Year: 2026
Emerging markets, industrial stocks and utilities: Three investment strategies from the studio
Key Points Lombard Odier’s Woods sees a rotation story from developed markets into emerging markets Kepler Cheuvreux’s Philippe Ferreira is seeing opportunities in utilities and telecommunications Amundi’s Guy Stear is eyeing opportunities in industrial stocks, because of the AI trend U.S. futures are pointing lower early Monday, after the S & P 500 and the Nasdaq […]
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Warsh’s take on Fed independence is met with confusion and some concern
Kevin Warsh, chairman of the US Federal Reserve nominee for US President Donald Trump, during a Senate Banking, Housing, and Urban Affairs Committee confirmation hearing in Washington, DC, US, on Tuesday, April 21, 2026. Graeme Sloan | Bloomberg | Getty Images Most people don’t know and don’t have much reason to care what a currency […]
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‘Bubble effect’: Weight loss drug fueled growth is putting the pharma sector at risk, report finds
Surging demand for weight loss and diabetes drugs leaves the pharmaceutical sector at risk from a “bubble effect” as profitability soars, new research suggests. Demand for the likes of Wegovy and Zepbound has driven research and development returns to their highest level in years, but a report published by Deloitte on Monday suggests this is […]
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AI chipmaker Cerebras targets $3.5 billion raise in IPO
Nikolas Kokovlis | Nurphoto | Getty Images Artificial intelligence chipmaker Cerebras aims to raise as much as $3.5 billion by going public on the Nasdaq. The company is looking to sell 28 million shares, for $115 to $125 each, according to an updated prospectus it filed on Monday. At that range, Cerebras could be worth […]
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Treasury yields edge higher as traders monitor factory data and Middle East developments
U.S. Treasury yields rose on Monday as traders awaited more data on U.S. factory activity and events in the Middle East continued to loom over borrowing costs. The 10-year Treasury yield — the benchmark for U.S. government borrowing — was more than 1 basis point higher in early trade, at 4.3979% by 5:10 a.m. E.T. Meanwhile, […]
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European markets open mostly positive as Trump threatens new auto tariffs
LONDON — European markets opened the new trading week in positive territory as investors continue to monitor developments in the Middle East and a potential renewal of transatlantic trade tensions. The pan-European Stoxx 600 was 0.1% higher shortly after 8:00 a.m. in London. France’s CAC 40 was down almost 0.1%. Germany’s DAX was up 0.1% […]
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CNBC Daily Open: As Gulf fatigue sets in, earnings take center stage
A Cargo boat navigates the sea on April 28, 2026 on Qeshm Island, Iran in the Strait of Hormuz. Asghar Besharati | Getty Images Hello, this is Anniek Bao writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open. The weekend brought plenty of headlines out of the Middle East — a […]
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India is burning more coal as extreme heat and the Iran war squeeze energy supplies
NEW DELHI, INDIA – APRIL 27: People are seen protecting themselves from the sun on a hot summer day at Raisina Hill on April 27, 2026 in New Delhi, India. Delhi-NCR experienced intense heatwave conditions with maximum temperatures reaching between 42 degrees Celsius and 45 degrees Celsius across the region. (Photo by Raj K Raj/Hindustan […]
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World Cup prize pool nears $900 million as FIFA boosts payouts. Here’s who gets what
CNBC Sport World Cup prize pool nears $900 million as FIFA boosts payouts. Here’s who gets what Published Mon, May 4 20262:05 AM EDTUpdated 59 Min Ago Matthew Chin@in/matthewchinyuenhao WATCH LIVE Source
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The nuclear option: Atomic energy could offer Europe hope, say analysts — but it won’t be easy
Hefty upfront costs, issues disposing of radiation and waste, and memories of terrible accidents have all contributed to Europe’s reluctance to embrace nuclear energy in recent decades. But the effective closure of the Strait of Hormuz amid the U.S.-Iran war has exposed the continent’s vulnerability to disrupted energy imports – and nuclear may offer Europe […]
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