General News
Latest news from around the World.
Markets are plummeting as the war escalates - but not every industry is affected
The conflict in Iran is inflicting misery on millions - driving up bills and upending energy markets.
...keep reeding on news.sky.com
China Consumer Inflation Beats Expectations on Holiday Boost
Consumer inflation rose more than expected in February, benefiting from a Lunar New Year holiday bump.
...keep reeding on wsj.com
Grace period for markets has ended as hopes of Middle East war staying controlled fade: Expert
Clayton Seigle from CSIS says the market is scrambling to catch up with the prospect that talk of unconditional surrender and more assets including refineries, storage terminals, offshore facilities coming into the direct line of fire suggest the crisis period will last longer.
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Oil Surges, Asian Equities Slump Amid Growing Middle East Conflict
Oil jumped above $100 a barrel, while Japan's Nikkei Stock Average slid 6.7%, amid intensified concerns over petroleum supply disruptions.
...keep reeding on wsj.com
Oil Prices Have Skyrocketed 66% Since the Iran War Began -- Is a Stock Market Crash Next?
West Texas Intermediate crude oil futures have spiked 66% in a little over one week, reaching as high as $111 per barrel, following the start of military actions against Iran. Historically, parabolic moves in oil prices have correlated with weaker consumer spending, higher inflation, and rising unemployment.
...keep reeding on fool.com
Fresh Survey Stokes AI Bubble Fears. How to React.
AI-related stocks have made an estimated 90% of the S&P 500's total capital expenditures since November 2022. For the first time in 20 years, professional fund managers are saying companies are spending too much.
...keep reeding on fool.com
Vietnam to remove fuel tariffs amid supply disruption due to Iran war
Vietnam is planning to remove its import tariffs on fuels to ensure supplies amid disruptions caused by the military conflict in the Middle East, the government said.
...keep reeding on reuters.com
S&P 500: A Big Drop In Slow Motion (Technical Analysis)
The S&P 500 is making lower lows and lower highs, but it's a slow grind lower rather than a collapse, even when the news flow is overwhelmingly negative. Last week's close below 6764 could signal a path towards 6500ish over the next weeks.
...keep reeding on seekingalpha.com
Claude U.S. Downloads Up 500% W/W: Impacts on ChatGPT, Gemini & AI Stocks
Claude parent Anthropic "walking away" from using its AI technology with the U.S. military sent interest in the chatbot soaring while uninstalls accelerated for OpenAI's ChatGPT. Seema Shah talks investors through what it all means for Claude, ChatGPT, and other AI stocks.
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Opinion | The Legal Case Against Section 122 Tariffs
Democratic state AGs quote Milton Friedman, if you can believe it.
...keep reeding on wsj.com
The K-Shaped Consumer Economy: GLP-1s, AI And The Future Of Consumer Spending
2026 is going to be a very dynamic year because of the influence of government policy on both consumers and consumer companies. Retail sales are growing about 4%, that's in line with the pre-COVID trend line.
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Is the "AI Bubble" About to Burst or Just Beginning to Inflate?
Over 40% of American workers have tried AI, but only 13% use it daily, a gap that suggests current market valuations may be running ahead of real-world adoption. Today's AI leaders are highly profitable companies spending hundreds of billions on infrastructure.
...keep reeding on fool.com
America's Natural-Gas Bounty Is Cushioning U.S. Markets From Global Shocks
The U.S. is ending the winter heating season with plenty of gas in storage, unlike in Europe, where inventories are unusually low.
...keep reeding on wsj.com
Pointed: The News Quiz for Risk Takers | Markets, Caribbean, Inflation
David Gura, Christina Ruffini, and Lisa Mateo of “Bloomberg This Weekend” play Pointed! Wager your points, leverage your bets and answer wisely.
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Why I'm Not Betting On An Energy Crisis Crashing The Market
The current US-Iran conflict has not yet triggered a worrying energy crisis, with Brent crude's rally remaining contained and markets not pricing in worst-case scenarios. Strait of Hormuz shipping has stalled, but oil and LNG markets began the year with a glut, and price action remains below 2022 crisis levels.
...keep reeding on seekingalpha.com
Treasury Issuance May Be Sucking Liquidity From The Stock Market
Treasury settlement days are draining market liquidity, pressuring risk assets and now defensive sectors as issuance absorbs available cash. High-beta sectors like IGV and HYG have underperformed on settlement days, with recent weakness spreading to staples such as XLP.
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The Fed Isn't Independent, It Never Was, And It Doesn't Matter
The Fed is not independent. It never was. What is a creation of politicians can't be independent, particularly when politicians appoint the most powerful members of the Fed board whose appointments are voted on by – yes – politicians.
...keep reeding on forbes.com
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
...keep reeding on benzinga.com
Main Street Research CIO: There is ‘a lot of FEAR' in global markets
Main Street Research CIO James Demmert joins Charles Payne to discuss global market volatility and investment opportunities on ‘Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #economy #markets #investing #stocks #finance #business #global #volatility #inflation #interestrates #wallstreet #money
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SanDisk To Benefit From The AI-Driven Memory Squeeze As Prices Surge
NAND flash has become a critical enabler of AI workloads, supporting the vast data storage and retrieval demands of large language models and high-performance computing clusters. A tightening in memory chip supply, driven by accelerating capital expenditure on AI infrastructure, is redistributing earnings across the semiconductor sector, pressuring end-market customers while improving pricing power and margins for memory manufacturers.
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