Wall Street Enters Record-High Territory as Traders Brace for a Pivotal Fed Week
The S&P 500 is at record highs, but retail earnings, FOMC minutes and Jackson Hole this week could decide if the rally holds into September.
Clara
Markets & Macro Editor, Global Markets Review
- Markets
- Economy
- Central Banks
- Index Strategy
Clara is Markets and Macro Editor at Global Markets Review, covering index behaviour, central bank policy and the relationship between the two. Her beat starts from the arithmetic — index weights, earnings contribution, discount rates — and works outward to the narrative, rather than the reverse.
She anchors the publication's coverage of the Federal Reserve, the European Central Bank and the Bank of England, and writes the recurring analysis on US index concentration and the persistent valuation gap between American and European equities. Where a story requires tracking over several quarters, it usually carries her byline.
Clara writes for readers who hold positions rather than for readers who follow markets as spectacle, which shows in how her pieces close: with the specific data releases that would change the conclusion.
Clara holds no positions in individual securities covered by Global Markets Review.
Articles by Clara
Gold Grinds Toward Record Highs While Bitcoin Struggles to Reclaim $70K — Two Very Different Safe-Haven Trades
Gold is climbing toward record highs on central bank buying, while Bitcoin sits 49% below its 2025 peak. Here's why the two hedges are diverging.
European Stocks Are at Record Highs — and It's Not the Names You'd Expect
The FTSE, DAX, CAC 40 and STOXX 600 are all at record highs in 2026, led by chip-equipment stocks rather than luxury or pharma names.
The IPO Market Is Roaring Back in 2026 — and the Biggest Deals May Still Be Ahead
Medline's record IPO reopened the new-issue window. With SpaceX, OpenAI and Databricks reportedly weighing listings, 2026 could top 2021.
Oil Climbs as Israel-Lebanon Ceasefire Lapses and Iran Sanctions Loom
Brent crude pushed toward $89 a barrel as Middle East tensions resurface, complicating the Fed's inflation outlook ahead of a pivotal week.
The S&P 500 Is at a Record. Ten Stocks Are Doing Most of the Work.
The S&P 500 and Nasdaq are at record highs, but a handful of AI-linked megacaps drive the gains. What concentration means for US stock investors.
The Fed Has Stopped Being the Main Story. That Is the Risk.
Interest rates, inflation and equity valuations: why the Federal Reserve's path still sets the discount rate under record US stock prices.
The FTSE 100 Is Cheap for a Reason — and It Still Might Be Too Cheap
UK and European stocks trade at a persistent discount to US equities. What index composition explains, what it doesn't, and where the value sits.
The IPO Window Is Open Again, but Only for a Certain Kind of Company
The IPO market has reopened after a multi-year drought. What the current listings pipeline says about investor appetite and pricing discipline.