History and current fundamentals suggest this Iran-related volatility is likely another chapter in the long pattern of markets looking past conflicts.
Source: https://www.zacks.com/commentary/2885381/moving-past-geopoli…
The FOMC held the line on the federal funds rate this week, the first pause after three straight reductions. The Fed is not expected to lower rates again until June, at least according to one survey.
TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories.
The Federal Reserve’s (Fed) pivot from aggressive rate hikes to rate cuts is creating what one portfolio manager calls a “headwind to tailwind” shift for mid-cap stocks, potentially unlocking gains for companies that have already proven they can survive in a tighter monetary environment. Amy Y.
