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The Latest Breaking News from Mark Haefele

3 Quality Stocks to Protect Against the Stagflation Scenario 'Nobody's Really Prepared For'

These fundamentally sound mid-cap tech stocks can protect your portfolio in an uncertain scenario, according to the latest analysis from UBS.

Tech stocks surge as wave of interest in AI drives $4tn rally

Tech stocks surge as wave of interest in AI drives $4tn rally

Shares in some firms involved in AI technology more than double in value as traders bet on massive growth in industry

The Guardian - UK

Investors Shake Off Headwinds in April And Stay the Course

Investors Shake Off Headwinds in April And Stay the Course

The stock market absorbed lots of bad news in April.

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SVB's collapse could lead to 'contagion' among regional banks—but experts say it's not a systemic risk to the entire financial system

“We do not believe there is contagion risk for the rest of the banking sector on the heels of SVB's struggles,” David Trainer, CEO of the investment research firm New Constructs, told Fortune.

Forget Big Tech—Emerging market stocks will be the leaders of the next decade as India takes China's thunder, Morgan Stanley IM says

China is “at the eye of a de-globalization storm,” JPMorgan’s emerging markets specialist Jitania Kandhari said Tuesday—and India may be the biggest beneficiary. “Everything that is not working for China is working for India.”

The Fed’s favorite inflation gauge just came in lower than expected—here's what that could mean for your stock portfolio

Is a ‘goldilocks’ inflation report enough to end the bear market? Experts weigh in.

Legendary investor Mark Mobius says China’s stock market will pay the price for COVID protests

Mark Mobius says China's COVID-zero policies are here to stay, despite the protests. That could mean a 10% drop in China's markets.

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Stock Rally Doesn't Have Much Staying Power: UBS

Stock Rally Doesn't Have Much Staying Power: UBS

Equities have rebounded recently, with the S&P 500 up 8% since June 16, as investors have been bottom-fishing.

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