StreetInsider.com News Articles

Goldman Sachs sees macro risks rising as oil volatility increases

Mon, 27 Jul 2026 12:08:12 -0400

Investing.com -- Goldman Sachs reported that markets remained rangebound last week despite increased volatility. Oil prices rose 30% over three weeks before dropping sharply Monday after the US and Iran paused hostilities.

The bank noted that earnings from US mega cap technology stocks raised concerns about AI capital expenditures and caused a pullback in technology equities. The European Central Bank kept rates unchanged at 2.25%, but higher energy prices and strong activity data increased the likelihood of a rate hike in September.

This week brings policy decisions from the Federal Reserve, Bank of England and Bank of Japan, along with the busiest

Goldman Sachs sees macro risks rising as oil volatility increases

Mon, 27 Jul 2026 12:08:12 -0400

This week brings policy decisions from the Federal Reserve, Bank of England and Bank of Japan, along with the busiest

Goldman Sachs sees macro risks rising as oil volatility increases

Mon, 27 Jul 2026 12:08:12 -0400

This week brings policy decisions from the Federal Reserve, Bank of England and Bank of Japan, along with the busiest

Goldman Sachs sees macro risks rising as oil volatility increases

Mon, 27 Jul 2026 12:08:12 -0400

This week brings policy decisions from the Federal Reserve, Bank of England and Bank of Japan, along with the busiest

Goldman Sachs sees macro risks rising as oil volatility increases

Mon, 27 Jul 2026 12:08:12 -0400

This week brings policy decisions from the Federal Reserve, Bank of England and Bank of Japan, along with the busiest

Jefferies reports shipping decline through Strait of Hormuz

Thu, 09 Jul 2026 07:34:41 -0400

Investing.com -- Jefferies reported that daily commercial vessel movement through the Strait of Hormuz fell 19% over the past week. Current traffic stands at 25 vessels compared to pre-conflict levels of 120 vessels.

Freight rates dropped 30% during the week but remain approximately double their levels from the start of the conflict. About 800 million barrels of crude inventories have been drawn down since the conflict began.

Singapore gross refining margins reached $21 per barrel over the past week, compared to $5 per barrel at the end of February. Gasoline, diesel, and aviation fuel cracks are currently at $29, $49, and $44

Jefferies reports shipping decline through Strait of Hormuz

Thu, 09 Jul 2026 07:34:41 -0400

Oil's H2 track record: 60% win rate masks midterm-year drag

Thu, 09 Jul 2026 05:38:52 -0400

Investing.com - WTI crude futures slipped to $73.02 on Thursday, down 0.68% ahead of the NYSE open, capping a round-trip that encapsulates everything volatile about oil's second-half history: a geopolitical spike to above $126 per barrel in late April 2026 following the Iran-war Strait of Hormuz closure, then a full retreat to around $72 by early July as shipping normalized.

For traders and energy-sector investors, the setup heading into H2 2026 sits at the crossroads of two competing forces that have defined second-half crude markets for two decades: seasonal demand tailwinds from peak-summer consumption, and a structural tendency for supply additions

Oil's H2 track record: 60% win rate masks midterm-year drag

Thu, 09 Jul 2026 05:38:52 -0400

Oil's H2 track record: 60% win rate masks midterm-year drag

Thu, 09 Jul 2026 05:38:52 -0400

Oil's H2 track record: 60% win rate masks midterm-year drag

Thu, 09 Jul 2026 05:38:52 -0400

Gas prices fall 46 cents from April highs but consumer confidence still hits decade low, missing forecasts

Tue, 07 Jul 2026 08:31:49 -0400

Investing.com - American consumers grew modestly more optimistic in June as gasoline prices retreated sharply from spring peaks, though the mood lift was narrow enough that one Conference Board economist summed it up bluntly: "It's not that things are getting better. Things are getting less bad."

The Conference Board Consumer Confidence Index edged up to 91.2 in June from a downwardly revised 90.6 in May, missing the economists' consensus forecast of 94.2 and logging the lowest June reading in over a decade. For context, the index had tumbled to a trough of approximately 85.7 in April — its weakest level since

Gas prices fall 46 cents from April highs but consumer confidence still hits decade low, missing forecasts

Tue, 07 Jul 2026 08:31:49 -0400

Gas prices fall 46 cents from April highs but consumer confidence still hits decade low, missing forecasts

Tue, 07 Jul 2026 08:31:49 -0400

Goldman Sachs sees consumer spending weakness ahead in US and Europe, cuts Brent forecast to $80 from $90

Wed, 17 Jun 2026 07:04:54 -0400

Investing.com -- Goldman Sachs warned that consumer spending headwinds remain despite recent improvements in energy markets and resilient spending patterns.

The bank's economists noted that while an interim US-Iran peace deal has reduced upside risks to energy prices, several factors point to potential weakness in consumer spending in the coming months. Goldman Sachs oil strategists now expect Brent crude to fall to $80 per barrel in the fourth quarter of 2026, down from a previous forecast of $90.

The bank identified three reasons for concern about real income and consumer spending. First, while gasoline prices rose quickly after the start of the

Goldman Sachs sees consumer spending weakness ahead in US and Europe, cuts Brent forecast to $80 from $90

Wed, 17 Jun 2026 07:04:54 -0400

Investing.com -- Goldman Sachs warned that consumer spending headwinds remain despite recent improvements in energy markets and resilient spending patterns.

The bank identified three reasons for concern about real income and consumer spending. First, while gasoline prices rose quickly after the start of the

Goldman Sachs sees consumer spending weakness ahead in US and Europe, cuts Brent forecast to $80 from $90

Wed, 17 Jun 2026 07:04:54 -0400

Investing.com -- Goldman Sachs warned that consumer spending headwinds remain despite recent improvements in energy markets and resilient spending patterns.

The bank identified three reasons for concern about real income and consumer spending. First, while gasoline prices rose quickly after the start of the

Wolfe Research eyes Fed Chair Warsh communication at meeting today

Wed, 17 Jun 2026 06:57:58 -0400

Investing.com - The Federal Reserve is set to release its interest rate decision and updated Summary of Economic Projections today at 2pm ET at the June FOMC meeting. Consensus expectations are that the central bank will hold rates steady, according to Wolfe Research.

The research firm said the most important aspect of the meeting will be newly appointed Fed Chair Warsh's communication style on topics including stickier inflation and how the Fed views the fall in oil prices from the resolution of the Iran war, whether the balance sheet will continue to expand, and potential changes in communication methods for the

Wolfe Research eyes Fed Chair Warsh communication at meeting today

Wed, 17 Jun 2026 06:57:58 -0400

Wolfe Research eyes Fed Chair Warsh communication at meeting today

Wed, 17 Jun 2026 06:57:58 -0400

Wolfe Research eyes Fed Chair Warsh communication at meeting today

Wed, 17 Jun 2026 06:57:58 -0400

Wolfe Research eyes Fed Chair Warsh communication at meeting today

Wed, 17 Jun 2026 06:57:58 -0400

Jefferies sees improved outlook for Indian oil marketing firms

Mon, 15 Jun 2026 08:06:37 -0400

Investing.com -- Jefferies said peace in the Middle East should gradually normalize energy prices, creating better conditions for Indian oil marketing companies.

Marketing losses on petrol and diesel at Spot Brent have narrowed to Rs (-) 2 per liter and Rs (-) 11 per liter. The firm said marketing margins at Spot Brent will rise above normal levels assuming standard gross refining margins. This may lead to some increase in excise duties that were lowered in March.

BPCL and IOCL shares are down 19% and 23% respectively since the start of the conflict. Jefferies said these stocks offer strong risk-reward opportunities.

Singapore gross

Jefferies sees improved outlook for Indian oil marketing firms

Mon, 15 Jun 2026 08:06:37 -0400

Investing.com -- Jefferies said peace in the Middle East should gradually normalize energy prices, creating better conditions for Indian oil marketing companies.

BPCL and IOCL shares are down 19% and 23% respectively since the start of the conflict. Jefferies said these stocks offer strong risk-reward opportunities.

Singapore gross

Barclays: US-Iran Deal Progress Could Broaden Global Equity Performance

Fri, 29 May 2026 05:32:32 -0400

Investing.com -- Global equities continue to reach new highs, supported by headlines indicating progress toward a US-Iran deal, according to Barclays. The bank notes that strong earnings momentum and stabilizing interest rates provide key support for equities, though current strength remains concentrated in US markets, artificial intelligence, and semiconductor sectors.

European markets have rebounded recently on hopes for peace but remain below their February 27 highs, Barclays said. The STOXX Europe 600 and EURO STOXX 50 indices are still trading beneath those levels, while the S&P 500 has climbed 9% above its late February peak.

Barclays believes confirmation of a deal aimed