25 March 2026

Stocks Retreat Slightly After Fed Comments

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The S&P 500 fell 0.4 percent to 1,676 on Tuesday after eight straight days of gains and a record closing yesterday. The decline stopped the longest rally in the S&P 500 since January. The Dow Jones Industrial Average lost 32.41 points, or 0.2 percent, to 15,451. Almost 5.5 billion shares traded hands on U.S. exchanges today, which was 15 percent below the three-month average.

The decline comes after about 74 percent of the 36 S&P 500 companies that have reported so far have beaten analyst forecasts, according to Bloomberg. Yahoo! Inc. will report after equity markets close on Tuesday, one of nine companies in the index disclosing results that day.

The S&P 500’s decline accelerated after Fed Bank of Kansas City President Esther George said the U.S. was heading toward economic recovery and that cuts in the pace of stimulus would be appropriate. George also said inflation appears to be moderate and the benchmark interest rate should not be held too low for too long.

Her comments came after Fed Chairman Ben Bernanke bolstered the rally last week after he backed sustained monetary stimulus. Bernanke will deliver his semi-annual monetary policy report to Congress this week, starting Wednesday at the House Financial Services Committee.

The Fed stimulus has helped fuel a surge in stocks worldwide, with the benchmark U.S. index jumping almost 150 percent from its March 2009 low. Fed policy makers have been debating the timing and pace of any cuts in the central bank’s $85 billion in monthly bond purchases. Bernanke has said any reduction will be tied to sustained improvement in the labor market or an increase in inflation.

A Labor Department report today showed the cost of living in the U.S. rose in June, led by a surge in gasoline prices. With continued unrest in Egypt and production backlogs, gasoline prices have jumped recently the most they have in four months. The consumer-price index increased 0.5 percent after a 0.1 percent gain the prior month according to the report.

Separate data showed that industrial production rose in June by the most in four months, signaling U.S. manufacturing is improving heading into the second half of the year. Output at factories, mines and utilities climbed 0.3 percent, the biggest advance since February, after being little changed in May.

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