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Bloomberg Markets
Mike Wilson, Morgan Stanley's chief US equity strategist and CIO, explains the recent market volatility is part of an ongoing rotation among cyclical and commodity sectors. He highlights that earnings revision breadth has reached unsustainably high levels, particularly in the semiconductor sector, signaling a near-term rollover. He speaks on "Bloomberg Open Interest." (Source: Bloomberg)
Bloomberg Markets
Commerzbank AG expressed fresh doubts whether the rising acceptance level of UniCredit SpA’s takeover bid is a full reflection of investor support.
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Yahoo Finance
Bloomberg Markets
David Kelly, chief global strategist at JPMorgan Asset Management, says there’s a good chance that May “will actually turn out to be the high-water mark for inflation in this cycle” as he examines what the CPI report means for Federal Reserve policy at the June meeting. (Source: Bloomberg)
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