General News
Latest news from around the World.
Retirees, steel yourselves: Global crises might rattle the markets, but they don't have to ruin your retirement
The economic shock from the Iran conflict can take on outsize importance for those close to or in retirement
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Fed Contends With Iran War Uncertainty
Former Federal Reserve Vice Chair for Supervision Randal Quarles says that the uncertainty from war could hit the economy sooner than we think. He cautions that business investment is liable to fall because of a volatile and uncertain environment.
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The Coming Credit Crunch
Outside the escalating regional war in the Middle East and the associated surge in energy prices, a key investor worry right now is the accelerating deterioration in private credit markets. Private credit market stress is broadening beyond software, potentially impacting funds exposed to fintech-originated consumer and small business loans.
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Financial markets are responding to the Iran conflict in unexpected ways — leaving some investors puzzled
Gold, often a haven during times of stress, has been falling. Meanwhile, stocks are down, but not as much as many expected.
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Forget Stagflation - This Is The Kind Of Market Where I Start Building Positions
I remain bullish on the S&P 500, favoring cyclical value, top-tier asset managers, and precious metals despite heightened stagflation and geopolitical risks. Recent market volatility, driven by energy shocks and war risk, has shifted sentiment toward safety, but I see opportunity in unloved, high-quality cyclicals.
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Software stocks are in bargain territory — and that's reviving an age-old debate
Valuations have come way down for software stocks — but just how cheap they really are depends on your view of a sizable hidden expense.
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Oil still ‘driving' the market as Iran conflict is ‘not going away': Josh Schafer
‘Barron's Roundtable' panelists discuss how the Iran conflict and soaring oil prices are impacting global supply chains and fueling inflation fears. #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #barronsroundtable #stocks #stockmarket #economy #inflation #oil #energy #iran #war #middleeast #global #markets #investing #finance #supplychain #prices #trade #business #geopolitics
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A Fed rate increase, once unthinkable, has become thinkable thanks to stubborn inflation, Iran and a resilient economy, @greg_ip writes
A rate increase, once unthinkable, has become thinkable thanks to stubborn inflation, Iran and a resilient economy.
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This Week's Market Wrap: Cash Me On The Sidelines
Oil Shock Repriced Everything: The closure of the Strait of Hormuz and direct attacks on Middle East energy infrastructure drove crude toward $100+, injecting inflation risk back into markets and dominating price action across asset classes. The Fed's Cut Narrative Cracked: After three rate cuts since September, expectations for continued easing were disrupted as hotter inflation data and rising oil forced markets to reassess timing, pushing yields and the dollar higher.
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Markets Weekly Outlook: Farewell, Rate Cuts
This week marked a new turn in central banking, with no less than 8 rate decisions across majors. With the turn in central bank communications, gold, bonds, and stocks all took a significant hit.
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Post-Iran Winners: Oil, Energy, And Israel
Equities around the world continue to take it on the chin this March, with month-to-date performance coinciding with the beginning of the start of the war in Iran. ETFs across asset classes are bleeding red this month with the exception of a few: bitcoin, the energy sector, oil and other energy/ag commodities, and Israel.
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Review & Preview: Flirting With Correction
Stocks fell to session lows after President Trump told reporters, “I don't want to do a cease-fire.”
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Private credit funds weren't meant to be traded, says Jim Cramer
CNBC's Jim Cramer discusses what he thinks of private credit markets.
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Jim Cramer says to prepare for further stock declines but be open to opportunities
The stock market just closed out a rough week. According to CNBC's Jim Cramer, the pain is unlikely to end anytime soon.
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Low Household, Business Debt Are Bolstering the Economy, This Pro Says
Private-sector balance sheets offer ballast as inflation accelerates and stocks slide. Plus, investment newsletter commentary on Sunbelt REITS, Chinese AI, and the selloff in gold.
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Kevin Book on Oil Markets, Hormuz Risk, Price Shock
Kevin Book, Managing Director at ClearView Energy Partners, discusses the global oil market impact of disruptions in the Strait of Hormuz, the potential for prolonged supply outages and the risk of sharply higher crude and gasoline prices. He also addresses policy options under consideration and implications for US energy strategy.
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BBCA Versus SPY: For Canada, Things Will Get Worse Before They Get Better
The JPMorgan BetaBuilders Canada ETF (BBCA) is rated a sell due to worsening Canadian macroeconomic conditions and trade tensions with the U.S. Canada faces potential technical recession, elevated unemployment (6.7%), and declining consumer spending, increasing BBCA's risk profile despite attractive valuation metrics. BBCA's PE (17.83) and PS (2.52) ratios are not low enough to compensate for heightened macro risks; SPY offers better risk-adjusted upside.
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The first major stock index just fell into correction territory. Will others follow?
U.S. stocks finished sharply lower on Friday, as investors wrapped up another bruising week.
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March Madness Sees The S&P 500 Master The Art Of 'The Head Fake'
Between undercuts and upside reversals, the S&P 500 is keeping investors off balance.
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Deepening Energy Crisis Sends Stocks to Fourth Straight Weekly Loss
Investors' hopes for a quick resolution to the Iran war are fading. U.S. stocks and bonds slid on Friday after the Pentagon sent three more warships and a new deployment of marines to the region, increasing fears of a prolonged conflict that extends the largest disruption to oil supplies in history.
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