Stock Market on MacWorks

2026-04-13

Mon, 01 Jan 0001 00:00:00 +0000

CNBC — 2026-04-13#

Lead Story#

U.S. President Donald Trump initiated a naval blockade of the Strait of Hormuz after weekend peace talks with Iran collapsed in Pakistan, sending crude oil prices surging and escalating the world’s worst energy shock,,.

Markets & Economics#

Despite the Strait of Hormuz blockade and an initial 8% spike in crude oil futures, equities staged a massive comeback, with the S&P 500 jumping 1.02% to 6,886.24 to erase its Iran war losses,,. The Dow Jones Industrial Average rebounded from a 400-point deficit to close 301 points higher, while the Nasdaq Composite gained 1.23%. Treasury yields ticked lower, with the 10-year note slipping 2 basis points to 4.291%, as investors priced in hopes of a diplomatic resolution to the conflict,. On the economic front, March existing home sales fell 3.6% to a nine-month low of 3.98 million annualized units as rising mortgage rates sidelined potential home buyers,.

2026-04-10

Mon, 01 Jan 0001 00:00:00 +0000

CNBC — 2026-04-10#

Lead Story#

Rising energy prices from the Iran conflict drove March inflation to 3.3%, prompting consumer sentiment to plunge to a record low of 47.6. The economic ripples of the Middle East crisis are cementing fears that inflation may remain sticky, complicating the Federal Reserve’s path forward.

Markets & Economics#

The March CPI report shows inflation at highest level in nearly two years, with headline inflation hitting 3.3% as gasoline prices soared 21.2% over the month. Core CPI, however, rose a tamer 0.2%, suggesting underlying price pressures remain relatively contained. In response to the geopolitical shock, Consumer sentiment plunges to record low at 47.6, reflecting deep public anxiety over rising energy costs. Meanwhile, the energy sector is seeing an ‘Unnatural’ disconnect between futures and physical oil market - Rystad, as the spot price of dated Brent hit record highs above $144 earlier in the week, indicating acute scarcity of real-world barrels over the Strait of Hormuz bottleneck.

2026-04-08

Mon, 01 Jan 0001 00:00:00 +0000

CNBC — 2026-04-08#

Lead Story#

The announcement of a fragile two-week ceasefire between the U.S. and Iran sent global markets soaring and oil prices plummeting, though geopolitical skepticism remains high as both sides accuse the other of immediate violations.

Markets & Economics#

Wall Street celebrated the geopolitical de-escalation, with the Dow Jones Industrial Average ripping 1,325 points higher for its best day since April 2025, while the S&P 500 and Nasdaq Composite popped 2.51% and 2.80%, respectively. West Texas Intermediate crude crashed over 16% to $94.41 per barrel, but the physical spot price for Brent crude hovered significantly higher at $124.68, signaling that the actual supply chain disruption is far from resolved. The ceasefire abruptly shifted market expectations back toward a Federal Reserve rate cut this year, with implied odds jumping to 43% from 14% prior to the announcement. Furthermore, newly released March FOMC minutes confirmed that policymakers still anticipate rate reductions this year, provided inflation data cooperates, while acknowledging the need to remain nimble amid energy shocks. In the bond market, the 10-year Treasury yield dropped 4 basis points to 4.301% as inflation fears temporarily cooled.

2026-04-05

Mon, 01 Jan 0001 00:00:00 +0000

CNBC — 2026-04-05#

Lead Story#

Geopolitics and the energy market are dominating the tape today as President Donald Trump issued an expletive-laden ultimatum to Iran, threatening to bomb power plants and bridges if the Strait of Hormuz is not reopened by Tuesday at 8:00 P.M. ET. Despite the fiery rhetoric, there is a glimmer of de-escalation as the U.S., Iran, and regional mediators are reportedly discussing terms for a potential 45-day ceasefire brokered by Pakistan.

2026-04-06

Mon, 01 Jan 0001 00:00:00 +0000

CNBC — 2026-04-06#

Lead Story#

The market’s attention is squarely fixed on the Strait of Hormuz as President Trump set an 8 p.m. EST Tuesday deadline for Iran to reopen the critical waterway or face the decimation of its power plants and bridges. While geopolitical tensions run high, Helima Croft cast skepticism on a major diplomatic breakthrough on Morning Call as the global oil supply disruption stretches into its sixth week.

CNBC

Mon, 01 Jan 0001 00:00:00 +0000

CNBC — 2026-04-14#

Lead Story#

The S&P 500 effectively erased all losses tied to the Iran war, surging back toward all-time highs as oil prices retreated below $100 a barrel on renewed hopes for a U.S.-Iran diplomatic deal. Despite the U.S. Navy initiating a blockade of Iranian ports in the Strait of Hormuz, comments from President Donald Trump and Vice President JD Vance indicating that peace talks could soon resume have fueled a massive relief rally.

CNBC

Mon, 01 Jan 0001 00:00:00 +0000

CNBC — Week of 2026-04-04 to 2026-04-10#

Story of the Week#

Global markets were dominated by the escalating U.S.-Iran conflict that choked the Strait of Hormuz, culminating in a fragile, Pakistan-brokered two-week ceasefire that temporarily triggered a massive 1,325-point relief rally in the Dow. However, the truce immediately showed deep cracks as Iran reportedly planned cryptocurrency tolls for ships, and physical spot prices for dated Brent crude hit a record $144 a barrel, highlighting the severe and ongoing disruption to the global energy supply chain.