Investment strategy
Defense stocks were already outperforming. How the Iran conflict changes their outlook
Defense stocks moved higher again on Monday as investors reacted to the continued escalation of the conflict in the Middle East, which brings with it the potential for long-term changes in military spending. Bernstein analyst Douglas Harned said in a note to clients that this could prove to be an inflection point for the defense […]
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How high oil could go if Iran closes the Strait of Hormuz, according to Goldman Sachs and others
Investors should not ignore the risk that Iran could disrupt Middle East oil supplies and trigger a substantial price spike, energy analysts warned Monday, even as the market largely dismissed the threat. Surprisingly, oil prices tumbled Monday after Iran fired missiles at a U.S. airbase in Qatar in retaliation for strikes against its nuclear program […]
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Fundstrat’s Tom Lee says he is not surprised by market’s resilience after U.S. attack on Iran
The market’s mild reaction to the U.S.’ bombing of Iran over the weekend isn’t all that unexpected, according to investor Tom Lee. The major averages were mostly steady on Monday, even after the U.S. entered Israel’s war against Iran by striking three Iranian nuclear sites. Stocks were last trading around the flatline. Oil prices were […]
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U.S. calls on China to prevent Iran from closing Strait of Hormuz and disrupting global oil flows
Satellite image of the Strait of Hormuz, a strategic maritime choke point with Iran situated at the top with Qeshm Island and the United Arab Emirates to the South. Imaged 24 May 2017. Gallo Images | Getty Images U.S. Secretary of State Marco Rubio on Sunday called for China to prevent Iran from closing the […]
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Gulf markets end higher, shielded from major turmoil after the U.S. strike on Iran
This picture taken December 12, 2019 shows a view of the sign showing the logo of Saudi Arabia’s Stock Exchange Market (Tadawul) bourse in the capital Riyadh. FAYEZ NURELDINE | AFP | Getty Images Markets across the Middle East ended mostly higher on Sunday after the United States entered the war between Israel and Iran […]
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Top Wall Street analysts like these three stocks for long-term growth
Silas Stein | Picture Alliance | Getty Images The Middle East conflict and macro uncertainty are expected to keep global stock markets volatile, so it would be prudent for investors to ignore short-term noise and pick names with solid growth prospects. To this end, top Wall Street analysts’ research can be a key consideration for […]
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6 stocks to buy for the second half, according to Wall Street analysts
Analysts on Wall Street are especially optimistic on a handful of stocks heading into the second half of the year. Equities have been volatile for much of the first half of 2025, as President Donald Trump’s tariffs simultaneously sparked investor concern over a potential U.S. recession and higher inflation. Worries over the size of the […]
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How regime change in Iran could affect global oil prices
Senior Israeli officials said this week that their military campaign against Iran could trigger the fall of the regime, an event that would have enormous implications for the global oil market. The oil market has reacted with remarkable restraint as Israel has bombed the third-largest crude producer in OPEC for eight straight days, with no […]
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Where Goldman sees the best opportunities for income in the second half of the year
Amid the uncertainty around tariffs and the path of Federal Reserve monetary policy, investors can find attractive opportunities for income, according to Goldman Sachs Asset Management. The central bank opted to hold interest rates steady when it concluded its two-day meeting on Wednesday. The Fed still anticipates two reductions this year , but expects higher […]
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