Ukraine Donor Fatigue: Half Of Countries Withdraw From Czech Ammunition Initiative

"Resilient" US Manufacturing Sector Surges In Face Of War, Prices Paid Up Amid the fog of war and fading 'hard' data, the final March S&P Global Manufacturing PMI printed 52.3 (a small drop from the flash 52.4 print), higher than the 51.8 print for February. “Faster growth of output in March points to encouraging resilience for US manufacturing in the face of the outbreak of war in the Middle East," according to Chris Williamson, Chief Business Economist at S&P Global Market Intelligence. The ISM Manufacturing PMI also rose from 52.4 to 52.7 -...

Parabolic Semiconductor Rally: What Breaks The Trade? Authored by Lance Roberts via RealInvestmentAdvice.com, AI Validation Fuels A Ninth Weekly Advance The headline tape made fresh history. The S&P 500 closed Friday at 7,580.06, finishing up 1.43% on the week and posting its ninth consecutive weekly gain. That’s the longest weekly winning streak since 2024, and only the 5th time since 1965 that has occurred. While markets previously saw weakness following such streaks, the 24- and 52-week outcomes were primarily positive, except in 1989. However, the Russell 2000 actually fell 0.59% to 2,919, a reminder...

Several US-allied nations have already publicly declined President Trump’s request for them to send warships to the Middle East to help open the Strait of Hormuz, which is not being tightly controlled by the Iranian military. “What does … Donald Trump expect a handful or two handfuls of European frigates to ​do in the Strait […]