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LONDON, May 19 (Reuters) - Global fund managers raised their allocation to equities by the most on record in May, driven by optimism over earnings growth and by the possibility of the Federal Reserve
Geopolitical tensions from the Iran war are raising alarms on Wall Street, with top economists warning that inflationary pressures could force the Federal Reserve into aggressive rate hikes. Inflation Fears And ‘Economic Damage’ The economic toll of the Iran war is extending far beyond rising commodity prices. According to Mark Zandi, chief economist at Moody's Analytics, surging interest rates—highlighted by the 10-year Treasury yield jumping to 4.6%—reflect a rapidly shifting landscape. Zandi
A look at the day ahead in European and global markets from Rae Wee Market sentiment remained fragile on Tuesday even after U.S.
Home Depot, Lowe’s, Walmart and Target report earnings this week, offering a clear picture of how consumers are faring amid inflation and high energy costs.
The reading on the University of Michigan’s consumer sentiment survey has recently plummeted to near all-time lows.
NextEra and Dominion must convince state and federal regulators that combining two of the U.S.’s largest utilities will benefit customers and avoid increasing electricity bills.
<body><p>STORY: Wall Street's main indexes ended mixed on Monday, with the Dow adding about a third of a percent, the S&P 500 little changed and the tech-heavy Nasdaq shedding half a percent.</p><p>Ongoing worries about the disruption of oil supplies, inflation and elevated borrowing costs weighed on stocks and pushed the 10-year Treasury yield earlier in the session to its highest level since February 2025.</p><p>Kevin Mahn is president and chief investment officer at Hennion & Walsh Asset Management.</p><p>“Investors continue to try and digest higher oil prices, which have led to higher gas prices and introduced even more inflationary pressures into the system. So each time we hear news that the impasse in the Strait of Hormuz may be coming to an end, you see the tailwind come into the market and stocks move higher. On the flip side, each time we learn that that Strait of Hormuz is going to be locked, or at least blocked for a longer period of time, investors then get concerned, bond yields shoot up and the prospects for a rate hike as opposed to a rate cut get brought back on to the table."</p><p>The Nasdaq fell for a second consecutive session as investors took a break from the AI-driven rally that started in late March.</p><p>Seagate Technology fell almost 7%, while peer Micron shed 6%. Shares of Sandisk dropped more than 5% and Western Digital lost nearly 5%. </p><p>:: Nvidia</p><p>The world's most valuable company, Nvidia, also closed lower, ahead of its scheduled quarterly earnings report later this week.</p><p>:: Archive</p><p>Elsewhere in the market, shares of Regeneron tumbled almost 10% as the drugmaker's experimental treatment for melanoma missed the main goal in a late-stage trial.</p></body>
Wall Street weighed inflation concerns and counted down to Nvidia earnings.
US stock futures traded flat as Wall Street weighed inflation concerns and counted down to Nvidia (NVDA) earnings.
With the S&P 500 up nearly 9%, two of Wall Street’s most famous forecasters are urging caution. They point to geopolitical risks, inflation, and an overhyped AI bubble.
Bond yields are up and prices fall, as hotter inflation spurs talk of a Fed rate-hike. This TLT trade bets that yields will further climb.
A federal jury ruled Monday that Elon Musk waited too long to sue OpenAI and its co-founders, delivering a decisive victory to OpenAI CEO Sam Altman and ending one of Silicon Valley's most closely watched courtroom battles.The jury in Oakland federal court found that Musk's claims against Altman, OpenAI President Greg Brockman, The OpenAI Foundation and Microsoft were barred by relevant statutes of limitations, rejecting the billionaire's core arguments.
In 2020, the global economy descended into recession during the Covid-19 pandemic. Central banks around the world enacted an across the board interest rate cut in an effort to stimulate activity to revive the economy. Markets responded. Bond prices rose, reducing yield significantly. 30-year mortgage rates, which started at 3.75%, fell to 3.0% by that ... Bonds Used to Be the Income Answer for Retirees. Then Came the Covered-Call ETF That Pays Over 7%.
Consumer companies could steal the spotlight as markets look to assess the health of the economy amid renewed inflation fears.
The digital currency's scarcity makes it an appealing hedge for inflation -- in theory.
Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The Fund returned -4.46% in the quarter, compared to the S&P 500’s -4.33% and the Russell 1000 Value Index’s 2.10% return. The year began similarly to the second half of 2025, with rising […]
US stocks have been predicted to start Monday trading in the red, as they ended last week, with investors continuing to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. Dow Jones futures were down around 262 points or 0.4%, while S&P 500...
The Kiplinger Letter’s argument is uncomfortable for anyone overweight artificial intelligence: almost none of the GDP growth Washington has been celebrating actually came from AI. The mechanics are counterintuitive. When hyperscalers buy NVIDIA chips manufactured by TSMC in Taiwan and servers assembled overseas, that spending lands in the import column, which subtracts from GDP. The ... The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and f
The agency plans to round up any fraction of an inch for several of its services, part of a wave of changes set to impact package shippers on July 12.
US equity investors will remain focused on President Donald Trump's attempts to force Iran to reopen
June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran.
(Bloomberg) -- Global bond yields hovered near multiyear highs as rising energy prices stoked inflation concerns. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimWhile the moves were subdued compared with the rout that swept markets
The period spans from when tariffs were imposed under the IEEPA to the US Supreme Court’s ruling that the law did not give President Trump authority to impose them.
This is nightmare fuel for a historically expensive stock market that had already priced in additional rate cuts.
Unprecedented fireworks at the Fed could be coming soon.
(Bloomberg) -- Gold held a decline as a lack of progress in reopening the Strait of Hormuz continued to fan inflation concerns that have sent bond markets tumbling. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpBullion was steady a
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