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Bloomberg

Ed Yardeni Boosts S&P Target Amid 'Unprecedented' Earnings Expectations

Edward Yardeni, president at Yardeni Research, examines "extraordinary" first-quarter earnings results as he boosts his year-end target for the S&P 500 to 8,250. He discusses the role of the consumer in driving economic resilience and says he's "not getting freaked out" by the current level of bond yields.

Leia mais: Ed Yardeni Boosts S&P Target Amid 'Unprecedented' Earnings Expectations
Bloomberg

JPM's Lakos: Dwindling Oil Inventories Could Force Reopening of Hormuz

Traffic in the Strait of Hormuz remains at a standstill, with the US President saying the ceasefire is on "massive life support". Dubravko Lakos, Global Head of Market Strategy at JPMorgan, says inventories have helped to offset to the energy shock so far, but we're now heading towards so-called "operational stress levels" that could potentially force the reopening of the Strait. Lakos joined Bloomberg's Francine Lacqua at JPMorgan's Global Markets Conference in Paris.

Leia mais: JPM's Lakos: Dwindling Oil Inventories Could Force Reopening of Hormuz
Bloomberg

General Atlantic CEO on QIA Partnership Expansion

The expansion of the partnership between Qatar Investment Authority and General Atlantic was a "great opportunity" said Chairman and CEO Bill Ford, after QIA announced it was committing $500 million to General Atlantic's global growth equity investment strategies. Ford made the comments in an interview with BTV's Joumanna Bercetche on Tuesday.

Leia mais: General Atlantic CEO on QIA Partnership Expansion
Bloomberg

JPMorgan's Sanjay Jhamna: Software Shock is Over

Private credit may have been hit by negative headlines, but inflows are unquestionably strong, says Sanjay Jhamna, Head of Global Credit Trading at JPMorgan. He says the fact that recent AI model releases did not result in a negative market reaction shows that the shock has passed for the software sector. Jhamna joined "The Pulse with Francine Lacqua" at the JPMorgan's Global Markets Conference in Paris.

Leia mais: JPMorgan's Sanjay Jhamna: Software Shock is Over