The cost of imported goods rose sharply in March for the third month in a row, heralding further increases in U.S. inflation in the next few months, mostly due to higher oil prices.
The cost of imported goods rose sharply in March for the third month in a row, heralding further increases in U.S. inflation in the next few months, mostly due to higher oil prices.
A fully laden Chinese tanker has twice turned back from the US blockade of traffic leaving Iranian ports, despite setting off from the UAE. The incident highlights how Chinese commercial vessels are weighing up the risks posed by the naval blockade, with analysts saying no country’s ships are receiving “special treatment” at present. The Rich Starry sailed east through the Strait of Hormuz into th...
A fully laden Chinese tanker has twice turned back from the US blockade of traffic leaving Iranian ports, despite setting off from the UAE. The incident highlights how Chinese commercial vessels are weighing up the risks posed by the naval blockade, with analysts saying no country’s ships are receiving “special treatment” at present. The Rich Starry sailed east through the Strait of Hormuz into the Gulf of Oman around 2am local time on Tuesday, according to data from Mingkun Technology, a...
(RTTNews) - Import prices in the U.S. grew by much less than expected in the month of March, according to a report released by the Labor Department on Wednesday.
(RTTNews) - Import prices in the U.S. grew by much less than expected in the month of March, according to a report released by the Labor Department on Wednesday.
(Bloomberg) -- US stocks were near a record high following a rally powered by optimism around a potential peace deal in the Middle East, with traders now eyeing confirmation of new talks and a fresh spate of corporate earnings.The S&P 500 was up 0.1%, after the benchmark closed within a whisker of its late-January high in the previous session. Bank of America Corp. and Morgan Stanley rose as their...
(Bloomberg) -- US stocks were near a record high following a rally powered by optimism around a potential peace deal in the Middle East, with traders now eyeing confirmation of new talks and a fresh spate of corporate earnings.The S&P 500 was up 0.1%, after the benchmark closed within a whisker of its late-January high in the previous session. Bank of America Corp. and Morgan Stanley rose as their equity traders posted strong revenue beats. The tech-heavy Nasdaq 100 was up 0.2%.Stock and bond ma
Shipping through the Strait of Hormuz, the waterway that’s become a focal point for the global economy, stayed far below peacetime levels as an effective double blockade stifles vessel movements. The number of commercial ships observed sailing through the strait stood at 11 on Tuesday, ship-tracking data compiled by Bloomberg show. It averaged 16 a day over the weekend. Ships can switch off their ...
Shipping through the Strait of Hormuz, the waterway that’s become a focal point for the global economy, stayed far below peacetime levels as an effective double blockade stifles vessel movements. The number of commercial ships observed sailing through the strait stood at 11 on Tuesday, ship-tracking data compiled by Bloomberg show. It averaged 16 a day over the weekend. Ships can switch off their digital transponders to hide their movements in danger zones, and the Wall Street Journal cited two US officials as saying more than 20 went through on Tuesday. Quickly restoring traffic to normal is critical for global economy because it’s led to a more-than 400 million-barrel shortfall in oil shipments. That’s driven a 31% increase in oil prices since the conflict started with European natural gas gaining by a similar amount. It’s not clear whether there has been any change in Iranian crude shipments since the US blockade, as Iranian-linked tankers tend to travel with their signals off. The US said on Tuesday that no vessels had got through its blockade. Whatever the final number of transits, and some ships will turn on their transponders again only once well clear of Hormuz, they remain at a fraction of last year’s 135-a-day average. Iran all but shut the waterway to other countries’ shipping within a day of coming under attack from the US and Israel on Feb. 28, leaving Tehran as the region’s only oil exporter of note. Initially, the US didn’t block Tehran’s shipments in a bid to contain soaring oil prices, and went so far as to ease sanctions on them. But after ceasefire talks broke down on Sunday, it changed tack, blockading almost all Iran’s maritime activity. The measure began on Monday evening Persian Gulf time. Both sides have touted their ability to breach the other’s blockade. Tehran claimed that one of its own oil supertankers had broken the US blockade . Although it didn’t name the ship, it may have been referring to the Alicia, an empty US-sanctioned ship that...
Meinzahn/iStock Editorial via Getty Images Deutsche Börse ( DBOEY ) ( DBOEF ) announced on Wednesday a $200M strategic investment in Payward, the unified infrastructure layer behind the crypto exchange Kraken ( KRAKEN ). The investment represents a 1.5% fully diluted stake in the company. The German stock exchange acquired shares in a secondary transaction for the stake. The transaction is expecte...
Meinzahn/iStock Editorial via Getty Images Deutsche Börse ( DBOEY ) ( DBOEF ) announced on Wednesday a $200M strategic investment in Payward, the unified infrastructure layer behind the crypto exchange Kraken ( KRAKEN ). The investment represents a 1.5% fully diluted stake in the company. The German stock exchange acquired shares in a secondary transaction for the stake. The transaction is expected to close in Q2. More on Kraken Co Ltd, Deutsche Börse AG Deutsche Börse AG (DBOEF) Q4 2025 Earnings Call Transcript Deutsche Börse AG 2025 Q4 - Results - Earnings Call Presentation Deutsche Börse: Upgrading To Buy On Improved Growth Visibility And Capital Returns Kraken says it won't pay recent extortion demands Kraken's Fed payment account raises concerns about risks - report
According to an SEC filing published April 14, 2026, Tradewinds Capital Management, LLC increased its holdings in iShares GSCI Commodity Dynamic Roll Strategy ETF (NASDAQ:COMT) by 1,387,385 shares during the first quarter. Based on quarterly average pricing, the estimated transaction value was roughly $39.6 million. The fund entered the quarter holding just 591 shares -- essentially a token positi...
According to an SEC filing published April 14, 2026, Tradewinds Capital Management, LLC increased its holdings in iShares GSCI Commodity Dynamic Roll Strategy ETF (NASDAQ:COMT) by 1,387,385 shares during the first quarter. Based on quarterly average pricing, the estimated transaction value was roughly $39.6 million. The fund entered the quarter holding just 591 shares -- essentially a token position -- and ended it holding 1,387,976 shares valued at approximately $46.9 million. The iShares GSCI Commodity Dynamic Roll Strategy ETF gives investors broad access to commodity futures markets -- spanning energy (including oil and natural gas), metals (gold, copper, and others), and agricultural products (corn, wheat, soybeans). The fund seeks to track the performance of a broad-based commodity index with an enhanced roll strategy, aiming to optimize returns from futures contract management. What sets it apart from a plain-vanilla commodity index fund is its "dynamic roll" approach: instead of mechanically rolling futures contracts on a fixed schedule, the ETF uses a rules-based method to select which futures contracts to hold based on the shape of the futures curve. Continue reading
mphillips007 The ClearBridge Growth Strategy underperformed its Russell Midcap Growth Index during the first quarter. The strategy added XPO ( XPO ) , the fourth-largest less-than-truckload carrier in North America, which continued to benefit from initiatives under its new leadership to improve service levels, pricing discipline, and margin. It exited positions in Chipotle Mexican Grill ( CMG ) in...
mphillips007 The ClearBridge Growth Strategy underperformed its Russell Midcap Growth Index during the first quarter. The strategy added XPO ( XPO ) , the fourth-largest less-than-truckload carrier in North America, which continued to benefit from initiatives under its new leadership to improve service levels, pricing discipline, and margin. It exited positions in Chipotle Mexican Grill ( CMG ) in the consumer discretionary sector and Pinterest ( PINS ) in the communication services sector. ClearBridge said its outlook remains consistent: while macro uncertainty and volatility are likely to persist and may even increase as geopolitical developments evolve, these environments often create the most attractive opportunities for active, bottom-up investors. "We continue to emphasize balance — owning companies with both offensive growth potential and defensive characteristics, including strong balance sheets, durable cash flows and capable management teams." More on ClearBridge Growth Fund R, Chipotle Mexican Grill, etc. ClearBridge Growth Strategy Q1 2026 Commentary ClearBridge Growth Fund Q4 2025 Commentary Chipotle Mexican Grill: Not A Buy, Pending Sales Growth And P/E Moderation Sphere Entertainment, EchoStar top communications services stocks in short interest; Alphabet sees the lowest exposure Chipotle has a plan to win 'burrito season'
If you're nonstop binge-streaming on Netflix (NASDAQ: NFLX) , you're going to eventually be hit with a prompt. Are you still watching? There's a win-win reason for the interruption. On the viewer's end, you don't want to lose your place in a series if you've dozed off or had to go somewhere else. For Netflix, it obviously doesn't want to pay for squandered internet data. Netflix investors get a di...
If you're nonstop binge-streaming on Netflix (NASDAQ: NFLX) , you're going to eventually be hit with a prompt. Are you still watching? There's a win-win reason for the interruption. On the viewer's end, you don't want to lose your place in a series if you've dozed off or had to go somewhere else. For Netflix, it obviously doesn't want to pay for squandered internet data. Netflix investors get a different kind of prompt. Every three months, the world's leading premium streaming video service offers up a financial update. Every quarter matters, even for long-term investors like you and me. As a Netflix investor since 2002 -- yes, the year it went public -- I'm looking forward to Thursday afternoon, when it announces its first-quarter results. Are you still investing? Netflix knows it needs to keep you interested as an investor as well as a subscriber. Image source: Getty Images. Continue reading
Smederevac/iStock via Getty Images I Rate MOS As A 'Buy' The Mosaic Company ( MOS ) is an American $7.6-billion market cap producer of mineral fertilizers that focuses specifically on concentrated phosphate and potash crop nutrients. For the past few months, the MOS stock has been dropping like a rock because of a few reasons that I'll discuss later in the article. TrendSpider Software, MOS daily,...
Smederevac/iStock via Getty Images I Rate MOS As A 'Buy' The Mosaic Company ( MOS ) is an American $7.6-billion market cap producer of mineral fertilizers that focuses specifically on concentrated phosphate and potash crop nutrients. For the past few months, the MOS stock has been dropping like a rock because of a few reasons that I'll discuss later in the article. TrendSpider Software, MOS daily, notes added But from what I see, the correction might have gone too far with some clear bullish catalysts on the horizon—once they kick in, MOS should rebound from today's price levels. I don't expect we'll see matching with CF Industries' ( CF ) returns, but still, I believe MOS is a 'Buy' following its latest meltdown. Why Do I Think So? Let's understand why MOS has been underperforming CF and some other peers in the fertilizer sphere over the past few quarters. In February 2026, MOS received a downgrade from JPMorgan analysts, who explained why 2026 would be an ugly year for the stock—and so far, their prediction has been playing out well. Mosaic is likely to experience a year of lower earnings in 2026 as a base case. Mosaic's business portfolio has two large divisions: a phosphate operation and a potash business. Phosphates use sulfur and ammonia as key raw materials. Phosphate prices are moving somewhat lower because of affordability issues, while sulfur prices have about doubled, and ammonia has risen as well. Mosaic buys about 2.2 million tons of sulfur annually, and we estimate that its average sulfur costs will rise by about $525 million in 2026 year over year, from $469 million to $994 million, as its per-ton costs increase from $236/ton to $460/ton. The difficulties in the phosphate market have led to higher-cost operations in South America being shuttered because of high sulfur prices and poor grower incomes. Mosaic's Fertilizantes operation could move lower in EBITDA from $567 million to $235 million in 2026. There is likely to be negative earnings momentum as...
Contemporary Amperex Technology Ltd (CATL), China’s electric vehicle (EV) battery king, plans to earmark 30 billion yuan (US$4.4 billion) to establish a subsidiary to manage and expand mining assets, after the global energy shock paved the way for a quicker entry into the world’s automotive and energy storage system (ESS) markets. The investment arm, in line with CATL’s long-term growth strategy, ...
Contemporary Amperex Technology Ltd (CATL), China’s electric vehicle (EV) battery king, plans to earmark 30 billion yuan (US$4.4 billion) to establish a subsidiary to manage and expand mining assets, after the global energy shock paved the way for a quicker entry into the world’s automotive and energy storage system (ESS) markets. The investment arm, in line with CATL’s long-term growth strategy, would integrate existing mining assets, pursue high-quality mineral projects at home and abroad, and...
Dougal Waters/DigitalVision via Getty Images AVSC Overview The Avantis U.S. Small Cap Equity ETF ( AVSC ) is an actively managed ETF that invests in a diversified group of U.S. small-cap companies, looking at stocks that have better valuation, profitability, and investment metrics as a filter. Avantis, part of American Century Investments, launched the fund on January 11, 2022, and the pitch makes...
Dougal Waters/DigitalVision via Getty Images AVSC Overview The Avantis U.S. Small Cap Equity ETF ( AVSC ) is an actively managed ETF that invests in a diversified group of U.S. small-cap companies, looking at stocks that have better valuation, profitability, and investment metrics as a filter. Avantis, part of American Century Investments, launched the fund on January 11, 2022, and the pitch makes sense - try to get the diversification while applying a daily active overlay to tilt toward cheaper, higher-quality businesses within the small-cap universe. Its benchmark is the Russell 2000, the standard index for U.S. small-cap stocks. Unlike some of the clunky, fee-heavy small-cap offerings I've reviewed — including the iShares MSCI EAFE Small-Cap ETF ( SCZ ), which charges 0.40% for passive international small-cap exposure with a poor Sharpe ratio and unnecessary fee drag — AVSC is a more better product. The fund has grown to a NAV of $ 2.5 billion , and it trades approximately 131,000 shares per day , representing around $8-9 million of daily volume. That is sufficient for most retail and mid-sized institutional investors to get in and out without materially moving the price. The fund has had a genuinely interesting run since inception, and the profitability filter embedded in the stock selection process has added measurable value in the long term. I've been watching this name and wanted to give it a proper review. But while I like the fund, the current macro setup in oil and small-cap input costs gives me pause heading into the summer. Fund Breakdown AVSC was launched on January 11, 2022 , by Avantis with a mandate to invest in small-cap U.S. companies that score well on three key characteristics: low relative valuation, high profitability, and conservative investment. The fund's prospectus notes that portfolio managers continually analyze market and financial data to make buy, sell, and hold decisions — but in practice, this is not a high-turnover, trading-heavy fu...