General News
Latest news from around the World.
Fed Policymakers Cautious Over Rising Gas Price Concerns
Bloomberg News Economics Editor, Michael McKee, joins Bloomberg's David Gura and Christina Ruffini to discuss recent comments from Tom Barker of the Richmond Fed regarding the impact of rising gasoline prices on the US economy. The Federal Reserve is aware that lowering interest rates will not reduce gasoline prices and could instead fuel inflation, so they are monitoring for secondary effects on the broader economy rather than reacting directly to fuel cost changes.
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These 8 drugs could help fight dementia — and they're already on the market
The findings have been tested in the real world.
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International Funds Outscore U.S. So Far
Non-U.S. funds are up 9.3% in 2026, winning the stock-fund olympics. Plus: A Financial Flashback to when the Dow crossed 500 in the 1950s.
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February Jobs Report: Signs Of Slowdown, But Rate Cut Unlikely
The latest US labor market report signals early signs of economic slowdown, with non-farm payrolls dropping by 92k and cyclical sectors shedding jobs. While job market trends would ordinarily turn the Fed dovish, escalating US-Iran tensions have heightened inflation risks, reducing the probability of near-term Fed rate cuts.
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Operation Chartstorm: Charts You Have To See This Week
The US faces a looming working-age population shortage, with net immigration sharply declining and birth rates falling, threatening future economic and real estate growth. Senior housing and healthcare REITs like WELL and CTRE are outperforming, reflecting the secular shift toward an old-age dominated economy and consumption patterns. The AI infrastructure capex boom is accelerating, benefiting semiconductor and tech hardware companies, while raising questions about the sustainability of private AI developers' cash burn.
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THE ARCHITECTURE IS CHANGING: Top military and economic moves ROCKING global markets | Recap
From systematically shredding the Iranian regime to warnings of China's submarines moving 'very close' to U.S. shores, this week has seen a massive transformation in global security and economic policy. 0:00 'VERY CLOSE': Chang warns China submarines moving CLOSER to US shores 8:15 Gen.
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These 6 stocks could be major winners of an upcoming optics ‘supercycle'
Optical components are becoming a critical chokepoint in AI infrastructure, as the data-center buildout drives strong demand for more efficient data-transfer methods.
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Retail Sector Recap: Consumers Pull Back On Weak Outlook
The latter half of the quarterly earnings season has been dominated by a heavy dose of retailer updates. Names reporting earnings include Walmart, Target, and other mainstay consumer discretionary retailers.
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Telecom stocks have had a great start to the year — and they're still quite cheap
Several companies in the S&P 500's communications sector trade at low price-to-earnings valuations, with attractive dividend yields well supported by cash flow.
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How High Could Oil Prices Go? A Reality-Based Look At The Ceiling
Oil prices are notoriously difficult to forecast. The market has a long history of humbling anyone who speaks with too much certainty.
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U.S. Energy Chokehold: How Interventions In Venezuela And Iran Are Reshaping China's Growth Outlook
U.S. Venezuela–Iran actions reflect a planned, NSS-aligned strategy; China faces structurally higher energy costs through Trump's second term. Removing discounted Iranian/Venezuelan barrels adds ~$6.8–$8B annually; higher Brent and logistics costs amplify China's import bill.
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Fed ‘utterly paralyzed' as Iran conflict stokes stagflation fears
At the beginning of the year, it looked as if the Federal Reserve had managed to put the U.S. economy back on a track toward a soft landing, with the labor market stabilizing and high inflation slowly cooling.
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Iran war threatens a prolonged hit to global energy markets
The war with Iran could leave consumers and businesses worldwide facing weeks or months of higher fuel prices even if the week-old conflict ends quickly, as suppliers grapple with damaged facilities, disrupted logistics, and elevated risks to shipping.
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The Odds of Financial Crises Are Rising. Will the U.S. Be There to Help?
History tells us that large and rapidly growing debt in major economies often foreshadows a financial crisis. It also tells us that close global cooperation and trust in U.S. leadership have been critical to preventing and resolving such a crisis.
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How the OpenAI-Anthropic Feud Could Warp the Future of AI
The fractured relationship between Dario Amodei and Sam Altman will color the debate around how artificial intelligence should develop.
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Weekly Commentary: Scorched Earth
The week experienced the problematic scenario for highly levered global markets: sharply lower stock prices, widening spreads/risk premiums, rising Treasury/sovereign yields, and currency volatility. The S&P 500 dropped 2% this week, not reflective of the stress throughout global markets.
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Iran Conflict Jolts Markets
Oil and gas prices surge amid Iran war. Bond yields rise on inflation concerns.
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This Week's Market Wrap: Energy, Defense Stocks Take The Lead As Oil Prices Spike Higher
Escalating conflict between the U.S., Israel, and Iran pushed crude oil above $90 per barrel and created significant cross-asset volatility, with energy and defense stocks benefiting while travel and transport names came under pressure. Despite macro turbulence, strong demand signals across AI hardware and software - from companies like NVIDIA, Broadcom, and Marvell - helped stabilize technology leadership and drove rebounds in semiconductors and enterprise software.
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Stocks Tumble After Chaotic NFP And Oil Action - Dow Jones And U.S. Index Outlook
U.S. stock benchmarks get rejected roughly after a toxic fundamental combo. Gigantic misses in Non-Farm payrolls and Retail Sales combine with rising Oil prices towards Stagflation angst.
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AI Scenarios: From Doomsday Destruction To Do-Nothing Bots
When ChatGPT made its debut on November 30, 2022, it unleashed the hype of AI, and in the three years since, AI has taken on an outsized role not just in markets but also in our lives. The Citrini AI scenario must have hit some targets, because in the days since, we have been flooded with scenarios countering Citrini and arriving at different outcomes.
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