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10.07.26 - 14:39
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Futures Flat As Traders Brace For Weekend Iran Escalation (ZeroHedge)
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Futures Flat As Traders Brace For Weekend Iran Escalation
US equity futures are flat on the final trading session of the week, with Tech lagging, as traders hold off on big bets ahead of the weekend, with the fragile truce in the Middle East keeping geopolitical risk front of mind. Overnight, the US said Iran talks will continue, a positive step amid the recent escalation near the Strait of Hormuz (then again the market never reacted negatively to the latest strikes in the first place). As of 7:45am ET, S&P futures are flat and Nasdaq futures are down 0.2%; pre-market, Mag 7 stocks are mixed: META +1.8%, MSFT +0.9%, while NVDA and AAPL are down 0.6% and 0.4%, respectively. Notably, META has been outperforming since the announcement of its Muse Spark AI model and its strategy for the cloud business. SemiAnalysis, whose "unbiased", often wrong but never in doubt, views at some point be investigated by a regulator, also struck a positive note on META's AI development (here). Bond yie...
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22.06.26 - 14:39
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Stocks Drift As Chips Extend Gains, Oil Slides On Positive US-Iran Talks (ZeroHedge)
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Stocks Drift As Chips Extend Gains, Oil Slides On Positive US-Iran Talks
Futures are modestly lower coming off the US holiday weekend, after equities finished higher last week with both Dow and Russell clocking new ATHs and SPX finishing in the green for the 11th time in the last 12 weeks. As of 8:00am ET, S&P 500 futures edged down 0.1% while Nasdaq 100 contracts are higher by 0.1% with chips outperforming as usual while hyperscalers, aka "check payers" down as all Mag 7 are lower with TSLA (-1.4%) and GOOGL (-1.6%; Google's DeepMind VP John Jumper is leaving the company to join Anthropic) being the biggest laggards. Overseas, Asian markets mostly higher overnight with China and Japan the big gainers, up over 1.5%. European markets higher, up ~0.3%. Big development over the weekend revolved around US-Iran talks in Switzerland, where both sides ultimately highlighted progress following some earlier headline noise. Donald Trump again threatened strikes on Iran if Hezbollah keeps a...
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18.06.26 - 17:42
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Accenture shares plunge over 14% as Iran war dents outlook, sparks IT selloff (Times of India)
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Accenture's shares plunged over 14% after the IT giant cited the Iran war's impact, slashing its annual growth forecast and projecting lower-than-expected quarterly revenue. The conflict cost the company $400 million in its Middle East business. To counter a slowdown, Accenture announced $4.18 billion in cybersecurity acquisitions, signaling a strong push into this growth area....
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15.06.26 - 14:24
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US Futures, Global Stocks Surge, Oil Tumbles On Iran Deal (ZeroHedge)
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US Futures, Global Stocks Surge, Oil Tumbles On Iran Deal
Global markets soared in a risk-on rally following the announcement of a US-Iran deal Sunday night. Stocks and bonds rallied while oil tumbled to a three-month low after the US and Iran said they have reached an interim agreement to reopen the Strait of Hormuz and halt the war. This will provide a 60-day window for negotiation. As of 8:00am ET, Nasdaq 100 futures advanced 2.1%, while those for the S&P 500 rose 1.3%. In the pre-market, Mag 7 are all higher led by NVDA (+2.1%), META (+2.0%) and MSFT (+1.7%). European stocks climbed 0.7% to shatter a pre-war record high while Asian stocks were similarly buoyant. Bond yields are 2-5bp lower led by the belly of the curve and the 10Y trading around 4.4%. The USD is lower. Brent fell to around $83 a barrel and WTI slid below $80 for the first time since the start of the war. Gold and Bitcoin gained strongly, while the dollar lost ground against all major currencies. European bonds outp...
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12.06.26 - 14:30
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Futures Rally Amid Fresh Iran Peace Hopes, All Eyes On SpaceX (ZeroHedge)
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Futures Rally Amid Fresh Iran Peace Hopes, All Eyes On SpaceX
US stock futures and global markets are higher, extending their rally while oil hit the lowest level in months following fresh reports that the US and Iran are nearing a provisional agreement to end their war, even if top leadership has yet to sign off. Meanwhile, all eyes are on SpaceX - the world's biggest IPO- where shadow markets are pricing a spike of at least 35% for SpaceX on its debut, while online market see odds of a 30% close at roughly breakeven. As of 8:00am ET, S&P 500 futures rose 0.6% after the benchmark climbed 1.8% in the previous session. Pre-market, all Mag 7 are higher led by GOOGL and META. Treasuries held steady after Thursday's gain: 10Y yields are at 4.46%. The DXY dollar index fell 21bp to 99.639. Commodities are all lower: WTI fell $3.90 to $83.81 while Brent slid almost 4% to head for its first close below $88 a barrel since the first week of the war. Base/precious metals are unchanged; ags are all l...
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03.06.26 - 04:03
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US Treasury Sanctions Iran′s Largest Crypto Exchange (ZeroHedge)
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US Treasury Sanctions Iran's Largest Crypto Exchange
Peace talks appear stalled, or even halted completely - despite President Trump's denials - and the US Department of Treasury is still swinging hard, as part of the ongoing effort to bring about economic collapse in Iran and 'solve' the Hormuz Strait shipping crisis.
In the latest installment of Washington's economic whac-a-mole, the US on Tuesday unveiled sanctions on Iran's biggest cryptocurrency exchange - and several others, for allegedly enabling the Iranian government and blacklisted state institutions to thwart US and EU sanctions.
The largest platform, identified as Nobitex, is believed to have assisted in allowing hundreds of millions of dollars to pour into Iran's central bank and the Islamic Revolutionary Guard Corps (IRGC), as a sanctions work-around and parallel financial system.
via Shutterstock
"While Iran's economy is in free fall, the regime has chosen to co-opt digital asset technologies for its own ...
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02.06.26 - 15:06
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Alphabet′s $80B Equity Raise & Trump Tries to Stop Israel Derailing Iran Deal | The Pulse 6/2/2026 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: John O'Toole, Amundi, CIO Solutions Global Head; Mariana Mazzucato, UCL, Economics of Innovation and Public Value Professor & Author, 'The Common Good Economy: A New Compass Author' & Anoush Ehteshami, Durham University, International Relations Professor.
(Source: Bloomberg)...
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29.05.26 - 07:36
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US inflation rose at fastest pace in three years in April as Iran war hikes up prices (The Guardian)
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Americans are growing frustrated with Trump's handling of the economy as cost of living soars ahead of midtermsUS inflation increased at its fastest pace in three years in April, driven by higher energy prices amid the war with Iran, and cementing economists' views that the Federal Reserve could hold interest rates unchanged well into next year.Surging price pressures are eroding household income and could restrain consumer spending and economic growth this quarter. Income at the disposal of households after adjusting for inflation dropped for a third straight month in April, other data showed on Thursday. Given the soaring cost of living, Americans are growing frustrated with Donald Trump's handling of the economy. A Reuters/Ipsos survey last week showed the president's approval rating fell to nearly its lowest level since he returned to the White House, hit by a drop in support among Republicans. Trump won the 2024 presidential election in large part because of his promise to lower inflation. Contin...
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