The Fed’s rate-cut calendar has been thrown into disarray as the Iran Conflict sends oil above $111, forcing markets to recalibrate their inflation outlook. BMI Pro analyzes the full implications for 2026 monetary policy and fixed income positioning.

First quarterly report under Greg Abel: operating earnings up 18%, net income roughly doubled to $10.1B, cash reserves approaching the historic $400B mark.

The latest 13F filings reveal major portfolio shifts among the world’s top investors. Buffett trimmed Apple to 22.6%, Burry loaded 80% into AI puts, and Druckenmiller opened new positions in financials. Here’s the full breakdown.

Les dernières données de flux clients de JPMorgan révèlent un changement spectaculaire du comportement de marché : les particuliers, restés

Trump extends Israel-Lebanon ceasefire, oil climbs to $95, S&P 500 hits record highs. Why markets are pricing two opposing realities at once.

Le président Trump a annoncé jeudi un cessez-le-feu de 10 jours entre Israël et le Liban. Parallèlement, des discussions indirectes

L’ETF Roundhill Magnificent Seven (MAGS) a gagné plus de 8 % cette semaine — le plus important gain hebdomadaire de

The S&P 500 just formed its first Death Cross since the pandemic. The 50-day moving average has crossed below the 200-day. Historically, this signal has preceded an average decline of 7.4% over the following 3 months. Here’s what the data shows.

Nike (NKE) a chuté de près de 30 % rien qu’en 2026, clôturant à 44,19 $ jeudi après que plus

Intel posts a quarter that leaves Wall Street speechless: 1,350% earnings surprise, Data Center revenue +22%, and guidance that analysts underestimated.