Stock Research

Investors are recalibrating their strategies in response to renewed geopolitical uncertainty, crafting a fresh “Trump trade” playbook as markets react to shifting dynamics around US-Iran tensions, oil prices, and global monetary policy. With inflation and interest rate trajectories increasingly difficult to predict, many investors are stepping away from long-term positioning and instead focusing on short-term… Continue reading How investors position for new Trump trades after Iran truce

UK large-cap and mid-cap shares jumped on Wednesday after a breakthrough agreement between the United States and Iran on a temporary ceasefire lifted investor sentiment globally. The development triggered a broad-based rally in equities while sharply reducing oil prices. The benchmark FTSE 100 rose 3.09%, reaching its highest level since March 3. Meanwhile, the mid-cap… Continue reading FTSE 100 climbs 3% after US-Iran ceasefire lifts Global markets

Global financial markets surged on Wednesday after the United States and Iran agreed to a temporary two-week ceasefire, easing fears of prolonged disruption to energy supplies and sending crude prices sharply lower. The announcement, which raised hopes of a reopening of the Strait of Hormuz, a key artery for global oil trade, triggered a broad-based… Continue reading US-Iran truce sparks global rally, but uncertainity keeps analysts cautious

Dow futures surged in early trading on Wednesday after Washington and Tehran agreed to a two-week ceasefire, easing fears of a broader regional conflict and triggering a cross-asset relief rally. Oil tumbled, Treasury yields eased and volatility gauges retreated as investors rotated back into risk assets. The rebound rippled through Asia and Europe, while traders… Continue reading Dow futures surge 1,000 points: 5 things to know before market opens

Volatility-driven investors, the biggest sellers of US equities in March, may be close to exhausting the sharpest phase of their risk reduction, according to Nomura. The bank said systematic strategies tied to realised volatility, including commodity trading advisers and volatility-control funds, had already cut a large amount of equity exposure during the recent bout of… Continue reading Volatility funds near end of selling spree, Nomura sees stock bounce

Rolls-Royce share price surged by 10% on Wednesday, reaching its highest point since March 12. It has soared by 16% from its lowest point this year.   The main reason for the ongoing rally is the ceasefire between the United States and Iran, which started today. This ceasefire has led to a significant plunge in crude… Continue reading Here’s why the Rolls-Royce share price is soaring today

Close Brothers stock surged on Wednesday after the specialist lender said the expected cost of the UK motor finance redress scheme would be broadly in line with money it had already set aside, easing investor concern after a recent short-seller attack. The stock rose as much as 23% in early trading, with mid-morning gains still… Continue reading Close Brothers stock jump 23% as $430M redress eases fears

European oil and gas shares fell sharply on Wednesday after the United States and Iran agreed to a two-week ceasefire, sending crude prices lower and prompting investors to unwind positions in a sector that had surged on fears of prolonged supply disruption. The region’s oil and gas index dropped 4.3%, putting it on course for… Continue reading Shell, BP, TotalEnergies fall as oil slumps on Iran ceasefire

CoreWeave stock (NASDAQ: CRWV) has become one of the more closely watched trades in the AI boom. The company sits in a sweet spot of the market, renting out access to Nvidia-powered computing infrastructure as demand for AI training and inference keeps rising. But the same story that made investors excited is also what is… Continue reading This Nvidia-backed stock is down 42% this year: should you buy?