Benzinga Weekend Correspondent - Benzinga

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Articles by Benzinga Weekend Correspondent

Defense Stocks Rebound Into Midterms As Drone Makers Lag

Defense Stocks Rebound Into Midterms As Drone Makers Lag

Defense stocks rebounded into the midterms as Lockheed rose 26% in October on a record backlog, but drone makers like AeroVironment and Kratos lagged.

Fed, ECB Expected To Hold Rates Next Week, But December Hikes Still In Play

Fed, ECB Expected To Hold Rates Next Week, But December Hikes Still In Play

The Fed and ECB rate decisions are due next week, with both expected to hold. But energy-driven inflation keeps December hikes firmly on the table.

French Bonds Breach 5%, Briefly Overtaking U.S. Treasurys: Why It Matters For American Investors

French Bonds Breach 5%, Briefly Overtaking U.S. Treasurys: Why It Matters For American Investors

France's 10-year government bond yield crossed 5% for the first time since 2002 and briefly topped U.S. Treasurys this week, underscoring growing investor concern about Paris' fiscal outlook.

Trump’s Russia Tariff Waiver Helps Apple, Eliminates Tariff Advantage for CF and CVR Partners

Trump’s Russia Tariff Waiver Helps Apple, Eliminates Tariff Advantage for CF and CVR Partners

Trump’s waiver of steep Russia‑related tariffs gives Apple temporary relief while denying fertilizer makers like CF Industries and CVR Partners a potential shield. The move reshapes outlooks across tech, energy, refining, and agriculture as Washington’s sanctions strategy shifts again.

Trump Weighs Shadow-Fleet Sanctions Relief: DHT, Frontline, International Seaways Face Rate Risk

Trump Weighs Shadow-Fleet Sanctions Relief: DHT, Frontline, International Seaways Face Rate Risk

Tanker stocks DHT, Frontline and International Seaways fell as the Trump administration weighs easing sanctions on shadow‑fleet vessels, a move that could expand tanker supply and pressure freight rates despite record earnings and Middle East shipping disruptions.

Global Airline Industry’s Woes Go From Bad To Worse With Deadly Houthi Strikes On Riyadh Airport

Global Airline Industry’s Woes Go From Bad To Worse With Deadly Houthi Strikes On Riyadh Airport

A deadly Houthi attack on Riyadh airport adds to airlines’ pain from soaring jet fuel costs as airfares jump 23.4% and IATA sees profits halved.

Dry Beer Taps, Glove Shortages and Record Tanker Rates Trace Back to Hormuz

Dry Beer Taps, Glove Shortages and Record Tanker Rates Trace Back to Hormuz

Global supply chains are feeling the impact of the Strait of Hormuz disruption, driving up freight costs, diesel prices, trucking rates, and tanker earnings as manufacturers and shippers face mounting pressure.

Is Trump's 'Economic D-Day' Breaking Iran — Or Backfiring?

Is Trump's 'Economic D-Day' Breaking Iran — Or Backfiring?

Trump rejects Iran's peace offer as allies halt flights and cut bank ties under new Iran sanctions. Is the economic squeeze working or backfiring?

Why US Diesel Prices Could Stay High Even If Oil Tumbles: A Global Refinery Shortage

Why US Diesel Prices Could Stay High Even If Oil Tumbles: A Global Refinery Shortage

US diesel prices hover near record highs as a global refinery shortage persists. Here's why pump prices may stay high even if oil tumbles after Hormuz reopens.

US-Greenland Deal Could Open Up One of the World’s Last Mineral Frontiers — If Arctic Hurdles Are Overcome

US-Greenland Deal Could Open Up One of the World’s Last Mineral Frontiers — If Arctic Hurdles Are Overcome

The Trump administration has touted the U.S. agreement with Denmark and Greenland as strengthening American security in the strategically important Arctic region.

Trump To Address UN As Europe’s Energy Prices Jump On Saudi Oil Export Disruptions

Trump To Address UN As Europe’s Energy Prices Jump On Saudi Oil Export Disruptions

Europe’s energy prices jump ahead of Trump’s UN address, with Saudi oil export cuts tightening supply, lifting Brent, and pressuring inflation.

Cybersecurity Stocks May See Upside Even As AI Industry’s ‘Pace The Frontier’ Push Triggers Chipmaker Sell-Off Risks

Cybersecurity Stocks May See Upside Even As AI Industry’s ‘Pace The Frontier’ Push Triggers Chipmaker Sell-Off Risks

Cybersecurity stocks may gain even as AI leaders urge a slowdown in frontier development, pressuring chipmakers while boosting demand for security and safety tools.

Middle East Fighting Spreads, Lifting Rate Hike Risks and Pushing Oil Higher As Saudi Pipeline Shutdown Deepens Crisis

Middle East Fighting Spreads, Lifting Rate Hike Risks and Pushing Oil Higher As Saudi Pipeline Shutdown Deepens Crisis

Middle East fighting and a Saudi pipeline shutdown push oil above $100 and raise global rate‑hike risks, with central banks bracing for renewed inflation pressures.

Critical Minerals Replace Oil As Top Geopolitical Battleground: Canada, China Look To Squeeze US Supply Chains

Critical Minerals Replace Oil As Top Geopolitical Battleground: Canada, China Look To Squeeze US Supply Chains

Critical minerals now rival oil in geopolitical importance as Canada and China tighten pressure on US supply chains, sparking fresh national security concerns.

Iran Faces Deepening Economic Crisis As US Navy Blocks Oil Shipments, Rial Hits Record Low

Iran Faces Deepening Economic Crisis As US Navy Blocks Oil Shipments, Rial Hits Record Low

Iran's rial hits an all-time low as the U.S. escalates "Operation Economic Outcast," squeezing Tehran's oil exports and testing the regime's grip amid fears of renewed mass unrest.

G20 Finance Chiefs To Meet In US as Canada Tariff Rift, Venezuela Oil Deal Dents Cohesion

G20 Finance Chiefs To Meet In US as Canada Tariff Rift, Venezuela Oil Deal Dents Cohesion

G20 finance chiefs meet in the U.S. as a Canadian tariff clash and a massive Venezuela oil deal test group cohesion, with markets watching for policy signals.

Trade War Rising? US-Canada Talks Stall as 50% Tariffs Loom Over $900 Billion Relationship

Trade War Rising? US-Canada Talks Stall as 50% Tariffs Loom Over $900 Billion Relationship

U.S.–Canada trade talks stall as sweeping 50% tariffs threaten $900B in cross‑border commerce, risking major disruption to autos, supply chains, and jobs ahead of this week’s deadline.

Tariffs, Pentagon Task Force Signal Major Shift In US Drone Warfare and Industrial Policy

Tariffs, Pentagon Task Force Signal Major Shift In US Drone Warfare and Industrial Policy

The White House rolled out new drone tariffs as the Pentagon launched a multinational task force, signaling a major shift in U.S. warfare strategy and industrial policy. Defense stocks rallied on the news.

US-China AI War: Inside the Battle for Global Tech Dominance

US-China AI War: Inside the Battle for Global Tech Dominance

China's Kimi K3 sent Nvidia sliding and sparked White House IP theft accusations — a flashpoint in the escalating US-China AI race.

Iran War Exposes US Munition Gaps as China and Russia Concerns Loom; Pentagon Awards Raytheon Missile Contract

Iran War Exposes US Munition Gaps as China and Russia Concerns Loom; Pentagon Awards Raytheon Missile Contract

The Iran war is straining U.S. missile stockpiles as China and Russia concerns grow. Analysts warn inventories are tightening while the Pentagon awards Raytheon new missile contracts.