Talk about the crossroads of the world. Times Square has shown all kinds of action with masses of tourists sporting jerseys from around the world for World Cup. But now, ahead of the semi-finals, we're down to France and Spain, England and Argentina.These are the matches of consequence fueling these last-minute travel bookings. Sojern, a travel analytics company, shows flights from Argentina grew more than 45% after the World Cup kickoff. And then from Argentina to Atlanta, up 107% ahead of Wednesday's matc ...

But, but if you really look at it, what's going to slow the US consumer down is going to be the key. And right now, you they've gotten through a higher gas prices, they've gotten through the you know, inherent threat to them in the in the media of of job loss due to AI, they've gotten through a lot of things, and they still spend money. Now, affordability is an issue, and that will play out, and I think that'll work through over time as inflation settles down.But, at the end of the day, you have to worry ab ...

I'm Jessica Edinger, CNBC. Mixed markets on Wall Street this afternoon. The Dow is down 124 points.IBM shares dragging it lower. They're down more than 24% this afternoon. The S&P 500 index up 14. The Nasdaq's up 187 points.Chipmaker shares are mixed this afternoon. Micron up 5%. Qualcomm down almost 3%.Companies whose shares hit fresh all-time highs Tuesday include oil names Marathon Petroleum, Philips 66, and Valero. Plus, some of the big banks including Bank of America, Morgan Stanley, Goldman Sachs, and ...

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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00 Bank Earnings, CPI & Fed Outlook — Bloomberg Surveillance 04:37 Bank Earnings, Wall Street & Capital Markets — Christopher Verrone, Strategas 19:03 Strait of Hormuz Blockade, Oil Prices & Iran — Victoria Coates 30:36 JPMorgan Earnings, Bank Outlook & Year Ahead — Gerard Cass ...

Bank of America report second quarter earnings on Tuesday before the bell. CEO Brian Moynihan said it was one of the strongest quarters to date for his company. “Every business segment reported double digit net income growth and strong returns on equity,” he said. ...

Geopolitical Tensions and Energy Markets - Brent crude oil prices surged to over $85 per barrel, reaching a one-month high due to renewed U.S. blockades of Iranian ships and military strikes [1][4][23][29] - President Trump proposed a 20% toll on vessels navigating the Strait of Hormuz, which could cost approximately $30 million per ship depending on oil volume, compared to the $2 million previously charged by Iran [4][5][7][26] - European natural gas prices spiked as regional energy supplies remain constrained by ongoing Middle East conflicts and infrastructure damage [7][125][126] - China's crude oil imports fell by 41%, playing a central role in global oil price dynamics [8] Macroeconomic Outlook and Central Bank Policy - Markets are pricing in a 50% probability of a July interest rate hike by the Federal Reserve, with over 20 basis points of tightening already factored in [11][49] - European Central Bank (ECB) traders are fully pricing in another rate hike in September, with expectations of over 40 basis points of tightening by the end of the year [11] - The U.S. economy is shifting into a new macro regime characterized by structurally higher inflation and supply-side shocks, leading to a bond selloff [31][32][34][79] - Japanese Government Bond (JGB) yields rallied sharply, with 10, 20, and 30-year yields dropping between 7 and 18 basis points following government proposals to incentivize domestic bond holdings [13][14][68] Corporate Earnings and Sector Performance - U.S. banks, including JPMorgan Chase, Bank of America, and Goldman Sachs, are reporting earnings with expectations of near-record trading revenues driven by market volatility [18][22][179] - Ericsson shares dropped over 8% after the company flagged margin pressure due to rising component costs, while Hapag-Lloyd boosted its guidance citing increased market demand and container rates [83][85][114][115] - Apollo Global Management is on track for a record year in acquisitions, with over $1 trillion in assets under management and a focus on investment-grade credit [140][141] - Samsung is in the early stages of exploring an American Depository Receipt (ADR) offering following the successful listing of SK Hynix [127][138]

Global investors buying stocks aggressively should consider reducing exposure, according to Bank of America’s fund manager survey https://t.co/etz8mVEqtB ...

Macroeconomic & Geopolitical Trends - Oil prices surged due to escalating US-Iran tensions, complicating the Federal Reserve's policy outlook and fueling inflation concerns [1][2] - Federal Reserve Governor Christopher Waller signaled potential further interest rate hikes if inflation data exceeds expectations [5] - Economists are calling for policy interventions to mitigate economic disruption and job displacement risks driven by artificial intelligence [8] Corporate Financial Performance & Earnings - Major US banks anticipate robust revenue driven by the SpaceX IPO and market volatility: JP Morgan Chase (EPS $5.71, Revenue $50.194 billion), Bank of America (EPS $1.13, Revenue $30.746 billion), and Goldman Sachs (EPS $14.40, Revenue $16.125 billion) [3][4] - Meta Platforms announced a $50 billion investment in a Louisiana data center to expand AI infrastructure [5] - Volkswagen initiated a major restructuring plan involving up to 100,000 job cuts worldwide without plant closures [4] Industry Developments & Regulatory Scrutiny - Technology sector tensions escalated as Apple filed a lawsuit against OpenAI for alleged trade secret misappropriation [2] - US regulators issued new guidance requiring banks to tighten credit risk assessments for lending to immigrants without work authorization [6] - Insider transactions included Shark Ninja director selling over 2.668 million shares for over $41 million, and United Micro Electronics CFO selling 1.9 million shares for approximately $294 million [8]