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Technology sector leaders across software and semiconductors are approaching a potential inflection point, as BTIG Chief Market Technician Jonathan Krinsky outlines a contrarian shift favoring software over chip stocks.
Anthropic's new Mythos model has banks, tech giants and governments scrambling to understand what could change for cybersecurity and the future of the internet. In this edition of the Context, Bloomberg reporters Margi Murphy and Todd Gillespie break down why Mythos is raising alarms around the world.
Alli McCartney, managing director at UBS Alignment Partners, joins 'Money Movers' to discuss market themes, uncertainty surrounding the Iran war, and more.
The astounding recovery in the S&P 500 (SPX) is something Liz Ann Sonders attributes to short-term money entering the market entering a "very, very small handful of stocks." She wants to see strength broaden in the index before gaining confidence in the rally.
There's no universally agreed-upon threshold for when stagflation is in effect.
Citizens Financial Group CEO Bruce Van Saun joins 'Squawk on the Street' to discuss the company's latest earnings report, market themes, and more.
Wall Street edged higher on Thursday after President Donald Trump announced a 10-day ceasefire between Israel and Lebanon, a development that investors interpreted as a potential step toward easing broader geopolitical tensions involving the United States and Iran. The tentative truce, set to begin at 5 p.m.
New York Fed President John Williams expressed concern Thursday about the Iran war's impact on the economy, saying it already has shown signs of hiking prices and slowing growth.
The U.S. consumer is bearish on the economy. The consumer sentiment hit a record low this month, below 2022, 2020, 2008, 2001, and even the oil crisis in the 70s.
Higher energy prices may lift inflation for a time, but they say little about the broader economy or what policymakers may do.
The S&P 500 has reached all-time highs, rebounding sharply from March lows despite persistent geopolitical tensions. Market reactions to wars are typically short-lived unless corporate earnings power is materially damaged, with uncertainty—not conflict—being the primary driver of volatility.
Oil has pulled back from recent highs, and investors seem to be looking past the conflict in the Middle East. Still, there's a view that the damage is already done, with higher gas prices likely to stick around and push inflation up across the board.
The stock market has staged a sharp recovery, but the Federal Reserve's April inflation outlook threatens to cut it short before bulls can fully celebrate.
The S&P 500 (SPX) slipped into red territory soon after the trading session began, something Kevin Green is watching in what has been a tech-led rally. As both the S&P 500 and Nasdaq-100 (NDX) test record highs, KG points to corners of the market to mind as geopolitical headwinds linger in the global backdrop.
The market has rapidly shifted from extreme bearishness to extreme bullishness, reaching new all-time highs despite ongoing Middle East uncertainties. CTA positioning flipped from near-max bearish to extreme bullish, fueling a sharp V-bottom rally and risk-on sentiment.
Stocks may be soaring again, but the war in Iran has started to pinch the finances of many Americans.
In another display of resilience, the stock market rebounded to a record high on Thursday following the recent correction. The drawdown wasn't particularly unusual or unexpected, given the geopolitical risk lurking in the background.
NEW YORK--(BUSINESS WIRE)--Tema ETFs (“Tema”), a leader in institutional-quality and actively managed exchange-traded funds, today announced that the firm has surpassed $2 billion in assets under management. The milestone comes less than eight months after surpassing $1 billion, and less than three years after listing its first ETF with under $5 million in seed capital. Tema's recent growth has been led by three 2026 highlights: Institutional Adoption: More than 90% of Tema's AUM has been sourc.
After a five-month slide fueled by AI disruption fears, the software sector has closed above its 50-day moving average in a key technical breakout.
Bloomberg Opinion columnist and former president of the Federal Reserve Bank of New York Bill Dudley says people would be upset if Fed Chair Jerome Powell was fired and he says Kevin Warsh, President Donald Trump's nominee to replace him, has to win the "hearts and minds" of FOMC members to prove he can be independent. Dudley speaks on "Bloomberg Surveillance.