be the case.

Fed chair Jerome Powell's announcement that rate cuts are coming will impact all of us broadly.

There are no certainties in equity markets, but these stocks look highly likely to deliver outsized returns.