The carmaker beat expectations and said the consumer is 'resilient,' with pricing holding up. That's a real-world signal that everyday spending isn't cracking yet.
The JPMorgan CEO thinks investors are underpricing risk at current levels. When the loudest bull on the American economy turns cautious, it's worth noting.
WTI crude hit $84 and gold topped $4,059. Rising oil feeds inflation and gas prices; rising gold means investors are buying insurance.
Stocks rose across the board, led by tech. The Nasdaq gained nearly 1% as chipmakers Marvell, Micron and SanDisk bounced back. The VIX, Wall Street's fear gauge, fell over 4% to 17.82, so traders are calm. Earnings are doing the heavy lifting: GM raised its guidance and pointed to a consumer that keeps spending, and 3M lifted its outlook as its turnaround shows real progress. Good news from real companies, not just Fed hopes.
The warning sign is coming from inside the house. Jamie Dimon, who runs the biggest U.S. bank, says he wouldn't buy stocks or Treasurys at these prices and thinks investors are ignoring real dangers. He has a point on two fronts: the 10-year Treasury yield is climbing toward 4.61%, which makes borrowing pricier, and the U.S.-Iran conflict is heating up again, pushing oil up 1.26%. Calm markets and rising risks rarely coexist for long. Stay alert.
3M spent years as a broken company, weighed down by lawsuits and slow-moving businesses, and its stock was a punching bag. Now management says the fix is working and raised its forecast for the year, and the stock jumped. For everyday investors it's a reminder that unglamorous industrial names can quietly turn around and reward patience, not just the flashy tech stocks.
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