Fred Camp is president and CEO of the Atlantic Council. He's also a CNBC contributor. Fred, welcome.What exactly is at stake for Ukraine, Russia, and maybe all of Europe on Friday. Well, you know, there are three possible outcomes. Uh the first would be the horror scenario for Ukraine, for NATO, I think also for the United States, and that would be the abandonment of Ukraine.uh making a land deal over the heads of the Ukrainians and the Europeans with Russia um and not giving Ukraine what it needs to take c ...

The financial sting of OPEC+’s shock move to open the oil taps appears to be fading — for the time being. https://t.co/ob6Idht8xZ ...

Core Insights - United Airlines Holdings, Inc. (UAL) is set to report its second-quarter 2025 results on July 16, with a history of positive earnings surprises, averaging a beat of 10.34% over the last four quarters [1][3]. Financial Performance Expectations - The Zacks Consensus Estimate for UAL's Q2 2025 earnings has been revised down by 1.57% to $3.75 per share, indicating a 9.42% decrease from the previous year's actual earnings [3][5]. - UAL's revenue for Q2 2025 is estimated at $15.31 billion, reflecting a 2.17% year-over-year growth, supported by improving travel demand and lower fuel prices [7]. Cost and Economic Factors - UAL is expected to face challenges from a tariff-induced macroeconomic environment, with geopolitical uncertainties and inflation likely impacting travel demand [4][6]. - Labor costs are projected to rise, contributing to an 8.8% increase in operating costs compared to Q2 2024, driven by a 10.5% rise in salaries and related expenses [6]. Oil Prices and Industry Impact - The decline in oil prices, which fell 6% in the April-June 2025 period and 9% since the start of 2025, is seen as beneficial for the aviation industry, as fuel expenses are a significant cost factor [8]. Earnings Prediction Model - The current model indicates a potential earnings beat for UAL, with an Earnings ESP of +3.43% and a Zacks Rank of 3, suggesting a favorable outlook for the upcoming earnings report [9].

On this episode of Market Sense, we are talking with Fidelity leaders about what the escalating conflict in the Middle East could mean for oil prices, the markets, and the global economy. Topics covered: • Iran Conflict • Middle East • Oil prices • Global economy • Tax bill 01:05: Conflict in the Middle East 02:27: Market reaction 05:25: Future market impact? 07:31: Managing portfolios & geopolitics 10:22: Oil prices: short and long-term 14:00: Oil prices and inflation 16:02: Global reaction 17:12: Internat ...

Right here on set is John Kildoff. He is founding partner of Again Capital and a CNBC contributor. And John, it's great to have you back on set.Let's start right there. Why are we going lower. We're going lower because we've gotten through this, Morgan.And Iran has been shown for what it is, which is uh really uh decimated in terms of it any kind of ability to lash out at at Israel or anybody else or even anybody any part of the region. Uh at this point, they are in hunker down mode. um they are in rhetoric ...

Global stocks are jumping and oil prices are dropping after U.S. President Donald Trump announced a ceasefire agreement between Iran and Israel. https://t.co/lGvS7b2H1W ...

Market Outlook - Bank of America Private Bank is generally bullish, expecting earnings revisions to increase, driven by productivity and margin protection [1] - The market's resilience is attributed to learnings from the pandemic, enabling corporations to maintain margins [6] - Generative AI is expected to produce efficiencies, further justifying market valuations [7] - The market is currently at 22 times earnings, with potential for multiple expansion, but not immediately [7] - Positive earnings revisions are anticipated for fiscal year 2026 [8] Risk Assessment - While negative surprises have occurred, they haven't significantly impacted earnings or consumer behavior as much as expected [3] - The market seems to be pricing in an antidote to potential escalations, particularly in the oil markets [10] - The market's current valuation at 22 times earnings is justified by the companies within the index [13] Sector Focus - The tech sector is seen as a potential leader, with a trampoline event overall [13] - Tech leadership has been evident since April 2nd [13]

Joining us now is the Secretary of Energy, Chris Wright. Secretary Wright, I can't express thanks enough. I know how busy and sort of scary today in many ways has been.The oil markets are reacting in a positive way. Oil is falling. What message, and you're a former oil and gas executive at Liberty Energy.What do you think the oil markets are trying to say right now. Look, I think a strong, confident, calm America is just a stabilizing force both geopolitically and in the energy world. I think when people se ...

The markets are I don't want to say reacting but oil is down almost about 5% which is interesting. Let's talk about the stock side of this and bring in Julian Emanuel. He is senior managing director at Evercore ISI and Paul Christopher head of global investment strategy at Wells Fargo Investment Institute.Uh Julian, I'll start with you. Obviously not not why you guys are on or what you thought you would talk about, but I have to address it. How do you as as strategists and fund managers, Julian, how do you ...

Stephen, how much risk premium then has been factored in levels we see today, given the upside pressure on oil prices is now relatively muted in the context of this significant geopolitical event. You know, oil prices are still up 10% since Israel launched the strikes on Iranian nuclear sites about two weeks ago. A week and a half ago.So we are still in a risk premium situation. Prices are higher than where the fundamentals show. But I think today's move in the market is pretty indicative of where we stand. ...