All the major indices, except for the Dow Jones, notched fresh all-time highs this week, but the weekly gains were more modest relative to the prior three weeks. Earnings from chip stocks helped fuel investor demand.
As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.
Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.
Rising oil prices and the historically inflationary aspects of war have changed expectations for Federal Reserve interest rate policy and have pulled Treasury yields higher.
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.
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