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US stock benchmarks corrected yesterday from a reappearing angst regarding the ceasefire and Kevin Warsh's hawkish hearing. Donald Trump saved the day by announcing yet another short-term extension to the ceasefire.
But Bank of America economist Aditya Bhave warned Wednesday that such a recalculation might not pan out as the former Fed governor hopes.
Nasdaq hits a fresh record as tech stocks and earnings drive US indices higher. Oil and the Strait of Hormuz remain the key risks.
These stocks are signaling the return of the market's 'Animal Spirits'
The development of batteries for electric vehicles has progressed much faster than experts and policymakers had anticipated. New research shows that the market is well equipped to cope with both raw material shortages and price increases.
@CharlesSchwab's Collin Martin recaps Kevin Warsh's Senate testimony and the key takeaways from the meeting. Warsh's desire to shrink the Fed's balance sheet is a process Collin believes will have headwinds.
Over the last month, markets have been turbulent amid escalating tensions in Iran, with the VIX currently sitting around 25. For historical context, the VIX spiked above 50 during last year's “Liberation Day” volatility and exceeded 80 during the COVID selloff, while it typically trades in the 15–25 range.
Goldman Sachs has appointed insider Akila Raman as the global head of its private and alternatives capital markets business, according to a memo seen by Reuters on Wednesday.
Stocks pace for one of their best April performances on record. The 9% S&P 500 Index (INDEXSP: .INX) pullback from January through the March 30 intraday low may feel like a distant memory for investors.
Sen. Elizabeth Warren (D-Mass.) joins 'Squawk on the Street' to discuss the Senate Banking Committee hearing on Fed chair nominee Kevin Warsh, concerns around private credit, regulation in the banking sector, and more.
Total retail sales jumped significantly in March following a smaller 0.7% increase in February. The rise was skewed by gasoline prices.
Tom Lee, of Fundstrat, outlined independence, forward guidance, inflation and the Federal Reserve's inflation measurement as the key takeaways
Despite the ongoing conflict in the Middle East, market indexes have rallied to more all-time highs. This has occurred even as consumer sentiment is at all-time lows, with inflation expectations rising and anemic job growth averaging only 15,000 monthly in 2025.
Keep your eyes on real yields for signs of the economy's health Oil-driven inflation fears have investors increasingly convinced the Fed won't be cutting interest rates anytime soon—a sentiment shift that's pushed bond yields higher in recent weeks.
The Strait of Hormuz has not broadly opened to ship traffic after President Donald Trump extended the ceasefire with Iran. Iran is still trying to control ship traffic in the sea lane, while the U.S. maintains its blockade of Tehran's ports and vessels.
Kevin Warsh's Senate testimony signals a potential shift toward reduced Federal Reserve communication with markets. A less communicative Fed could leave markets with greater uncertainty and less forward guidance.
What's in this spring? The AI trade, according to BlackRock.
Companies have moved on from lifting prices to now reducing output as a result of the war in Iran.
Markets are transitioning from geopolitical risk and focusing more on earnings, says Kevin Green, pointing out the "oil higher, stocks higher" trend as a key indicator. Don't discredit headlines around the Strait of Hormuz, however, with KG pointing out reported attacks on oil tankers keeping energy disruption risks top of mind.
HIGHLIGHTS: Stocks: In March, the S&P 500 Index posted its worst month since 2022. Bonds: Rates moved sharply higher during March, creating a difficult environment for bonds.