Quartz86d agobearish
U.S. stock futures fall amid high oil prices and bond yieldsA sell-off in chip stocks and worries about inflation tied to the war in Iran are adding to pressure on equities
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
373last 24h
1987last 7d
320● bullish (7d)
177● bearish (7d)
205publishers
24/7 Wall St.86d agoneutral
The Trump Bull Market Has a Very Dark Side That Could End Badly for InvestorsThe stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors. Treasury yields spiked. Recession fears surfaced more than once. Yet the benchmark S&P 500 has still surged roughly 23.5% since Inauguration Day. That kind of resilience usually feels bullish. ... The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors
Reuters Videos87d agoneutralVIDEO
US stocks end mixed as tech stocks slide, Treasury yields climb<body><p>STORY: Wall Street's main indexes ended mixed on Monday, with the Dow adding about a third of a percent, the S&P 500 little changed and the tech-heavy Nasdaq shedding half a percent.</p><p>Ongoing worries about the disruption of oil supplies, inflation and elevated borrowing costs weighed on stocks and pushed the 10-year Treasury yield earlier in the session to its highest level since February 2025.</p><p>Kevin Mahn is president and chief investment officer at Hennion & Walsh Asset Management.</p><p>“Investors continue to try and digest higher oil prices, which have led to higher gas prices and introduced even more inflationary pressures into the system. So each time we hear news that the impasse in the Strait of Hormuz may be coming to an end, you see the tailwind come into the market and stocks move higher. On the flip side, each time we learn that that Strait of Hormuz is going to be locked, or at least blocked for a longer period of time, investors then get concerned, bond yields shoot up and the prospects for a rate hike as opposed to a rate cut get brought back on to the table."</p><p>The Nasdaq fell for a second consecutive session as investors took a break from the AI-driven rally that started in late March.</p><p>Seagate Technology fell almost 7%, while peer Micron shed 6%. Shares of Sandisk dropped more than 5% and Western Digital lost nearly 5%. </p><p>:: Nvidia</p><p>The world's most valuable company, Nvidia, also closed lower, ahead of its scheduled quarterly earnings report later this week.</p><p>:: Archive</p><p>Elsewhere in the market, shares of Regeneron tumbled almost 10% as the drugmaker's experimental treatment for melanoma missed the main goal in a late-stage trial.</p></body>
Yahoo Finance87d agobearish
Stock market today: Dow, S&P 500, Nasdaq drop amid rising bond yieldsWall Street weighed inflation concerns and counted down to Nvidia earnings.
Yahoo Finance87d agoneutral
Stock market today: Dow, S&P 500, Nasdaq slide as rising bond yields maintain pressure, tech stocks retreatWall Street weighed inflation concerns and counted down to Nvidia earnings.
Yahoo Finance87d agobearish
Stock market today: Dow, S&P 500, Nasdaq futures fall as inflation worries persistUS stock futures traded flat as Wall Street weighed inflation concerns and counted down to Nvidia (NVDA) earnings.
Barrons.com87d agobullish
Home Depot Stock Faces Low Expectations Ahead of EarningsHome Depot reports earnings Tuesday as investors look for signs that weak housing demand and cautious consumers are still weighing on home-improvement sales.
Moneywise87d agoneutral
Jamie Dimon warns markets have 'too much exuberance,' joining forecasters like Michael Burry seeing a looming correctionWith the S&P 500 up nearly 9%, two of Wall Street’s most famous forecasters are urging caution. They point to geopolitical risks, inflation, and an overhyped AI bubble.
Insider Monkey87d agoneutral
What Makes Rayonier (RYN) an Inflation Hedge Investment?Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The Fund returned -4.46% in the quarter, compared to the S&P 500’s -4.33% and the Russell 1000 Value Index’s 2.10% return. The year began similarly to the second half of 2025, with rising […]
Bloomberg87d agobearish
Inflation Uptick Is Starting to Send Sell Signals to Stock Bulls(Bloomberg) -- Wall Street strategists are warning the honeymoon period for stocks following a blockbuster earnings season is over and that a harsh macro-economic reality now threatens this year’s rally.Most Read from BloombergUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWinners and Losers From Trump and Xi’s Beijing Summit TalksBillionaire Rinehart Bets $100 Million on US Defense StocksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as
Motley Fool87d agoneutral
Wow! The Federal Reserve's May Inflation Forecast Was Just Updated, and Things Are Looking Worse for Wall Street.This is nightmare fuel for a historically expensive stock market that had already priced in additional rate cuts.
Barrons.com88d agobearish
Stock Futures Drop as Inflation Fears Grip MarketsStocks looked set to fall again on Monday as investors continued to worry about higher inflation, with the U.S. and Iran seemingly making no progress in their ongoing peace talks. The three major indexes tumbled on Friday, dragged down by soaring U.S. Treasury yields. The lack of a peace deal to end the conflict in the Middle East has caused investors to fret about a flare-up in inflation, with shipping through the Strait of Hormuz still disrupted.
Motley Fool88d agoneutral
President Trump Threw a Wrench in Kevin Warsh's Plans as Federal Reserve Chairman, and It Could Be the Undoing of the Current Bull MarketWarsh is walking a tightrope as he tries to influence Fed policy.
Motley Fool88d agoneutral
New Fed Chair Kevin Warsh Has a $6.7 Trillion Conundrum -- and Wall Street Is Stuck in the MiddleParing down the central bank's balance sheet, or doing nothing at all, poses potentially dire consequences for the stock market.
Motley Fool88d agoneutral
There's a Mammoth Disagreement Brewing Within the Federal Reserve Over Artificial Intelligence (AI) -- and It May Reshape Monetary PolicyJerome Powell's successor and the Chicago Fed president foresee wildly different interest rate outcomes from the evolution of AI.
Yahoo Finance88d agoneutral
Investors eye Nvidia, bond yields, and the next commodity supercycle: What to watch this weekInvestors step into the week after a Friday in the red, spurred by a stable of geopolitical uncertainties post Trump-Xi summit, rising bond yields, and sticky inflation.
Motley Fool88d agoneutral
New Fed Chair Kevin Warsh Wants to Blow Up the Playbook That's Kept Stocks Rising for 15 Years. Here's What Investors Should Do Now.Is the end of the "Fed put" at hand?
Motley Fool89d agoneutral
Kevin Warsh Is In. Jerome Powell Is Out. Here's What a New Fed Chair Means for Trump's Bull Market.Kevin Warsh is taking the reins at the Federal Reserve.
Motley Fool89d agoneutral
6 Words From Now-Former Fed Chair Jerome Powell That Will Echo Through Wall Street for Years to ComeIt's incredibly rare when a sitting Fed chair interjects their opinion on stock valuations -- and when this happens, it shouldn't be ignored.
24/7 Wall St.89d agoneutral
Gold Or Oil? This ETF Decides For You When Inflation StrikesEnergy prices in the United States just did something violent. The PCE energy index jumped 11.56% month-over-month in March 2026, which pushed headline inflation back up to 3.5% year-over-year after a year of relative calm. West Texas Intermediate ripped from around $60 a barrel in January to over $100 today. If you have spent the ... Gold Or Oil? This ETF Decides For You When Inflation Strikes
Reuters Videos90d agoneutralVIDEO
Wall Street ends lower on mounting inflation worries<body><p>STORY: Wall Street's main indexes retreated from AI-fueled record highs on Friday, with the Dow dropping 1%, the S&P 500 shedding one-and-a-quarter percent and the Nasdaq declining more than one-and-a-half percent.</p><p>Stocks moved lower as a jump in benchmark Treasury yields reflected surging energy prices and concerns about long-term inflation.</p><p>Leah Bennett is chief investment strategist at Concurrent Investment Advisors.</p><p>“Equities are trading down today primarily, I think, because people are disappointed not to see any sort of movement between Trump and Xi coming out of the summit regarding the conflict in the Middle East. So, oil is up another 4% today. We obviously saw an impact on the CPI (Consumer Price Index) and the PPI (Producer Price Index). And the longer that oil prices stay up, the longer we're going to have rising inflation. And this is the first time we've really seen the ten-year inflation expectations cross 2.5%. And historically, that's been very consistent with a period where the Fed had to increase interest rates.”</p><p>Friday marks Jerome Powell's last day as U.S. Federal Reserve chair. Incoming Chair Kevin Warsh is saddled with the potential need for a rate hike if a protracted Iran war leads to sticky inflation.</p><p>Among individual stock moves, the AI rally largely stalled, with Nvidia losing nearly 4.5%, AMD shedding more than 5.5% and Intel dropping more than 6%.</p><p>On the flip side, shares of Microsoft rose 3% following the disclosure of a new position in the company taken by Bill Ackman's hedge fund Pershing Square.</p><p>And shares of Ford slid about 7.5%, retreating from a near 21% surge over the last two sessions on optimism over the automaker's energy storage business.</p></body>
MT Newswires90d agobullish
Nasdaq, S&P 500 Retreat From Record Highs as Yields Surge Amid Inflation WoesThe Nasdaq Composite and the S&P 500 fell from record highs as inflation concerns pushed Treasury yi
AFP90d agobearish
Stocks tumble as US-Iran impasse fuels inflation fearsGlobal stocks slumped and oil prices rose Friday with worries about sustained inflation driving up bond yields with no conclusion to the Iran war in sight."Today the catalyst is really the rally in bond yields, bond markets are under pressure as oil prices rise.