StreetInsider.com News Articles

Why the peace dividend may not lift all markets equally

Mon, 15 Jun 2026 09:05:39 -0400

Investing.com -- A U.S.-Iran peace deal has sent oil tumbling and lifted markets broadly, but Capital Economics warns that diverging central bank responses this week could drive a wedge between bond markets and currencies going forward.

The firm noted that while "global leaders talking about next steps" suggests a lasting peace might be achievable, key details remain unclear, particularly around nuclear issues and management of the Strait of Hormuz.

Barring major surprises, Capital Economics expects oil markets to "take some time to normalise even once the Strait reopens," with monetary policy remaining tighter than it otherwise would have been in some

Why the peace dividend may not lift all markets equally

Mon, 15 Jun 2026 09:05:39 -0400

Why the peace dividend may not lift all markets equally

Mon, 15 Jun 2026 09:05:39 -0400

Why the peace dividend may not lift all markets equally

Mon, 15 Jun 2026 09:05:39 -0400

Why the peace dividend may not lift all markets equally

Mon, 15 Jun 2026 09:05:39 -0400

Why the peace dividend may not lift all markets equally

Mon, 15 Jun 2026 09:05:39 -0400

US and Iran’s peace deal: key details known so far

Mon, 15 Jun 2026 08:59:11 -0400

Investing.com -- The United States and Iran agreed to a preliminary peace deal on Monday according to statements by leaders and other officials of the two countries, potentially ending the military conflict of nearly four months that disrupted global commerce and sent shockwaves through the markets.

The two nations said they have finalized a memorandum of understanding and agreed to halt military operations, but are yet to formally sign any actual documents. The MoU has not been made public with U.S. Vice President JD Vance telling CNBC on Monday that he hopes "to release text this week."

Here are the key details

ECB policymakers eye interest rate Pause in July - Reuters

Thu, 11 Jun 2026 14:07:11 -0400

Investing.com -- The European Central Bank could keep interest rates on hold at its next meeting in July if energy prices remain stable, according to a Reuters report citing two sources. This potential pause follows the central bank's decision on Thursday to raise interest rates for the first time in nearly three years.

Monetary policymakers implemented the initial hike in an effort to curb inflation before fuel costs spread more broadly across the euro zone economy. These rising fuel costs were triggered by the outbreak of the Iran war, which has heavily pressured regional markets.

Two sources at

ECB policymakers eye interest rate Pause in July - Reuters

Thu, 11 Jun 2026 14:07:11 -0400

Two sources at

World Bank lowers 2026 global growth forecast to 2.5%

Thu, 11 Jun 2026 09:36:48 -0400

Investing.com -- The World Bank cut its global growth forecast for 2026 to 2.5% on Thursday, citing the impact of the Middle East war. The institution warned that growth could fall to just 1.3% if energy supply disruptions become more severe and trigger substantial stress in financial markets.

The updated projection represents a 0.1 percentage point reduction from the bank's January estimate and marks the lowest growth rate since the COVID pandemic that began in late 2019. Global growth reached 2.9% in 2025, up 0.2 percentage point from the January estimate.

The bank reduced forecasts for two-thirds of countries due to the

Bank of Canada holds rates as inflation risks cloud policy outlook

Wed, 10 Jun 2026 10:16:53 -0400

Investing.com -- The Bank of Canada left its benchmark interest rate unchanged at 2.25% on Wednesday, extending a pause that has now lasted five consecutive meetings as policymakers grapple with a weakening domestic economy and renewed inflationary pressures tied to higher energy costs.

The decision matched market expectations, but the central bank’s message underscored a growing policy challenge. Officials warned that uncertainty surrounding U.S. trade policy and the ongoing conflict in the Middle East could eventually force the bank to move in either direction to preserve price stability.

Bank of Canada holds rates as inflation risks cloud policy outlook

Wed, 10 Jun 2026 10:16:53 -0400

Deutsche Bank maps out volatile ‘1999 meets 1990’ macro outlook for investors

Sat, 06 Jun 2026 18:04:11 -0400

Investing.com -- Deutsche Bank's latest World Outlook frames the global economy as a complex hybrid where persistent artificial intelligence optimism clashes with Middle East geopolitical shockwaves. Jim Reid, Global Head of Macro and Thematic Research at the institution, described the unusual market climate as an era where 1999 tech fervor meets 1990 oil disruptions.

The bank’s revised baseline trimmings peg 2026 global real GDP growth at 3.0%, while global headline inflation is adjusted sharply higher to 3.8%. This inflationary impulse is paradoxically boosting nominal GDP, triggering an aggressive upward turn

Deutsche Bank maps out volatile ‘1999 meets 1990’ macro outlook for investors

Sat, 06 Jun 2026 18:04:11 -0400

Equity returns likely to moderate, but dips remain buying opportunities: GS

Thu, 04 Jun 2026 11:19:39 -0400

Investing.com -- Goldman Sachs said equity returns are likely to moderate following a sharp rally but maintained an overweight stance on stocks over a 12-month horizon, telling investors they should buy any pullbacks in the coming months.

Analyst Christian Mueller-Glissmann wrote in a note to clients that markets have largely recovered from the initial shock of the Middle East conflict, with equities near all-time highs since mid-April, supported by strong technology earnings and AI capital expenditure growth.

However, elevated bond yields and energy prices present ongoing headwinds.

Goldman's Risk Appetite Indicator has risen above 1.2, its highest reading since 2021.

The

Equity returns likely to moderate, but dips remain buying opportunities: GS

Thu, 04 Jun 2026 11:19:39 -0400

However, elevated bond yields and energy prices present ongoing headwinds.

Goldman's Risk Appetite Indicator has risen above 1.2, its highest reading since 2021.

The

Equity returns likely to moderate, but dips remain buying opportunities: GS

Thu, 04 Jun 2026 11:19:39 -0400

However, elevated bond yields and energy prices present ongoing headwinds.

Goldman's Risk Appetite Indicator has risen above 1.2, its highest reading since 2021.

The

Equity returns likely to moderate, but dips remain buying opportunities: GS

Thu, 04 Jun 2026 11:19:39 -0400

However, elevated bond yields and energy prices present ongoing headwinds.

Goldman's Risk Appetite Indicator has risen above 1.2, its highest reading since 2021.

The

Equity returns likely to moderate, but dips remain buying opportunities: GS

Thu, 04 Jun 2026 11:19:39 -0400

However, elevated bond yields and energy prices present ongoing headwinds.

Goldman's Risk Appetite Indicator has risen above 1.2, its highest reading since 2021.

The

Equity returns likely to moderate, but dips remain buying opportunities: GS

Thu, 04 Jun 2026 11:19:39 -0400

However, elevated bond yields and energy prices present ongoing headwinds.

Goldman's Risk Appetite Indicator has risen above 1.2, its highest reading since 2021.

The

EU proposes naval mission to clear Hormuz mines

Wed, 03 Jun 2026 09:23:44 -0400

Investing.com -- The European Union has put forward a proposal for its Aspides naval mission to assume "the primary role" in clearing mines in the Strait of Hormuz "when conditions allow" as part of a Franco-British-led initiative, according to a Reuters report Wednesday citing an internal document dated May 26.

The European External Action Service reportedly wrote in a note sent to member states that "the situation requires the Union to provide a meaningful contribution" to a coalition led by France and Britain "to be materialised once conditions allow and separated from the belligerents".

Any change to the Aspides mission's mandate would

EU proposes naval mission to clear Hormuz mines

Wed, 03 Jun 2026 09:23:44 -0400

Any change to the Aspides mission's mandate would

One of Wall Street's biggest bulls is turning cautious on stocks

Wed, 03 Jun 2026 08:19:02 -0400

Investing.com -- Yardeni Research, which holds the highest year-end S&P 500 target on Wall Street at 8,250, said it is turning cautious on equities in the near term despite the index climbing above 7,600 for the first time.

"We are turning cautious about the prospects for the stock market in the coming weeks," the firm wrote.

Yardeni cited several risks on the horizon, including an unresolved Middle East conflict and warnings from Exxon and Chevron executives that global oil inventories are dangerously low and prices could spike to $150 a barrel or higher.

The firm also flagged the possibility that

One of Wall Street's biggest bulls is turning cautious on stocks

Wed, 03 Jun 2026 08:19:02 -0400

"We are turning cautious about the prospects for the stock market in the coming weeks," the firm wrote.

The firm also flagged the possibility that

One of Wall Street's biggest bulls is turning cautious on stocks

Wed, 03 Jun 2026 08:19:02 -0400

"We are turning cautious about the prospects for the stock market in the coming weeks," the firm wrote.

The firm also flagged the possibility that