General News
Latest news from around the World.
Our Long-Term And Short-Term Stock Market Outlook
The current stock market bull cycle, now ~16 years old, is likely to persist until at least 2027, supported by healthy private debt levels. Historical cycles and yield curve analysis suggest a market top is more probable in 2027-28, not 2026, absent a second 10y-2y inversion.
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European budget airline Wizz upbeat on summer demand, jet fuel supply
Wizz Air's CEO said on Monday the European budget airline's summer schedule would be 17% larger this year, with growth focused on the Balkan and Caucasus markets, despite concerns over jet fuel supply and costs tied to the Iran war.
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Beyond the Headlines, a Broader Opportunity Emerges
While geopolitical volatility in the Middle East has captured the headlines and stoked market anxiety, a more profound and constructive narrative is quietly unfolding within the domestic economy. For the disciplined investor, the noise of the news cycle often obscures a broadening opportunity set.
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Energy and nuclear themes are back, driven by AI and geopolitics, says Alumni Ventures' Laura Rippy
Laura Rippy, Alumni Ventures Managing Partner, joins 'Fast Money' to talk how public markets could be impacted by possible mega-IPOs.
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The Recession Trigger Is Active
The Strait of Hormuz has been closed for almost two months, and there are no expectations of reopening anytime soon - that's the trigger for an inflationary recession. The April PMI data for the EU confirms that the EU is already slipping into an inflationary recession, while the US PMI shows some early signs with a struggling service sector.
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Short sellers' bets on life insurance stocks soar as private credit concerns grow
Short sellers' bets against U.S. life insurance stocks more than doubled in the past year to over $5 billion, a Reuters analysis of ORTEX data shows, a move that analysts say in part reflects concerns about exposure to the opaque private credit sector.
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Hungary's MOL says talks on NIS acquisition 'ongoing'
Hungarian oil group MOL said on Monday talks about the purchase of a Russian stake in Serbian oil group NIS are ongoing, in line with a framework agreement signed earlier.
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Market Readies for Mag 7 Earnings & FOMC Meeting
Kevin Hincks hit some of the key headlines surrounding the U.S., Iran, and the Strait of Hormuz creating undercurrents in Wall Street as it braces for Mag 7 earnings later this week. Also on Kevin's radar: the Fed's interest rate meeting and decision, along with the future of its leadership under Kevin Warsh.
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See the Corporate Layoffs So Far in 2026
Private-sector job cuts were down 1% in the first quarter, but AI led to 40% more job cuts in tech.
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Dow Jones rises 96 points as Iran tensions keep Wall Street cautious
Wall Street's main indexes were muted on Monday, as stalled peace talks between the United States and Iran and rising oil prices kept investors cautious ahead of a crucial week for earnings and monetary policy. The S&P 500 slipped about 0.04%, while the Nasdaq Composite declined 0.28%.
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The S&P 500 Clocks A New Record High As Geopolitics Hold Index Back From Rising Higher
The second-longest ever winning streak for the S&P 500 was broken on Monday, 20 April 2026. The streak had endured for 13 days, one short of the all-time record.
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Why DeepSeek V4 Impresses Despite Lack of 'Wow' Factor
China's DeepSeek has rolled out preview versions of a new flagship artificial intelligence model, calling it its most powerful open-source platform. Bloomberg Intelligence's Robert Lea explains how the Chinese flagship system is hampered in some areas by a lack of access to Nvidia tech but playing to its strengths in others.
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Wall Street Split on Quantum Computing Bet
Experts say quantum computing can reshape areas ranging from new drug discovery to machine learning and risk modeling in finance. But it's also thought to be still years away from offering many practical solutions.
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Ignore The Noise; Why This Bull Run Can Continue Much Further
Market indices, including the S&P 500 and Nasdaq, have broken out of their new highs despite ongoing geopolitical risks and energy disruption worries. Q1 earnings have broadly surpassed expectations, with technology, especially chips, leading sector growth amid an intensifying AI arms race.
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Rhetoric Is About To Clash With Reality
Stocks hit new all-time highs, fueled by strong earnings and optimistic geopolitical rhetoric, but underlying risks remain unresolved. The S&P 500 trades at a 20.9x forward P/E, above historical averages, while consensus earnings growth expectations appear overly optimistic amid persistent inflation and global headwinds.
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Hormuz: Why Markets Are Shrugging Off The Oil Shock
The “20% of global oil closed” framing was always misleading. In reality, the reduction in impact came primarily from four forces, and the primary source documents each.
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Leading bank urges investors to keep 'using the dips' as market leadership set to broaden
Investors should continue using geopolitically driven market weakness as a buying opportunity, according to JP Morgan's equity strategy team, which says the conditions that argued against a prolonged conflict-driven selloff remain firmly in place. The bank's strategist Mislav Matejka, who called in March for investors to add on dips following the initial derisking phase, says central bank flexibility and supportive earnings momentum distinguish the current environment sharply from 2022, when rising rates compounded equity market pain.
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Wharton's Jeremy Siegel: I don't think the drama surrounding Fed Chair Powell is over
Jeremy Siegel, professor emeritus of finance at University of Pennsylvania's Wharton School of Business and WisdomTree chief economist, joins 'Squawk Box' to discuss the future of the Federal Reserve, state of the economy, latest market trends, and more.
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Morning Call Sheet: Markets watch tech earnings as AI spending drives momentum
Peter Boockvar, CIO at One Point BFG Wealth Partners, Lee Baker, Owner and President of Claris Financial Advisors, and Courtney Gelman, Washington Research Analyst at Strategas, say AI spending and earnings will drive markets this week
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Pension-fund rebalancing and other red flags that suggest a stock-market pullback is nearing, according to Goldman Sachs
An uneven rally is just one reason why the Goldman Sachs trading desk is bracing for a pullback after the S&P 500's ninth record close last week.
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