aluxum/E+ via Getty Images The U.S. Treasury market appears to be shifting its focus from inflation concerns to recession risk as oil prices ( CL1:COM ) ( CO1:COM ) continue their historic climb. Seth Golden of Finom Group argued Tuesday that the bond market may be starting to see through the inflation shock and focus on what elevated oil prices could do to economic growth. In a social media post,...
aluxum/E+ via Getty Images The U.S. Treasury market appears to be shifting its focus from inflation concerns to recession risk as oil prices ( CL1:COM ) ( CO1:COM ) continue their historic climb. Seth Golden of Finom Group argued Tuesday that the bond market may be starting to see through the inflation shock and focus on what elevated oil prices could do to economic growth. In a social media post, Golden noted that crude oil was rising even as the long-end ( US10Y ) ( US30Y ) and belly of the yield curve ( US3Y ) ( US5Y ) ( US7Y ) moved lower for a second consecutive day, suggesting Treasuries may be pricing in “risk of contractionary conditions.” Crude prices are closing out March with the biggest monthly gain in years, as the Iran war and disruption around the Strait of Hormuz rattled global energy markets. Yet despite oil trading over $100 a barrel, Treasury yields retreated markedly this week as investors increasingly focused on recession risk rather than inflation. The 10-year yield pulled back to about 4.33% at the time of writing after briefly approaching 4.50% earlier in the month. T raders on Monday largely abandoned recent bets on a rate hike this year after Federal Reserve Chair Jerome Powell downplayed President Donald Trump's tariffs, calling them a one-time price increase. The divergence between rising oil and falling yields represents a meaningful shift. When these assets move in opposite directions, the bond market is fearing inflation and the damage it can inflict on the broader economy. More on the Markets S&P 500 Earning Estimates Are Surprisingly Rising And $100 WTIC Oil Is Not Expensive Is The War Really Reaching Its End? Assets Bounce Despite Oil Rally - Market Check Bonds Won't Save You From The Next Recession Treasury yields surge in March, posting the biggest monthly jump since 2024 Treasuries extend rally as Fed's Powell downplays tariff inflation impact
Gas prices are displayed at a Mobil gas station on March 30, 2026 in Pasadena, California. Mario Tama | Getty Images Gasoline prices over $4 a gallon, part of an ongoing supply shock in the energy markets, might seem like a cue for the Federal Reserve to raise interest rates to head off inflation. At least for now, that looks like a bad bet. Investors instead expect the central bank to hold benchm...
Gas prices are displayed at a Mobil gas station on March 30, 2026 in Pasadena, California. Mario Tama | Getty Images Gasoline prices over $4 a gallon, part of an ongoing supply shock in the energy markets, might seem like a cue for the Federal Reserve to raise interest rates to head off inflation. At least for now, that looks like a bad bet. Investors instead expect the central bank to hold benchmark rates steady, or even pivot back toward cuts later in the year as policymakers weigh the risk that higher energy prices will slow growth more than they fuel lasting inflation. In market-moving remarks Monday, Fed Chair Jerome Powell signaled that raising rates now could be the wrong medicine for an economy already facing a softening labor backdrop and elevated recession concerns on Wall Street. Asked whether he thought policymakers should consider rate increases here, Powell responded: "By the time the effects of a tightening in monetary policy take effect, the oil price shock is probably long gone, and you're weighing on the economy at a time when it's not appropriate. So the tendency is to look through any kind of a supply shock." The comments come at a critical juncture for markets, which have struggled to get a handle on the Fed's intentions amid a bevy of conflicting and perpetually shifting economic signals. Just a few days ago, traders began to entertain the possibility that the Fed's next move could be hike . That mindset followed some unsettling inflation news: Import prices rose much more than expected in February, even ahead of the war-related oil spike, while the OECD raised its U.S. inflation forecast dramatically, to 4.2% for 2026. watch now VIDEO 3:34 03:34 How the Iran war, tariffs and inflation are impacting the Fed Economy However, Powell's comments — complete with the usual Fed qualifiers that there potential cases for both hikes or cuts — helped bring the market back off the hawkish position. Prior to the war, markets had been looking for two and pos...
Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer highlighted, along with his latest game plan as the oil-shock-driven sell-off continues. Cramer highlighted the company’s legal battles, as he remarked: I did it again with Meta. I made a real study of what happens to companies and their stocks when they lose court cases, […]
Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer highlighted, along with his latest game plan as the oil-shock-driven sell-off continues. Cramer highlighted the company’s legal battles, as he remarked: I did it again with Meta. I made a real study of what happens to companies and their stocks when they lose court cases, […]
Bruce Van Saun, Citizens Financial Group Chairman and CEO discusses challenges facing regional banks as credit growth is tested, and how lenders are applying AI and cloud-based tools to improve speed and reduce friction. He speaks with Dani Burger and Matt Miller on "Open Interest," saying private credit industry growth will slow. (Source: Bloomberg)
Bruce Van Saun, Citizens Financial Group Chairman and CEO discusses challenges facing regional banks as credit growth is tested, and how lenders are applying AI and cloud-based tools to improve speed and reduce friction. He speaks with Dani Burger and Matt Miller on "Open Interest," saying private credit industry growth will slow. (Source: Bloomberg)
Alessandra Sawick/iStock via Getty Images Foreword While most of this collection of Dow Industrials is too pricey and reveals only skinny dividends, April (again) finds only Verizon ( VZ ), living up to the dogcatcher ideal of annual dividends from $1K invested exceeding single share price and it is also ‘safer’ because it has more-than-enough free-cash-flow to support its dividends. In late Febru...
Alessandra Sawick/iStock via Getty Images Foreword While most of this collection of Dow Industrials is too pricey and reveals only skinny dividends, April (again) finds only Verizon ( VZ ), living up to the dogcatcher ideal of annual dividends from $1K invested exceeding single share price and it is also ‘safer’ because it has more-than-enough free-cash-flow to support its dividends. In late February, 2024 Dow Jones replaced the low priced high yield dividend payer Walgreens, with Amazon, a high-priced non-dividend payer. More recently, in November, 2024, Intel was replaced by Nvidia and Dow Inc was supplanted by Sherwin Williams. With renewed downside market pressure up to 83.3% all ten of the top ‘safer’ April Dow dividend dogs could become elite fair-priced buys with annual yield (from $1K invested) meeting or exceeding their single share prices. [See a summary of top ten fair-priced Dow Dogs in A ctionable Conclusion 21 near the mid-point of this article.] Actionable Conclusions (1-10): Brokers Expect 34.45% To 65.35% Net Gains From Top-Ten Dow Dogs By April 2027 Three of ten top dividend-yielding Dow dogs (tinted gray in the chart below) were among the top ten price gainers for the coming year based on analyst 1-year target prices. So, this April, 2027 yield-based forecast for Dow dogs, as graded by Wall St. wizard estimates, was 30% accurate. Dividend-returns estimated from $1,000.00 invested in each of the ten highest-yielding Dow stocks and one-year analyst median target prices, as reported by YCharts, produced the 2026-27 data pointsmbelow. (Note: one-year target-prices estimated by lone analysts were not applied.) Ten likely profit-generating trades for April 2027 were: Source: YCharts.com Microsoft ( MSFT ) was projected to net $653.65, based on the median of target price estimates from 57 analysts, plus the estimated annual dividend, less broker fees. The Beta number showed this estimate subject to risk/volatility 10% greater than the market as a whole. ...
Viswanadhan Krishnan, Chief Corporate Development and Strategy Officer at Agios Pharmaceuticals (NASDAQ:AGIO) , reported the open-market sale of 2,959 shares of common stock for a total of roughly $82,000 on March 5, 2026, according to an SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average sale price ($27.80); post-transaction value based on March 31, 2026 market close ($29....
Viswanadhan Krishnan, Chief Corporate Development and Strategy Officer at Agios Pharmaceuticals (NASDAQ:AGIO) , reported the open-market sale of 2,959 shares of common stock for a total of roughly $82,000 on March 5, 2026, according to an SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average sale price ($27.80); post-transaction value based on March 31, 2026 market close ($29.61). * 1-year performance calculated as of March 31, 2026. Continue reading
A Nike logo is displayed at a Nike store on Feb. 5, 2026 in Austin, Texas. Brandon Bell | Getty Images Nike is expected to report a steep decline in quarterly profit and flat sales on Tuesday as the sneaker giant continues to work through a colossal turnaround under CEO Elliott Hill. About a year and a half into his tenure, Hill has made strides in repairing parts of the business, but has been cle...
A Nike logo is displayed at a Nike store on Feb. 5, 2026 in Austin, Texas. Brandon Bell | Getty Images Nike is expected to report a steep decline in quarterly profit and flat sales on Tuesday as the sneaker giant continues to work through a colossal turnaround under CEO Elliott Hill. About a year and a half into his tenure, Hill has made strides in repairing parts of the business, but has been clear that it'll take time for the entire company to improve given the retailer's scale and complexity. When reporting fiscal second quarter results in December , Nike said sales rose 9% in North America, its largest market. But the good news was overshadowed by a steep decline in China, where revenue fell 17%. watch now VIDEO 2:35 02:35 What to know about Nike's road ahead in China Closing Bell: Overtime Throughout the turnaround, the company has warned that progress would not be linear and some parts of the business would improve faster than others, making it difficult for investors to gauge how long recovery will take. Nike's turnaround attempt was already coming at a tough time as a global trade war dented its efforts to improve profitability and drive sales from inflation-weary shoppers. But now the athletic company will have to contend with a new war in the Middle East that's already led to rising gas prices and is expected to push consumer prices even higher , which could push shoppers to cut back on nice-to-haves like new clothes and shoes to save money elsewhere. On the bright side, Nike will benefit from a range of major sporting events, including the Winter Olympics recently held in the Milan area and the World Cup, happening in North America this summer. Given its position in the sports world, Nike is expected to benefit from the events, but perhaps not as much as peers Adidas and Puma, Third Bridge analyst Patrick Ricciardi said in an emailed note. Nike is expected to provide its financial guidance during a conference call with analysts at 5 p.m. ET, where investo...
KNDS NV , the maker of Germany’s Leopard 2 tanks, is gauging investor interest for an initial public offering that may raise as much as €5 billion ($5.8 billion), according to people familiar with the matter, in what could be Europe’s largest first-time share sale in years. The Netherlands-based group is kicking off preliminary meetings with prospective investors as it gears up for a potential sto...
KNDS NV , the maker of Germany’s Leopard 2 tanks, is gauging investor interest for an initial public offering that may raise as much as €5 billion ($5.8 billion), according to people familiar with the matter, in what could be Europe’s largest first-time share sale in years. The Netherlands-based group is kicking off preliminary meetings with prospective investors as it gears up for a potential stock market debut this summer, the people said, who asked not to be identified because the discussions are private. It’s pressing on with the plans despite the war in Iran roiling markets and a slowdown in the rally of listed defense peers. The company could seek a valuation of around €25 billion in a listing depending on investor demand, people familiar with the matter told Bloomberg in January . The offering is expected to include only existing shares held by the French state and KNDS’s family shareholders, the people said. While the size of the sale could change, KNDS’s plan to potentially pay a large cash dividend to its owners isn’t expected to impact the decision, they added. The investor outreach comes as the German government signaled last week it would buy a significant stake in the company through the IPO. To assist with the transaction, KNDS has hired more banks including BNP Paribas SA , Citigroup Inc. , and Credit Agricole SA , the people said. UBS Group AG and UniCredit SpA have also been picked, while Commerzbank AG will team up with Natixis on the deal, they said. For the latest news on equity capital markets activity in Europe, the Middle East and Africa, follow the channel or visit NI BFWECMEU . To subscribe to ECM Watch , Bloomberg’s daily roundup of news from around the region, click here . No final decisions have been made, and the details of the offering are subject to change, the people said. Representatives for KNDS, BNP Paribas, Citigroup, Commerzbank, Credit Agricole, UBS and Unicredit declined to comment. A representative for Natixis did not immedia...
Prof Ruben Saakyan and Prof Sheila Rowan respond to Prof Charlotte Deane of UK Research and Innovation If the UK’s position in quantum computing is indeed a success story of long-term investment in fundamental science, as Prof Charlotte Deane argues ( Letters, 25 March ), it makes the current UK Research and Innovation approach, particularly to Science and Technology Facilities Council funding , a...
Prof Ruben Saakyan and Prof Sheila Rowan respond to Prof Charlotte Deane of UK Research and Innovation If the UK’s position in quantum computing is indeed a success story of long-term investment in fundamental science, as Prof Charlotte Deane argues ( Letters, 25 March ), it makes the current UK Research and Innovation approach, particularly to Science and Technology Facilities Council funding , all the more perplexing. No one disputes the need for prioritisation. The community understands that choices must be made and supports doing so responsibly. But what is happening now is neither measured nor strategic. Reforms are being rushed through without clarity or proper consultation. Programmes such as the Quantum Technologies for Fundamental Physics initiative make this concrete. QTFP was a clear success, rigorously reviewed and widely recognised for linking fundamental science to emerging technologies. Its abrupt discontinuation has already resulted in the loss of dozens of early-career researchers trained in a strategically important area. Yet no vision has been set out for what replaces it; nor has there been any meaningful consultation on how such crucial cross-disciplinary programmes should be organised. Continue reading...
In trading on Tuesday, the Amplify Junior Silver Miners ETF is outperforming other ETFs, up about 6.1% on the day. Components of that ETF showing particular strength include shares of Hycroft Mining Holding, up about 11.6% and shares of Perpetua Resources, up about 7.7% on the
In trading on Tuesday, the Amplify Junior Silver Miners ETF is outperforming other ETFs, up about 6.1% on the day. Components of that ETF showing particular strength include shares of Hycroft Mining Holding, up about 11.6% and shares of Perpetua Resources, up about 7.7% on the
Diaspora spaces are not replicas, writes Mehrdad Aref-Adib , who was born in Tehran and lives in Finchley, north London I was born in Tehran, but I have lived in London for most of my life. Over time, whatever I brought with me settled into place. The distance between “here” and “there” never disappeared, but it became something I could live with. Lately, that distance feels thinner. Two recent ar...
Diaspora spaces are not replicas, writes Mehrdad Aref-Adib , who was born in Tehran and lives in Finchley, north London I was born in Tehran, but I have lived in London for most of my life. Over time, whatever I brought with me settled into place. The distance between “here” and “there” never disappeared, but it became something I could live with. Lately, that distance feels thinner. Two recent articles ( ‘Sense of doom’: fear and foreboding over Iran war among London’s divided diaspora, 6 March ; British-Iranians in UK report safety concerns to authorities amid Iran war, 22 March ) describe parts of Finchley as “Little Tehran”. The reporting captures something real. Many of us recognise the anxiety of checking the news too often, thinking about family, and sensing distant events pressing closer. Continue reading...
In trading on Tuesday, rental, leasing, & royalty shares were relative laggards, down on the day by about 0.6%. Helping drag down the group were shares of VOC Energy Trust, down about 3.8% and shares of Cross Timbers Royalty Trust down about 1.3% on the day. Also lagging t
In trading on Tuesday, rental, leasing, & royalty shares were relative laggards, down on the day by about 0.6%. Helping drag down the group were shares of VOC Energy Trust, down about 3.8% and shares of Cross Timbers Royalty Trust down about 1.3% on the day. Also lagging t
Meta Platforms (NASDAQ:META) shares are up 4% in Tuesday trading, with the stock climbing from an opening price of $536.38 to trade around $558. The move comes after a brutal stretch that saw META shares fall approximately 11.2% over the past week and 18.67% year to date. Three catalysts are doing the heavy lifting today: ... Meta Platforms Surges 4% as Smart Glasses Launch and AI Push Give Invest...
Meta Platforms (NASDAQ:META) shares are up 4% in Tuesday trading, with the stock climbing from an opening price of $536.38 to trade around $558. The move comes after a brutal stretch that saw META shares fall approximately 11.2% over the past week and 18.67% year to date. Three catalysts are doing the heavy lifting today: ... Meta Platforms Surges 4% as Smart Glasses Launch and AI Push Give Investors Reason to Buy the Dip
In trading on Tuesday, precious metals shares were relative leaders, up on the day by about 6.2%. Leading the group were shares of TRX Gold, up about 11.9% and shares of Hycroft Mining Holding up about 11.6% on the day. Also showing relative strength are drugs shares, up on th
In trading on Tuesday, precious metals shares were relative leaders, up on the day by about 6.2%. Leading the group were shares of TRX Gold, up about 11.9% and shares of Hycroft Mining Holding up about 11.6% on the day. Also showing relative strength are drugs shares, up on th
Apple Inc. is testing a feature that would let Siri process multiple requests in a single query, according to people familiar with the matter, breaking new ground for the nearly 15-year-old digital assistant. The company is developing the capability as part of the iOS 27, iPadOS 27 and macOS 27 operating systems due later this year, according to the people, who asked not to be identified because t...
Apple Inc. is testing a feature that would let Siri process multiple requests in a single query, according to people familiar with the matter, breaking new ground for the nearly 15-year-old digital assistant. The company is developing the capability as part of the iOS 27, iPadOS 27 and macOS 27 operating systems due later this year, according to the people, who asked not to be identified because the work is private. The move would bring Siri closer to the abilities of newer artificial intelligence assistants. The feature would let users combine requests — for example, asking Siri to check the weather, create a calendar appointment and send a message — all within a single prompt. Siri currently requires users to make requests individually, making it a laggard in the AI space . The work is part of a broader effort to overhaul and modernize Siri, which was first introduced in October 2011. Apple is aiming to turn the assistant into a more capable tool that can understand context, such as users’ personal information and what’s on their screen. Read More: Apple Plans AI Reboot With Siri App, New Look and ‘Ask’ Button The company is poised to unveil the new Siri and other Apple Intelligence features at its Worldwide Developers Conference on June 8 . It’s been a long time coming. Apple first demonstrated a new, more AI-infused Siri in June 2024 — before delaying its arrival multiple times due to engineering snags. The software is now on track for a release this fall, Bloomberg News has reported . A spokesperson for the Cupertino, California-based company declined to comment. As part of the changes, Apple is making Siri operate more like a chatbot and launching a standalone app for the assistant. The iPhone maker also is planning to allow the next version to access and summarize information from the web in an effort internally known as World Knowledge Answers. Read More: Apple Pivots AI Strategy to App Store-Like Platform The latest development would streamline Siri interac...
(Bloomberg) -- Apple Inc. is testing a feature that would let Siri process multiple requests in a single query, according to people familiar with the matter, breaking new ground for the nearly 15-year-old digital assistant.The company is developing the capability as part of the iOS 27, iPadOS 27 and macOS 27 operating systems due later this year, according to the people, who asked not to be identi...
(Bloomberg) -- Apple Inc. is testing a feature that would let Siri process multiple requests in a single query, according to people familiar with the matter, breaking new ground for the nearly 15-year-old digital assistant.The company is developing the capability as part of the iOS 27, iPadOS 27 and macOS 27 operating systems due later this year, according to the people, who asked not to be identified because the work is private. The move would bring Siri closer to the abilities of newer artific
Who needs critics when the Reform man is so adept at patting his own back – and that’s easy to do in publishing: there’s a sales list for everyone ‘She’s produced a bestseller!” panted the Spectator . “Liz Truss’s new book has been out for less than 72 hours and it’s already sold out on Amazon.” Thus began the fairly widespread British media hallucination that the 45-day PM was once more igniting ...
Who needs critics when the Reform man is so adept at patting his own back – and that’s easy to do in publishing: there’s a sales list for everyone ‘She’s produced a bestseller!” panted the Spectator . “Liz Truss’s new book has been out for less than 72 hours and it’s already sold out on Amazon.” Thus began the fairly widespread British media hallucination that the 45-day PM was once more igniting the nation with her 2024 book Ten Years to Save the West. In the end, Truss’s book sold 2,228 copies in the UK in its first week , which placed it at No 70 in the “bestseller” charts . The next week it had fallen back to 223 , comfortably obliterated by any number of cookbooks, novels, self-help titles and sticker books, none of which had enjoyed anything like its level of publicity. You hear a lot about AI hallucinations, but rather less about the hallucinations suffered by journalists all on their own. So, then, to the furore over the academic/recent Reform candidate Matt Goodwin’s new book, which I find at least as high-stakes for our culture as that courtroom battle between Gwyneth Paltrow and the – I think? – retired optometrist who accidentally skied into her. Marina Hyde is a Guardian columnist Do you have an opinion on the issues raised in this article? If you would like to submit a response of up to 300 words by email to be considered for publication in our letters section, please click here . Continue reading...
Conagra Brands today announced that its Board of Directors approved a quarterly dividend payment of $0.35 per share of CAG common stock to be paid on June 3, 2026 to stockholders of record as of the close of business on April 30, 2026. Conagra Brands has paid consecutive quarter
Conagra Brands today announced that its Board of Directors approved a quarterly dividend payment of $0.35 per share of CAG common stock to be paid on June 3, 2026 to stockholders of record as of the close of business on April 30, 2026. Conagra Brands has paid consecutive quarter
The already strained NATO alliance is showing further signs of fraying, as Donald Trump's allies resist getting involved in his war on Iran. Recent examples include Spain closing its airspace to US jets and Italy denying US military aircraft bound for the Middle East permission to land at a base in Sicily . Poland today said it has no plans to relocate its Patriot batteries, following a report tha...
The already strained NATO alliance is showing further signs of fraying, as Donald Trump's allies resist getting involved in his war on Iran. Recent examples include Spain closing its airspace to US jets and Italy denying US military aircraft bound for the Middle East permission to land at a base in Sicily . Poland today said it has no plans to relocate its Patriot batteries, following a report that the US had suggested sending one of its systems to the Middle East. Europe’s perceived lack of cooperation prompted Trump to lash out on social media, singling out the UK and France. “The U.S.A. will REMEMBER,” Trump wrote in a post directed at France. He also told allies struggling to obtain jet fuel to either buy it from the US or “TAKE IT.” Secretary of State Marco Rubio said the US may have to reassess its relationship with NATO after the war. The renewed tensions come as Europe is starting to feel the pinch from the month-long war. Euro-zone inflation jumped in March by the most since 2022 as the conflict sent energy prices soaring, a report today showed. Governments and central banks in the region are cutting their forecasts for growth, while pressure to raise interest rates is mounting. During a video call with high-level Group of Seven officials, European Central Bank President Christine Lagarde questioned US Secretary Scott Bessent’s assertion that the economic pain from the war will be short-lived, we’re told. What You Need to Know Today Hedge fund billionaire Chris Rokos is giving £190 million ($251 million) to the University of Cambridge, the biggest donation to a British university in modern times. The Rokos School of Government at Cambridge is expected to start its programs in the autumn of 2026 with the aim of molding future leaders in an age of rapidly changing demands. Rokos, one of the UK’s biggest taxpayers, is a University of Oxford alumnus. Unilever agreed to combine its food business with McCormick in a $44.8 billion deal, putting its Hellman’s mayon...