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The increasing stress in private credit markets is pointing to a broader tightening in financial system liquidity, even as public equities continue to trade near record highs, according to Bert Dohmen, president and founder of Dohmen Capital.
The stock market is asking and answering. Right now, there are four questions driving investor thinking: Let's break it down.
Nasdaq leads US benchmarks to the downside, and traders are now unrolling risk heavily ahead of the key earnings. The honeymoon price action for stocks is now facing a few tests, including still unclear geopolitics.
Semiconductor stocks have staged a phenomenal rally, decisively breaking above key resistance and outperforming the market hands down. The AI agentic era, driven by hyperscaler demand and Anthropic's inflection, is fueling unprecedented semiconductor growth and AI compute bottlenecks.
Dimon previously warned the war in Iran risks oil and commodity price shocks that could keep inflation sticky and push interest rates higher.
Private equity firm CVC Capital is weighing a 9 billion euros ($10.54 billion) deal for the Italian Payments group Nexi , the Financial Times reported on Tuesday, citing people familiar with the matter.
Pre-markets are somewhat reversed this morning: after closing yesterday with the Dow closing in the red slightly and the Nasdaq and S&P 500 in the green, at this hour the Dow is up but the Nasdaq, S&P 500 and small-cap Russell 2000 are down. Oil prices are up again at this hour, sending futures off their early-morning highs.
Jamie Dimon warned a bond crisis is likely, saying rising global government debt, including in the U.S., could lead to “some kind of bond crisis” if policymakers don't act proactively. Risks are building across multiple fronts.
Shiller CAPE ratio predicts a lost decade, but this superior model shows a path to positive real returns.
Shoppers are buying less where prices are rising fastest, showing that inflation isn't being driven by demand but by companies passing on costs.
The S&P 500 and Nasdaq 100 have staged extraordinary rallies, but I am turning more cautious due to unresolved macro risks. Energy market instability from the Iran conflict, persistent inflation, and monetary policy uncertainty heighten recession risks and limit Fed flexibility.
Nancy Tengler talks all about tech as five Mag 7 companies ready to report earnings. She believes Big Tech remains a key long-term trade due to their earnings growth.
Kevin Green helps investors break down the tough market environment as tensions in Iran and Lebanon escalate, sending crude oil back above $100 level. He says Big Tech and AI momentum continue to carry markets as key earnings approach, including Mag 7 names like Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) among others.
The fracturing of the alliance diminishes OPEC's ability to control prices.
US stocks pull back as OpenAI concerns hit tech stocks and oil prices rise, pressuring the S&P 500 and Nasdaq ahead of major earnings this week.
The headline index from the Conference Board's survey rose to 92.8, versus 92.2 in March.
ETFs with protection features can help risk-averse investors increase returns while weathering market storms.
US stocks opened lower on Tuesday, led by weakness in technology shares, as investors reassessed whether the artificial intelligence boom can sustain its momentum. The tech-heavy Nasdaq Composite fell more than 1.15%, while the S&P 500 dropped around 0.54%.
Stephanie Guild, CIO at Robinhood, Marta Norton, Chief Investment Strategist at Empower, and Marc Short, Chairman at Advancing American Freedom, discuss AI spending, monetization, regulation risks and Fed outlook.
The premium in Europe for aluminium billet, a semi-finished product, has doubled since the Iran war started due to shortages stemming from two months of disrupted Middle East supply, squeezing consumers in construction and transport.