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BTG heads into Q1 earnings with higher gold prices and new mine output boosting outlook, but cost inflation and weaker estimates cloud expectations.

FHI tops Q1 earnings estimates as AUM hits a record level, driven by strong fee growth, though rising expenses continue to weigh on overall profitability.

(Bloomberg) -- OpenAI Chief Financial Officer Sarah Friar pushed back on concerns about missing internal targets, saying the company is meeting objectives and sees “a vertical wall of demand” for its products.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeUS Seeks to Deploy Hypersoni

CNH posts in-line Q1 earnings as pricing and FX lift revenues, but tariffs and costs squeeze margins across Agriculture and Construction.

3M gains from strong Safety and Industrial demand and strategic deals, but cost inflation and weak consumer markets pose ongoing challenges.

Gold rose after dollar weakness helped counter inflation pressure from the Iran war and Strait of Hormuz disruption.

BALL heads into Q1 earnings with sales and profit growth expected, but the model signals no clear beat as tariff costs and mixed segment outlook weigh.

The hosts of The Best One Yet (TBOY) podcast have been arguing that the macro baton is changing hands. After interest rates dominated the economy for the past four years following the 2022 inflation spike, oil is now becoming the primary economic lever. The framing is straightforward. High interest rates “froze” housing markets, “closed” construction ... Oil Is Replacing Interest Rates as the Global Economy’s Dominant Force

Don't "sell in May" yet. Solid earnings, AI strength, and geopolitical tailwinds make select ETFs attractive despite inflation and Iran war risks.

The Morning Bull - US Market Morning Update Friday, May, 1 2026 US stock futures are slightly higher this morning, as investors balance slower growth with hotter inflation. First quarter US GDP grew at a 2.0% annual pace versus forecasts of 2.3%, meaning the economy is still expanding but not quite as quickly as economists expected. At the same time, the Federal Reserve's preferred inflation gauge, PCE, is running at 3.5% a year, while employment costs and jobless claims signal a very tight...

ETF flows in March 2026 were highlighted by a massive flight to the short end of the yield curve. Investors sought refuge in short-term bonds to escape the downpour of geopolitical volatility mixed in with a thick fog of stubborn inflation. It’s a perfect environment to consider the Fidelity Limited Term Bond ETF (FLTB). One [...]

Consumer companies Hilton and Visa both reported strong quarterly earnings and raised their full-year guidance. Inflation remains a concern going forward.

War-driven oil shock is reigniting inflation fears and reviving stagflation risks. Here's how ETFs can help defend portfolios.

LKQ Q1 revenues top estimates as pricing and mix offset softer volumes, but margins face pressure from tariffs, costs and weaker claims demand.

Leidos Holdings (NYSE:LDOS) has been awarded a US$456 million Military OneSource contract. The award covers wide ranging well being services for service members and their families. The contract is structured as a long term federal engagement serving more than 4.7 million eligible individuals. For investors tracking Leidos primarily as a defense technology and government IT contractor, this Military OneSource award puts the managed health and support services side of the business in sharper...

The CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range of 8.2% in this uncertain market climate. The move lands amid a dense macro week: blowout earnings from four mega-caps, a $725 billion AI capex revelation, Q1 GDP of 2.0%, and a Fed rate hold ... VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex

Gold rose early Thursday as the dollar dropped after a report showed a key U.S. inflation measure ro

As the Canadian market navigates a complex landscape marked by steady interest rates and cautious optimism around earnings, investors are closely watching how these factors influence economic growth and inflation. In this environment, identifying stocks that may be undervalued can be particularly appealing for those seeking value, as they offer potential opportunities to capitalize on resilient fundamentals despite broader uncertainties.

Pre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at 24,603, up 0.04%. The combination of soaring oil prices, the Federal Reserve keeping interest rates unchanged for the third straight meeting, and bogged-down ... Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok

Ondas Holdings (NasdaqCM:ONDS) has completed its merger with Mistral. The deal adds U.S.-based manufacturing, integration, and federal contracting infrastructure to Ondas. Completion of the merger gives Ondas direct access to U.S. Army and Special Operations contract vehicles. The combined business now targets larger U.S. military and public safety programs and carries a higher backlog tied to autonomous defense systems. For you as an investor, the key point is that Ondas is no longer just...

Before we begin, Stan Finkelstein, the company's Vice President of Investor Relations, will remind you of some important information. Reconciliations of GAAP to non-GAAP measures and other financial information are available in the press release issued today by the company and on the Investor Relations section of our website. Today's discussion contains forward-looking statements within the meaning of the federal securities laws.

US equities closed mixed Wednesday after the Federal Reserve kept interest rates steady at the end o

Major stock indexes pared losses Wednesday afternoon after the Federal Reserve kept its key interest rate unchanged and Fed Chair Jerome Powell noted resilience in the economy. Meanwhile, earnings reports from four members of the Magnificent Seven are due after the market close. Earlier Wednesday, a Senate panel moved to put the nomination of Kevin Warsh as the next Fed chair to a vote before the full chamber.

Bond yields nearly rose to levels seen in March during the height of fears over the Iran War–but it shouldn’t frighten investors. Much of the gains in yields came ahead of that hour as the Treasury market sold off alongside rising oil prices. Multiple Fed presidents didn’t support the inclusion of an easing bias, or potential lower rates in the future, in the FOMC statement, telling traders the Fed is likely closer to hikes than cuts.

Inflation remains above the Fed's 2% target and Powell says there are too many factors set to hit inflation in the coming months to consider cutting interest rates right now. After three Fed presidents said they disagreed with language in the April FOMC statement that indicated an easing bias for the Fed, markets are moving to price in lower odds of an interest-rate cut in 2026. Markets are now pricing in just a 1.3% chance of a cut this year, down from an 18% chance just a day ago, per the CME FedWatch Tool. While Powell said there wasn't discussion of near-term interest rate hikes during the most recent meeting, markets are starting to price a slim chance of a rate increase.

The U.S. debt market selloff picked up after the Fed left rates steady again. The Fed left rates steady but there was a higher level of dissent among participants. Fed governor Stephen Miran has typically dissented, but this time there were also multiple Fed presidents who didn’t support statement language including “an easing bias.”

(Updates prices.) Gold traded lower for a third-straight day early Wednesday, pressured by inflat

Macro pressures and Fed outlook could delay Bitcoin recovery while Galaxy pivots toward AI data centers.

It’s no secret that the Trump administration has consistently pushed the Fed to cut interest rates. Fed Governor Miran, one of the Fed’s most vocal advocates for lower rates, said at a Washington forum this month that he has scaled back his outlook from four cuts this year to potentially three, acknowledging the inflation picture had grown more complicated even before the conflict with Iran began. Treasury Secretary Scott Bessent went a step further at a separate conference, saying cuts should come eventually but that waiting for clarity on the Iran situation is reasonable.

Chair Powell said in late March that policy is “in a good place to wait and see,” a view Governor Michael Barr and others have shared. In early April, St. Louis Fed President Alberto Musalem said he believes the current rate will likely remain appropriate for some time, though he left the door open to both cuts and hikes depending on how conditions evolve. Gov. Christopher Waller has warned that an energy shock on top of existing tariff pressure could produce a more lasting rise in inflation, drawing a comparison to the pandemic-era sequence of supply shocks.