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Iran's nuclear program and Fordo facility probably need to go at this point, says Amos Hochstein
CNBC Television· 2025-06-17 12:45
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 ...
Simpson: Geopolitics are dominating headlines for good reason
CNBC Television· 2025-06-17 11:32
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 ...
United Airlines: Why UAL Stock Is An Undervalued Play On Oil Relief
Forbes· 2025-06-17 11:15
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 ...
摩根士丹利:摩根士丹利:中东地缘政治紧张局势 -对经济和市场影响的早期观点
摩根· 2025-06-17 06:17
June 16, 2025 01:13 PM GMT Morgan Stanley Research Global Morgan Stanley Global Macro Forum Geopolitical Tensions in the Middle East – Our Early Thoughts on Implications for the Economy and Markets June 16, 2025 Serena Tang – Global Head of Cross-Asset Strategy | Strategist Seth Carpenter – Chief Global Economist Brian Gibbons – Head of Energy Credit Research | Credit Analyst MORGAN STANLEY & CO. LLC Martijn Rats – Global Commodities Strategist | Equity Analyst and Commodities Strategist Marina Zavolock – C ...
摩根士丹利:油价上涨何时会开始影响亚洲?
摩根· 2025-06-17 06:17
M Idea The Viewpoint: When Will Higher Oil Prices Start to Affect Asia? Oil prices have spiked due to supply concerns but the effects on Asia should be manageable given a lower oil burden than before and moderate inflation. However, if oil prices move even higher to above US$85/bbl and a stronger USD is sustained, it may lead to delays in rate cuts. Key Takeaways In the event that oil prices rise above US$85/bbl in a sustained manner, on a relative basis within the region, Thailand, Korea, Taiwan, and India ...
4 ways the Israel-Iran war could end
Yahoo Finance· 2025-06-16 22:41
Dan, it is great to see you. So, let's dive right into this, Dan. So, a historic geopolitical moment here, Israel, Iran, that war going red-hot.One question front and center, Dan, is just how long we think this conflict could last. When clients ask you, what are you telling them, Dan, and what are the what are the variables that depends on. Uh, thanks, Josh.Good to see you. So, uh, it's an excellent question. How long does the war last and what does it depend on.I I think it will take anywhere from a few da ...
Barclays raises S&P 500 target to 6,050, Fed meeting and rate cut outlook, automakers, and tariffs
Yahoo Finance· 2025-06-16 22:07
[Music] Hello and welcome to Market Domination. I'm Julie Hyman. That's Josh Lipton. Live from our New York City headquarters, we are giving you the ultimate investing playbook to help tune out the noise and make the right moves for your money. And here's Headline Blitz, getting you up to speed 1 hour before the closing bell rings on Wall Street. First, I think what we're going to see at the meeting is we got these updated projections and we expect the Fed to go from two cuts this year to one and just ackno ...
Why gas prices could climb higher, claiming Social Security payments, how to retire early
Yahoo Finance· 2025-06-16 20:27
Welcome to Wealth. I'm Alec Canal and this is Yahoo Finance's guide to building your financial footprint. Our community of experts will give you the resources, tools, tips, and tricks you need to grow your money.On today's show, we'll check in on oil prices after they jump to their highest level since January. Our very own Nes Fay will explain how that could impact your prices at the pump and more Americans are claiming social security benefits. A financial planner will break down how you should look at tho ...
Iran-Israel conflict: Here's the latest impact on oil prices
CNBC Television· 2025-06-16 14:49
Well, Israel uh has uh struck Iranian oil storage facilities and parts of Iran's biggest natural gas field as well this weekend, but that's not having an impact on the price of oil. Uh perhaps something of a surprise. Let's get to Brian Sullivan, of course, who covers all of these markets and so much more for us.Brian, what's your take in terms of the moves here we've seen uh in the commodity itself given all the news. the the take guys is that and by the way let's hope that what Megan was talking about som ...
ConocoPhillips: An Oil Price Spike Winner
Seeking Alpha· 2025-06-16 14:38
Core Viewpoint - ConocoPhillips is positioned to benefit significantly from the recent spike in oil prices due to geopolitical tensions, particularly following Israel's attack on Iran, which has led to a substantial increase in petroleum prices, enhancing the company's earnings and free cash flow [1] Group 1 - The recent escalation in geopolitical tensions has resulted in a spike in petroleum prices [1] - This spike in oil prices is expected to drastically improve ConocoPhillips' earnings and free cash flow [1]