Question Time: Ceasefire, Oil, Rates, & the Economy (VIDEO)
Alhambra Research’s latest video examines how emerging ceasefire negotiations in the Middle East could relieve oil supply tensions, while Brent crude dipped 1.2% to around $84 a barrel. The discussion also covers the Federal Reserve’s hint at pausing rate hikes, leaving the policy rate at 5.25%, and a revised U.S. GDP growth estimate of 1.8% annualized, suggesting a slowdown. Analysts weigh the combined impact of geopolitics, energy markets, and monetary policy on investor sentiment and sector rotation.
Weekly Market Pulse: The Only Free Lunch In Investing
Stocks jumped nearly 4% last week after a brief US‑Iran ceasefire, while crude oil plunged 14% and the dollar slipped 1.3%. The S&P 500 hit its March 30 low, leaving year‑to‑date returns essentially flat despite a six‑month correction that began...
Weekly Market Pulse: Questions
The S&P 500 and Nasdaq closed below their 200‑day moving averages, sparking debate over whether the recent pullback signals a new bear market. While the EAFE index outperformed the U.S. last year, it is now lagging as energy‑related geopolitical risks weigh...