General News
Latest news from around the World.
Dow Jones And U.S. Stock Market Outlook - Easter Bunnies Are Out In A Calm Session
US stock benchmarks are rallying timidly after a long Easter weekend. Even with oil still at $112, traders are slowly coming back to lift US markets, but heavy catalysts could be awaiting.
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Stagflation is Back - Here's What to Do
The market has a way of ignoring risks right up until the moment it cannot. That moment may be getting closer as the situation in Iran continues to escalate with no clear off ramp, no diplomatic solution in sight, and no reason to believe this resolves quickly.
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Watch Out - Last Week Was Different; Space Stock Takes Off, And Energy Stocks Fall
The world is watching the war in the Middle East from data delivered from space. Is this the ChatGPT discovery moment for satellite stocks like SATL?
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This Is How Much Surging Oil Prices Will Boost Inflation
The forecasts offer an ominous outlook ahead of two inflation reports this week.
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Valuation Reset Amid Geopolitical Shock. Uncertainty Persists but Opportunities Are Emerging
S&P 500 Posts Worst Quarter Since Q3 2022 Amid heightened Iran tensions, growing stress in private credit, and a rotation out of AI-related names, large-cap equities struggled in Q1 2026. The S&P 500 Index declined 4.3%, marking its worst quarter since Q3 2022, while the tech-heavy Nasdaq 100 Index fell even further, down 5.8%.
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This Is A Most Compelling Buying Opportunity
I believe the market is forming a major bottom, presenting a compelling buying opportunity despite recent volatility. Earnings growth remains robust, with S&P 500 Q1 2026 estimates at 13.2% and revenue growth at 9.7%, defying bearish sentiment.
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Watch CNBC's full interview with NEC director Kevin Hassett
National Economic Council Director Kevin Hassett on what the Iran war means for the U.S. economy, high oil prices, inflation, AI disruption to employment and more.
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Jamie Dimon warns Iran war could drive inflation, interest rates higher
JPMorgan CEO Jamie Dimon warns the Iran war may lead to stickier inflation and higher interest rates than markets currently expect in 2025 and beyond.
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Dimon: Global Economy 'Far Less Reliant' On Energy Than In The Past
JPMorgan Chase CEO Jamie Dimon cited geopolitical tumult as the key risk to the global economy.
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Five Risks Jamie Dimon Is Worried About in 2026
JPMorgan's chief executive highlighted a range of scenarios in his annual letter to shareholders that could have a decisive impact on world affairs.
...keep reeding on wsj.com
April Is A 'Do Or Die' Month For The Markets
After five straight weeks of decline, the S&P 500 had a nice rebound rally in the holiday shortened week. The index rallied 3.4% while the NASDAQ was up better than four percent over four trading sessions into the three day weekend.
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Iran Conflict & Energy Volatility's Impact on FOMC, Bond Market
@CharlesSchwab's Collin Martin runs through the latest ISM manufacturing data and ways it affects the Fed's dual mandate. It plays into Collin's Big Picture perspective on the FOMC as the U.S.-Iran War, paired with energy pricing pressure, keep persistent inflation on the docket for 2026.
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Payroll gains and falling unemployment keep Fed on hold, analysts say
March's payrolls showed steady job growth and a small drop in unemployment, which analysts are reading it as good news. US employers added 178,000 jobs in March, lifting total payrolls while the unemployment rate edged down to 4.3% from 4.4%, according to the latest government data.
...keep reeding on proactiveinvestors.com
Iran Defies Tuesday's Deadline: Market Denial Won't Last
This week marks a critical inflection point as the Iran ceasefire deadline approaches, with severe market consequences if rejected. Markets remain optimistic, but I see a high risk of escalation, including potential closure of the Bab al-Mandeb Strait.
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3 Reasons Why There Will Be No Ceasefire In Iran
We're approaching the Tuesday 8PM deadline for Iran to open the Strait. Markets are clinging to hope of a ceasefire, which seems structurally impossible.
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Equity Outlook: Middle East War, Energy Shock Test Fragile Markets
Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and fueled inflation fears that destabilized the economic growth outlook. Emerging markets and Japan fell hardest in March but ended the quarter ahead of the global market due to stronger performance earlier in the year.
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Top S&P Index news to watch this week: US-Iran war, US CPI, earnings
The S&P 500 Index futures rose on Monday as market participants reacted to the latest reporting that the US and Iran were in talks and considering a 50-day ceasefire. They rose by 25 points to $6,600.
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U.S. Services Sector Faced Heightened Inflation in March
Inflation pressures facing U.S. services firms were the greatest in four years last month as the war in Iran pushed up energy prices, a survey of managers found.
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The Worst Quarter In Four Years Is Over. Now What?
Q1 ended with the S&P 500 down 4.6% and oil up more than 60% since January. It was the worst quarter for stocks in four years. And two of the most respected names in investing just gave you completely opposite advice.
...keep reeding on benzinga.com
Prolonged Stress Test Lurks For Global Markets As War Continues
Global markets are entering a sixth week of stress testing as the war with Iran continues with no immediate resolution in sight. Until energy exports through the Strait return to something approximating normal levels, a global shockwave will continue to reverberate across the world economy.
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