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The U.S. Navy will immediately begin blockading all ships entering or leaving the Strait of Hormuz. At least that's the headline.
The stock market is now too big to fail, Bank of America's Michael Hartnett reckons. So no rate increases before the midterms and a Sino-American detente in May
With the Middle East truce starting to show cracks after U.S. negotiations with Iran ended without a deal, stock futures are falling and oil prices are spiking on Monday morning. Kevin Green discusses what this may mean for the global economy is the U.S. planned blockade of the Strait of Hormuz, gold's weakness, and the kickoff of earnings season with Goldman Sachs (GS) reporting.
CNBC's "Squawk Box" team discusses markets ahead of earnings season with Dan Skelly, head of market research and strategy at Morgan Stanley Wealth Management.
Stock futures are sinking Monday, and oil prices are on the rise.
Leaders and laggards in artificial intelligence stocks keep evolving. More volatility for AI stocks could be coming with Q1 earnings due.
After five consecutive weeks of decline driven by the Iran conflict, surging oil prices, and a Federal Reserve frozen between inflation and growth, we suggested a rally was likely. While the S&P 500 outlook remains constructive over the next 12 months, we remain tactically uncertain in the near term.
US futures pointed moderately lower at the start of the week, after the first round of talks between the US and Iran broke down and Donald Trump said there would be a blockade of the Persian Gulf. Futures for the Dow Jones, S&P 500 and Nasdaq were all down around 0.5% as oil prices rebounded, drawing a lot of the attention as earnings season kicks into gear.
Investors should be keeping a close eye on the difference between Brent and U.S. crude, which is sending a message that market worries over the crisis in Iran have peaked, says Morgan Stanley.
What matters in U.S. and global markets today
The most oversold stocks in the materials sector presents an opportunity to buy into undervalued companies.
U.S. stocks settled lower on Friday, with the Dow Jones index falling more than 250 points during the session after the University of Michigan's consumer sentiment index crashed to a record low in April and the March monthly inflation rate printed at 0.9%, the highest monthly increase since June 2022.
Investors are ‘back to the drawing board' as oil prices surge, stocks fall, and sentiment turns cautious.
Oil price remains the critical global economic proxy, with current Middle East disruptions driving exceptional volatility and supply uncertainty. Shut-ins of 7.5–9.1 million b/d and Strait of Hormuz closures could push WTI and Brent higher.
Mark Tinker, Managing Director and CIO of Toscafund Hong Kong, says the market is currently reacting to the Iran war with a new "inflation pulse" driven by supply chain bottlenecks, similar to the shock seen during the outbreak of the Ukraine war. He adds that the backwardation in oil prices is a signal that markets don't expect the Iran war to last 12 months.
Wall Street futures fell on Monday after weekend negotiations between the United States and Iran failed to produce a ceasefire deal, though losses remained more contained than the gravity of the conflict might suggest. Oil climbed back above $100 a barrel whilst the US dollar surged sharply, as investors weighed the possibility of a naval blockade of Iranian ports that American military forces were reportedly hours away from initiating.
Smaller acquisitions and disciplined pricing are proving to be big benefits to a wider number of companies
Wall Street's main indexes were set to open lower on Monday after weekend talks between the U.S. and Iran failed to deliver a deal to end the war, threatening a nascent recovery in equities and risking a renewed bout of volatility.
Any investor who has a time horizon of at least three months should use any weakness in stocks to buy, says a new research note from JPMorgan strategists.
Tariffs are now a fact of life for businesses, executives said in a survey last month. Many expect President Donald Trump's signature economic policy to outlast his presidency.