Stocks are teetering on the edge of correction territory. Why the ‘TACO trade' could flop.
The once-reliable trade on Wall Street, that President Trump “always chickens out,” could be torpedoed by the Iran conflict.
Market News
Whale's Insight: Strategy's $10B Preferred Stock Machine And The Global Rate Freeze
Macro pressure is intensifying as all five major central banks delivered restrictive decisions in the same week, with the Fed caught in a stagflation trap. Strategy added 22,337 BTC last week for $1.57 billion, bringing total holdings to 761,068.
The economy has a Strait of Hormuz deadline for Trump: Two weeks
Corporate executives on a recent CNBC CFO Council call expressed concern about the risk of a sustained rise in oil prices if the Strait of Hormuz closure is not soon resolved. President Trump issued a deadline for Iran to reopen the strait over the weekend, and the military has intensified attacks related to the closure, but the C-suite has set its own deadline for a reopening: about two weeks.
Why Iran crisis could trigger massive U.S. stock market rally
Historical data is suggesting that the stock market may ultimately emerge on top despite the recent volatility tied to the Middle East conflict involving the U.S., Israel, and Iran.
If Jerome Powell Is Wrong About Rates, Then Markets Will Fix His Error
Larry Kudlow routinely preaches what's true, that “free market capitalism is the best path to prosperity.” Yet last week, and after Fed Chairman Jerome Powell chose to hold the Fed funds rate at its present level, Kudlow posted on X about how “It's crucial that Kevin Warsh be liberated as rapidly as possible to take over the Fed and get rid of models that say stronger growth leads to higher inflation.
Ian Bremmer says Iran War's Not "Priced into the Markets" Yet
Eurasia Group President and Founder Ian Bremmer joins David Gura and Christina Ruffini this morning for a wide-ranging conversation on President Trump's actions during the Iranian war and the impact on global markets and America's international standing. Bloomberg This Weekend to break it down.
Central Banks Spook The Market
Major central banks, including the Fed, ECB, BOJ, and BOE, kept rates unchanged, signaling increased hawkishness due to Iran war-driven inflation risks. Rising energy prices from the Iran conflict have pushed up inflation expectations and long-term yields, reducing the likelihood of multiple rate cuts in 2026.
The Next Bear Market May Have Just Begun
A 20% S&P 500 decline is now a plausible scenario amid rising macro risks. Elevated oil prices and widening credit spreads are pressuring valuations and earnings yields.
When it comes to private credit, 'some caution is reasonable,' advisor says. What to know
Private credit funds make loans to companies, often paying investors in the fund higher interest due to illiquidity and risk involved. Certain semi-liquid private credit funds have seen high redemption requests from investors this year, raising concerns that trouble is brewing in the market.
Lower Immigration And Zero Net Job Creation Dim U.S. Growth Prospects
The Trump administration's policy of reducing immigration has slowed labor force growth, economic growth and job creation. Federal Reserve Board Chair Jerome Powell has noted that the U.S. labor market has experienced no growth and no net private-sector job creation over the past several months.
Markets Starting To Worry About Stagflation, But The End Is Not Nigh
The S&P 500 faces heightened volatility amid escalating Iranian conflict and energy market disruptions, with downside risks not yet fully resolved. Despite U.S. market resilience, credit stress indicators and surging demand for hedges signal defensive positioning and fears of a deeper financial crisis.
The price of menstrual products is skyrocketing from inflation, tariffs
Menstrual products have become more expensive over the past few years, in part due to rising inflation and new tariff policies. According to the most recent data, the average price of those products — which includes tampons and sanitary pads — has risen nearly 40%.
The Market Has No Idea How Bullish This 'Run-It-Hot' Shift Is
I remain bullish on U.S. cyclical value and manufacturing stocks, driven by synchronized economic growth and structural tailwinds. Policy shifts toward looser bank capital rules and direct liquidity injections are designed to accelerate nominal growth, supporting a "run it hot" economic playbook.
Why Healthcare Is Doing the Heavy Lifting in This Job Market
An aging population can continue to fuel hiring in healthcare even if the rest of the economy wobbles.
Will The Middle East Crisis Upend The Bull Market In Stocks?
Equity markets are underpricing the risk of a major energy crisis stemming from the closure of the Strait of Hormuz, which threatens global oil and LNG supplies. US economic growth remains robust, supported by fiscal stimulus and manufacturing recovery, but higher energy and food prices pose rising downside risks.
S&P 500 Snapshot: Index Falls To 6-Month Low
The S&P 500 finished the week at its lowest level in over six months. The index posted a weekly loss of 1.9%, its fourth straight week in the red, and is now 6.77% off its all-time high from January 27, 2026.
The 1-Minute Market Report, March 22, 2026
Equity markets have pulled back 6.8% from January highs, with defensive posturing warranted amid Middle East tensions and energy disruptions. Oil prices have surged due to the Iranian blockade of the Strait of Hormuz, driving commodities higher and pressuring equities, especially in Europe and Asia.
The Banner Year for International Stocks Has Stalled Before It Even Began
The Iran war has investors rethinking a rush out of U.S. stocks into overseas markets.
Powell Invokes Volcker's Fight Against Inflation and Political Pressure in Award Speech
Federal Reserve Chair Jerome Powell praised his predecessor Paul Volcker's willingness to resist political pressure in a speech Saturday, days after indicating he would remain at the helm of the central bank past his May term expiration if his successor hasn't been confirmed.
Wall Street CLASHES with homebuyers in fight for Main Street homes
FOX Business Gerri Willis has the details on the fight to stop Wall Street from competing with Main Street homebuyers on 'Varney & Co.' #foxbusiness #varneyandco 00:00 Lawmakers Target Big Housing Investors 00:19 The Shrinking Footprint of Large Investors 00:43 The Rise of 'Mom and Pop' Investors 00:52 Where Investor Activity Is Concentrated 01:19 Industry Debate: NAR vs. NAHB
