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Rising energy prices, snarled supply chains and higher government debt could all hurt American consumers.
Global markets showed resilience even as the U.S. Senate green-lit the U.S. attacks against Iran amid an escalating Middle East conflict.
AI leadership isn't one race. From chips and power to models and industrial deployment, global countries are positioned to capture unique value in different layers of the AI stack.
Oil prices soared to kick off March after weekend military strikes on Iran, raising geopolitical tensions and inflation expectations. Earnings are also in focus as semiconductor giants Broadcom and Marvell report on the state of AI before Nvidia's GTC conference.
The US banking sector underperformed the broader stock market in February. The 205 banks in an S&P Global Market Intelligence analysis had a median total return of negative 2.1% in February, trailing the S&P 500's negative 0.8% return.
Anna Edwards, Lizzy Burden, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like this video?
The military operation in Iran has a much broader geopolitical rationale with regards to U.S. defense posture and strategy. Structural disruption to energy supply, translating to higher long-term prices, seems unlikely, potentially limiting the impact on the U.S. economy and Fed policy.
We aren't changing our positive view on stocks, but we'll be watching developments closely as events unfold. Markets have generally proven resilient and delivered positive returns in the 12 months after major military events.
Global equities stage an impressive comeback as traders absorb fears about the conflict in Middle East. Tech and chip stocks lead the way in Asia with South Korea's Kospi rebounding to potentially posting its best session in 18 years.
The sector offers stability and is trading at a discount to the broader market. But investors searching for income here need to be selective.
Sure, they had a great run. But they were overpriced, free-spending—and, as it turns out, vulnerable to AI.
The CNN Money Fear and Greed index showed some easing in the overall fear level, while the index remained in the “Fear” zone on Wednesday.
Alice Han of Greenmantle discusses the impact of the Iran war on relations between U.S. and China, and the upcoming summit between the two. She says not to understate the impact of the newly elected Japanese PM Takaichi on Chinese relations with Japan, and tensions along the Taiwan Strait.
Market expectations call for a significant deceleration in job growth (58k-65k), with sticky Average Hourly Earnings (+0.4% m/m) being the "danger zone" for potential stagflation. A strong NFP (> 100k) could see DXY rise toward 100.40 as rate cuts are priced out; a weak NFP (< 50k) could push DXY down toward 98.00 on bets of a Fed pivot.
Edward Finley-Richardson of Contango Research explains the spillover effect of the U.S.-Iran war on the global shipping sector and how it is impacting insurance costs and freight rates.
Edward Finley-Richardson of Contango Research explains the spillover effect of the U.S.-Iran war on the global shipping sector and how it is impacting insurance costs and freight rates.
Appetite for risky assets improved on the back of strong U.S. economic data released overnight.
Appetite for risky assets improved on the back of strong U.S. economic data released overnight.
After today's rally, the S&P 500 is down just 0.1% since the U.S. and Israel launched strikes against Iran.
After today's rally, the S&P 500 is down just 0.1% since the U.S. and Israel launched strikes against Iran.