|
|
|
|
|
|
|
|
|
|
|
01.05.26 - 16:12
|
Higher Oil Prices Won′t Spur US Recession, Strategist Amoroso Says (Bloomberg)
|
|
|
Anastasia Amoroso, Partners Group Private Wealth chief investment strategist, says higher oil prices are manageable for now. Speaking on "Bloomberg Open Interest," Amoroso says US energy independence prevents physical shortages that have affected regions like China and parts of Europe. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
01.05.26 - 15:06
|
Futures Rise, Oil Slides On Iran Ceasefire Optimism After Best Month For Stocks Since 2020 (ZeroHedge)
|
|
|
Futures Rise, Oil Slides On Iran Ceasefire Optimism After Best Month For Stocks Since 2020
US equity futures are higher, set for a new all time high, as the rally that's pushed Wall Street to record highs on strong megacap tech earnings continues, after the S&P posted its best monthly increase since November 2020. As of 8:00am ET, S&P futures are up 0.3% (spiking moments ago on a report that Iran submitted its latest response to US amendments on the ceasefire agreement), while Nasdaq futures are modestly in the red and the Russell underperforms. Pre-market, AAPL is up 3% on healthy guidance and earnings beat even as it warned that memory-chip costs will increase and that shortages of Mac computers will persist for “several months.” NVDA and MSFT are 40bp higher, while AMZN is down 60bp. Headlines since yesterday's close have been largely quiet, especially given the market holidays across most European and Asian markets. Bond yields dropped 1-2bp, and oil slipped after news that Iran had ...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|