These AI Stocks Could Make Investors Queasy
Plus, Mr. Warsh Goes to Washington.
Market News
How does Fed chair nominee Kevin Warsh view the central bank's inflation goal?
Fed chair nominee Kevin Warsh is set to testify before the Senate Banking Committee and has previously signaled support for a range-based approach to inflation targets.
UK stocks edge higher on hopes of US-Iran talks
UK's main stock indexes posted modest gains on Tuesday, led by advances in financials, as hopes of possible ceasefire talks between the U.S. and Iran bolstered investor confidence.
The More Things Change, The More They Remain The Same
Beneath the market volatility, leadership shifted toward tangible sectors tied to infrastructure, defense, and industrial buildout in the first quarter. The AI transition is as much about displacement as it is about innovation, with clear parallels to past structural disruptions.
As Warsh faces hearing, a framework for smaller Fed balance sheet emerges
Kevin Warsh would like to see the Federal Reserve slash its vast bond holdings, but has yet to flesh out just how he would do that if confirmed to be the next head of the U.S. central bank, a matter likely to come up in his confirmation hearing on Tuesday before the Senate Banking Committee.
Here's what to expect from Fed chair nominee Kevin Warsh's Senate hearing Tuesday
Fed chair nominee Kevin Warsh travels to Capitol Hill on Tuesday to convince lawmakers he can carry out a presidential push for lower interest rates while remaining free of political constraints. Political independence has been a key question surrounding the search for a successor to current Chair Jerome Powell.
Chasing The Value Consumer: March U.S. Retail Sales Trends And Q1 2026 Earnings Setup
March U.S. retail sales are expected, once again, to reflect headline strength, with both total sales and sales excluding autos projected to match February's solid gains of +0.6% and +0.5%, respectively. Geopolitical tensions in the Middle East are also likely to play an outsized role in March's data, boosting gasoline station sales data largely through higher prices rather than incremental volume.
Treasury yields are little changed as markets await Iran peace talks and Warsh hearing
Traders will also be monitoring Federal Reserve chair nominee Kevin Warsh's confirmation hearing on Tuesday.
Exclusive: US trade rep tells Mexican companies Trump tariffs here to stay, sources say
U.S. Trade Representative Jamieson Greer has told Mexico's auto and steel industries they should not expect the renegotiation of the U.S.-Mexico-Canada Agreement to remove President Donald Trump's tariffs on their sectors, four industry sources familiar with the discussions said.
India's Central Bank Warns of Persistent Inflation as Mideast Conflict Drags On
India's central bank governor warned of persistent inflation risks as the Middle East conflict continues, citing the country's exposure to the region.
Stock Market Today: Stock Futures Tick Up; Kevin Warsh Faces Congress in Fed Chair Hearing — Live Updates
Oil slips despite Mideast truce approaching its end
Global stocks have recouped Iran war losses to hit fresh records — but the shadow of Mideast conflict still looms
Global stocks rebounded above pre-war levels as investors unwind geopolitical hedges and chase AI-driven gains. Markets shifted from worst-case disruption fears to expectations of normalized energy flows and diplomacy, said industry watchers.
AI Optimism Pushing Stocks Higher Despite Iran Risks: 3-Minutes MLIV
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 - S&P Futures, Iran Deal Uncertainty 00:01:20 - AI Optimism, Kospi Record Highs 00:02:21 - UK Unemployment, Starmer Political Risk -------- More on Bloomberg Television and Markets Like this video?
Fundamentals are driving the Wall Street rally, says strategist
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, says that the recent Wall Street rally is due to the increasing alignment between equity prices and fundamentals. She expects rotation to be the new momentum trade and urges investors to stay diversified and avoid monolithic trends.
Nasdaq Snaps 13-Session Win Streak On Hormuz Tensions: Investor Sentiment Improves Further, Fear Index In 'Greed' Zone
The CNN Money Fear and Greed index showed further improvement in the overall market sentiment, while the index remained in the “Greed” zone on Monday.
Morning Bid: Markets long for peace, prepare for Warsh
A look at the day ahead in European and global markets from Gregor Stuart Hunter:
ValuEngine Weekly Market Summary And Commentary
U.S. equity markets extended their upward momentum this week, led by strong gains in technology and growth-oriented segments. Broad-based indices also moved higher, supported by resilience in large caps and selective strength across communication services and consumer discretionary sectors.
Wall Street Brings Sophisticated Quant Trading to the Masses
JPMorgan's revenue from quantitative investment strategies for clients is up 30% this year from the same period in 2025, making it one of the bank's fastest-growing businesses.
President Trump picked Kevin Warsh for Fed chair expecting lower interest rates. How Warsh navigates their relationship could shape what he can actually deliver.
Trump expects lower interest rates. How Warsh navigates their relationship could shape what he can actually deliver.
Review & Preview: Volatility Returns
The Nasdaq snapped a 13-day winning streak, as oil prices resumed their ascent.
