Some Experts Say a Ceasefire Pact Means Stock-Market 'Euphoria' Is Back
After six weeks of holding their breath, investors are letting out a big sigh of relief—and buying stocks.
Market News
Mike Townsend on Trump's Midterm Pressures from Iran & Energy Disruption Timeline
@CharlesSchwab's Mike Townsend says Wednesday's relief rally has "rational exuberance" but remains riddled with uncertainty. While Mike believes President Trump "bought himself a couple of weeks," rising gas prices is something he sees creating headwinds for the GOP into midterm elections.
Many Fed officials think next move will be a rate cut, March meeting minutes show
Some officials see ‘strong case' for a hike but they are in the minority
Fed officials still foresee rate cut this year, despite war impacts, minutes show
Policymakers said they would need to remain "nimble" as they weighed the impact the war had on inflation.
Inflation isn't going to slow anytime soon, even if the Iran cease-fire holds. Here's why.
The ceasefire with Iran has driven oil prices lower, but the cost of the conflict is primed to show up quite visibly on Friday in the latest monthly snapshot of consumer prices. Nor is inflation likely to wane anytime soon.
What the Cease-Fire With Iran Means for U.S. Consumer Spending
The magnitude of the ongoing hit to consumer spending hinges on where domestic oil prices settle, says Joseph Brusuelas, chief economist at RSM.
Short Selling Points To Higher Prices
Ratios of buying in 2X and 3X ProShares short funds compared to long funds have reached historically high levels, typically preceding significant market rallies. The 2X short-to-long buying ratio is around 1.4, a level that has often marked market bottoms over the past 15 years.
Iran Ceasefire Sends Stocks To 1-Month High, Crude Down 15%: What's Moving Markets Wednesday?
U.S. stocks surged to one-month highs on Wednesday as a temporary ceasefire between the U.S. and Iran triggered the biggest single-day oil price collapse in years, easing concerns about energy-driven inflation and sparking a sweeping relief rally from airlines to semiconductors.
Private Credit Worries Still Brewing, Insurance Company Investment Strategist Warns
The market is rallying on hopes of an end to the Iran war. But private credit fears haven't disappeared just yet.
Markets surge as U.S.-Iran ceasefire sends oil tumbling — but how broad is this rally?
Stocks jumped Wednesday after President Donald Trump said he was suspending Iran attacks for two weeks, pausing a five-week conflict that closed a crucial waterway for global energy supply and sent equity prices reeling. CNBC's Mike Santoli breaks down what investors need to know.
Your local banker is getting worried that credit stress will bring the economy to its knees
Regional CEOs warn that lower-income families are hitting a breaking point as wages lag inflation and credit-card balances surge.
Trump's Iran Ceasefire Revives Fed Cut Hopes: 15 Rate-Sensitive Stocks Rallying Wednesday
For weeks, the Iran war was an inflation story. Oil above $110 meant $4 gasoline, higher transport costs, higher everything — a sustained supply-side shock that forced the Federal Reserve to stay on hold, and markets to price out every cut that had been penciled in before the start of Operation Fury.
Why home builders' stocks are getting such a big boost from the cease-fire deal with Iran
Falling interest rates and oil prices, which could put more money into the pockets of potential home buyers, provide some hope for a turnaround.
Interest rates are headed lower — real yields suggest a half-point Fed cut is coming
The Iran cease-fire may be the ‘green light' the Fed needs.
"Short Covering Rally" Takes Over Trading & Gearing Up for Earnings Season
@CharlesSchwab's Joe Mazzola believes there's more going on than short covering in Wednesday's trading action after the U.S. and Iran agreed to a two-week ceasefire. That said, he warns investors that a reversal of headlines will lead markets to sell off once again.
There's a simple reason for the stock market's huge relief rally on the Iran cease-fire
A huge relief rally was underway in the stock market Wednesday following a two-week cease-fire deal between the U.S. and Iran.
Markets cheer ceasefire, but risks linger over Hormuz flows and oil stability
Oil slumped, and risk assets surged late on Tuesday after news broke of a ceasefire between the US/Israeli coalition and Iran. The announcement came less than two hours before President Trump's deadline for Iran to reopen the Strait of Hormuz, or risk suffering an intense bombardment of its power plants and bridges.
Exclusive: US SEC taps Gibson Dunn attorney to be new enforcement director, sources say
The U.S. Securities and Exchange Commission has tapped a white collar enforcement lawyer and former agency official to be its next enforcement director after the regulator's top cop abruptly quit last month, three sources familiar with the matter told Reuters.
Iran's Ceasefire Sends Energy Lower. Why Oil Services Stocks Are Holding Up.
Companies like SLB and Baker Hughes should benefit from postconflict repairs to oil infrastructure and increased output.
The Bond Index Isn't Dead — It's Just Getting Smarter
The first quarter of 2026 was a masterclass in fixed income volatility. After a blistering start, markets pivoted toward safe haven Treasuries as geopolitical tensions drove the 10-year yield hit 4.48%.
