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Lese-Ansicht

JPMorgan’s Ward Says Oil Could Become a Huge Tailwind for Stocks

Tumbling oil prices could become a powerful impetus for equities by reigniting a broadening of the rally that was abruptly derailed by the outbreak of the Iran conflict, according to Karen Ward from JPMorgan Chase & Co.

Vessels are seen anchored in the Strait of Hormuz, off the port city of Khasab on Oman's northern Musandam Peninsula on May 17.
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UBS’s Baweja Says AI Stumble Key to Longer European Stock Rally

Europe needs to see several conditions in place, such as a broadening of capital expenditures away from artificial intelligence, before the region can sustain its equity rally, according to Bhanu Baweja, chief strategist at UBS Group AG.

The Euronext NV stock exchange in Paris. Photographer: Nathan Laine/Bloomberg
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BAE Market Value Seen Topping $100 Billion on Defense Spending

Analysts expect BAE Systems Plc’s market value to top $100 billion for the first time as the UK defense contractor benefits from increased military spending by the US and Gulf states in the aftermath of the Iran war.

The BAE Systems booth on the exhibit floor of the Association of the US Army Defense Show in Washington, DC.
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Football Row in Africa Tests Tycoon’s Ability to Restore Trust

South African billionaire Patrice Motsepe has been lauded for cleaning up the finances of Africa’s most powerful sports organization, but a football trophy scandal has highlighted the deep mistrust that still dogs the body.

Senegal supporters clash during the Africa Cup of Nations final between Senegal and Morocco in Rabat on Jan. 18.
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