Why aren’t oil prices higher? Staggering drop in energy demand leaves strategists puzzled.
The US-Iran war is back in full force, traffic through the Strait of Hormuz is plummeting, and attacks…
JPMorgan Builds AI Agents That Beat 60/40 Portfolio in Backtests
(Bloomberg) — As investors increasingly turn to artificial intelligence for help with everything from stock picking to risk…
Barclays Says Earnings Season Will Matter More Than Geopolitics for Equity Markets
Files and paperwork ©Adobe Stock Images Barclays believes corporate earnings will remain the primary force shaping equity markets…
The Strait of Hormuz has reopened — why that might be a problem for the oil market: Chart of the Day
As the war has wound down and the US and Iran continue ongoing negotiations, ship traffic through the…
Oil prices may spike again as ‘something is off’ with the current math, JPMorgan says
Nine weeks into the Iran war, the global economy continues to lose record volumes of oil supply —…
Wall Street strategists reassess central bank’s rate cut path
The Federal Reserve’s decision to leave interest rates where they are this week was widely expected. But the…
Wall Street strategists say stocks could keep rising from records
Stocks surged to fresh record highs this past week as the Federal Reserve delivered its first rate cut…
Goldman and Citi See Europe’s Economy Powering Stock Rally
(Bloomberg) — The perils of trade and geopolitics will only slow the rally in European stocks rather than…
Germany’s Spending Gamechanger Makes Euro Bears Flip Bullish
(Bloomberg) — For all the noise surrounding President Donald Trump’s tariffs, perhaps the most significant development for global…