Real-time financial, economic, and global news with market-focused context and analysis.
Coverage spans equities, macroeconomic data, commodities, currencies, technology, politics, and global events—paired with analysis that highlights why each development matters for traders and investors. From breaking headlines to hourly market snapshots and in-depth articles, the News Hub is designed to help you stay informed, oriented, and ahead of market-moving events.
Wall Street projections that the global obesity-treatment market would climb to $150 billion or more within a decade are being revised downward. Rapid price declines in U.S. retail and direct-to-consumer channels, the launch of oral formulations and the prospect of generics have prompted analysts to lower peak-market estimates and push expected tim…
Kevin Warsh, nominated to lead the U.S. central bank, has argued for a substantial reduction in the Federal Reserve's multitrillion-dollar portfolio of Treasury and mortgage bonds. While he contends that a smaller footprint would correct distortions and allow proceeds to be used for lower rates benefiting households and small businesses, market par…
Over the past year, hedge fund allocations have moved away from North America as managers react to heightened policy uncertainty, trade tensions and a weakening U.S. dollar. Prime brokerage reports and industry commentary point to stronger flows into Asia and Europe in 2025, while demand for North America-focused strategies has moderated. Megacap s…
U.S. stock futures moved lower Monday after a dramatic drop in precious metals prompted exchanges to raise margin requirements, forcing leveraged positions to unwind. The selloff hit gold and silver miners, while energy names fell as oil prices dropped on comments suggesting de-escalation with Iran. Tech mega-cap weakness and a spike in volatility …
RBC Capital trimmed its 12-month price objective on Olin Corporation to $21 from $24 while retaining a Sector Perform rating, pointing to persistent softness across multiple business lines. The bank's analyst, Arun Viswanathan, attributed lower first-quarter EBITDA to weakness in chlorine-driven caustic production, Winchester destocking and cost in…
The Delaware Supreme Court substantially reduced the legal fees awarded to plaintiff lawyers in a suit alleging excessive director compensation at Tesla, ordering payment of $70.9 million instead of the $176.1 million previously granted. The court found the lower court erred by including the intrinsic value of returned stock options when measuring …
Shares of BYD fell to their lowest levels in about a year, spearheading a selloff across Chinese automakers after weaker-than-expected January deliveries and a shift in subsidy policy that reduces support for lower-priced vehicles. The moves have heightened investor concern that domestic demand could remain subdued, even as BYD pushes product upgra…
Boeing finalized a labor agreement with about 1,600 white-collar workers who were formerly employed by Spirit AeroSystems and were brought back into Boeing in December. The contract, approved by 85% of votes cast, runs through late 2030 and contains a $6,000 ratification bonus, annual wage increases, upgrades to medical and retirement plans, and si…
Goldman Sachs revised its European Conviction List in a February 2026 update, adding Schneider Electric, InterContinental Hotels Group, Hannover Re and CVC Capital Partners while removing EQT AB and Prysmian. The firm described the list as a set of its most differentiated buy recommendations rather than a constructed portfolio, and stressed that in…
Mizuho raised its 12-month price target for Brookfield Renewable Energy Partners (NYSE: BEP) to $31.00 from $30.00 while preserving a Neutral rating. The bank pointed to fourth-quarter funds from operations growth and robust development and M&A activity, but also highlighted concerns about negative free cash flow, liquidity metrics and nuclear proj…
Citizens has kept its Market Perform rating on Duolingo Inc. as the language-learning app rolls out character-led ads and shows improving ad monetization metrics. The stock trades near its 52-week low and, despite strong revenue growth and gross margins, the firm cites lingering user-growth uncertainty as the reason for a cautious stance. Managemen…
Chicago Mayor Brandon Johnson has issued an executive order instructing the Chicago Police Department to investigate allegations of illegal activity by federal immigration agents and to refer cases for prosecution when warranted. The order requires preservation of body-camera footage, identification of federal supervisory officers at scenes, and co…
The Kremlin said on Feb. 2 that Russia is continuing diplomatic contacts aimed at lowering tensions surrounding Iran and repeated that it had for some time offered to process or store Iran's enriched uranium. Kremlin spokesman Dmitry Peskov said the matter of Russia potentially taking Iranian enriched uranium has been discussed for a long time and …
Citizens maintained its Market Outperform rating and $160 price target on Roku, citing the company's sizable U.S. audience reach, multiple monetization levers and disciplined cost profile. The firm flagged partnerships, premium subscriptions, The Roku Channel engagement, Roku Ads Manager uptake and international monetization as growth catalysts whi…
Citizens has reaffirmed its Market Outperform rating and $23.00 price target on LendingClub (NYSE: LC) after the company's fourth-quarter results and 2026 guidance. The brokerage highlighted what it sees as a misreading by some investors of how LendingClub would mark its loan portfolio, and called the ensuing share decline an attractive entry point…
Citizens has maintained its Market Perform rating on SoFi Technologies (SOFI), pointing to the company’s customer acquisition strengths, favorable unit economics versus incumbents, and a pipeline of innovation that includes digital assets and tokenization. The stock is trading above its Fair Value with a high P/E, and recent quarterly results showe…
Citi Research raised its ratings on Anglo American and Teck Resources to Buy from Neutral, citing the pair's proposed merger and a resulting substantial tilt toward copper as central to higher valuations. The brokerage set new target prices for both companies, laid out pro forma production and earnings expectations for the combined group, and quant…
Citizens has reiterated its Market Outperform rating and maintained a $24.00 price target on Kura Oncology (KURA). The target implies nearly 200% upside from the current share price of $8.12 and follows the company’s recent 2026 outlook presentation and early commercial activity for KOMZIFTI. Citizens highlighted Kura’s robust pro forma cash balanc…
Talks to create an equal crude and fuel trading joint venture between Indian Oil Corp (IOC) and global trader Vitol have been postponed after both sides failed to agree on several contractual clauses, including the portion of IOC’s crude purchases to be managed by the JV and the timing and tenure of an exit clause. The planned Singapore-based ventu…
Great Lakes Dredge & Dock (GLDD) trades at a reasonable multiple against a $1B+ backlog, improving margins and favorable industry tailwinds. We upgrade to a buy with a mid-term target of $18.00 and a protective stop at $13.50.
Japanese retail investors poured just over 2 trillion yen into major foreign asset funds in January 2026, a slight increase from the same month a year earlier, according to Bank of America. The early-year rush reflects seasonal use of NISA allowances and a reallocation toward gold and global funds amid rising concern about inflation and fiat curren…
Investors face a packed week: the U.S. monthly jobs report will arrive alongside a wave of high-profile corporate results, led by Alphabet and Amazon, while Eli Lilly's quarterly update will shed light on the lucrative obesity-drug market. A sharp retreat in gold and silver has already altered market mood, and incoming labor data could influence Fe…
On Jan 31 a U.S. district judge in Minneapolis declined to pause a Department of Homeland Security-led immigration enforcement operation that state officials say has produced widespread civil-rights abuses. The Minnesota Attorney General's lawsuit sought court intervention after the deployment of thousands of federal agents to Minneapolis-St. Paul,…
Hedge fund exposures remain heavily biased to the downside, putting pressure on equity markets if trend-following CTAs and dealer dynamics trigger forced selling. Goldman Sachs and Bank of America strategists point to near-term sell trigger levels for the S&P 500, Germany's DAX and the Euro Stoxx 50, and highlight that dealer gamma positioning in t…
UBS expects UK equities to lag their Eurozone counterparts in 2026. The brokerage points to a narrow base of 2025 gains, elevated valuations and a UK economy that faced subdued growth and persistent inflation last year. By contrast, UBS highlights marginally stronger growth expectations, more attractive valuations and manufacturing exposure in the …
