Oil prices increased for a fourth consecutive day as US-Iran talks stalled, preventing progress on reopening the Strait of Hormuz. The ongoing deadlock keeps the strategic waterway blocked, supporting higher oil prices amid geopolitical tensions. The situation underscores ongoing risks to global energy supplies, with no immediate resolution in sight as diplomatic efforts remain paused.
Foreign investors have injected R$ 65 billion into the Brazilian stock market, with this trend expected to continue throughout 2026 due to renewed global risk appetite. Executives from major banks indicate that the influx of foreign capital is driving the market, while local investors remain on the sidelines. The sustained foreign investment highlights a shift in market dynamics amid improving global financial sentiment.
Goldman Sachs predicts global oil inventories will hit a record low due to supply chain issues and bottlenecks at the Strait of Hormuz. Daan Struyven, co-head of global commodities research, highlighted that this situation could pose upside risks to their forecasts. The forecast underscores ongoing supply constraints impacting the global oil market as of April 2026.
Comcast (CMCSA) stock surged after reporting Q1 earnings with adjusted EPS of $0.79, beating expectations of $0.73, and revenue of $31.46 billion, surpassing forecasts. Broadband customer losses narrowed to 65,000, and mobile added 435,000 lines, reaching 9.7 million. NBCUniversal revenue increased approximately 61% due to the Super Bowl and Winter Olympics. The company credited a "Legendary February" for its strong performance.
BlackRock's Rie Shigekawa warned of risks to the yen if the Bank of Japan fails to signal a June rate hike. Market expectations have diminished amid Middle East tensions, raising concerns that a lack of communication could trigger yen depreciation. Former BOJ official Sayuri Shirai emphasized that market perception of BOJ's stance is crucial for currency stability.
Japanese Finance Minister Satsuki Katayama stated she is maintaining close contact with the US regarding foreign exchange policies. She made the remarks during the Bloomberg New Voices 2026 event in Tokyo. The ongoing communication highlights Japan's active engagement with the US on FX matters amid global financial fluctuations. No specific amounts or dates were disclosed.
JPMorgan Chase’s asset management arm, managing $4.3 trillion, is preparing to invest tens of billions of dollars into private credit loans. This move follows years of deliberation and aims to expand its private credit offerings, with the strategy focusing on loans sourced by the firm’s commercial bankers. The initiative signals JPMorgan’s increased focus on private credit markets.
