General News
Latest news from around the World.
Iran: Not Close To Over Yet
Last week's rally in major indices is most likely a short-lived relief event amid unresolved Middle East tensions and fragile ceasefire conditions. Persistent risks of renewed hostilities and a choked Strait of Hormuz are not priced into markets, raising recession and stagflation probabilities.
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Industry Outlook: Visible Alpha Breakdown Of U.S. Banks' First Quarter 2026 Earnings Expectations
The big four entered 2026 with strong momentum following a record 2025, supported by resilient economic activity, moderating inflation, and still-elevated interest rates. While efficiency ratios show improvement at JPMorgan and Bank of America and deterioration at Citi and Wells Fargo, reflecting ongoing investment spend and restructuring costs.
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The Market's Next Test Is Already Here
After weeks of scouring headlines and watching tanker traffic, investors are eager to get back to the fundamentals of corporate earnings.
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Recent months have been marked by slower growth, stubborn inflation and a weaker job market. Economists worry the war in Iran could exacerbate all three.
Forecasters in the Journal's survey see hits to GDP, inflation and the job market from the conflict with Iran.
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Vance leaves Pakistan talks with no deal. How financial markets are reacting.
Markets were pointing to a shaky start, based on trading via a decentralized crypto-based trading platform.
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Global PMI: Tracking The Sectors Hit Hardest By The Middle East War
Survey data underscored how the war in the Middle East has already had a material impact on economic growth around the world. Drilling down deeper, the data showed weaker growth trends were recorded across all major industries globally.
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S&P 500 Snapshot: Best Week Since November
The S&P 500 snapped its seven-day win streak on Friday but still pulled out its second consecutive weekly gain, achieving its largest increase since November. The index climbed 3.9% from last week, a rally largely driven by optimism over potential geopolitical de-escalation, and is now 2.32% off its all-time high from January 27, 2026.
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Stocks are 'starting to come back,' portfolio manager says
Bullseye American Ingenuity Fund portfolio manager Adam Johnson discusses March inflation, the probability of Federal Reserve rate cuts and economic growth outlook on 'Maria Bartiromo's Wall Street.' #fox #media #breakingnews #us #usa #new #news #breaking #foxnews #mariabartiromo #adamjohnson #stocks #market #economy #inflation #interestrates #federalreserve #finance #investing #growth #business #wallstreet #trading #economicoutlook #markets
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The 1-Minute Market Report, April 12, 2026
Markets rebounded sharply over the past two weeks, led by aggressive dip-buying despite negative macro headlines and geopolitical risks. The Mag 7 and small caps outperformed, with Broadcom (AVGO) surging 18.1% and non-U.S. equities, especially South Korea, leading global returns.
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Weekly Commentary: Unbelievable
The S&P 500 gapped 2.7% higher at Wednesday's open, with the Nasdaq 100 and small cap Russell 2000 gapping 3.5%. Ten-year Treasury yields traded Tuesday at a high of 4.38%, then dropped 15 bps to a Tuesday low of 4.23% - with yields then rising to end the week at 4.32%.
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SPX to 8,100? Dow Jones to 100,000 by 2030?
"Let's hope" peace between the U.S. and Iran can be finalized, says James Demmert, who recently predicated a sharp decline in crude oil prices helping markets rally on Wednesday. He remains very bullish on the stock market, making the case for the Dow Jones Industrial Average ($DJI) to hit 100,000 by the end of the decade and the S&P 500 (SPX) to hit 8,100 by the end of the year.
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The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos
Anthropic's Mythos AI model has triggered a sharp selloff in software stocks, intensifying uncertainty across the SaaS sector. It broke March's temporal respite.
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How bond market's private credit crisis fears are playing out in fixed-income ETFs
Fears of stress in private credit markets are rising as investors watch how liquidity risk is managed across funds as investors seek redemptions. The private credit crisis concerns come at a time when the less-liquid, non-transparent bond market has been included in ETFs for the first time.
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A Rare Event You Might Have Missed
In 1989, the first Dividend Aristocrats list was published. At the time it was just a curated list of twenty companies that had increased their dividends for 25 consecutive years.
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Why Monday, April 13 Begins A Critical Week For The Stock Market Rally
Three factors investors should watch in a critical week for the stock market
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After A Chaotic Q1, I'm Buying XLK And XLC As The Market Exhales
Technology Select Sector SPDR Fund (XLK) remains fundamentally strong despite Q1 underperformance driven by macro volatility, not sector weakness. XLK's heavy concentration in top tech and semiconductor names directly ties its performance to the ongoing AI and semiconductor infrastructure boom.
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A short-covering rally has stocks on shaky footing. Here's what could happen next.
U.S. stocks have staged a blistering rebound, but who exactly has been doing the buying?
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It's been one of Wall Street's most heated AI debates — and it may be totally missing the point
Are copper cables or optical components best positioned to support the AI-networking boom? An analyst sees room for both technologies to win big.
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Trump's tariffs face a fresh legal test in federal court
The centerpiece of President Donald Trump's economic policy—sweeping taxes on global imports—is under legal assault again.
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The Crazy Math Confronting Everyday Investors in Private Markets
Private-credit fund investors keep heading for the exits, worried in part about valuations of underlying assets. Private-equity funds haven't faced such woes—but they could be next.
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