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Gold Or Oil? This ETF Decides For You When Inflation Strikes
24/7 Wall St.98d agoneutral
Gold Or Oil? This ETF Decides For You When Inflation Strikes

Energy prices in the United States just did something violent. The PCE energy index jumped 11.56% month-over-month in March 2026, which pushed headline inflation back up to 3.5% year-over-year after a year of relative calm. West Texas Intermediate ripped from around $60 a barrel in January to over $100 today. If you have spent the ... Gold Or Oil? This ETF Decides For You When Inflation Strikes

Jefferies Says AI Rally Remains Supported by Strong Earnings Growth
InvestorsHub98d agobullish
Jefferies Says AI Rally Remains Supported by Strong Earnings Growth

Artificial intelligence-linked stocks have accounted for more than 80% of the S&P 500’s gains so far in 2026, prompting debate among investors over whether the rally can continue. However, strategists at Jefferies argue that the advance still appears fundamentally supported rather than excessively speculative.

Why Perella Weinberg (PWP) Shares Are Sliding Today
StockStory98d agoneutral
Why Perella Weinberg (PWP) Shares Are Sliding Today

Shares of financial advisory firm Perella Weinberg Partners (NASDAQ:PWP) fell 4.6% in the afternoon session after April CPI came in hot at 3.8% year-over-year, lifting the 10-year Treasury yield to 4.43%, a mixed signal for investment banks.

Wall Street ends lower on mounting inflation worries
Reuters Videos98d agoneutralVIDEO
Wall Street ends lower on mounting inflation worries

<body><p>STORY: Wall Street's main indexes retreated from AI-fueled record highs on Friday, with the Dow dropping 1%, the S&P 500 shedding one-and-a-quarter percent and the Nasdaq declining more than one-and-a-half percent.</p><p>Stocks moved lower as a jump in benchmark Treasury yields reflected surging energy prices and concerns about long-term inflation.</p><p>Leah Bennett is chief investment strategist at Concurrent Investment Advisors.</p><p>“Equities are trading down today primarily, I think, because people are disappointed not to see any sort of movement between Trump and Xi coming out of the summit regarding the conflict in the Middle East. So, oil is up another 4% today. We obviously saw an impact on the CPI (Consumer Price Index) and the PPI (Producer Price Index). And the longer that oil prices stay up, the longer we're going to have rising inflation. And this is the first time we've really seen the ten-year inflation expectations cross 2.5%. And historically, that's been very consistent with a period where the Fed had to increase interest rates.”</p><p>Friday marks Jerome Powell's last day as U.S. Federal Reserve chair.&nbsp;Incoming Chair Kevin Warsh is saddled with the potential need for a rate hike if a protracted Iran war leads to sticky inflation.</p><p>Among individual stock moves, the AI rally largely stalled, with&nbsp;Nvidia losing nearly 4.5%, AMD shedding more than 5.5% and Intel dropping more than 6%.</p><p>On the flip side, shares of Microsoft rose 3% following the disclosure of a new position in the company taken by Bill Ackman's hedge fund Pershing Square.</p><p>And shares of Ford slid about 7.5%, retreating from a near 21% surge over the last two sessions on optimism over the automaker's energy storage business.</p></body>

Stocks tumble as US-Iran impasse fuels inflation fears
AFP99d agobearish
Stocks tumble as US-Iran impasse fuels inflation fears

Global stocks slumped and oil prices rose Friday with worries about sustained inflation driving up bond yields with no conclusion to the Iran war in sight."Today the catalyst is really the rally in bond yields, bond markets are under pressure as oil prices rise.

Gold, real estate attractive as market rally likely wanes, expert says
Reuters Videos99d agobullishVIDEO
Gold, real estate attractive as market rally likely wanes, expert says

<body><p>STORY: U.S. stocks on Friday retreated from record highs that have been powered by AI-linked companies.</p><p>A day earlier, with the S&P 500 closing at an all-time high, "two-thirds of the stocks in the S&P 500 were actually down," said Bennett, adding that "nine percent of the S&P 500 actually hit 52-week lows."</p><p>Leadership this narrow often means the rally is "exhausted," she explained. "That'd be consistent with rates staying higher, the economy slowing, which is the environment that I think we're in."</p><p>"As far as areas to invest right now, I do think real assets are interesting - and real assets being more real estate itself, not necessarily a REIT," Bennett said, adding that precious metals are also "attractive in an environment like this."</p></body>