sector-analysis News

Private credit sector faces mounting pressure from JPMorgan crackdown
Sector Analysis
2w ago

Private credit sector faces mounting pressure from JPMorgan crackdown

Bank marks down software sector loans as major funds restrict investor withdrawals amid rising default concerns

Oil prices volatile as cargo ship struck in Strait of Hormuz
Sector Analysis
2w ago

Oil prices volatile as cargo ship struck in Strait of Hormuz

Geopolitical tensions escalate in critical shipping lane that handles 20% of global oil supply

Energy stocks volatile as Iran attacks UAE oil infrastructure
Sector Analysis
2w ago

Energy stocks volatile as Iran attacks UAE oil infrastructure

Middle East conflict escalation meets IEA strategic reserve release as markets weigh supply risks

Trump unveils $300B refinery, challenging US refiners
Sector Analysis
2w ago

Trump unveils $300B refinery, challenging US refiners

Reliance-backed 'America First Refining' would be first new US facility in 50 years, potentially squeezing margins at Valero, Phillips 66 and Marathon

Energy sector slides on G7 oil reserve release discussions
Sector Analysis
2w ago

Energy sector slides on G7 oil reserve release discussions

Coordinated 300-400M barrel release would be largest in history as Iran conflict drives prices to $114

Shipping crisis escalates as Hormuz effectively closed to container traffic
Sector Analysis
3w ago

Shipping crisis escalates as Hormuz effectively closed to container traffic

Maersk and Hapag-Lloyd reroute vessels around Africa, adding weeks to delivery times as war risk surcharges surge

Oil surges past $85 but energy stocks lag as Goldman doubts US Hormuz measures
Sector Analysis
3w ago

Oil surges past $85 but energy stocks lag as Goldman doubts US Hormuz measures

WTI climbs to highest since July 2024 while XLE underperforms, signaling market uncertainty over Iran conflict

Airline stocks plunge on Iran conflict, oil price shock
Sector Analysis
3w ago

Airline stocks plunge on Iran conflict, oil price shock

Middle East airspace closures and crude surge hammer carrier shares as travel demand faces uncertainty