Analysts as a group expect that it is “more likely” that real yields will continue to rise, which would hurt growth stocks.
Source
Growth stock valuations ‘have further to fall,’ says Citigroup strategist
World
JPMorgan CEO Jamie Dimon in annual letter cites risks in geopolitics, AI and private markets
Jamie Dimon, Chairman and CEO, JPMorganChase, speaks during the Reagan National Defense Forum at the Ronald Reagan Presidential Library in Simi Valley, California, U.S. December 6, 2025. Jonathan Alcorn | Reuters JPMorgan Chase CEO Jamie Dimon is calling for a broad recommitment to American ideals as his bank navigates geopolitical uncertainty, a teetering economy and […]
Read More
World
US and Iran receive peace proposal as Trump vows ‘hell’ if Strait stays shut
Smoke rises after explosions struck the northeastern, western, and central areas amid Israeli attacks in Tehran, Iran on April 1, 2026. Tolga Akbaba | Anadolu | Getty Images The United States and Iran received the framework of a plan to end hostilities, but Iran rejected immediately reopening the Strait of Hormuz, after President Donald Trump […]
Read More
World
India turns to Iran for oil and gas after 7-year hiatus, signaling limits to U.S. tilt
An Indian liquefied petroleum gas (LPG) carrier, Shivalik, arrives at Mundra Port via the Strait of Hormuz, amid the U.S.-Israel conflict with Iran, in Gujarat, India, March 16, 2026. Amit Dave | Reuters India has begun buying oil and gas from Tehran after a seven‑year hiatus as it grapples with supply disruptions and elevated energy […]
Read More