Welcome to 10 Things Before the Opening Bell.
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1. Stocks' march higher looks set to pause until Fed chief Jay Powell speaks. All eyes will be on the Jackson Hole conference this Friday, waiting for a clue to the central bank's next move on asset purchases. Take a look at what's happening on the markets.
2. "Fragility shocks" may be on the horizon even amid record-high stock prices, according to Bank of America. Analysts said investors may be underpricing the risk of a change in Fed policy, though a strong "buy the dip" mentality remains. Here's how investor sentiment stands now.
3. Two Charles Schwab strategists shared their picks for promising stocks and sectors. One said he's bullish on the healthcare sector and the automaker stock Ford, as he expects both to perform well. See their other picks, and why they think Tesla and Apple may be losing steam.
4. Earnings on deck: Dell Technologies, Workday, and Dollar General, all reporting.
5. Most investors believe inflation is transitory - but that hasn't stopped them from preparing their portfolios for price hikes. A recent E*Trade survey found that investors are looking to add stocks that are sensitive to an uptick in rates. Here's how they're positioning their portfolios.
6. GameStop and other meme stocks surged again, and retail investors are loving it. Among the most discussed stocks on Wall Street Bets were AMC, Blackberry, and Cassava Sciences. See why GameStop was (again) Reddit's most-mentioned stock this week.
7. Robinhood is facing new backlash - this time around its free stock program. The trading app's service of offering free shares to new users is under scrutiny by regulators, all because of one reimbursement exemption - here's what the rule means.
8. A UK regulator thinks Binance poses a significant risk to consumers. The Financial Conduct Authority said the world's largest crypto exchange is "not capable" of being effectively supervised. See how Binance responded.
9. It's time for investors to hop on crypto, or "get left behind," says an ETF product manager. As digital assets grow increasingly mainstream, VanEck's JP Lee says there's still time for investors to capitalize on the trend. To jump in on the trend, he recommended these five stocks.
10. Warren Buffett's Berkshire Hathaway stands to profit from Biden's infrastructure plan and may be targeting Chinese stocks. Veteran shareholder Darren Pollock said the firm is betting on tech companies, and that its homebuilders and retailers are set to profit from the new bill. Here's why the firm has been venturing out of its investing comfort zone.
Compiled by Phil Rosen. Feedback? Email [email protected] or tweet @philrosenn.
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