Japan Faces Policy Dilemma as Energy Shock Pressures Bonds and Currency, Asset Manager Says

Japan is facing renewed scrutiny over how it responds to a prolonged energy shock, with Vantage…

Greg Abel Says Berkshire Capital Allocation Is Aligned With Owners and Shareholders at Annual Meeting

Greg Abel told Berkshire Hathaway shareholders that the company’s capital allocation approach is aligned with owners…

Jack Janasiewicz Says Mag 7 AI Capex Surge Could Support Broader Tech Sector

Jack Janasiewicz said continued AI capex expansion by Alphabet, Amazon, Meta Platforms and Microsoft may support…

Meet the Unsinkable U.S. Economy as Oil Surges and Iran Tensions Rise

High tariffs, stubborn inflation, shutdowns, war with Iran and rising oil prices have tested the U.S.…

Medical Technology Stocks Face Valuation Reset as Pandemic-Era Gains Fade

Medical technology stocks have given back pandemic-era gains as investors reassess valuations and separate medtech from…

Kevin Warsh’s Fed Profile Could Matter More Than the Political Label Axel Merk Sees

Axel Merk says Kevin Warsh’s policy profile is more nuanced than the hawkish caricature often attached…

April Market Rally Erases March Losses as S&P 500 Reclaims Record High

The S&P 500 erased March’s sell-off in April and reached a new all-time high, underscoring market…

Fed Stays on Hold as S&P 500 Hits Records and Earnings Show Wider Market Divergence

The Federal Reserve remains on hold as Jerome Powell’s term nears its end, while the S&P…

This Week’s Market Wrap: Earnings Fireworks, Oil Shocks, and a Stubborn Economy

Mega-cap technology earnings set the pace this week, but geopolitics and oil shocks quickly reasserted themselves…

Markets Weekly Outlook: S&P 500 and Nasdaq Lose Momentum as April NFP and Stalled US-Iran Talks Dominate Trading

US stocks have extended to fresh highs, but momentum is fading as traders focus on April…