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The market, the Fed and the economy are ignoring war risks, says this strategist

The Fed will eventually have to lift interest rates, no matter the official denials, argues a strategist.
Amazon, USPS strike a deal — showing they still need each other despite threats of big delivery cuts

The agreement arrives as Amazon continues to expand its warehouse network and focus on same-day deliveries.
Broadcom’s stock is rising. Here’s why its new Google and Anthropic deals are so significant.

Expanded chip agreements “put the spotlight back on Broadcom as a major winner” and could pave the way for earnings upside, analysts say.
Trump administration finalizes better-than-feared Medicare Advantage payment rate in boost to health insurers
The Trump administration will increase average Medicare Advantage payments by 2.48%, or more than $13 billion, in 2027.
3 factors that could get software stocks going again after a brutal stretch

It may not be a quick turnaround for the software sector, but here are three themes investors should monitor as they consider whether to re-engage.
Economy jolted by Iran war. Inflation bubbles up and service companies curb employment.

The largest part of the economy grew a bit slower in March as the Iran war drove up oil and other prices and companies responded by reducing employment, suggesting a rockier path for the economy until the conflict ends.
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Crude oil dropping after historic $11 surge, as negotiators race against Trump’s deadline for Iran

Oil prices are falling on Monday after President Donald Trump threatened to knock out Iran’s power plants if it doesn’t reopen the Strait of Hormuz by Tuesday.
Delta kicks off an earnings season focused on surging gas prices and the Iran war

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.



