Kevin Hassett says inflation will drop sharply once Strait of Hormuz reopens
Kevin Hassett expects inflation to fall by year's end as energy prices decline, pointing to strong economic momentum and falling Treasury yields.
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Chip stocks continue to surge. Here's how to buy into the trend for less
Mike Khouw happens to like one surging chip stock in particular: Marvell Technology.
Surge in Call Options Back Bull Run, Inflation May Open Door to Bears
As the S&P 500 (SPX) hits a record high, @CharlesSchwab's Joe Mazzola believes there's room for a higher run. A surge in call options activity, backed by strength in key sectors, serve as key arguments to Joe's bullish thesis.
The Housing Market's Latest Hurdles: Copper, Lumber, Diesel and Aluminum
The typical U.S. home has more than 400 pounds of copper—and that's a problem when prices soar.
Homebuilder Charts Point to Rebound. Play the Barbell Approach With These 2 Stocks.
Technical indicators for Toll Brothers and Lennar suggest selling pressure in homebuilder stocks may be easing after a sharp sector pullback.
Morning Call Sheet: Markets rally as AI and inflation collide
Peter Boockvar, CIO at One Point BFG Wealth Partners, Ryan Detrick, Chief Market Strategist at Carson Group, and Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, discuss AI momentum, inflation risks and bullish market sentiment.
KG on Traders Shrugging Off Geopolitical Tensions & SPX Hitting Record Highs
Iran having nuclear capabilities and charging tolls in the Strait of Hormuz remain the biggest sticking points in peace talks between it and the U.S., says Kevin Green. That said, markets remain optimistic as stocks catch a bid and crude oil slides.
Beyond The AI Box: How Today's AI Buildout Is Reshaping Returns On Capital
Artificial intelligence is catalyzing one of the most ambitious investment cycles in modern technology history. Generative AI tools such as ChatGPT, Copilot and Claude are proliferating in software development, but we see the promise still being ahead of reality.
Nasdaq Surges Over 1%; Chicago Fed National Activity Index Rises In April
U.S. stocks traded mostly higher this morning, with the Nasdaq Composite gaining more than 1% on Tuesday.
U.S. Consumer Sentiment Worsened in May
Consumer confidence edged downward in May as the inflationary effects of the war in the Middle East intensified, a monthly survey from The Conference Board said.
Economist Mark Thornton warns of 150-year market peak, calls Fed nomination a ‘hit job' on precious metals
A stark divide between record corporate profits and plummeting consumer sentiment is not an economic paradox, but the predictable outcome of decades of monetary expansion, according to Austrian School economist Dr. Mark Thornton.
Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Pull Back Early as Traders Return from Holiday
US indices continue to attempt to push higher overall, but are a touch sluggish in early Tuesday trading.
Why inflation, not growth, is what really matters for the stock market
There have been five significant shifts in the market in the past decade, per strategists at Piper Sandler.
ECB 'will do what is necessary' to tame inflation, Bank of France governor tells CNBC
The European Central Bank "will do what is necessary" to keep inflation on target, one of its top policymakers told CNBC. Markets are overwhelmingly pricing in a rate hike from the central bank at its next meeting.
Powell Will Vote With His Mind and Heart, Daco Says
Gregory Daco, EY-Parthenon chief economist, says he thinks former Federal Reserve Chair Jerome Powell will not be afraid to dissent as a member of the board of governors. Daco speaks on "Bloomberg Surveillance.
Dow rises nearly 100 points as AI chip stocks rally despite US-Iran tensions
US stocks moved higher on Tuesday as investors returned from the Memorial Day holiday weekend, balancing optimism around artificial intelligence-driven technology stocks against ongoing geopolitical uncertainty tied to Iran and the Middle East conflict. The Dow Jones Industrial Average rose roughly 92 points, or 0.18%, while the S&P 500 gained about 0.54%.
Exclusive: European companies set to receive two thirds of future mobile satellite spectrum, rest for non-EU firms, sources say
The European commission is set to allocate two thirds of lucrative mobile satellite spectrum to European companies, with the rest available for non-European rivals such as Elon Musk's Starlink and Amazon's low-earth-orbit satellite business Leo, people with direct knowledge of the matter said on Tuesday.
UN Food Economist Warns Fertilizer Crisis Could Hit Global Food Prices ‘Within Days’
During a May 25 appearance on Bloomberg Daybreak Europe, Maximo Torero, chief economist of the Food and Agriculture Organization, warned that the Strait of Hormuz closure is approaching a point where the damage to the global food system may no longer reverse quickly, even if shipping routes reopen. The Fertilizer Shock Is Starting to Spread... UN Food Economist Warns Fertilizer Crisis Could Hit Global Food Prices 'Within Days'
ValuEngine Weekly Market Summary And Commentary
ValuEngine Weekly Market Summary And Commentary
Germany open to compromise on EU capital markets union, finance minister says
Germany is ready to compromise in negotiations on the European Union's capital markets union, including on the sensitive question of financial supervision, Finance Minister Lars Klingbeil said on Thursday.
