News

China exports miss estimates in March, imports post best growth in more than four years

China's export growth slowed in March as manufacturers grappled with surging energy costs, with the Iran war disrupting supplies, while imports jumped more than expected.

Goldman Sachs is set to report first-quarter earnings — here's what Wall Street expects

Trading desks across Wall Street have been busy at the start of the year as institutional investors set new positions against the churn of AI-led disruption.

How bond market's private credit crisis fears are playing out in fixed-income ETFs

Fears of a private credit crisis arrived just as the growing and less transparent bond market was being included in more fixed-income ETFs.

Michael Burry says he's still betting against Palantir after Trump post boosts stock

The investor of the "Big Short" fame said he continues to hold long-dated put options on the artificial intelligence software firm.

BlackRock rips page from hedge fund playbook, applies it to exchange-traded funds

BlackRock's Jeffrey Rosenberg has a leading role in the firm's liquid alt ETFs — which use a long-short strategy in ETF wrappers.

Behind China's 'active efforts' for an Iran ceasefire: Business trumps politics

The big risk for Beijing is that the Iran war drags down global demand for the exports that are driving China's economic growth.

Alibaba leads $290 million investment for building a new kind of AI model as LLM limits emerge

Startup Shengshu plans to use the money for a "general world model," paving the way for more practical robot applications.

Fed officials still foresee rate cut this year, despite war impacts, minutes show

Policymakers said they would need to remain "nimble" as they weighed the impact the war had on inflation.

Ray Dalio: Trump-Xi meeting to focus on trade, capital flows

Bridgewater founder Ray Dalio told CNBC he is optimistic about the outcome of a meeting between the U.S. and Chinese presidents next month.

Upstart Wall Street research firm says it sent an analyst to Strait of Hormuz. Here’s what they learned

Citrini Research said it dispatched an analyst to Oman's Musandam Peninsula, where he traveled by boat to observe shipping activity firsthand.

JPMorgan CEO Jamie Dimon in annual letter cites risks in geopolitics, AI and private markets

JPMorgan CEO Jamie Dimon in his annual letter to shareholders noted the country's 250th anniversary and called for a broad recommitment to American ideals.

Blue Owl caps private credit funds redemptions at 5% after steep request levels

Blue Owl attributed the higher-than-usual requests to "heightened market concerns around AI-related disruption to software companies."
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