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A senior U.S. official said U.S.-Iran talks have made progress but will ultimately either result in an agreement or fail to do so.
2026-07-11
A senior U.S. official said U.S.-Iran talks have made progress but will ultimately either result in an agreement or fail to do so.
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2026-07-10
Morgan Stanley global head of fixed-income research Andrew Sheets said the firm is monitoring three risks that could derail the US equity summer rally. First, renewed conflict with Iran — US strategic petroleum reserve is at historic lows, reducing t
Morgan Stanley global head of fixed-income research Andrew Sheets said the firm is monitoring three risks that could derail the US equity summer rally. First, renewed conflict with Iran — US strategic petroleum reserve is at historic lows, reducing the US ability to blunt an oil shock if hostilities escalate. Second, Federal Reserve policy — the market’s assumption that the Fed will hold rates through year-end is a key support for equities; that view could be wrong and may be reversed quickly if inflationary concerns prompt tightening. Third, weakening AI-related capex — Q2 earnings could show more cautious spending after recent softness in the stocks of large AI investors; because growth and earnings are highly tied to AI, a capex pullback would pose downside risk to market sentiment and forecasts.
2026-07-10
Musk: Starlink can now provide reliable 10Gbps symmetric transmit/receive connections anywhere in the world.
Musk: Starlink can now provide reliable 10Gbps symmetric transmit/receive connections anywhere in the world.
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