加载中...
共找到 39,461 条相关资讯
Jeremy Siegel thinks stocks may experience more turbulence ahead, despite the major averages posting sharp gains on Wednesday. “I don't think the short term looks all that favorable to me,” Siegel, professor emeritus at University of Pennsylvania's Wharton School of Business, told CNBC on Thursday.
"This market has started to look very casino-like," says @CharlesSchwab's Liz Ann Sonders, making the case that "whipsaw" market moves are here to stay. She explains how short-term traders in equities and commodities have a significant hold of the driver's seat on Wall Street.
The recent drop of the S&P 500 does not represent a buying opportunity, as downside risk has increased further in recent months. There is a high probability of a deeper market correction in 2026, driven by deteriorating financial conditions and consumer headwinds.
I see the current "cease-fire" around the Strait of Hormuz as a temporary, ambiguous arrangement, not a true resolution or investment catalyst. Persistent operational uncertainty at Hormuz, unresolved Lebanon tensions, and shifting U.S. strategy drive ongoing volatility in energy markets and risk assets.
The war with Iran will have a lingering economic fallout.
March CPI is expected to show the inflationary hit from higher oil prices, but investors will be watching whether price pressures are spreading beyond energy.
Still-high oil prices have investors wondering which areas could help keep the market moving higher after Wednesday's rally.
Stocks that pay generous dividends should help investors stay calm—no matter what the world throws at them this year.
February's wholesale inventories print came in better than expected while GDP and core PCE fell slightly below Wall Street estimates. Kevin Green breaks down the slew of delayed economic data and how it all plays into expectations for Friday's CPI.
A close look at valuations for the largest U.S. banks highlights opportunities for long-term investors.
While the Iran war poses a risk, portfolio managers say emerging markets can continue their run-up thanks to improving fundamentals
Jeff Kilburg, Founder and CEO of KKM Financial, Tom Sosnoff, Co Founder and CEO of Lossdog, and Marc Short, Board Chair of Advancing American Freedom, say volatility is high but opportunities are emerging amid geopolitical risks.
Citigroup has raised its growth outlook for the US ETF market, projecting that assets under management could surpass $25 trillion by 2030, up sharply from current levels of $10.4 trillion as of March 2025. The forecast highlights strong inflow momentum and increasing investor preference for cost-efficient investment vehicles.
The S&P 500 is now a single "risk-on/risk-off" trade, making traditional individual stock picking increasingly difficult. Recent gains in Energy and Materials are driven by Middle East tensions rather than sustainable long-term growth.
Geopolitical risk remains highly elevated despite a two-week ceasefire, with Iran's control over the Strait of Hormuz fundamentally altering global energy and trade dynamics. Markets have rebounded, but persistent tail risks and higher volatility are likely as the world adjusts to a fractured global order and supply chain disruptions.
U.S. stocks traded lower this morning, with the Dow Jones index falling more than 100 points on Thursday.
Managing Director Kristalina Georgieva said central banks should leave their key interest rates as they are while they assess the impact of the conflict that began with U.S. and Israeli attacks on Iran in late February.
The International Monetary Fund is poised to lower its global economic growth projections even in the best-case scenario.
I see a fragile two-week ceasefire between the U.S. and Iran. Notably, a day later, the transits through the Strait of Hormuz remain in the mid single digits.
US stock futures sank Thursday morning as oil jumped back near $100 after Iran accused the US of violating its ceasefire agreement and traffic through the Strait of Hormuz remained limited.