European Central Bank (ECB) President Christine Lagarde addresses the media after the ECB's Governing Council meeting, at the ECB headquarters in Frankfurt, Germany, Sept. 11, 2025. Kai Pfaffenbach | Reuters The head of the European Central Bank said Wednesday that policymakers stand ready to hike interest rates even if an expected jump in euro zone inflation proves temporary. ECB President Christ...
European Central Bank (ECB) President Christine Lagarde addresses the media after the ECB's Governing Council meeting, at the ECB headquarters in Frankfurt, Germany, Sept. 11, 2025. Kai Pfaffenbach | Reuters The head of the European Central Bank said Wednesday that policymakers stand ready to hike interest rates even if an expected jump in euro zone inflation proves temporary. ECB President Christine Lagarde said a "not-too-persistent" rise in inflation could trigger a hike after the bank was forced to upgrade expectations for euro zone inflation, which is now forecast to rise above the 2% target. "If the shock gives rise to a large, though not-too-persistent, overshoot of our [inflation] target, some measured adjustment of policy could be warranted," Lagarde told an audience at "The ECB and Its Watchers" conference in Frankfurt, Germany. "To leave such an overshoot entirely unaddressed could pose a communication risk: the public may find it difficult to understand a reaction function that does not react," she added, without giving a timeline or criteria for when the central bank might deem an interest rate hike necessary. Before the Iran conflict erupted in late February, the euro zone's inflation rate had dipped below the central bank's 2% target. In February, however, the rate ticked up to 1.9% . The war, and Tehran's retaliatory and almost total block of the Strait of Hormuz, have sent global oil and gas prices soaring and upended inflation forecasts in Europe. watch now VIDEO 3:29 03:29 ECB chief on energy shock: will not be paralyzed by hesitation Squawk Box Europe The ECB said last week -- when it kept its key deposit rate at 2% — that it now expected headline inflation to average 2.6% in 2026, 2% in 2027 and 2.1% in 2028 in its baseline scenario . In its more "adverse" scenario, the central bank warned that inflation could peak at 4% this year while in the most "severe" base case (assuming a stronger and more persistent energy price shock and further signifi...
juvaida khatun/iStock via Getty Images Market Review Value stocks led U.S. markets higher in the fourth quarter, with large-cap value broadly outperforming growth counterparts. Artificial intelligence (AI) remained a dominant performance driver. Yet, significant multiple expansion across the AI trade helped to prompt emerging signs of market broadening, as investors diversified into a wider range ...
juvaida khatun/iStock via Getty Images Market Review Value stocks led U.S. markets higher in the fourth quarter, with large-cap value broadly outperforming growth counterparts. Artificial intelligence (AI) remained a dominant performance driver. Yet, significant multiple expansion across the AI trade helped to prompt emerging signs of market broadening, as investors diversified into a wider range of more attractively priced companies delivering above-expectations earnings growth. Cyclically sensitive stocks, however, largely continued to lag. Federal Reserve rate cuts and resilient U.S. economic growth provided a supportive backdrop, encouraging investors to look ahead to broadening fundamental strength across a wider set of end markets. Performance The Virtus Ceredex Large-Cap Value Equity Fund returned +2.84% (Class I)( STVTX ) for the quarter compared to the Russell 1000® Value Index's return of +3.81%. Industrials, financials, and energy stock selection were the largest sector contributors to performance. Consumer discretionary, materials, and consumer staples stock selection were the largest sector detractors from performance. Alphabet and Western Digital were among the strongest stock contributors. Leading technology conglomerate Alphabet ( GOOG ) outperformed following stronger-than-expected financial results driven by accelerated Google Cloud growth and impressive AI innovation and integration across its business lines. We initiated the position earlier in 2025 amid antitrust concerns that prompted a sharp selloff in the stock, when the intrinsic worth of its parts appeared fundamentally undervalued. We held steady with the position as it continued to rise during the quarter, seeing room for continued upside. Data storage solutions company Western Digital ( WDC ) continued to outperform on strong demand for its high-capacity hard disk drives (HDDs). The surge is being driven by AI companies deploying reinforcement learning models, which require retaining mas...
Investing.com -- Memory stocks fell Wednesday despite broader technology sector strength, with shares dropping after Google unveiled TurboQuant, a new compression algorithm that could reduce memory requirements for AI systems.
Investing.com -- Memory stocks fell Wednesday despite broader technology sector strength, with shares dropping after Google unveiled TurboQuant, a new compression algorithm that could reduce memory requirements for AI systems.
Viomi Technology (NASDAQ:VIOT) outlined progress on its “Global Water” strategy while reporting mixed results between the second half and the full year of 2025, as management highlighted overseas expansion, product development, and stepped-up brand investments during the company’s earnings call. Se
Viomi Technology (NASDAQ:VIOT) outlined progress on its “Global Water” strategy while reporting mixed results between the second half and the full year of 2025, as management highlighted overseas expansion, product development, and stepped-up brand investments during the company’s earnings call. Se
Looking at the universe of stocks we cover at Dividend Channel, on 3/27/26, ICF International Inc (Symbol: ICFI) will trade ex-dividend, for its quarterly dividend of $0.14, payable on 4/14/26. As a percentage of ICFI's recent stock price of $70.32, this dividend works out to a
Looking at the universe of stocks we cover at Dividend Channel, on 3/27/26, ICF International Inc (Symbol: ICFI) will trade ex-dividend, for its quarterly dividend of $0.14, payable on 4/14/26. As a percentage of ICFI's recent stock price of $70.32, this dividend works out to a
Looking at the universe of stocks we cover at Dividend Channel, on 3/27/26, Isabella Bank Corp (Symbol: ISBA) will trade ex-dividend, for its quarterly dividend of $0.28, payable on 3/31/26. As a percentage of ISBA's recent stock price of $47.00, this dividend works out to appr
Looking at the universe of stocks we cover at Dividend Channel, on 3/27/26, Isabella Bank Corp (Symbol: ISBA) will trade ex-dividend, for its quarterly dividend of $0.28, payable on 3/31/26. As a percentage of ISBA's recent stock price of $47.00, this dividend works out to appr
Looking at the universe of stocks we cover at Dividend Channel, on 3/27/26, BRT Apartments Corp (Symbol: BRT) will trade ex-dividend, for its quarterly dividend of $0.25, payable on 4/6/26. As a percentage of BRT's recent stock price of $14.23, this dividend works out to approx
Looking at the universe of stocks we cover at Dividend Channel, on 3/27/26, BRT Apartments Corp (Symbol: BRT) will trade ex-dividend, for its quarterly dividend of $0.25, payable on 4/6/26. As a percentage of BRT's recent stock price of $14.23, this dividend works out to approx
jabkitticha/iStock via Getty Images Small-cap stocks are showing renewed momentum as forward earnings estimates reach a key milestone, according to new analysis from Charles Schwab. Kevin Gordon, a strategist at the investment firm, reported Tuesday in a social media post that forward 12-month earnings per share estimates for the S&P 600 small-cap index ( SP600 ) have "finally" broken above their ...
jabkitticha/iStock via Getty Images Small-cap stocks are showing renewed momentum as forward earnings estimates reach a key milestone, according to new analysis from Charles Schwab. Kevin Gordon, a strategist at the investment firm, reported Tuesday in a social media post that forward 12-month earnings per share estimates for the S&P 600 small-cap index ( SP600 ) have "finally" broken above their 2022 highs. The development signals growing optimism among analysts about the profit outlook for smaller U.S. companies, which have lagged their large-cap counterparts in recent years. The S&P 600 tracks 600 small-capitalization domestic stocks and serves as a benchmark for the small-cap segment of the U.S. equity market. The index's largest holdings span multiple sectors, with materials, industrials and information technology companies well represented among the top positions (as of Feb. 27, 2026): Solstice Advanced Materials Inc ( SOLS ) — Materials Moog Inc A ( MOG.A ) — Industrials InterDigital Inc ( IDCC ) — Information Technology CareTrust REIT Inc ( CTRE ) — Real Estate SiTime Corp ( SITM ) — Information Technology Eastman Chemical Co ( EMN ) — Materials LKQ Corp ( LKQ ) — Consumer Discretionary Sanmina Corp ( SANM ) — Information Technology Primoris Services Corp ( PRIM ) — Industrials JBT Marel Corporation ( JBTM ) — Industrials Kevin Gordon Small-Cap ETFs: ( IJR ), ( IWM ), ( VB ), ( VBR ), ( VBK ), ( SCHA ), ( SPSM ), and ( DFAS ). More on S&P Small Cap 600 Index, iShares Core S&P Small-Cap ETF, etc. U.S. Budget Deficit Pressures Mount As War Spending Surges There Is No De-Escalation A Real-Time Indicator On The Warning Track Small, mid caps stocks poised to outperform mega caps, BofA's Jill Hall says—CNBC interview Top performing small-cap stocks YTD as volatility hits markets