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The recent escalation of U.S. and Iranian militaries has caused a closure of the Strait of Hormuz, halting oil shipments and leaving many questions. Oil prices could spike if the strait remains closed, but the U.S. economy and equities are relatively insulated from direct supply shocks.
Operation Epic Fury started Phase One of the US-Iran war, where the mission is regime change in Iran. At this point, Phase One is benign for the financial markets, as the regional energy infrastructure is not targeted.
Treasuries have taken a lot of flak from Wall Street in recent years, because they stopped behaving like a safe haven. It's time to show some respect again.
A major US-Israel coordinated attack on Iran is expected to drive short-term oil prices up 5-10%. I anticipate global equities to fall 1-2% and cryptocurrencies to drop 3-10% in the immediate aftermath of the conflict escalation.
Operation Epic Fury against Iran may not trigger worst-case scenarios for oil or markets if energy supplies remain stable. Initial Iranian retaliation appears limited; oil price spikes hinge on potential disruptions to the Strait of Hormuz or Kharg Island.
The U.S. and Israeli strikes on Iran Saturday may jolt oil markets on Sunday evening. They could also dim the odds of Federal Reserve rate cuts this year.
Major combat operations in Iran, coordinated with Israel, are intensifying risk-off sentiment across global markets, impacting equities, crypto, energy, and logistics. Oil companies like Exxon Mobil (XOM) and Chevron (CVX) may benefit from higher oil prices, but gains depend on supply disruptions and infrastructure damage.
The U.S-Iran conflict could cause rates to rise, but shares of Frontline, DHT Holdings, and others have already rallied.
Prediction markets have never been bigger — or more controversial. On this episode of the Everybody's Business podcast, Stacey Vanek Smith and Max Chafkin sit down with Jacob Goldstein and Robert Smith of the Business History podcast to unpack how betting on real-world events went mainstream — and why platforms like Kalshi and Polymarket are reshaping the way people trade on everything from politics to pop culture.
Federated Hermes CIO Stephen Auth discusses artificial intelligence and profit margins on 'Making Money.'#fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #stockmarket #stocks #investing #finance #business #economy #wallstreet #markets #ai #artificialintelligence #technology #profits #valuation #trading #investors #growth #corporate
Brazilian equities (EWZ, FLBR) face a nuanced bull case driven by foreign capital inflows and anticipated interest rate cuts from 15% to 10.5% by 2027. Despite a 53% BRL rally in the Ibovespa, local investors remain cautious due to persistent fiscal risks, political uncertainty, and low equity risk premiums.
The legendary investor says he's been shifting his investment focus and AI is no longer playing a starring role.
Geopolitical strategists are closely monitoring Beijing's reaction to the U.S. and Israel attack in Iran.
The Israeli-U.S. strike on Iran signals a major escalation, crossing a long-standing 'red line' and introducing heightened geopolitical risk to global markets. Disruption to Iran's 3.3 million bbl/day oil supply and the potential Strait of Hormuz chokepoint threaten oil prices, inflation, and economic growth.
The United States and Israel launched strikes on Iran on Saturday, targeting its leadership and plunging the Middle East into a new conflict that President Donald Trump said would end a security threat and give Iranians a chance to topple their rulers.
Labor market appears to be sluggish, although there are some signs of improvement, like the recent creation of construction and temp jobs. Given the current macro situation, it's an imperative that labor market remains stable, specifically referring to an unfolding private credit crisis.
The United States and Israel launched strikes on Iran on Saturday, targeting its leadership and plunging the Middle East into a new conflict that President Donald Trump said would end a security threat and give Iranians a chance to topple their rulers.
Massive jobs cuts at Block and a cataclysmic Citrini blog post stoked anxieties — but some CEOs and researchers are skeptical about doomsday scenarios.
The US and Israel have launched a major combat operation against Iran, escalating geopolitical risk and impacting global markets. The energy sector has outperformed, reaching all-time highs, and now appears overvalued amid rapid rotation from growth to value.
February saw heightened geopolitical tensions, tariff policy shifts, and increasing market anxiety around AI-driven disruption. The software sector, exemplified by IGV, entered deep bear market territory, with industry P/E ratios at decade lows.