The war in Iran is raising upside risks for inflation, bolstering the case for the Bank of Japan to raise interest rates as soon as this month, according to a former BOJ chief economist https://t.co/dR2RD5X14g ...

>> THE COUNTDOWN IS ON. EVERYTHING YOU NEED TO GET THE EDGE AT THE END OF THE MARKET DAY. THIS IS THE CLOSE.>> A GREEN START TO A NEW QUARTER. LIVE FROM STUDIO TWO, I'M KATIE GREIFELD. >> I'M BAILEY LIPSCHULTZ.COUNTING YOU OFF TO THE CLOSING BELL IN THE U.S. WITH GREEN ON THE SCREEN, BUT WELL OFF OF OUR SESSION HIGHS. S&P 500 UP ABOUT 40 POINTS. A LOT OF STRENGTH COMING BACK INTO VOGUE FOR THE NASDAQ 100.A BIG DRIVER HAS BEEN THE DROP WE HAVE SEEN IN OIL. BRENT CRUDE STILL ABOVE $100 A BARREL. LOOKING AT TH ...

Our next guest suggests we are in the midst midst of a premature market rally. Michael Kopoulos is head of multiasset macro investing at Janice Henderson investors. >> All right.>> Michael, welcome. Congratulations [applause] by Janice Henderson. So, congratulations.Nice new title, too. >> Thank you. >> Um, why is this rally premature.>> Well, I think listen, there's a ton of uncertainty still out there. uh most importantly around inflation with oil prices being higher. I think what we saw is in April of la ...

🇺🇸 UPDATE: St. Louis Fed President Musalem signals Federal Reserve likely to hold rates steady for now. https://t.co/U7kCQ0kpEs ...

I don't see GSM numbers yet. I see them. I will tell you what they are.Any factory PMI comes in at 52 seven for the month of March. That is up from 52 four in February. The one everybody's been waiting for price is paid is at 78 three, up from 70.5%.That's the highest since 2022. So a huge jump in the prices paid numbers. The employment number comes in at 48.7%, still -48.8% is what it was the month before.New orders, 53 five down from 55 eight production 55 one. That is also down from 55.3%. The other thin ...

A change of strategy from London-focused housebuilder Berkeley Group Holdings shows just how vulnerable the UK housing market is to geopolitical disruption, and in particular, the threat of higher-for-longer interest rates. https://t.co/txkH4pi4J3 ...

🚨 UPDATE: Probability of Federal Reserve holding rates unchanged in April at 99.5%, per CME. https://t.co/KdCVtD8uTi ...

RT MYRIAD (@MyriadMarkets)Today’s market headlines:• Oil is sliding, but the Hormuz risk is still live.• Stocks are bouncing hard on hopes of conflict de-escalation.• Gold is up as the dollar softens.• Eurozone inflation is back above target.• UK factory costs saw their biggest jump since 1992.• Crypto funds posted a heavy week of outflows.• Macro markets remain focused on rates, inflation, energy, recession, and BTC. ...

US Treasuries climbed on speculation that an imminent end to the war in Iran may pave the way for the Federal Reserve to start cutting interest rates again https://t.co/qZysKjDCUd ...

Core Insights - Gold has experienced a disappointing start to the year, with expectations for it to behave as a safe haven asset not met during the ongoing Iran war [3][4] - Despite a 7% increase in gold prices in the first quarter, it is on track for its worst monthly performance since 2008 [3][7] - Wall Street experts advise against abandoning gold investments, suggesting that the current market conditions may present a buying opportunity [4][9] Market Dynamics - The recent decline in gold prices is attributed to the war's impact on global energy supplies, leading to inflation concerns and potential interest rate hikes by the Federal Reserve [5][10] - A strong U.S. dollar and significant outflows from gold funds have further pressured gold prices [5][10] Future Projections - UBS strategists indicate that gold is not a "failed hedge" and typically performs better when growth expectations decline and central banks cut rates [6] - Goldman Sachs maintains a year-end price target of $5,400 for gold, anticipating continued central bank buying and a potential 0.5 percentage point cut in benchmark interest rates [7][8] - Analysts suggest that if macroeconomic conditions worsen, gold prices could improve, with a fair value estimate around $4,550 [10]