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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.
A substantial majority of American business leaders are planning for U.S. tariffs to stay elevated for years — and that's a reasonable expectation, according to trade specialists at PwC.
There is a peculiar moment in every great valuation cycle where the data stops being abstract and starts being personal. For the US stock market, that moment may be now, as one of the bluntest and most time-tested measures of aggregate market valuation is flashing red.
Treasury yields rise as collapse of Iran talks clouds inflation outlook
Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:01 - Iran War Escalation, Strait of Hormuz Blockade 00:01:03 - Brent Crude, Oil & Gas Prices 00:02:04 - Bond Market, Rate Hikes 00:02:49 - Earnings Season -------- More on Bloomberg Television and Markets Like this video?
The Q1 2026 earnings season is pivotal, with S&P 500 valuations stretched and consensus earnings growth forecasts (12.6%-13.2%) appearing overly optimistic amid geopolitical risks. AI-driven capex is reshaping sector hierarchies; only companies demonstrating clear monetization and ROI from massive infrastructure spending will justify elevated multiples.
Global stocks under pressure after peace talks fail
British fintech group Wise said on Monday cross-border transaction volumes rose 26% in the fourth quarter to 49.4 billion pounds ($66.2 billion), reinforcing its expectation that annual profit margins will land near the top end of its forecast range.
Treasury yields rose. The failure of U.S.-Iran peace talks over the weekend has caused oil prices to increase again.
European stocks are expected to start the new trading week on a somber note as global traders assess developments in the Middle East.
Stock markets in Japan, South Korea and Australia lose ground following the stalemate in U.S.-Iran peace talks.
If you have a wish list of stocks or closed-end funds that you have wanted to buy if they go on sale, now is the time to get it ready.
News over the weekend illustrates once again the advantage of having oil stocks in your retirement accounts.
China-based Victory Giant launched a Hong Kong share sale on Monday seeking to raise up to HK$17.49 billion ($2.23 billion), pressing ahead with what could rank among the city's largest listings this year despite global market turmoil driven by Middle East tensions.