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Iran war and stocks: Why Global X says ‘it might be time to double down’ on emerging markets
ETF Edge Iran war and stocks: Why Global X says ‘it might be time to double down’ on emerging markets Published Thu, Mar 5 20267:00 AM EST Blair Bao WATCH LIVE Source
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Inside India newsletter: Energy, airlines and now over $50 billion in remittances to India at risk as Middle East conflict deepens
This report is from this week’s “Inside India” newsletter which brings you timely, insightful news and market commentary on the emerging powerhouse. Subscribe here. The big story India can’t seem to escape from the fallout of the escalating conflict in the Middle East. A significant share of the country’s energy imports risk disruptions and its aviation […]
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CNBC’s UK Exchange newsletter: FTSE 100’s defensive slant comes into its own
This report is from this week’s CNBC’s UK Exchange newsletter. Like what you see? You can subscribe here. The dispatch It was no surprise, when equity markets first reacted to news of the strikes on Iran, that the U.K.’s FTSE 100 fell by less than all of its major continental European peers. What is often seen as the Footsie’s weakness […]
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What’s next for global markets as oil surges and stocks plunge on Middle East conflict
Assets from stocks to bonds sold off across the globe on Tuesday, as the intensifying conflict in the Middle East fueled risk-off sentiment. It came as the U.S.-Iran war entered its fourth day , marked by more missile and drone strikes across the region and a warning from U.S. President Donald Trump that the conflict […]
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Iran conflict: Where things stand, global responses — and what comes next
People protest against the US and Israeli strikes on Iran, ICE immigration raids, and in support of Palestinians during a demonstration outside the Westwood Federal Building in the Westwood neighborhood of Los Angeles on June 22, 2025. Bing Guan | Afp | Getty Images The U.S.-Israel conflict with Iran is extending into its third day […]
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CNBC’s Inside India newsletter: As AI shockwaves hit global software firms, what’s in store for India’s IT titans?
Ai trading concepts. 3D render Blackjack3d | E+ | Getty Images This report is from this week’s CNBC’s “Inside India” newsletter which brings you timely, insightful news and market commentary on the emerging powerhouse. Subscribe here. The big story Indian IT stocks are facing their steepest monthly declines since the 2008 global financial crisis, with the […]
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JPMorgan prefers international stocks to America’s — here’s where it sees opportunities beyond Wall Street
Erratic policy decisions, bubbling geopolitical tensions and concerns about the Federal Reserve’s independence have left some investors pivoting away from U.S. assets over the past year — and JPMorgan is among them. In a wide-ranging Monday note, equity strategists at the investment bank said they remained long emerging markets versus developed markets, and that within […]
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Gold slips to one-week low as safe-haven buying stalls, dollar strengthens
Gold and silver prices rose as U.S. Treasury bond yields fell after December retail sales growth stalled, signaling a softening economy ahead of key jobs data. Bloomberg Creative | Bloomberg Creative Photos | Getty Images Gold prices fell to a more than one-week low on Tuesday, pressured by a stronger dollar as investors tracked cues on […]
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Deutsche Bank warns AI risks in U.S. equities is undermining dollar’s safe haven status
The dollar’s traditional safe-haven status is being challenged by high exposure to AI in U.S. equities, according to Deutsche Bank. Investors typically take flight to the dollar when stocks are falling, but that’s no longer the case, said George Saravelos, global head of FX research at the German bank. “It is often taken as fact […]
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Consumer staples are rallying in 2026. Here’s what’s driving the surge in the sector
As investors have rotated out of tech names to start 2026, consumer staples have been a primary beneficiary. Consumer staples is the third-best sector in the S & P 500 year to date, behind materials and energy . The sector is up more than 15.5% in 2026, while the broad market index is little changed […]
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