Posts by P&L Staff Posts by P&L Staff Posts by P&L Staff
Posts by P&L Staff Posts by P&L Staff Posts by P&L Staff
P&L Staff
Stocks Near Records as Tariffs Threaten Growth
Equities climbed near highs as investors downplayed inflation risk, but tariffs cloud 2025 growth prospects and energy.
Tariffs May Hit Growth More Than Inflation in 2025
Research suggests actual tariff rates trail announced levels, muting price pass-through but worsening growth and unemployment risks.
Stocks Near Records as Tariffs Seen as Growth Drag
Softer inflation supports equities, but rising Treasury yields and Venezuelan oil headlines keep policy risks elevated.
Energy Stocks Rally on Venezuela Oil Talk
Markets priced rapid Venezuela oil gains, but sanctions, capital needs, and Chevron’s stance suggest years, not months.
Venezuela’s Heavy Crude Revival Faces Sanctions and Capital Hurdles
Output has collapsed below 1 million bpd, and rebuilding may require $80B–$100B amid legal uncertainty.
Energy Stocks Jump as Trump Floats U.S. Venezuela Oil Push
Chevron, Exxon, Halliburton and SLB rallied on reopening hopes, while crude prices stayed muted amid restart risks.
Venezuela Oil Unlocking Could Take a Decade, Not Months
Trump touted rapid production, but analysts see heavy-crude challenges, political risk, and $100 billion rebuilding needs.