Market News

Follow the latest financial and economic news, market updates, reports, and analysis on PipVero.

Source: Schwab Network News Agency
3 weeks ago
General Medium Importance
Macro Gives "Gut Check" to Stock Market, Tests Key SPX Levels

Macro Gives "Gut Check" to Stock Market, Tests Key SPX Levels

Macro "is getting a bit of a gut check today," says @CharlesSchwab's Joe Mazzola, pointing to a steady climb in crude oil prices and Treasury yields as key drivers. He warns investors of a low VIX as something to mind amid all the geopolitical uncertainty and suggests hedging strategies as a way to protect portfolios.

Source: Schwab Network
Visit Source
Comment
Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
Delek: EPA Win Adds To Booming Macro Tailwinds

Delek: EPA Win Adds To Booming Macro Tailwinds

Delek US Holdings has doubled over the past year, driven by regulatory relief and global refined product shortages. DK benefits from EPA small refinery exemptions, reducing RINs liabilities by several hundred million dollars and providing further upside through 2027. Record-high crack spreads and persistent supply disruptions are generating unprecedented windfall profits, with normalization unlikely before late 2027.

Source: Seeking Alpha
Visit Source
Comment
Source: Schwab Network News Agency
3 weeks ago
General Medium Importance AI Analyzed
Chris Versace Sees Buying Opportunities in SPX Amid Iran, Fed Volatility

Chris Versace Sees Buying Opportunities in SPX Amid Iran, Fed Volatility

Chris Versace shares a cautious view on September trading that many peers on Wall Street have due to mounting geopolitical risk. Comments on inflation last week from Fed Chair Kevin Warsh will also have Chris keeping a close eye on how upcoming inflation data will shape the FOMC's interest rate outlook.

Source: Schwab Network
Visit Source
Comment
Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
The AI Infrastructure Buildout Is Hitting Major Roadblocks

The AI Infrastructure Buildout Is Hitting Major Roadblocks

The unprecedented AI infrastructure buildout in the U.S. has been the main driver of equities and the economy in recent years. However, AI data center expansion faces mounting obstacles: intense local opposition, limited electricity and water access, and soaring construction costs.

Source: Seeking Alpha
Visit Source
Comment
Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
Macro Insights: Signals From Jackson Hole, Historic Bond Selloff And The September Outlook

Macro Insights: Signals From Jackson Hole, Historic Bond Selloff And The September Outlook

Jackson Hole reinforced the Fed's hawkish stance, prioritizing price stability and signaling potential for further rate hikes amid persistent inflation. Elevated Treasury yields and all-time-high equity valuations are increasing market fragility, with long-term rates likely to continue rising if inflation expectations breach 2.5%.

Source: Seeking Alpha
Visit Source
Comment
Source: Kitco News Agency
3 weeks ago
General Medium Importance AI Analyzed
Spot gold price at $4,366/oz after ISM Manufacturing PMI falls to 54.6

Spot gold price at $4,366/oz after ISM Manufacturing PMI falls to 54.6

Gold is coming off session lows after the latest data showed the U.S. manufacturing sector performing below expectations last month, while prices held steady in August.The Institute for Supply Management (ISM) announced on Tuesday that its Manufacturing Purchasing Managers Index fell to 54.6 in August, after posting a reading of 55.6 in July. The headline number was lower than expected, as consensus forecasts looked for a reading of 55.3.

Source: Kitco
Visit Source
Comment