energy prices

Michigan gas prices surge to $4.86/gallon amid BP refinery outage, creating regional supply crisis beyond Iran-related global pressures.

Earnings season reveals resilient consumers and surging AI demand. All S&P 500 sectors expected positive 2026 growth for first time since 2021.

Rising gas prices from Iran tensions could boost 2027 Social Security COLA to 4%, highest since 2023, though retirees face immediate inflation pressures.

May's shareholder meetings reveal corporate strategies on AI, consumer spending, and energy markets. Major companies including PepsiCo, Amazon, and ExxonMobil address investor concerns on growth and capital allocation.

Federal Reserve's Q2 2026 inflation forecast jumps to 6.43% from 4.71% due to Iran war energy shock, eliminating 2026 rate-cut prospects amid expensive valuations.

Stock market crash risk escalates as Iran tensions trigger energy inflation, eliminating Fed rate cut expectations and threatening valuations at historic highs.

Mohawk Industries reported $117M Q1 earnings with $1.90 EPS on $2.7B sales, facing input cost inflation and residential construction weakness.

Powell's Fed faces stagflation trap: collapsing labor market and Middle East energy shocks create impossible policy choice for incoming leadership.

Fed expected to hold rates steady this week with Powell's final presser watched for inflation, yield, and geopolitical commentary before Warsh takes over.

Sonoco shares fell after Q1 earnings miss on inflation. Flat EPS of $1.20 vs. $1.38 prior year amid energy cost pressures.

U.S. stocks retreated April 20 amid Middle East tensions, with oil jumping 6% while energy stocks rallied and travel stocks declined.

Fed's inflation forecast rises to 3.58%, driven by energy prices and Middle East tensions, threatening stock market rally and delaying interest rate cuts.

European stocks surge 3.9% following ceasefire announcements, yet underlying risks persist as energy prices remain elevated and geopolitical tensions unresolved.

Stock markets surge on Iran ceasefire hopes, but elevated crude prices and infrastructure damage suggest energy costs may remain structurally higher, potentially pressuring future valuations.

$VWOB declined 5% since Iran conflict began due to Middle East bond exposure and oil disruptions. Strong 8.2% three-year returns suggest recovery potential post-resolution.

March PPI came in softer than expected at 0.5% MoM, 4% YoY. Energy spiked 8.5% from Hormuz closure, but services inflation flat suggests temporary impact.

Options markets price dramatic 30% swings for earnings this week as geopolitical tensions and supply-chain risks create rare volatility expectations across major stocks.

Federal Reserve's March meeting minutes reveal persistent inflation concerns from geopolitical tensions and tariffs, potentially forcing rate hikes instead of cuts and threatening the bull market.

U.S. inflation hit a 4-year high in March 2026 amid Iran war energy shock, limiting Fed's ability to cut rates despite contained core inflation.

Middle East conflict drives oil and gas prices higher, threatening food inflation through transportation and fertilizer costs. Major retailers face margin pressure.