Core Viewpoint - The house builder is unlikely to achieve its required rate of return on investment for new land acquisitions due to increasing tax and regulatory burdens on residential developments [1] Company Summary - The company is facing challenges in making profitable investments in new land acquisitions [1] - Rising tax and regulatory pressures are significant factors impacting the company's investment strategy [1] Industry Summary - The residential development sector is experiencing heightened tax and regulatory burdens, which may deter investment [1] - These challenges could affect overall market dynamics and profitability for companies within the industry [1]

Market Overview - The S&P 500 is experiencing selling pressure, currently down nearly 1% after a brief rally fueled by optimism for a potential deal [2][3] - President Trump's tougher stance on Iran is contributing to the decline in equities, while the dollar and yields are rising [3] Energy Market Dynamics - Brent crude is trading above $100, currently at approximately $107.5, indicating a significant demand in the energy market [4] - An energy crisis is unfolding, with countries like the Philippines implementing energy rationing measures reminiscent of COVID-19 restrictions [4][5] - Thailand saw a 14.5% increase in gasoline prices intraday, highlighting the unprecedented volatility in energy costs [5] Geopolitical Factors - Iran is reportedly considering a toll for passage through the Strait of Hormuz, estimated at around $2 million, which could impact international oil markets [9][10] - The ongoing conflict and rhetoric from Iran suggest that the situation may not improve soon, maintaining high energy prices and market volatility [11][13] Commodity Market Insights - The gold and metal markets are under pressure due to a stronger dollar and rising yields, which negatively affect their prices [16][17] - Countries like India may sell physical gold to stabilize their currencies, further impacting gold prices [17][18] - The current inflationary hedge is found in energy markets rather than metal markets, as the latter is facing negative inflation [19][20] Technical Market Levels - Key support for the S&P 500 is around the 6,500 level, while resistance is noted at 6,630 [20]

We're back on Morning Trade Live. Let's focus on FedEx, the delivery giant reporting earnings after the close. You can see from this chart, the stock has outperformed UPS over the last 12 months.FedEx is trading nearly 40% higher year-over-year with 20% gain so far in 2026. So, let's take a look at some of the price action right now. We are down 7/10 of a percent on FedEx as we approach this earnings.Obviously a bell weather and a really good pulse check on the global economy and also trade with FedEx. No d ...

March 13 (Reuters) - Global equity funds recorded the largest weekly outflows since mid-December in the seven days to March 11 as disruptions to oil supplies stemming from ‌the ongoing U.S.-Israel conflict with Iran stoked concerns about inflation and global economic growth. According ‌to LSEG Lipper data, global equity funds had $7.05 billion worth of outflows for the week, the largest since the week ​through December 17, 2025 that had outflows worth $46.68 billion. Brent crude traded above $100 a bar ...

Geopolitical Impact on Energy Markets - The recent Israeli and U.S. strikes on Iranian infrastructure, including an irradiation facility in Isfahan, have heightened geopolitical volatility, although no radioactive contamination has been reported [2][8] - Iraq's Foreign Ministry has warned that disruptions in the Strait of Hormuz could threaten 20% of the world's oil supply, leading to increased Brent crude prices nearing $90 per barrel [3][8] - The conflict has caused shipping companies to suspend operations, resulting in heightened volatility for energy-related funds such as the United States Oil Fund (USO) and the Energy Select Sector SPDR Fund (XLE) [3] Regional Security Concerns - A military projectile incident in Saudi Arabia resulted in two civilian deaths and 12 injuries, further escalating regional tensions and drawing attention to defense contractors like Lockheed Martin and RTX Corporation [4][8] - The ongoing conflict has implications for air defense systems in the region, which are actively engaged against drone and missile threats [4] Canadian Political Developments - Prime Minister Mark Carney has called for three byelections on April 13, 2026, which could allow the Liberal Party to secure a majority in the House of Commons [5][6] - The political landscape is shifting following the resignations of key ministers and a Supreme Court ruling affecting the Terrebonne seat, prompting investors to monitor the iShares MSCI Canada ETF (EWC) for market reactions [6] U.S. Legislative Stalemate - Donald Trump's declaration to block all new bills until the SAVE America Act is passed has led to a legislative freeze, potentially delaying critical funding and policy measures as midterm elections approach [7][9] - The standoff may increase market uncertainty, particularly regarding budget negotiations and the debt ceiling, as Trump's strategy emphasizes leveraging executive power for social and electoral reforms [9]

Uncertainty about how long the war in Iran could last is forcing traders to turn to history for a market's guide, specifically to look at Russia's invasion of Ukraine in 2022 and the playbook on how that affected gas and oil prices, bonds and stocks and the dollar. First, gas and oil prices. Just like back in 2022, energy prices are the most impacted.Higher energy prices could trigger inflation and hurt economic growth. And that will be bad news for both stocks and bonds. Then we look at the dollar.All the ...

Welcome to Meet the Press Now. I'm Kristen Welker and that was the closing bell on Wall Street on day six of the US war with Iran. Markets ending lower with the Dow at one point plunging more than,00 points but came back to close roughly down 800 points amid growing uncertainty and the price of oil surging again.It has now gone up roughly 20% since the war began less than a week ago. In just a few moments, we are expecting an update on the war from Defense Secretary Pete Haggath and the top US military comm ...

Core Viewpoint - Sunrun Inc's shares are experiencing a significant decline despite reporting fourth-quarter results that exceeded Wall Street expectations, primarily due to concerns over slower growth and operational metrics [1]. Group 1: Earnings and Sales Performance - The company reported adjusted fourth-quarter earnings of 38 cents per share, surpassing analyst expectations of a loss of 8 cents, although profits decreased sharply from $1.41 a year earlier [2]. - Revenue increased by 124% year over year to $1.16 billion, significantly exceeding the $614 million analysts anticipated, driven by higher energy systems and product sales [2]. Group 2: Growth Metrics - Subscriber additions fell by 17% year over year to 25,475, while both storage capacity and solar installations declined [3]. - Aggregate Subscriber Value decreased by 18% year over year to $1.3 billion, and Net Subscriber Value dropped by 30%, with creation costs per new subscriber rising by 8% [3]. Group 3: Financial Outlook - Sunrun highlighted improving cash generation, reporting $187 million in cash generation for the fourth quarter and projecting $377 million for 2025 [4]. - Management forecasts positive cash generation between $250 million and $450 million in 2026, along with Contracted Net Value Creation of $650 million to $1.05 billion for the year [4]. Group 4: Market Reaction and Analyst Actions - Despite the earnings beat, concerns regarding higher financing costs, evolving policy risks, and weaker subscriber economics overshadowed the results, leading to a sharp decline in stock price [5]. - Sunrun shares fell below key moving averages, indicating weakening momentum and increasing short-term technical pressure on the stock [6]. - Jefferies downgraded the stock to Hold with a target price of $22.00, while the average price target remains at $18.81 [7].

Options traders are suddenly betting against the very stocks that have been powering the market higher. Hedging activity across the Nasdaq has surged to levels not seen since the last bear market bottom, signaling a sharp shift in sentiment around key leaders like Nvidia Corp(NASDAQ:NVDA) , Microsoft Corp (NASDAQ:MSFT) , and Apple Inc(NASDAQ:AAPL) .Extreme Hedging Hits Nasdaq LeadersThe Nasdaq-100's put-to-call ratio has climbed to 1.2, its highest level since the 2022 bear-market low, noted The Kobeissi Le ...

Core Insights - Nearly 50% of investors believe it will take a miracle to retire securely, with 23% of retirees feeling they need divine intervention for financial security [2] - About 25% of all surveyed individuals and 21% of those with $1 million or more fear they will never have enough savings for retirement [3] Group 1: Retirement Concerns - The 2025 Natixis Global Retirement Index highlights significant anxiety among investors regarding retirement security [2] - A substantial portion of individuals, including those with considerable wealth, express doubts about their retirement savings adequacy [3] Group 2: Financial Strategies - Paying down debt is recommended as a crucial first step before increasing retirement savings, as it can facilitate long-term financial contributions [4] - Homeowners can leverage their equity, with the average homeowner holding approximately $311,000 in equity as of Q3 2024, making home equity loans an attractive option due to lower rates compared to credit cards [5] - Seeking expert financial advice is emphasized as a vital step in navigating retirement planning amidst market uncertainties [6]