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Treasury Sell-off Isn’t All That Alarming–Yet
Barrons.com136d agobearish
Treasury Sell-off Isn’t All That Alarming–Yet

Bond yields nearly rose to levels seen in March during the height of fears over the Iran War–but it shouldn’t frighten investors. Much of the gains in yields came ahead of that hour as the Treasury market sold off alongside rising oil prices. Multiple Fed presidents didn’t support the inclusion of an easing bias, or potential lower rates in the future, in the FOMC statement, telling traders the Fed is likely closer to hikes than cuts.

Markets Are Less Confident the Fed Will Cut Rates This Year
Barrons.com136d agoneutral
Markets Are Less Confident the Fed Will Cut Rates This Year

Inflation remains above the Fed's 2% target and Powell says there are too many factors set to hit inflation in the coming months to consider cutting interest rates right now. After three Fed presidents said they disagreed with language in the April FOMC statement that indicated an easing bias for the Fed, markets are moving to price in lower odds of an interest-rate cut in 2026. Markets are now pricing in just a 1.3% chance of a cut this year, down from an 18% chance just a day ago, per the CME FedWatch Tool. While Powell said there wasn't discussion of near-term interest rate hikes during the most recent meeting, markets are starting to price a slim chance of a rate increase.

Treasuries Extend Selloff After Fed Decision
Barrons.com136d agobearish
Treasuries Extend Selloff After Fed Decision

The U.S. debt market selloff picked up after the Fed left rates steady again. The Fed left rates steady but there was a higher level of dissent among participants. Fed governor Stephen Miran has typically dissented, but this time there were also multiple Fed presidents who didn’t support statement language including “an easing bias.”

General Dynamics (GD) Q1 2026 Earnings Transcript
Motley Fool136d agoneutral
General Dynamics (GD) Q1 2026 Earnings Transcript

Danny Deep: Thank you, Nicole. Earlier today, we reported earnings of $4.10 per diluted share on revenue of $13.5 billion, operating earnings of $1.420 billion and net earnings of $1.125 billion. For example, revenue was up 10.3% and importantly, operating earnings are up 12% and net earnings are up 13.2%.

The White House Seems More Open to a Fed Rate Pause
Barrons.com136d agoneutral
The White House Seems More Open to a Fed Rate Pause

It’s no secret that the Trump administration has consistently pushed the Fed to cut interest rates. Fed Governor Miran, one of the Fed’s most vocal advocates for lower rates, said at a Washington forum this month that he has scaled back his outlook from four cuts this year to potentially three, acknowledging the inflation picture had grown more complicated even before the conflict with Iran began. Treasury Secretary Scott Bessent went a step further at a separate conference, saying cuts should come eventually but that waiting for clarity on the Iran situation is reasonable.

IDEX (IEX) Q1 2026 Earnings Call Transcript
Motley Fool136d agoneutral
IDEX (IEX) Q1 2026 Earnings Call Transcript

IDEX delivered a strong first quarter and continue to see our growth strategies gain traction as we expand and integrate capabilities in targeted advantaged markets powered by 8020. In the first quarter, IDEX delivered organic sales growth of 5% and adjusted EBITDA margin of 26%, which reflects a margin expansion of 50 basis points year-over-year. Strength was most pronounced in our Health & Science Technologies, or HST segment, where secular drivers continue to fuel growth across high-value applications in data center, semiconductor and space and defense markets.

Here's Where Fed Officials Stand on Interest Rates, the Iran War, Jobs, and More
Barrons.com136d agoneutral
Here's Where Fed Officials Stand on Interest Rates, the Iran War, Jobs, and More

Chair Powell said in late March that policy is “in a good place to wait and see,” a view Governor Michael Barr and others have shared. In early April, St. Louis Fed President Alberto Musalem said he believes the current rate will likely remain appropriate for some time, though he left the door open to both cuts and hikes depending on how conditions evolve. Gov. Christopher Waller has warned that an energy shock on top of existing tariff pressure could produce a more lasting rise in inflation, drawing a comparison to the pandemic-era sequence of supply shocks.

62-year-old sports retail giant cuts 100s of jobs
TheStreet136d agobearish
62-year-old sports retail giant cuts 100s of jobs

Sportswear is still a growth market, but not every brand is winning equally. North American retail sales of sports-related apparel and footwear were projected to reach $173 billion in 2025 and rise to $209 billion by 2029, according to a McKinsey & Company report. But the report also ...

Investors Expect a Fed Pause Until October 2027
Barrons.com136d agoneutral
Investors Expect a Fed Pause Until October 2027

The majority of investors don't see the Fed cutting interest rates again until October 2027, according to the CME FedWatch tool. The outlook for an extended rate pause comes as oil prices surge once more and inflation remains well above the Fed's 2% for the fifth consecutive year.

Old Dominion (ODFL) Q1 2026 Earnings Transcript
Motley Fool136d agoneutral
Old Dominion (ODFL) Q1 2026 Earnings Transcript

Jack Atkins: Good morning, everyone, and welcome to the first quarter 2026 conference call for Old Dominion Freight Line, Inc. Today's call is being recorded and will be available for replay beginning today and through 04/29/2026 by dialing 506-9658, access code 769-9494. This conference call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements, among others, regarding Old Dominion Freight Line, Inc.'s expected financial and operating performance. For this purpose, any statements made during this call that are not statements of historical fact may be deemed to be forward-looking statements.

GE HealthCare Technologies Q1 Earnings Call Highlights
MarketBeat136d agoneutral
GE HealthCare Technologies Q1 Earnings Call Highlights

GE HealthCare Technologies (NASDAQ:GEHC) reported first-quarter 2026 results that management said landed at the high end of expectations on revenue, while profits and cash flow guidance for the full year were reduced to reflect higher input costs and a first-quarter supplier-related recall in Pharma

VIX Climbs as Fed Decision and Mega-Cap Earnings Keep Investors on Edge
24/7 Wall St.136d agobullish
VIX Climbs as Fed Decision and Mega-Cap Earnings Keep Investors on Edge

The CBOE Volatility Index (^VIX) is hovering near 18 on Wednesday morning, up roughly 1% as traders position ahead of the Federal Reserve’s afternoon policy decision and mega-cap technology earnings. The fear gauge closed at 17.83 on Tuesday, sitting inside the historically normal 15 to 20 band but well off the 31.05 peak hit on ... VIX Climbs as Fed Decision and Mega-Cap Earnings Keep Investors on Edge

US Has More Natural Gas Than It Can Use as War Chokes Global Supply
Bloomberg136d agoneutral
US Has More Natural Gas Than It Can Use as War Chokes Global Supply

(Bloomberg) -- As the Iran war strangles natural gas supplies, countries across Asia and Africa are rationing fuel and enduring blackouts. In Europe, the conflict is raising the risk of an energy crunch this winter.Most Read from BloombergUAE Quits OPEC as War Upends Oil Markets and Gulf Tensions RiseNorth Korea Confirms Suicide Rule for Soldiers Ukraine CapturesTrump Being ‘Humiliated’ in Iran Talks, German Leader Says80 Seconds of Big Tech Earnings Will Decide Stock Market’s FateTrump Tells Ai

Only Elon Musk can fire Elon Musk from SpaceX, filing shows
Reuters136d agoneutral
Only Elon Musk can fire Elon Musk from SpaceX, filing shows

NEW YORK, April 29 (Reuters) - SpaceX is telling investors that no one can fire Elon Musk from his role as chief executive and chairman of the board without the ‌billionaire founder's consent, according to an excerpt of its IPO filing reviewed by Reuters. The filing states that Musk "can ‌only be removed from our board or these positions by the vote of Class B holders" - super-voting shares with ten votes apiece that he ​will control after the IPO, making his removal effectively a self-vote.