General News

Latest news from around the World.


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Higher Medicare Advantage Rates Push U.S. Managed Care Stocks Higher

US managed care insurers saw a notable bump to their stock prices this week following news of higher than anticipated Medicare Advantage rates for 2027. On April 6, the Centers for Medicare & Medicaid Services approved a net average rate increase of 2.48%, representing more than $13 billion in additional Medicare Advantage payments to plans for calendar year 2027.

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The Importance Of The Up Days

Patience and discipline. This is the mantra we have been encouraging our clients to embrace from day one.

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Ceasefire Brings Relief, But Outlooks Remain Complex

Bond market volatility remains elevated despite ceasefire relief. Credit markets show resilience.

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Osterweis Capital Management Q2 2026 Equity Outlook

For the better part of two decades, software companies and information services firms have been rightfully viewed as the archetypal quality compounders. The five largest hyperscalers are projected to deploy over $700 billion in aggregate capital expenditure this year, an increase of over 60% from 2025.

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Can Forgotten Biotech Break Out?

After a 50%+ run from lows last April through highs in mid-January, the Biotech group has been trending sideways over the last few months. Biotech hasn't garnered much attention lately, with all the coverage of the Iran War and the AI Doom trade that's been taking down software stocks even as AI infrastructure stocks continue to surge.

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Panetta: Iran's Grip on Hormuz Puts Pressure on US Economy

Leon Panetta, Former Defense Secretary under the Obama Administration, says Tehran's control of the Strait gives it significant leverage and is driving inflation and fuel costs, making it central to negotiations. Panetta, who also served as White House Chief of Staff during the Clinton Administration, stresses the importance of restoring free passage through the Strait, questions lack of earlier military action, and warns regime change can't be achieved through air power alone.

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Review & Preview: Stocks' Stellar Week

The major indexes had their best week of the year. A fragile cease-fire plus the start of earnings season had investors buying the dip.

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Markets Weekly Outlook: Markets Brace For U.S.-Iran Talks Amid Post-Ceasefire Surge

The announcement of a tentative US-Iran ceasefire led to the "unwinding of the fear trade". The S&P 500 and Nasdaq Composite both enjoyed a strong recovery, finishing green for seven consecutive trading sessions.

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Are The Semis And Transports Leading The Market To New Highs?

For generations of market watchers, the Dow Jones Transportation Index was considered the ultimate leading indicator for the broader market. For today's digital economy, the "leading" torch has been handed to the semis group, which we labeled "the Transports of the 21st century" years ago.

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Fed asks about US banks' exposure to private credit firms, Bloomberg reports

The Federal Reserve is asking major U.S. banks for details about ​their exposure to private credit following a surge in ‌redemptions from the funds and a rise in troubled loans in the industry, Bloomberg News reported on Friday, citing people familiar with the matter.

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Cramer warns of ‘incredibly overconfident' market after U.S.-Iran ceasefire

Jim Cramer explained why the market seems "overconfident" right now after the S&P 500 posts its best week since November. In the week ahead, Cramer will be following earnings from banks like Goldman and Wells Fargo.

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Forget GDP. Meet GDI: The new economic scorecard for AI power

A version of this story originally appeared in the BI Tech Memo newsletter. Sign up for the weekly BI Tech Memo newsletter here.

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Powell And Bessent Summon Bank CEOs For An 'Urgent' Meeting - What's Going On

The Fed Chair and the Treasury Secretary had an urgent meeting with bank CEOs, apparently to discuss the new Anthropic advanced AI model. These urgent, highest-level meetings usually happen during a financial crisis.

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Wall Street creates new credit-default swap index to bet against private credit

S&P Dow Jones Indices is launching a new credit-default swap index linked to the private credit market, giving investors a tool to bet ​against a sector that has faced turbulence in the last ‌few months.

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S&P 500: Markets Wait For Clarity On Iran, But It May Be Hard To Come By

Markets remain highly uncertain amid the unresolved Iran crisis and ineffective ceasefire, with the Strait of Hormuz largely closed to normal traffic. Energy price spikes, particularly gasoline up 21.2%, have driven March CPI to 3.3%, fueling stagflation fears and sharply lowering consumer confidence.

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Inside the Consumer Price Index: March 2026

Inflation affects everything from grocery bills to rent, making the Consumer Price Index one of the most closely watched economic indicators. What does inflation mean at the micro level — specifically to your household?

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Software stocks are getting pulverized — but bitcoin's rebound hints that a bottom might be in

Bitcoin's relative strength on Friday may offer a bullish clue for battered software shares — that is, if a past relationship still holds.

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Stock Market Posts Big Weekly Gains Despite Inflation Pop; Vance Issues Iran Warning

The stock market, including the Dow Jones index, nailed down strong weekly gains. Vice President JD Vance issued an Iran warning.

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Friday's Final Takeaways: AI Doubts, Global Inflation, & Geopolitical Risk Ahead of Earnings Season

Pressure continues to build in software as ServiceNow (NOW) leads a broader pullback tied to fading confidence in A.I. positioning.

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Investors are gloomy about inflation and risk-taking ahead of Saturday's Iran talks

The economic toll of the Iran conflict is starting to show up at home.

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