Articles

Bonds may be the real winner now that the world economy has sidestepped a historic oil crisis

The Iran crisis threatened “the largest geopolitical oil supply disruption in history,” the Dallas Fed warned.

Google’s AI lead is growing in this key area. That’s good news for Alphabet’s stock.

Custom chips give Google more compute power to deploy, an analyst notes.

How the ‘TACO’ trade went from a light-hearted Wall Street joke to a serious moneymaker

Since the start of President Trump’s second term, nine of the 10 top days for the S&P 500 have been spurred by de-escalation either involving tariffs or Iran.

Stock market celebrates the Iran cease-fire, but bond market shows we’re not out of the woods yet

“We have to get a better sense of whether this conflict is over or just paused,” one analyst said.

The U.S. has more natural gas than it knows what to do with — helping Americans weather the Iran oil crisis

Cheaper U.S. natural gas is a bright spot for consumers in otherwise dim energy markets. But the contrast is so stark it has created an anomaly.

Many Fed officials think the next move will be a rate cut, March meeting minutes show

Some policymakers saw a “strong case” for a hike — but they were in the minority.

Carnival’s stock soars as the Iran cease-fire provides relief from surging fuel costs

The cease-fire agreement between the U.S. and Iran triggered a relief rally in shares of travel and retail giants Wednesday, on hopes that a break from surging fuel prices would help businesses manage costs and calm anxious consumers.

The smart money is swapping risky bets on AI chips for guaranteed payouts

Institutional investors are pivoting toward the “picks and shovels” of the power sector — and opening a new frontier for AI-driven growth.

Inflation isn’t going to slow anytime soon, even if the Iran cease-fire holds. Here’s why.

The U.S.’s cease-fire with Iran has driven oil prices lower — but the cost of the conflict is primed to show up quite visibly Friday in the latest monthly snapshot of consumer prices.

These products could get hit hardest by Trump’s new Iran tariff threat

Imports from China could face new duties if President Trump follows through with a tariff threat related to providing weapons to Iran.

Iran moves to put the brakes on reopening the Strait of Hormuz

Hormuz traffic is halted after attacks by Israel on Lebanon, Iranian news agency says.

Your local banker is getting worried that credit stress will bring the economy to its knees

Regional CEOs warn that lower-income families are hitting a breaking point as wages lag inflation and credit-card balances surge.
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