ab 13 June 2025 Global Research Global Strategy EM Credit: Mid-year Outlook - How to navigate 2H25 Fiscal dynamics, valuations and oil to weigh; US flows to partly offset Conflicting factors are pulling EM credit in different directions as the middle of the year approaches. On the macro side, EM fiscal G-R dynamics, taken as a whole, are weakening (point #1 below) while valuations are expensive again by historical standards (at least 1 STD below 10y avg. across all rating buckets, see Figure 1EM spreadnow g ...

June 13, 2025 06:50 AM GMT China Petroleum & Chemical Corp. | Asia Pacific Research Tactical Idea We believe the share price will rise in absolute terms over the next 15 days. This is because oil prices have risen sharply amid concerns over disruption in energy supplies from the Middle East. In our view, the share price could rebound after trading off on recent oil price weakness. We estimate that there is about a 70% to 80% (or "very likely") probability for the scenario. Estimated probabilities are illust ...

We had Michael Schumer on yesterday and he said oil is the main impact on the markets. As long as oil remains, obviously we don't want World War II. Uh but in terms of this conflict, as soon as oil shoots up, that's when the markets get impacted.We didn't see that. We haven't seen that. Doesn't look like we're going to see that at least for now.No. And you know, we talk about this all the time. Steve brings it up.Geopolitical bounces in oil are typically short-lived. And I think this is going to be similar ...

This joining us is Klay Seagull. He is senior fellow for energy security at Center for Strategic and International Studies. Also an analyst with extensive ship and tanker expertise as well.Uh listen, they jammed up apparently Clay, you tell me if I'm wrong, some of the signals on these ships, which pretty much operate like airplanes at this point, meaning it's kind of computers running the show. Two ships colliding. It's happened before.It will happen again, but the timing is hard to miss at this point. Hey ...

Group 1 - The airline industry has shown a significant recovery, with major players like Delta Air Lines, United Airlines, American Airlines, and Southwest Airlines experiencing stock price increases of 5.14%, 6.11%, 5.11%, and 1.48% respectively on June 17, 2025 [1] - The NYSE ARCA Airline index rose by 3.36% to $55.32, indicating a positive market reaction following the recovery [2] - The decline in oil prices, down about 2% due to easing tensions between Israel and Iran, has positively impacted the profitability outlook for airlines [4][5] Group 2 - The recent rise in airline stocks is viewed as a recovery from a downturn on June 13, 2025, when the NYSE ARCA Airline index fell by 4.3% amid geopolitical tensions that caused oil prices to surge by 7% [6][10] - The easing of the Israel-Iran conflict has alleviated fears of global oil supply disruptions, boosting investor confidence in the airline sector [5][8] - Despite the positive developments, the airline industry continues to face challenges such as delivery delays from Boeing and Airbus, fluctuating passenger demand, rising labor costs, and increased competition from low-cost carriers [9][10]

Stocks lost ground Tuesday, while oil prices moved sharply higher, as investors monitored developments in the escalating conflict between Israel and Iran and digested disappointing economic data. https://t.co/M7BTlaOBdR ...

Southwest Airlines TodayLUVSouthwest Airlines$31.78 -0.42 (-1.31%) 52-Week Range$23.58▼$36.12Dividend Yield2.27%P/E Ratio44.16Price Target$31.88Add to WatchlistNew geopolitical conflicts in the Middle East have created a new wave of uncertainty and volatility in the S&P 500 index and the rest of the global markets. However, one specific market has become the poster child of all this uncertainty, and that is the energy sector, particularly regarding oil prices. The price of oil rallied from the $60-per-barr ...

President Trump left the G7 meeting early to focus on the conflict between Israel and Iran. And the president says he's looking for something uh in his words better than a ceasefire. Joining us now, former Biden senior adviser Amos Hawkin.He's a managing partner at TWWG Global. And I assume you uh Amos, and it's good to see. I I assume you have a pretty good idea of um how the world is supplied right now with oil.And you can explain why we did see a little a move higher, but we certainly didn't see the any ...

Let's start with your word of the day, Kevin. My word of the day, Frank, is restrictive. Now, the geopolitical events are dominating the headlines and for good reason, but we do have a Fed meeting this week and I think markets are going to be paying very close attention to the path of interest rates and I could make a case that I think that we're already in territories where we're getting a little restrictive and we need to start having a conversation at least about rate cuts.All right. So, I think we need ...

TOPSHOT - The first direct scheduled flight from US' Newark airport to Nuuk's airport is landing in ... More Nuuk, Greenland, on June 14, 2025. United Airlines flight from the US has been in transit for four hours to the new international airport in Nuuk. (Photo by Mads Claus Rasmussen / Ritzau Scanpix / AFP) / Denmark OUT (Photo by MADS CLAUS RASMUSSEN/Ritzau Scanpix/AFP via Getty Images)Ritzau Scanpix/AFP via Getty Images Airline stocks surged on June 16, with United Airlines (NASDAQ: UAL) leading the cha ...