
April is usually a strong month for stocks — but three factors now jeopardize the market rebound
Worries about Fed rate hikes and souring earnings expectations could easily trip up the market for a second straight month.
Global economic updates, market sentiment, and financial headlines.

The president has been back and forth, saying a peace deal was near to raising more threats on Iran, which shifting deadlines.

Worries about Fed rate hikes and souring earnings expectations could easily trip up the market for a second straight month.

The U.S. produces more energy than it consumes. Yet the price of oil has soared about 70% since Feb. 28, when the U.S. and Israel attacked Iran, according to LiteFinance.

FOX Business guests analyze the markets ahead of Monday's opening bell. 00:00 'STRESS IS BUILDING': Private credit CRISIS hangs over Wall Street 06:00 'SHATTERED EXPECTATIONS': Jobs report delivers STUNNING hiring surge 13:35 There is a 'GROWING EMPHASIS' on aligning faith and investments, Faith Investor Services CEO says 17:31 Monday could be a 'difficult day' for the market, expert says

When Delta Air Lines kicks off the first-quarter earnings season on Wednesday, the air carrier's results and forecast will offer a deeper look at how well U.S. customers and companies can withstand surging oil and fuel prices due to the war in Iran.

March CPI is expected to surge, with headline CPI forecast at 0.9% m/m and 3.3% y/y, driven by sharply higher gasoline prices. Gasoline's 35% price jump could add 0.5%–0.6% to CPI, amplifying inflation if elevated prices persist into April.

War headlines continue to move markets—sometimes, a lot. But investors will also watch for movement on inflation and earnings in the days ahead.

"History's in our favor" when it comes to mid-term year volatility, says Adam Lampe, though Iran and crude oil's spike add pressure to markets. Once the U.S. ends its conflict with Iran, "markets fly," Adam believes.

The latest US jobs report signals labor market resilience, but a declining labor force participation rate tempers optimism, especially as a policy rate cut is out of the picture now. With rising inflation risks, markets are penciling in a small probability of a rate hike this month.

Global growth estimates are falling as inflation inches up with the energy shock. Some of the best bets may be Latin American bonds.

Investors mistakenly think the oil shock will push central banks to tighten policy.

Value stocks have outperformed growth stocks by the biggest margin in years.

Kevin Warsh would like to start as Fed chairman yesterday, but his nomination as the head of the central bank remains in limbo.

The S&P 500 rebounded 1.6% last week, driven by dip-buyers and a strong rally in the Mag 7 stocks. Despite the bounce, underlying trends show energy sector weakness and a durable shift favoring the other 493 S&P stocks over the Mag 7 YTD.

The news doesn't stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend's biggest headlines, LIVE from New York.

We are going to need our seatbelts fastened to ride out the volatility through the rest of the year. The CNN Fear & Greed Index is in extreme fear.

The signal most investors aren't seeing … and how to find it today.

Amid the ongoing conflict in the Middle East, Peter Berezin, Chief Global Strategist and Director of Research at BCA Research, has suggested assets to consider in the current environment as uncertainty clouds the global economic outlook.

Brad Long says the latest oil spike tied to Iran is likely a temporary shock, not a lasting crisis, as infrastructure remains intact and futures point to de‑escalation. He explains why the bond market may be mispricing the risk, argues for high‑quality duration, and discusses spillover effects on commodities, trade policy, and AI‑linked supply chains.

The Senate Banking Committee will hold a hearing on April 16 to consider Kevin Warsh, President Donald Trump's nominee to lead the Federal Reserve. The hearing is moving ahead even as Sen.

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

The S&P 500 is exhibiting price action reminiscent of last year's tariff tantrum, with markets looking past current geopolitical volatility. Despite oil price spikes and Middle East tensions, the SP500 is anchoring expectations on a 2–3 week resolution of the US/Iran war, supported by the US administration's guidance and market behavior.

“If history is a guide, this is precisely the time you want to be selling memory-exposed names,” market technician says.

America's role as a major oil-and-gas exporter tempts President Trump to walk away from the Strait of Hormuz and wield leverage over others.

The labor market is holding together, but the hopeful story of reacceleration has given way to a narrower question: How much damage will the Iran war do?

The S&P 500 rallied 2.9% during the quarter's final trading session, reducing Q1 losses to 4.6%. CDS prices reversed sharply lower Tuesday, with high yield CDS sinking 21 to 385 bps.

March was a reminder that markets can shift quickly when geopolitical events begin to shape the economic outlook. Bond markets offered less stability than investors might typically expect, as renewed inflation concerns contributed to higher rate volatility.

Financial markets oscillate as investors digest new developments in Iran war. Manufacturing sector exhibits resilience.

Dividend-increase announcements in Q1 2026 reached their highest level since 2019, reflecting broad boardroom optimism despite macroeconomic uncertainty. A sharp divergence has emerged as mega-cap titans aggressively hike payouts (60%+ increase rate), while small-cap firms hoard cash in anticipation of tighter credit conditions. While most western countries remain resilient, broader dividend cuts have formed in the Asia-Pacific and Oceania regions, led by significant retreats in Hong Kong, Singapore, and Australia.

Public BDC share prices are down 15% this year, as measured by the VanEck BDC Income ETF.

The S&P 500 had its best day since May on Tuesday, which led to the index's largest weekly gain in four months and its first in six weeks. The index rose 3.4% from the previous Friday and is now 5.67% off its all-time high from January 27, 2026.

Geopolitical escalation is now impacting energy infrastructure, increasing the risk of sustained supply disruptions and keeping oil and gas prices elevated. Markets appear complacent despite rising risks - equities are weakening technically, but there is no sign of panic or capitulation typically seen at market bottoms.

For more than a decade, the hottest asset class on Wall Street was private credit and private equity funds. Private funds are not the only ones that haven't successfully managed through an extended bear market.

March jobs report shows 178,000 new positions added, tripling forecasts. Trump says tariffs are driving factory construction and economic growth.

Allianz chief economic adviser Mohamed El-Erian and Unleash Prosperity principal Phil Kerpen interpret a strong jobs report despite a war in Iran and A.I. worries on ‘Kudlow.

The U.S. military campaign against the Iranian theocracy has roiled financial markets. As a result of the incursion, oil prices are surging and are up 90%+ since the beginning of the year.

'The Big Money Show' reacts as the U.S. adds 178,000 jobs in March, almost tripling expectations and signaling strength in the labor market. #foxbusiness #bigmoneyshow 0:00 Strong Jobs Report & Economic Outlook 0:47 White House on the "Exciting" US Economy 1:35 Jobs Report vs.

Market risks don't usually announce themselves. They build quietly, beneath the surface – while everything still looks fine on the outside.

Healthcare continued to drive gains in employment, while better weather in March also helped.

Lasting tariff uncertainty and impacts from the U.S.-Iran War leads Mike Dickson to believe the Fed is stuck in interest rate limbo. The FOMC "not being able to aggressively cut" rates also keeps the committee from forecasting too far into the future.

Labor Secretary Lori Chavez-DeRemer joins ‘Varney & Co.' to break down the latest jobs report, highlight AI's impact on the workforce and outline a major push to expand 401(k) investment options. 0:00 March Jobs Report: The Headline Numbers 1:18 Federal Reserve & The Inflation Target 2:31 Labor Secretary Lori Chavez-DeRemer Reacts 3:43 The AI Productivity Boom: Jobs vs.

Average hourly earnings rose just 0.2% in March, missing expectations as analysts warn softer wage growth and rising energy prices squeeze consumers.

The U.S. Treasury bond market is getting increasingly worried about inflation.

The March Non-Farm Payrolls (NFP) report came with a major surprise: +178K vs. 60K expectations.

Ned Davis Research's Joe Kalish is interested in pivoting to Treasuries, even as the debt market wraps up a tumultuous week.

The ruling clears the way for an appeal that would threaten to delay the confirmation of Trump's pick to lead the central bank.

SpaceX, the dominant force in commercial spaceflight led by Elon Mush, has reportedly filed its intention to go public at a valuation of anywhere between $1.25 trillion and $1.75 trillion this June. That would make SpaceX the biggest IPO in history, easily surpassing the current record holder, Alibaba, which raised $22 billion in its 2024 IPO.

The U.S. added far more jobs than expected in March, a sign that the labor market and economy are more resilient than previously thought.

Investors should watch a couple of names for opportunistic entries as the energy group pulls back.