General News
Latest news from around the World.
Bessent says Fed should 'wait and see' before lowering rates, Semafor reports
The Federal Reserve should "wait and see" before deciding whether to lower interest rates amid the war in Iran, U.S. Treasury Secretary Scott Bessent told Semafor Editor-in-Chief Ben Smith on Monday.
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Asian Equities Rise, Oil Falls Amid Hopes for Further U.S.-Iran Peace Talks
Hopes for further talks spurred appetite for risky assets and eased concerns over crude supply disruptions in the Middle East.
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Australian business, consumer confidence crashes on worries about fallout from Iran war
Australia's business and consumer confidence crashed as the Iran war unleashed a global oil shock that may tip the local economy into a recession, surveys showed on Tuesday, as policymakers weigh if more rate rises are needed to tame inflation.
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Singapore's Central Bank Tightens Monetary Policy as Mideast War Stokes Inflation Risk
Singapore's central bank tightened monetary policy settings for the first time in over three years as it braces for the economic fallout from the war in the Middle East.
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One Streak Ends, Others Make History
Over the weekend, ceasefire talks fell apart, and the Strait of Hormuz started facing a blockade this morning. Despite these negative catalysts leading to a negative tone at Monday's open, equities rallied throughout the session, with the S&P 500 finishing up over 1%.
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The Fed will most likely 'asterisk' inflation from tariffs and the war as one-offs, says Jim Cramer
'Mad Money' host Jim Cramer reacts to equities continuing to rise despite increased geopolitical tensions.
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US risks recession if oil stays at $100 a barrel for the next 30 days, strategist warns
Destination Wealth Management's Michael Yoshikami says oil staying at or above $100 per barrel could trigger demand destruction and prompt the Federal Reserve to look past inflation and consider rate cuts.
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Jim Cramer says this is the real reason why stocks are shrugging off Iran war fears
CNBC's Jim Cramer on Monday explained why the stock market has rallied back near all-time highs. "If interest rates were spiking, this market would be very different," Cramer said on "Mad Money.
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How Trump's Iran War Reversals Have Whipsawed Markets
The reversals of recent weeks have swung prices for a variety of investments.
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Stock Market Charges Higher As S&P Wipes Out 2026 Loss Amid Hormuz Blockade
Indexes reverse higher after President Donald Trump said ships will not be allowed to through the Strait of Hormuz Monday.
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The Lows Are In — How to Position Before the S&P Breakout
Ryan Detrick, Chief Market Strategist at Carson Group reveals why he expects more upside ahead, and the smartest way to position before the breakout hits.
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ETF Edge on how volatility and conflict in the Middle East are reshaping ETF strategies
As the conflict in Iran continues longer than the timeframe previously outlined by the Trump administration, investors are weighing longer-term impacts to the U.S. economy and markets. Amplify ETFs CEO Christian Magoon and MFS head of ETF capital markets Jamie Harrison join CNBC's Dominic Chu on “ETF Edge” to discuss how traders are handling the volatility.
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ETF Stress Tests: How funds are showing resilience in the face of uncertainty
For ETFs that have a long history and proven track record, handling economic and market uncertainty is nothing new. But, how do newer funds handle that?
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S&P Erases Losses Since Iran War Began | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Katie Greifeld, Isabelle Lee, Carol Massar and Bailey Lipschultz. -------- More on Bloomberg Television and Markets Like this video?
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Tom Lee breaks down why 'the war is actually helping earnings right now'
Tom Lee, Fundstrat head of research, joins 'Power Lunch' to discuss his outlook on equities, what to expect in a wartime economy, the most impactful factors in markets right now, and more.
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1999 Vs. 2026: No Contest
The current AI-driven market rally, led by firms like NVIDIA, mirrors the late-1990s Internet Boom but faces far less favorable economic and geopolitical conditions. Demographics, fiscal deficits, and rising debt sharply contrast with 1999, undermining the sustainability of today's elevated market valuations.
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Dow Jones rebounds 300 pts as Iran deal hopes lift stocks despite tensions
Wall Street's main indexes ended higher on Monday, with the Dow Jones Industrial Average rebounding from earlier losses as investors balanced escalating geopolitical tensions with cautious optimism that a diplomatic resolution between the US and Iran could still emerge. The S&P 500 rose about 1%, while the Nasdaq Composite gained roughly 1.2%.
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Why We Are 'Buying The Dips'
Market direction is fundamentally driven by net money-creation from government net-transfers and bank credit expansion. Despite a $125B Y/Y shortfall in net-transfers, increased bank credit and nominal spending have offset the drag, supporting liquidity.
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Fed nominee Warsh clears a hurdle to Senate hearing
The Trump administration is trying to arrange a hearing for Kevin Warsh, its nominee to be the next chair of the Federal Reserve. Warsh has submitted financial discloses that are required before he can advance to that hearing, people familiar with the matter said Monday.
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Wars, Price Shocks, and Inventories
Confluence Investment Management offers various asset allocation products which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every other Monday, along with an accompanying podcast.
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