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WTI crude oil falls to $82 range. Investors await Nvidia's earnings.
Talley Leger is surprised to find himself more bullish than expected in 2026, highlighting a still-strong economy and neutral Fed to support his bullishness. He takes a "step back" perspective for investors and touches on how a Kevin Warsh-led FOMC opens the door for a deeper bull run.
The S&P Cotality Case-Shiller National Home Price Index rose 1.5% in the 12 months through June, compared with a 1.2% increase in May.
Stride offers a compelling risk/reward profile, driven by robust Career Learning segment growth and an undervalued forward earnings multiple. Career Learning revenue surged 19.1% with 13.9% enrollment growth, offsetting General Education declines and shifting the business mix toward higher growth. With a strong balance sheet, a $500M buyback authorization, and a supportive funding environment, I see 38% upside to a $116 price target, rating LRN a Buy.
Crude oil prices have trickled lower despite the U.S. placed new sanctions on Iran. Kevin Hincks explains what the set-up means for the macro outlook and tentative market moves.
Nvidia is the pivotal catalyst for the next phase of the AI trade, with its Q2 earnings beat magnitude set to determine sector direction. Investor skepticism has created an asymmetric risk-reward profile, favoring a sustained rally in AI stocks if Nvidia delivers a material earnings surprise.
The S&P 500 appears expensive on trailing P/E, but forward P/E and robust earnings growth—driven by AI—justify current valuations. Q2 showed that AI is already driving corporate earnings growth, while there is still a long runway for further investment in AI hardware infrastructure.
Defaults are not created equal. As the credit cycle ages, default rates will remain central to assessing credit quality, but headline comparisons between public and private markets can be misleading.
Russia is set to extend its diesel export ban through September as fuel shortages persist in the domestic market, with a number of refineries still idle following repeated Ukrainian drone attacks, three industry sources told Reuters.
Meghan Swiber, managing director of US rates strategy at BofA Securities, says the US Treasury can cut issuance at the back end of the yield curve, which she says would send a more impactful message to the market. Swiber also talks about what Fed Chair Kevin Warsh may say at Jackson Hole later this week.
Kit Juckes, chief FX strategist at Societe Generale, says the US Treasury's move to increase the purchases of long-dated bonds is “management of the market, rather than yet, something that you might call intervention of the bond market.” He speaks on “Bloomberg Surveillance.
Savita Subramanian, Bank of America Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, where investors can find opportunity right now, 2027 market outlook, and more.
Treasury Secretary Scott Bessent's threat to unleash an “economic D-Day” against Iran risks setting the US on a collision course with China, its main trading partner. Bloomberg's Jon Herskovitz breaks down the likelihood that the US will take aggressive actions against Beijing.
Jackson Hole may matter less for the next rate move and more for how Kevin Warsh plans to make the Fed less predictable. The 30-year Treasury hovering near 5.25%, is sending a warning: the Fed controls short-term rates, but not the price investors demand to fund Washington for decades.
U.S. Treasury Secretary Scott Bessent has warned Chinese banks that they will be sanctioned if they "facilitate transactions and are part of the ecosystem that turns Iranian oil into money." Before the war, China bought around 90% of Iran's exported oil — about 12% of China's total crude imports, per a March analysis.
