General News
Latest news from around the World.
Trump surprised by market comeback: I thought stocks would be down 20% during Iran war
President Donald Trump said Tuesday he was surprised by the resiliency of the stock market amid the Iran conflict and assumed the financial damage would be even worse.
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Sen. Warren: Kevin Warsh is 'uniquely ill-suited for the job as Fed chair'
Senator Elizabeth Warren blasts Fed chair pick Kevin Warsh in her opening remarks as the confirmation hearing kicks off. Warsh, she said, “is uniquely ill-suited for the job as Fed chair.
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KG: Broadening Market Adds Muscle to Rally, Keep Eye on Warsh Confirmation
Stocks are moving higher to start Tuesday's trading session, and Kevin Green wants to see markets broaden to have more confidence the uptrend will sustain. However, any breakdown in talks between the U.S. and Iran will lead to a spike in crude oil prices and a downslide in equities.
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Time for Tactical: The Era of “Easy Beta” May be Over
1Q26 Quarterly Commentary For whatever reason, the end of the first quarter has become a consistently eventful time for both markets and the broader world. So far 2026 has looked eerily similar to the start of 2025.
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Trump says he'll be disappointed if Warsh doesn't cut rates right away
Former Federal Reserve governor Kevin Warsh is taking the hot seat on Tuesday for his Senate Banking Committee confirmation hearing. President Donald Trump told CNBC ahead of the hearing that he will be disappointed if Warsh doesn't cut interest rates “right away” after being confirmed as the next Fed chair.
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Q1 Earnings Off To Strong Start; Record CEO Confidence Anchor Market
The Q1 2026 earnings season has officially started, and the early results suggest a market that is largely defying the geopolitical fog we've discussed. Big bank earnings last week revealed a significant bifurcation between Wall Street and Main Street, as powerhouse investment banking rebounds offset a more cautious outlook on lending.
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U.S. Pending-Home Sales Rose in March
The number of homes going under contract in the U.S. rose 1.5% in March, according to the National Association of Realtors' pending home sales index.
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Dow jumps 300 points, oil prices dip as investors shrug off Iran war uncertainty
US stocks jumped Tuesday morning as oil prices dipped and investors largely looked past uncertainty around the Iran war – instead hoping for a peace deal and focusing on strong earnings.
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What AI Bubble? Why JPMorgan Says AI Stocks Have Momentum Back.
JPMorgan in a report Tuesday proclaimed that the boom in AI stocks has regained momentum heading into first quarter earnings reports.
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Mike Pyle: Markets are looking through uncertainty and focusing on resilience
Mike Pyle, Deputy Head of the Portfolio Management Group at BlackRock, says markets remain resilient amid uncertainty, with AI and dispersion driving returns as investors seek diversification beyond bonds.
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Dow Jones rises 220 pts as AI optimism offsets Iran tensions, boosts earnings
US stocks moved higher on Tuesday as investors balanced renewed optimism around artificial intelligence-driven growth with ongoing geopolitical uncertainty tied to the Middle East conflict. The Dow Jones Industrial Average rose about 0.45% or 222 points, while the S&P 500 added roughly 0.13% and the Nasdaq-100 gained around 0.04% after the market opened.
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Dow Gains Over 200 Points; US Retail Sales Top Estimates
U.S. stocks traded higher this morning, with the Dow Jones index gaining more than 200 points on Tuesday.
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President Trump: Surprised by stock market comeback amid Iran war, thought Dow would be down 20%
President Donald Trump joins 'Squawk Box' to discuss the latest on U.S.-Iran negotiations, whether a peace deal can be reached, state of the Strait of Hormuz blockade, the confirmation hearing of Fed chair nominee Kevin Warsh, criminal probe facing Fed chair Jerome Powell, and more.
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How the Federal Reserve shapes your wallet – and why it matters right now
High interest rates are squeezing Americans. Here's how the Fed shapes your wallet and why Kevin Warsh's hearing before the Senate matters now.
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Navigating "Noise" on U.S.-Iran War & Factors Driving Retail Sales
Kevin Hincks says it's important for investors to differentiate what he calls "noisy" headlines from the negotiations behind the scenes. As the Strait of Hormuz stays closed, he paints a picture on how he sees ceasefire talks between the U.S. and Iran continuing.
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US Retail Sales Soar in March Led by Spending on Gas
Americans spent 15.5% more on gas in March as prices surged due to the war in Iran. Retail sales rose by 1.7% topping analyst estimates.
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Higher Gasoline Prices Lifted March Retail Sales
Total retail sales rose by 1.7% in March, following a 0.7% increase in February, as Americans paid more at the pump due to a sharp rise in gasoline prices amid the war in Iran.
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Stock Market "Too Complacent?" Max Wasserman on "Overly Optimistic" Moves
Max Wasserman believes investors are pricing markets to perfection, accounting for zero risk from the Middle East as the Strait of Hormuz remains closed. He adds that crude oil prices remain a long-term sticking point, saying the longer the U.S.-Iran War lasts, the longer the pain Americans will experience at the gas pump.
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This Has Never Happened Before
Despite geopolitical tensions and surging oil prices, major indexes remain near all-time highs, driven by relentless CTA-driven momentum buying. I am reducing risk exposure, as I believe investors underestimate the economic impact of the prolonged Strait of Hormuz closure.
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Trump surprised by stock market comeback amid Iran conflict, thought Dow would be down 20%
Trump surprised by stock market comeback amid Iran conflict, thought Dow would be down 20%
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