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IRAN ARMED FORCES SAY THEY ARE MANAGING STRAIT OF HORMUZ AND CONTROL IT INTELLIGENTLY

2026-04-08

IRAN ARMED FORCES SAY THEY ARE MANAGING STRAIT OF HORMUZ AND CONTROL IT INTELLIGENTLY

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2026-04-08

The U.S.-Iran cease-fire announced Tuesday has slightly increased investors expectations for a Federal Reserve rate cut this year. However, the end of the conflict removes the worst-case scenario of demand destruction from supply-chain disruptions, l

The U.S.-Iran cease-fire announced Tuesday has slightly increased investors expectations for a Federal Reserve rate cut this year. However, the end of the conflict removes the worst-case scenario of demand destruction from supply-chain disruptions, leaving inflation pressures largely intact. Nick Timiraos notes that energy and goods prices remain elevated, financial conditions are easing, and the labor market is resilient, making it harder for the Fed to justify near-term easing despite improved growth prospects.
2026-04-08

HONG KONG SEMICONDUCTOR STOCKS EXTEND GAINS: HUA HONG SEMICONDUCTOR +16%, SMIC +11%

HONG KONG SEMICONDUCTOR STOCKS EXTEND GAINS: HUA HONG SEMICONDUCTOR +16%, SMIC +11%
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