General News
Latest news from around the World.
President Trump didn't attack Iran to help the U.S. economy at the expense of its allies. Nonetheless, that is more or less what's happened, writes @greg_ip
America's role as a major oil-and-gas exporter tempts President Trump to walk away from the Strait of Hormuz and wield leverage over others.
...keep reeding on wsj.com
Weekly Commentary: A Squeeze, A Gambit, And A Z.1
The S&P 500 rallied 2.9% during the quarter's final trading session, reducing Q1 losses to 4.6%. CDS prices reversed sharply lower Tuesday, with high yield CDS sinking 21 to 385 bps.
...keep reeding on seekingalpha.com
April 2026 Perspective
March was a reminder that markets can shift quickly when geopolitical events begin to shape the economic outlook. Bond markets offered less stability than investors might typically expect, as renewed inflation concerns contributed to higher rate volatility.
...keep reeding on seekingalpha.com
No Shortage Of Volatility In Shortened Trading Week
Financial markets oscillate as investors digest new developments in Iran war. Manufacturing sector exhibits resilience.
...keep reeding on seekingalpha.com
Private-Credit Funds Face Higher Financing Costs in Bond Market. Here's Why.
Public BDC share prices are down 15% this year, as measured by the VanEck BDC Income ETF.
...keep reeding on barrons.com
S&P 500 Snapshot: Best Week In 4 Months
The S&P 500 had its best day since May on Tuesday, which led to the index's largest weekly gain in four months and its first in six weeks. The index rose 3.4% from the previous Friday and is now 5.67% off its all-time high from January 27, 2026.
...keep reeding on seekingalpha.com
Q2 Update: Iran War, Depleting Munitions, And Market Outlook
Geopolitical escalation is now impacting energy infrastructure, increasing the risk of sustained supply disruptions and keeping oil and gas prices elevated. Markets appear complacent despite rising risks - equities are weakening technically, but there is no sign of panic or capitulation typically seen at market bottoms.
...keep reeding on seekingalpha.com
All Gas, No Brakes
For more than a decade, the hottest asset class on Wall Street was private credit and private equity funds. Private funds are not the only ones that haven't successfully managed through an extended bear market.
...keep reeding on seekingalpha.com
Trump touts unexpectedly high March jobs report as economy rebounds from weak February
March jobs report shows 178,000 new positions added, tripling forecasts. Trump says tariffs are driving factory construction and economic growth.
...keep reeding on foxbusiness.com
This Fed will remain ‘paralyzed': Expert makes prediction on future rate hikes
Allianz chief economic adviser Mohamed El-Erian and Unleash Prosperity principal Phil Kerpen interpret a strong jobs report despite a war in Iran and A.I. worries on ‘Kudlow.
...keep reeding on youtube.com
CDT Insider Sentiment March 2026: The Probability Race And Barbell Strategies
The U.S. military campaign against the Iranian theocracy has roiled financial markets. As a result of the incursion, oil prices are surging and are up 90%+ since the beginning of the year.
...keep reeding on seekingalpha.com
BIG SURPRISE: Jobs report SHOCKS with huge upside surprise
'The Big Money Show' reacts as the U.S. adds 178,000 jobs in March, almost tripling expectations and signaling strength in the labor market. #foxbusiness #bigmoneyshow 0:00 Strong Jobs Report & Economic Outlook 0:47 White House on the "Exciting" US Economy 1:35 Jobs Report vs.
...keep reeding on youtube.com
Why the Private Credit Squeeze Could Create “Zombie” Companies
Market risks don't usually announce themselves. They build quietly, beneath the surface – while everything still looks fine on the outside.
...keep reeding on investorplace.com
These charts show the bulk of March's job gains were concentrated in just a handful of sectors
Healthcare continued to drive gains in employment, while better weather in March also helped.
...keep reeding on wsj.com
Interest Rates "Sitting" in Place: Tariffs & U.S.-Iran War Keep Fed from Cutting
Lasting tariff uncertainty and impacts from the U.S.-Iran War leads Mike Dickson to believe the Fed is stuck in interest rate limbo. The FOMC "not being able to aggressively cut" rates also keeps the committee from forecasting too far into the future.
...keep reeding on youtube.com
'SHATTERED EXPECTATIONS': Jobs report delivers STUNNING hiring surge
Labor Secretary Lori Chavez-DeRemer joins ‘Varney & Co.' to break down the latest jobs report, highlight AI's impact on the workforce and outline a major push to expand 401(k) investment options. 0:00 March Jobs Report: The Headline Numbers 1:18 Federal Reserve & The Inflation Target 2:31 Labor Secretary Lori Chavez-DeRemer Reacts 3:43 The AI Productivity Boom: Jobs vs.
...keep reeding on youtube.com
American workers' wage gains lost momentum in March despite strong hiring, economists say
Average hourly earnings rose just 0.2% in March, missing expectations as analysts warn softer wage growth and rising energy prices squeeze consumers.
...keep reeding on foxbusiness.com
Jobs data, Iran war add to inflation fears for retirees
The U.S. Treasury bond market is getting increasingly worried about inflation.
...keep reeding on marketwatch.com
Non-Farm Payrolls For March Large Beat On Expectations; Markets Closed For Good Friday
The March Non-Farm Payrolls (NFP) report came with a major surprise: +178K vs. 60K expectations.
...keep reeding on seekingalpha.com
Buy the Dip in Treasuries, Strategist Says. Here's Why.
Ned Davis Research's Joe Kalish is interested in pivoting to Treasuries, even as the debt market wraps up a tumultuous week.
...keep reeding on barrons.com