US seizes Venezuelan oil, impacting China's $10B+ debt & 4.4B barrel stake. Diplomatic dance looms.
SPX flat, Dow up 0.55%, Nasdaq down 0.57%. Chip stocks dump, AI rotation to small caps. Defense & energy rally.
LMT surges 26% despite buyback ban; $1.5T budget & Patriot missile boost revenue. P/S 1.59x, analysts see 15% upside.
Sterling’s recent gains may be premature, with Commerzbank warning UK-EU rapprochement will be slow and conditional, while Danske Bank says weak UK growth and potential BoE easing leave the pound vulnerable, especially against the euro.
Futures flat pre-jobs report & tariff news. Traders shed risk, yields & dollar consolidate. S&P 500 eyes 7000.
PLTR dips amid speculation, but analysts see 30% upside & strong AI growth. High valuation justified by Rule of 40.
Global economy 2.7% growth forecast, down from last year. Tariffs & tensions weigh, but resilience seen. US growth slows to 1.9% in 2025.
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