All right, let's talk markets. Ahead of a big week, investors paying close attention to fighting between Israel and Iran as well as the Fed. The central bank's going to be issuing its latest interest rate decision on Wednesday.And right now, we want to bring in Lori Calvacina. She is head of US equity strategy at RBC Capital Markets. And Lori, we thought we had a little bit of idea of how the markets were headed.We've been looking at inflation coming down. We thought maybe that was going to help the Fed get ...

June 12, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Improved amid China-US London Trade Talks Sentiment improved with China-US London trade talks, though the talks may be limited in scope . We see higher investor willingness to allocate to China, fueled by global diversification demand, and higher conviction in Tech/New Consumption despite a lackluster macro backdrop. China has partially suspended its consumer goods trade-in programs, given 1) allocated trade-in funding being u ...

June 12, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Improved amid China-US London Trade Talks Sentiment improved with China-US London trade talks, though the talks may be limited in scope . We see higher investor willingness to allocate to China, fueled by global diversification demand, and higher conviction in Tech/New Consumption despite a lackluster macro backdrop. A-share investor sentiment improved vs. previous cycle: Weighted MSASI and simple MSASI improved 5ppt each, to ...

Oil prices spiking following Israel's strike on Iran, adding an inflationary input ahead of the Fed's meeting next week. Meanwhile, we just got a positive signal from the data. An early read on Michigan consumer sentiment for June coming in well above expectations.Also, inflation expectations fell. Joining us is former Dallas Fed President and CNBC contributor Richard Fiser. So Richard, is is it your view that this is just going to make the Fed even more patient on its stance to do anything because it has t ...

U.S. stock futures drop and oil futures jump after Israel's attack on Iran, Adobe posts better-than-expected results and lifts its outlook, and analysts expect consumer sentiment to have improved. Here's what investors need to know today. https://t.co/OvmVdWQHKg ...

The results of the CNBC NRF retail monitor for May just released. Let's get to Steve Leeman. He has more on this.Hi, Steve. Hey, Becky. Consumer spending growth slowed in May.Apparent payback from strong April outlays that were propelled by consumers pulling forward purchases ahead of tariffs. And consumers of course could now face new challenges after developments overnight in the Middle East. Uh the CNBC NRF retail monitor.It's powered by real credit card spending data from Affinity Solutions showed a 0.5 ...

Hundreds of protesters in Northern Ireland lighting homes on fire, cars on fire. Look at that. Fireworks thrown at police in a second night of unrest there.It started after two 14-year-old Romanian boys were charged in the sexual assault of a teenage girl. The boys are denying the allegations through their lawyer with this case triggering some violence and anti-immigration sentiment. ...

June 9, 2025 02:09 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Key highlights from last week: | | As of Jun | | Q2 2026 Forecast | | | Q2 2026 Return Forecast | | Volatility | Base Case | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 06, 2025 | Bear | Base | Bull | Bear | Base | Bull | | Return/Risk | | Equities | | | | | | Total Returns | | ...

June 6, 2025 02:10 PM GMT Asia/Pacific Weekly Preview | Asia Pacific M Update China's Inflation to Soften; Softer Australia Business Sentiment Key Takeaways Australia China India • CPI: CPI to slow in YOY terms but to rise sequentially due to higher food prices. Japan • GDP 2nd Preliminary: Slight downward revision in real capex. Upward revision to public investment. Real GDP growth at -0.8% QoQ SAAR. Morgan Stanley Asia (Singapore) Pte.+ Derrick Y Kam Asia Economist Derrick.Kam@morganstanley.com +65 6834-8 ...

ToplineA pessimistic prediction for Tesla sales from Goldman Sachs added further fuel to the Tesla fire, as the unraveling relationship between Tesla CEO Elon Musk and his former close ally President Donald Trump plays out publicly, accelerating Wall Street’s concerns about the increasing exposure of Tesla to Musk’s outspoken politics.Elon Musk has alienated “multiple sides of the political spectrum” from Tesla, according to one ... More prominent Wall Street analyst.AFP via Getty ImagesKey FactsIn a late T ...