Investment strategy
PCE data, Amazon dethrones Walmart, Silicon Valley’s ‘vanlords’ and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. I’ve spent the last 24 hours going back and forth on whether I need to hop on the “dad shoe” trend. Stock futures are little changed this morning. The major indexes are coming off a down day. Here are five […]
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The global bond market could be about to lose its ‘quiet stabilizer’ — and U.S. Treasurys are at the top of the exposure list
Japan’s longstanding role as the global bond market’s “quiet stabilizer” may be about to shift — and U.S. Treasurys could be first to get caught up in the fallout. Japanese investors and institutions are among the biggest foreign holders of sovereign debt. At the end of 2024, they were the top overseas holder of U.S. […]
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Trump to decide whether to attack Iran in next 10 days — oil prices jump
US President Donald Trump delivers remarks during the inaugural meeting of the “Board of Peace” at the US Institute of Peace in Washington, DC, on February 19, 2026. Saul Loeb | Afp | Getty Images President Donald Trump said Thursday that he will decide whether to launch military strikes against Iran in the next 10 […]
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Walmart shares recover after initial drop post-earnings. Here’s why
Walmart’s post-earnings on Thursday decline was short-lived, with analysts and investors betting the company is being overly conservative with its forward guidance. The stock fell as much as 3.6% in the premarket after the retail giant gave disappointing earnings guidance for its current fiscal year. Walmart said it sees earnings per share in a range […]
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Jim Cramer’s top 10 things to watch in the stock market Thursday
My top 10 things to watch Thursday, Feb. 19 1. Stock futures pointed to a lower open this morning on the heels of Walmart’s disappointing earnings outlook. Tensions between the U.S. and Iran are also in focus. Oil prices rose more than 1% to extend yesterday’s big gains, with Brent crude trading above $71 a […]
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