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European defense giants could be about to get another big push higher, Bank of America says
European defense stocks could be set for another big tailwind, according to an analyst who says the sector is about to see a surge in demand from one particular pocket of the market. Speaking to CNBC’s “Squawk Box Europe” on Thursday, Ben Heelan, Bank of America’s head of EU industrials research, said his team expects […]
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The S&P 500 is on the cusp of another record. How long can this bull keep dodging danger?
A week removed from a brutal payroll report that triggered worry over a tapped consumer and a trapped Federal Reserve, the broad stock indexes are back at the cusp of all-time highs, market volatility has returned to year-to-date lows and some investors are calling off the August hurricane watch. The S & P 500’s 2.4% […]
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Gold futures just hit a record high. Possible U.S. tariffs could shake metal markets up further
Gold futures hit a record high on Friday after U.S. authorities said tariffs should be imposed on some gold bars — and some strategists say there is more upside ahead for the metal. U.S. gold futures for December delivery touched on an all-time high of $3,534.10 on Friday morning, before climbing down to trade at […]
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Global stock markets appear numb to Trump’s ‘reciprocal’ tariffs. Here’s why
Global markets have largely been indifferent to U.S. President Donald Trump’s latest tariffs, a sharp departure from the steep selloff triggered by his April 2 announcement of “reciprocal” duties, as investors grow increasingly numb to what they see as a negotiating tactic. In recent days, the U.S. rolled out new tariffs of 10% to 15% […]
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Singapore at 60: The successful city-state has big tests ahead — here’s what’s next
When Singapore gained independence in 1965 after its separation from Malaysia, few expected the small city-state — which turns 60 on Saturday — to survive. But in the decades since, the country of just 735 square kilometers — smaller than New York City — has transformed itself into one that regularly tops rankings for education […]
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Private equity investors want their money back — but it’s tied up in ‘zombie funds’
Private equity firms are struggling to sell the companies they own — and that’s locking investors’ money in aging funds with no clear exit in sight. After years of booming deal activity following the global financial crisis of 2007-2009, the PE industry is now in a holding pattern. Managers are sitting on a growing number […]
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How Meta could challenge Apple and Google to become the AI king on our devices
Key Points Meta is well-positioned to be a key player in AI across our devices as chatbots become more personalized and advanced, according to one fund manager. Access to data of 3.48 billion usesr across its family of apps such as Facebook and Instagram could be a key advantage. However, Meta doesn’t own an operating […]
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India’s $434 billion merchandise exports engine: What’s at stake after Trump doubles tariffs to 50%
India’s exports to the U.S. face a steep 50% tariff after U.S. President Donald Trump on Wednesday slapped an additional 25% duty on Indian goods over the country’s oil purchases from Russia. The extra duties — set to come into effect within 21 days — will be stacked on top of the 25% tariffs on […]
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Hedge funds, matching the market’s performance, are turning cautious with stocks at record highs
Stock-picking hedge funds climbed modestly in July, in line with the broader market, but their positioning has turned more cautious with the S & P 500 sitting near a record high. Global fundamental long-short hedge funds returned 1.5% in July on an asset-weighted basis, bringing their year-to-date gains to 7.8%, according to data from Goldman […]
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Trump is hailing the EU’s $600 billion investment pledge — but it might never happen
Key Points President Donald Trump is putting pressure on the European Union to make investments worth $600 billion in the U.S. The pledge is part of the EU-U.S. trade agreement, which also includes 15% tariffs on EU goods. The EU has said the investment will come from the private sector. U.S. President Donald Trump is […]
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