The Iran conflict caused a historic oil supply shock, pushing oil prices up by 39%. Analysts now recommend buying shares in oil companies, particularly the State Street Energy Select Sector SPDR ETF (XLE), expecting prices to retract to around $80 in April but remain above pre-war levels. This outlook suggests continued strength for oil stocks despite some risks like reduced safety margins and sector concentration. Investors should watch for these dynamics as the market adjusts post-conflict.
State Street Investment Management has filed for four new ETFs targeting the energy, technology, consumer staples, and consumer discretionary sectors. These new ETFs differ from existing ones by using uncapped S&P 500 sector indexes, allowing more co...
The Q2 2026 earnings season is expected to show strong growth with the S&P 500 projected to deliver a 23.3% earnings increase, led by technology and energy sectors. Tech gains are fueled by AI investments and semiconductor demand, while energy benefi...
