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Daily 2026-04-14
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All metrics are as of the latest market close.
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<table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
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<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="" width="100%">
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<table border="0" cellpadding="0" cellspacing="0" style="color:#000000;font-family:Inter,sans-serif;font-size:13px;line-height:22px;table-layout:auto;width:100%;border:none;" width="100%">
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<td class="s22">
S&P 500
</td>
<td class="s23">
1.01% ▲
</td>
<td class="s24">
6,886
</td>
</tr>
<tr>
<td class="s22">
GOLD
</td>
<td style="font-size:12px;color:#EA3459;font-weight:500;font-family:Trispace,monospace;width:30%;vertical-align:baseline;padding:10px 0 0 0">
0.46% ▼
</td>
<td class="s24">
$4,765
</td>
</tr>
<tr>
<td class="s22">
BITCOIN*
</td>
<td class="s23">
3.37% ▲
</td>
<td class="s24">
$73,139
</td>
</tr>
<tr>
<td colspan="3" style="font-size:10px;font-family:Trispace,monospace;color:#7F879C;padding:0">
*24-hour change
</td>
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<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="" width="100%">
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<td align="left" style="font-size:0px;padding:10px 25px;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;word-break:break-word;">
<div style="font-family:Inter,sans-serif;font-size:1px;line-height:1.5;text-align:left;color:#000000;">
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<td class="s20">
<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="" width="100%">
<tbody>
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<td align="left" class="s9">
<table border="0" cellpadding="0" cellspacing="0" style="color:#000000;font-family:Inter,sans-serif;font-size:13px;line-height:22px;table-layout:auto;width:100%;border:none;" width="100%">
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<td class="s22">
FTSE 100
</td>
<td style="font-size:12px;color:#EA3459;font-weight:500;font-family:Trispace,monospace;width:30%;vertical-align:baseline;padding:10px 0 0 0">
0.19% ▼
</td>
<td class="s24">
10,580
</td>
</tr>
<tr>
<td class="s22">
BRENT OIL
</td>
<td class="s23">
3.06% ▲
</td>
<td class="s24">
$98.11
</td>
</tr>
<tr>
<td class="s22">
US BONDS*
</td>
<td class="s23">
0.01% ▼
</td>
<td class="s24">
4.30%
</td>
</tr>
<tr>
<td colspan="3" style="font-size:10px;font-family:Trispace,monospace;color:#7F879C;padding:0">
*10-year government yield
</td>
</tr>
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</td>
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<div style="font-family:Inter,sans-serif;font-size:14px;font-weight:700;line-height:1.5;text-align:left;color:#181c25;">
WALL STREET FEAR GAUGE INDEX
(
<a style="font-weight:400;font-family:Trispace,monospace">
VIX
</a>
)
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<p data-block-key="10zqs">
🫸 Oil prices popped higher as the US imposed a blockade on Iran
</p>
<p data-block-key="3m6n1">
💰 Goldman’s profits sounded the opening bell on earnings season
</p>
<p data-block-key="a2anr">
<b>
👀
</b>
Eight stocks to watch – and one that stands out above the rest
</p>
<p data-block-key="dmr6f">
<b>
👇 Keep reading to find out
more
</b>
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👀
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Today's headlines
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Straitjacket
</span>
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<p data-block-key="lnmxb">
<b>
What’s going on here?
</b>
</p>
<p data-block-key="bstb9">
The price of oil ramped up on Monday, as the US military launched an operation to restrict the movement of ships through the Strait of Hormuz.
</p>
<p data-block-key="bqbbh">
<b>
What does this mean?
</b>
</p>
<p data-block-key="a835b">
The American Navy was ordered over the weekend to – starting Monday – stop any ships from entering or leaving Iran’s ports,
while allowing vessels from other countries to keep moving through the channel.
</p>
<p data-block-key="bj9hn">
► The US says it’s aiming to squeeze the strait-side country’s economy without choking global oil supply. But Iran has warned that if its cargo docks are blocked, it’ll close the Strait to
<i>
everyone
</i>
.
</p>
<p data-block-key="eguto">
🔺 The benchmark “Brent” oil price jumped to around $100 per barrel – and some say it could pop to $150 if this blockade sticks around.
</p>
<p data-block-key="1ap69">
<b>
Why should I care?
</b>
</p>
<p data-block-key="5o0fq">
<b>
<i>
The bigger picture:
</i>
</b>
<i>
This could drag on a while.
</i>
</p>
<p data-block-key="ev8qe">
The US is trying to pressure Iran enough for the country to give in to its demands, while not imposing a heavy toll at home – or on any American allies. That might be easier said than done, though. For one thing, Iran has faced tight sanctions for decades, so it’s used to doing business under strain. For another, the
country’s real leverage is in its grip on one of the world’s most critical energy chokepoints.
</p>
<p data-block-key="ditk2">
⚠️ Iran may gamble that an extended disruption would batter everyone else’s economy more than its own. And that could leave markets – and the world – facing a deeper and more prolonged energy crisis.
</p>
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<h2 data-block-key="xnoxs">
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What you probably haven’t seen is how quietly
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<span class="s33">
Eight Stocks Just Made Bloomberg’s List (And One Of Them Stands Out Above The Rest)
</span>
</mj-raw>
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<div class="s30">
<p data-block-key="pr7ai">
Bloomberg Intelligence just put out a list of ten
<a>
stocks
</a>
its analysts are most excited about this quarter.
</p>
<p data-block-key="1v8oo">
And I’ve gone through their picks, broken down
the analysis in plain English, and layered in
<a>
my own take
</a>
– what I like, and what gives me pause.
</p>
<p data-block-key="f8ob9">
I’ve focused on the
<a>
eight names
</a>
the report is genuinely positive on, skipping the two with murkier outlooks.
</p>
<p data-block-key="e5dbv">
Markets are messy right now – tariffs, recession fears, the works – so being really
<a>
choosy about stocks
</a>
is important.
</p>
<p data-block-key="49f5h">
That’s today’s Insight:
<a>
eight stocks to watch, and the one that stands out above the rest
</a>
.
</p>
<p data-block-key="64dab">
<a>
<b>
Read or listen to the Insight here
</b>
</a>
</p>
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Theodora Lee Joseph, CFA
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<mj-raw>
<span class="s18">
📈
</span>
<span class="s19">
Chart Of The Day
</span>
</mj-raw>
</div>
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<mj-raw>
<span class="s18">
👀
</span>
<span class="s19">
Today's headlines
</span>
</mj-raw>
</div>
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<mj-raw>
<span class="s33">
Glitter Like Gold(man)
</span>
</mj-raw>
</div>
</td>
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<div class="s30">
<p data-block-key="ev85w">
<b>
What’s going on here?
</b>
</p>
<p data-block-key="9a692">
<b>
Goldman Sachs
</b>
just reported its shiniest quarter in five years, but a lot of that sparkle came from one place: trading.
</p>
<p data-block-key="fdahg">
<b>
What does this mean?
</b>
</p>
<p data-block-key="d3h3l">
When markets get messy, traders get busy. And with clients scrambling to chop and change their investments as geopolitical tensions heat up,
Goldman’s trading desks were putting in the hours. The investment bank raked in $5.6 billion in profit, up 19% from a year ago and comfortably ahead of expectations. A big chunk of that came from stock trading alone, which brought in $5.3 billion of the firm’s $17.2 billion in revenue.
</p>
<p data-block-key="ctcc0">
🔻 But it wasn’t all champagne and bonuses. Trading in commodities, currencies, and bonds fell 10% to $4 billion – a big letdown, given that analysts had been expecting a 10%
<i>
rise
</i>
.
</p>
<p data-block-key="2o74n">
► That outcome does make sense, though, given what’s been going on. Higher energy prices have been fueling fears that inflation could stick around – so where folks once bet on interest rate
<i>
cuts
</i>
, they’re now suddenly bracing for borrowing costs to stay high or move even higher. And that left a lot of people holding losing bets, including several who work at Goldman.
</p>
<p data-block-key="8stmr">
<b>
Why should I care?
</b>
</p>
<p data-block-key="9cec5">
<b>
<i>
For markets:
</i>
</b>
<i>
If ever there was a week for sporting a monocle…
</i>
</p>
<p data-block-key="barf3">
Goldman’s results are just the opening act. Several big Wall Street names will be opening their books this week:
<b>
BlackRock
</b>
,
<b>
Citigroup
</b>
,
<b>
JPMorgan
</b>
, and
<b>
Wells Fargo
</b>
on Tuesday, and
<b>
Bank of America
</b>
and
<b>
Morgan Stanley
</b>
on Wednesday. And over the next few weeks, plenty of other big companies will follow.
</p>
<p data-block-key="bl67h">
► Across the
<b>
S&P 500,
</b>
earnings are expected to rise 12.6% on average compared to a year ago. If they do, that’ll mark the sixth straight quarter of double-digit growth. That’d be great news for investors: profit growth helps prop stock prices up.
</p>
</div>
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<div style="font-family:Inter,sans-serif;font-size:14px;font-weight:bold;line-height:1.5;text-align:left;color:#000000;">
You might also like ⇢
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<mj-raw>
<span class="s18">
✨
</span>
<span class="s19">
Sarah's Digest
</span>
</mj-raw>
</div>
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</tr>
<tr>
<td align="left" class="s5">
<div class="s37">
Emarketer expects Meta’s ad tools and expanding inventory to push it into the top spot by 2026, as more ad spend concentrates on the biggest platforms.
</div>
</td>
</tr>
<tr>
<td align="left" class="s36">
<div class="s30">
🛒
<a>
Tesco Taps Adobe’s AI To Get Smarter With Clubcard Data
</a>
</div>
</td>
</tr>
<tr>
<td align="left" class="s5">
<div class="s37">
By pairing Adobe’s AI with insights from 24 million Clubcard households, Tesco wants sharper personalization across channels to sell more and deepen digital engagement.
</div>
</td>
</tr>
<tr>
<td align="left" class="s36">
<div class="s30">
📈
<a>
TSMC’s AI Chip Pipeline Keeps Setting Profit Records
</a>
</div>
</td>
</tr>
<tr>
<td align="left" class="s5">
<div class="s37">
Investors are watching this week’s guidance and capex plans for proof that AI demand can stay ahead of supply-chain risks.
</div>
</td>
</tr>
</tbody>
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<table border="0" cellpadding="0" cellspacing="0" class="s4" role="presentation" width="100%">
<tbody>
<tr>
<td align="left" class="s31">
<div class="s17">
<mj-raw>
<span class="s19">
Finimize Awards
</span>
</mj-raw>
</div>
</td>
</tr>
</tbody>
</table>
</div>
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</td></tr></table>
<![endif]-->
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<td align="center" class="s34">
<table border="0" cellpadding="0" cellspacing="0" class="s10" role="presentation">
<tbody>
<tr>
<td class="s11">
<a target="_blank">
<img alt="Finimize Awards" class="s12" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Ffinimize-img.imgix.net%252Fhttps%253A%252F%252Fchivas-assets.s3-eu-west-1.amazonaws.com%252Fstatic%252Fimages%252Ffinancial_awards_are_broken_brighter.original.png%253Ffit%253Dclip%2526h%253DNone%2526ixlib%253Dpython-3.1.2%2526w%253D768%2526s%253D24cd4f204cd3de54b55af4f6d112a501/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZmaW5pbWl6ZS1pbSIsInRpbWUiOjE3NzYxMTk3MzMuMzQwNDgyfQ:1wCPsT:hhypLyP5icrFCHgfpjxyl341B9Ocf6RrhUODGlh6o58" width="568"/>
</a>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
<tr>
<td align="left" style="font-size:0px;padding:0;padding-right:0;padding-bottom:16px;padding-left:0;word-break:break-word;">
<div class="s30">
<h3 data-block-key="hyeek">
Financial service awards aren’t usually earned – they’re bought.
</h3>
<p data-block-key="63or8">
Big names – you know the ones – have the money to make sure they end up with the trophies. That’s not fair.
</p>
<p data-block-key="5sbtu">
Help us fix a broken system.
</p>
<p data-block-key="47in9">
Cast your
<a>
vote here
</a>
and decide who's really earned some recognition.
</p>
</div>
</td>
</tr>
<tr>
<td align="left" style="font-size:0px;padding:16px 0;word-break:break-word;">
<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="border-collapse:separate;line-height:100%;">
<tbody>
<tr>
<td align="center" bgcolor="#204CE9" role="presentation" style="border:1px solid #030303;border-radius:1000rem;cursor:auto;mso-padding-alt:10px 25px;background:#204CE9;" valign="middle">
<a style="display:inline-block;background:#204CE9;color:#ffffff;font-family:Inter,sans-serif;font-size:13px;font-weight:700;line-height:1.2;margin:0;text-decoration:none;text-transform:none;padding:10px 25px;mso-padding-alt:0px;border-radius:1000rem;" target="_blank">
<span class="s7">
Vote here
</span>
</a>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
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<![endif]-->
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<tbody>
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<td align="left" class="s31">
<div class="s17">
<mj-raw>
<span class="s18">
🖋️
</span>
<span class="s19">
Quote of the day
</span>
</mj-raw>
</div>
</td>
</tr>
</tbody>
</table>
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<![endif]-->
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<![endif]-->
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<table border="0" cellpadding="0" cellspacing="0" class="s4" role="presentation" width="100%">
<tbody>
<tr>
<td align="left" class="s5">
<div class="s30">
<strong>
"We will either find a way or make one."
</strong>
– Hannibal Barca (a Carthaginian general)
</div>
</td>
</tr>
</tbody>
</table>
</div>
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<![endif]-->
<div class="s25">
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<tbody>
<tr>
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<table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:568px;">
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<table border="0" cellpadding="0" cellspacing="0" class="s4" role="presentation" width="100%">
<tbody>
<tr>
<td align="left" class="s31">
<div class="s17">
<mj-raw>
<span class="s18">
🎯
</span>
<span class="s19">
On Our Radar
</span>
</mj-raw>
</div>
</td>
</tr>
</tbody>
</table>
</div>
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</td></tr></table>
<![endif]-->
</td>
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<![endif]-->
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<td class="s20">
<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="" width="100%">
<tbody>
<tr>
<td align="left" class="s29">
<div class="s30">
<p data-block-key="aaghi">
<b>
1. Ouch.
</b>
The brave souls searching for the
<a>
world’s most painful sting
</a>
in the name of science.
</p>
<p data-block-key="92ha0">
<b>
2. Orbán out.
</b>
In a big shift, the Hungarian populist
<a>
lost in a landslide
</a>
.
</p>
<p data-block-key="7ipr5">
<b>
3. Sticky situation.
</b>
Don’t mess with
<a>
the maple
</a>
.
</p>
</div>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
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<![endif]-->
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<table border="0" cellpadding="0" cellspacing="0" class="s4" role="presentation" width="100%">
<tbody>
<tr>
<td align="left" class="s5">
<div class="s30">
Stay classy, Sarah 😉 This issue of the Daily Brief was curated by
<a style="color:inherit;font-weight:inherit">
Russell
</a>
and
<a style="color:inherit;font-weight:inherit">
Linda
</a>
. Got an idea? A question?
<a>
Get in touch
</a>
.
</div>
</td>
</tr>
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</div>
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<![endif]-->
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<![endif]-->
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<td style="direction:ltr;font-size:0px;padding:0 16px;text-align:center;">
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<![endif]-->
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<tbody>
<tr>
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<table border="0" cellpadding="0" cellspacing="0" class="s4" role="presentation" width="100%">
<tbody>
<tr>
<td align="left" class="s31">
<div class="s17">
<mj-raw>
<span class="s18">
💌
</span>
<span class="s19">
THAT WAS GREAT FOR US... HOW WAS IT FOR YOU?
</span>
</mj-raw>
</div>
</td>
</tr>
</tbody>
</table>
</div>
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<![endif]-->
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</tr>
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<![endif]-->
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<tr>
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<table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:189.33333333333337px;">
<![endif]-->
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<table border="0" cellpadding="0" cellspacing="0" class="s4" role="presentation" width="100%">
<tbody>
<tr>
<td align="center" class="s38">
<table border="0" cellpadding="0" cellspacing="0" class="s39" role="presentation">
<tbody>
<tr>
<td align="center" bgcolor="#f8f9ff" class="s40" role="presentation" valign="middle">
<a class="s41" target="_blank">
<span aria-hidden="true" role="img">
🔥
</span>
Hot stuff
</a>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
<!--[if mso | IE]>
</td><td class="" style="vertical-align:top;width:189.33333333333337px;">
<![endif]-->
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<table border="0" cellpadding="0" cellspacing="0" class="s4" role="presentation" width="100%">
<tbody>
<tr>
<td align="center" class="s38">
<table border="0" cellpadding="0" cellspacing="0" class="s39" role="presentation">
<tbody>
<tr>
<td align="center" bgcolor="#f8f9ff" class="s40" role="presentation" valign="middle">
<a class="s41" target="_blank">
<span aria-hidden="true" role="img">
👍
</span>
Just alright
</a>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
<!--[if mso | IE]>
</td><td class="" style="vertical-align:top;width:189.33333333333337px;">
<![endif]-->
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<table border="0" cellpadding="0" cellspacing="0" class="s4" role="presentation" width="100%">
<tbody>
<tr>
<td align="center" class="s38">
<table border="0" cellpadding="0" cellspacing="0" class="s39" role="presentation">
<tbody>
<tr>
<td align="center" bgcolor="#f8f9ff" class="s40" role="presentation" valign="middle">
<a class="s41" target="_blank">
<span aria-hidden="true" role="img">
😒
</span>
...Meh
</a>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
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<![endif]-->
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<![endif]-->
<div class="s42">
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<tbody>
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<td style="direction:ltr;font-size:0px;padding:20px 0;padding-bottom:0px;padding-left:16px;padding-right:16px;text-align:center;">
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<![endif]-->
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<tbody>
<tr>
<td align="center" style="font-size:0px;padding:10px 25px;word-break:break-word;">
<table border="0" cellpadding="0" cellspacing="0" class="s10" role="presentation">
<tbody>
<tr>
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