Market news, minus the noise.
Weekly recaps, market analysis, broker comparisons and education, from the Bullwaves desk.
More from the desk.
Dimon Warns Iran War Could Push Inflation and Interest Rates Higher
JPMorgan CEO Jamie Dimon warns that the Iran conflict could trigger inflation and delay rate cuts, while criticizing banking regulations.
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SpaceX Eyes a Trillion-Dollar Future as IPO Plans Build Momentum
SpaceX could be heading toward one of the biggest public listings ever. The potential IPO is drawing major attention as investors focus on valuation, Musk’s ambitions, and possible political concerns.
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Oil Jumps as Trump Revives Iran Threat
Rising geopolitical tensions push oil prices higher while global markets decline due to uncertainty over future developments.
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JPMorgan Faces Wells Fargo Loan Lawsuit
A US judge has allowed Wells Fargo’s lawsuit against JPMorgan to move forward over a troubled $481 million commercial real estate loan. The case centers on claims that warning signs were ignored before the loan was issued and sold to investors.
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Global Economy at Risk as Iran War Disrupts Energy Markets
Global economic stability is increasingly at risk as the Iran conflict disrupts energy markets and pushes oil prices higher.
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Fed May Pause Rate Cuts as Iran War Fuels Inflation
The Federal Reserve may pause rate cuts as rising oil prices driven by the Iran conflict push inflation higher, complicating economic decisions.
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Crude Oil Rises as Middle East Export Attacks Fuel Supply Fears
Oil prices moved higher as attacks on export infrastructure in the Middle East added fresh pressure to global supply concerns.
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BMW Expects Moderate Decline in Pre-Tax Profits in 2026
BMW expects a moderate decline in pre-tax profits in 2026 but remains confident in its long-term strategy, according to CEO Oliver Zipse.
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Eurozone Faces Inflation Spike Risk if Iran Conflict Escalates, ECB’s Lane Warns
Escalating tensions between the United States and Iran are shaking global markets, pushing oil prices higher and raising concerns about inflation across the eurozone.
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Oil Prices Surge Amid Iran Conflict and Fears Over Strait of Hormuz
Oil prices moved sharply higher on Monday morning as investors reacted to escalating tensions in the Middle East. The rise follows US and Israeli attacks on Iran and Tehran’s military response targeting Israel, US bases in the region, and Gulf oil-producing states.
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Toyota Motor Corporation Plans $19 Billion Share
Toyota is reportedly preparing a $19 billion share sale involving banks and insurers, marking a significant step in Japan’s corporate governance reform efforts.
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US Halts Illegal Tariffs, Introduces New 15% Duty
U.S. Customs and Border Protection will stop collecting tariffs previously ruled unlawful by the Supreme Court, while a new 15% global tariff introduced under a different legal authority takes effect.
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Nvidia Nears $30 Billion Investment in OpenAI
Nvidia is reportedly close to investing $30 billion in OpenAI as part of a record-breaking funding round that could value the AI company at around $830 billion.
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Companies delay IPOs in 2026 as volatility tests valuations
A number of firms have reduced or delayed U.S. IPO plans in 2026 as market swings and tougher valuation checks cool investor demand.
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UK selects HSBC for digital government bond pilot
The UK government has selected HSBC’s blockchain platform to power its pilot issuance of digital government bonds, marking a significant step in the tokenisation of sovereign debt. The move positions Britain at the forefront of blockchain-based capital markets innovation among G7 nations.
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Euro and Yuan Ambitions Accelerate the Dollar’s Decline
The euro and Chinese yuan are strengthening against the U.S. dollar as Europe and China push to expand the global role of their currencies. Investors are reassessing the dollar’s dominance amid shifting trade policies and geopolitical tensions.
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Japan's biggest banks ready to increase JGB holdings
Japan’s biggest banks are preparing to increase their holdings of government bonds as rising interest rates improve returns, despite higher unrealised losses. The shift could support stronger earnings in the coming years.
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Apple Beats Forecasts but Rising Costs Cast a Shadow on Margins
Apple posted record results and issued a strong outlook, but rising component costs and supply constraints are raising concerns about future margins.
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Gold, Copper and Silver Hit Record Highs
Commodities surged to fresh records as the dollar weakened and geopolitical risks increased, while markets stayed cautious amid mixed big-tech earnings and inflation concerns.
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British banks to join European rivals in hiking profit targets
Major UK banks are preparing to raise their profitability targets, following a similar move by several European lenders, as strong earnings and favorable market conditions continue to support the sector.
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