CNBC's Rick Santelli reports on construction and manufacturing data for July.» Read More
I think there's a lot of misunderstanding in the markets about how Fed chairman Ben Bernanke views Fed strategy.
"It's difficult to see what Bernanke could say on Friday that hasn't already been said or done before. They could tinker around with reactivating a bond programme, but as we saw with QE2, which wasn't exactly a resounding success, it is not really so much a liquidity problem with the markets; it's a debt problem, and therefore, a confidence problem," Stephen Davies, chief executive at Javelin Wealth Management, told CNBC.
Stocks have fallen four weeks in a row. Some on Wall Street worry that the resulting blow to confidence, not to mention 401(k) statements, has set off a spiral of fear that could push prices even lower, cause people and businesses to pull back and tip the economy into a new recession.
Investors will be watching the Fed as it meets at its annual Jackson Hole gathering this week for signs of new stimulus plans as the economic outlook gets worse.
The week's top business news and investment advice, including how to trade Europe, US financials, HP's sharp drop and the run-up in gold.
Breaking down today's market action and how investors can protect their portfolios, with David Darst, Morgan Stanley Smith Barney, and Ken Heinz, Hedge Fund Research.
Discussing the low rates on Treasurys and where investors are likely to find better returns, with Ira Epstein, The Linn Group managing director.
Discussing whether there will be more downside for the markets and how investors should position their portfolios, with Rebecca Patterson, J.P.Morgan Asset Management chief market strategist.
"Unless the government starts to get its fiscal house in order, does mandatory budget reform in the Congress with this [Super] Committee, I fear things will get considerably worse," said Robert Rodriguez.
A check on what traders are watching, with Larry Shover, Efficient Capital Management, and a look at bonds and the U.S. dollar, with Joe Balestrino, Federated Investors fixed Income market strategist
Investors flood Treasury markets looking for safety from riskier plays, with Jeff Kilburg, Treasury Curve.
The bull market in bullion, which began in late 2008, turned 1,008 days old on Thursday, making it the fourth longest rally for gold since 1975, according to Bespoke Investment Group.
A look at which dividend stocks should be on investors' buy list., with Joseph Keating, CenterState Wealth Management, and Neil Leeson, Ned Davis Research.
CNBC's Rick Santelli has the story on today's dip in Treasury yields, and discussing whether investors will continue to flock to bonds, with Todd Colvin, MF Global.
Discussing whether investors should be worried about Europe's debt problems, with George Magnus, UBS, and CNBC's Michelle Caruso-Cabrera.
Despite the recent downgrade, investors are rushing into Treasuries. A look at why China and the rest of the world keep buying U.S. debt, with George Goncalves, , Nomura Securities; Tony Fratto, Hamilton Place Strategies, and CNBC's Rick Santelli.
CNBC's Rick Santelli reports on bond yields from the CME.
Peter Boockvar, Miller Tabak provides insight on Treasuries & Fed policy, and the Fast Money traders with a play on gold.
CNBC's Rick Santelli reports on hot inflation data and yields, saying Treasuries are now the only cool drink in a hot desert. And CNBC's Jim Cramer suggests this could be a radically fabulous time to take advantage of the S&P decline and get into some stocks.
"I think there has been a downshift in expectations of economic growth, so I would be a little more defensive, thinking about companies that actually pay dividends, and have a record of earnings. I would emphasise the multinationals overall, and I would look at high grade corporate bonds as an alternative," John Silvia, chief economist at Wells Fargo, told CNBC.