Weekly Market Pulse: Stop Reading The News
Stock markets the world over celebrated the end of the Iran War last week, with many closing the week at all-time highs. Q1 earnings have been good so far, but only 10% of companies have reported.
Market News
Kevin Warsh pitched a case for Fed rate cuts. His future colleagues are skeptical.
He has argued an AI boom will ease price pressures, citing Alan Greenspan's patience in the 1990s. His future colleagues see an economy that looks nothing like it did then.
Strait of Hormuz U-turn: Are markets overpricing the chance of a deal?
The S&P 500 and Nasdaq hit record highs on hopes of a U.S.-Iran ceasefire and a reopening of the Strait of Hormuz. Those hoped faded, however, after tensions flared again over the weekend.
Singapore GasCo secures extra LNG cargoes, eyes term deals despite war volatility
Singapore's state gas buyer GasCo has secured additional cargoes of liquefied natural gas to offset supply shortfalls triggered by the U.S.-Israel war on Iran, and plans to seek long-term supply deals this year, despite market volatility.
Equities Weaker but Not Overly Concerned on Iran: 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: 00:00:02 - Iran War: S&P Futures, Stocks Outlook 00:01:22 - Bond Market, Inflation Concerns 00:02:17 - Fed's Kevin Warsh Hearing -------- More on Bloomberg Television and Markets Like this video?
European stocks set to slump as Gulf tanker attacks threaten ceasefire
European stocks are expected to start the new trading week on a somber note as traders assess a re-acceleration in U.S.-Iran tensions.
European defence stocks cool as investors reassess war winners
Investors have cooled on European defence stocks as profit taking and stretched valuations collide with growing uncertainty over the future of warfare, with the Iran conflict again highlighting the effectiveness of low-cost drones.
No returning to low inflation and high growth, but major downturn still unclear: Analyst
Brian Arcese, Portfolio Manager and Equity Analyst from Foord Asset Management, says that the longer the Strait of Hormuz remains closed, the higher the risk is to global economies. He also thinks investors should expect volatility in their portfolios, but also see it as an opportunity for reallocation,
Global Wealth Research - April 2026
Increased energy costs will drive inflation higher, and supply constraints reduce productivity, which will pressure growth. The volatility of Russell 2000 skew had increased, but overall, the market remained sanguine during the first few weeks of the conflict.
Stocks Are Back at Records, but Bond Investors Haven't Joined the Party
Bond yields and oil futures are still trading above where they were at the start of the Iran war.
EV sales soar in main European markets as drivers shun expensive petrol
Sales of fully electric cars in Europe's main auto markets jumped by almost a third in the first quarter of 2026, as drivers looked for alternatives to combustion engines after the war in Iran caused the highest spike in petrol prices in years.
S&P 500: I Sold Too Early, What Now? (Technical Analysis)
The S&P 500 staged a powerful rally, closing at 7126 after the reopening of the Strait of Hormuz. April's bullish momentum could extend toward the 7424–7490 target range, though this is more likely a blow-off top to the 2025–2026 rally than a new sustained uptrend.
Investors brace for renewed volatility after this weekend's Iran developments
After a three-week-long rally that's brought the S&P 500 to new record highs, investors are again bracing for uncertainty following a whirlwind of weekend developments concerning the war with Iran.
Stock, Oil Futures Poised to Open Ahead of New Iran Talks
All three U.S. stock market indexes closed up for the third straight week.
Software stock dogs have joined market rally. There's a classic investing lesson in the rebound
Cybersecurity and software stocks have had a terrible start to the year due to fears of AI disruption amid high valuations, but they surged last week. With enterprise software stocks as blue-chip as Microsoft down close to 20%, there's a classic opportunity hunt underway among investors.
DON'T MISS THIS: Market outlook as Middle East diplomacy gains momentum | Sunday Prep
FOX Business guests analyze the markets ahead of Monday's opening bell. 00:00 'I'M BULLISH ON IT': Market strategist predicts year will end higher 02:04 'GREAT NEWS': Tech rally gains momentum as oil falls 03:59 'VERY GOOD RELATIONSHIP': Trump's claim raises eyebrows 19:36 Nancy Tengler reveals the 'MISTAKE' people make in the markets 25:25 Do family-run firms make STRONGER investments?
The Trade Driving The S&P 500 Higher May Not Last
Mega-cap stocks have driven recent S&P 500 outperformance, but credit markets are not confirming the equity rally. Dispersion trades are evident, with single-stock implied volatility elevated and index-level volatility suppressed, signaling low market correlations.
The S&P 500 and Nasdaq Composite Just Hit Record Highs -- but Wall Street's 2 Biggest Risk Factors Keep Getting Worse
In less than three weeks, the Nasdaq Composite's correction and the S&P 500's pullback were completely erased. Although investors are anticipating a quick end to the Iran war, the inflationary effects of President Donald Trump's actions are likely to ripple through the economy for some time.
What to Expect From Fed Chair Nom. Kevin Warsh's Confirmation Hearing
The Senate Banking Committee has scheduled a confirmation hearing at 10 a.m. on April 21 for Kevin Warsh, President Donald Trump's nominee for Federal Reserve chair.
S&P 500 just flashed eerie Dot-com bubble–style pattern
With the S&P 500 pushing past 7,000 to fresh record highs, its chart is drawing striking comparisons to the Dot-com bubble era.
