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Eurozone risks are still tilted to the downside - credit agricole
This is via the folks at eFX.
For bank trade ideas, ...
January 12, 2023, 1:18 am
Zim integrated: 176% dividend yield is enticing but weigh the risks
With a 176% yield and 0.46 P/E, shipping carrier ZIM Integrated is getting quite a lot of attention. With earnings prospects looking bleak, however, t...
January 11, 2023, 8:40 pm
Mastercard: turning cautiously positive on the business as recession looms ahead
After a very strong year for Mastercard and a relatively muted share price response, future returns appear more attractive. As M&A activity has cooled...
January 11, 2023, 2:44 pm
Euro crosses looking perky
European stock markets have outperformed so far this year, with the euro also showing relative strength. Investors have been pricing out...
January 11, 2023, 1:00 pm
Several catalysts point to a potential rebound in emerging market equities in 2023
In our analysis, emerging market (EM) equities may have an asymmetric return profile in 2023 given several catalysts, including peaking inflation, the...
January 11, 2023, 7:14 am
Ecb's centeno: we are approaching the end of interest rate rise process
- We are approaching the end of interest rate rise process
- Inflation may have some resistance in January and February, but will fall aga...
January 10, 2023, 5:54 pm
Shell and bp to be winners from favourable long-term energy trends - jpm
Oil and sas stocks provide a long-term opportunity according to US bank JP Morgan, despite the likelihood of short-term market corrections after price...
January 10, 2023, 10:38 am
3m: is this beleaguered high-yield dividend king a buy?
3M stock has performed badly due to hefty lawsuit risks. Underlying progress is solid, however -- profits and dividends are climbing....
January 10, 2023, 8:00 am
Should investors worry about abbvie's dividend?
The risks are real, but they're decreasing over time....
January 10, 2023, 5:31 am
Gdxj: junior gold miners on shaky ground
The rally in the VanEck Vectors Junior Gold Miners ETF is overextended relative to the price of gold. Read why I think downside...
January 10, 2023, 1:59 am
Ixc: oil stocks face near-term risks but i remain long
Oil stocks remain near all-time highs despite the significant decline in oil prices seen over recent months, which suggest near-term caution towards t...
January 9, 2023, 7:51 pm
Boe's pill: distinctive domestic factors could make uk inflation more persistent
- Sees risks from higher natural gas prices with a tight labor market, adverse labor supply devel...
January 9, 2023, 3:33 pm
Is this dividend king a bond substitute?
When thinking about an uncertain investing future, the most prudent course is to buy bonds, which are loans to governments and financially strong busi...
January 9, 2023, 3:29 pm
S&p global: when risk is high, invest in companies with high walls
S&P Global is the largest of the "Big Three" rating agencies which comprise a powerful oligopoly at the heart of financial services; a bulwark against...
January 9, 2023, 1:55 pm
Arcellx: the gilead deal derisks and proves their technology
Arcellx, Inc. produced excellent data for their ddBCMA program. The data helped clinch a deal with Gilead....
January 9, 2023, 12:46 pm
Eur/gbp likely heading to 0.90 handle
The European stock markets and the single currency continue to receive support from risks that, well, d...
January 9, 2023, 12:42 pm
Is oil stuck between a rock and a hard place?
After trading in a rollercoaster manner in 2022, oil seems to be starting the new year between a rock and a hard place as the outcomes of ongoing mark...
January 9, 2023, 11:33 am
Jacobs (j) stock sees 13.8% gain in 3 months amid challenges
More demand for infrastructure solutions, aiding energy-transition efforts and modernization, drives growth for Jacobs Solutions (J). High costs and c...
January 9, 2023, 11:17 am
Eurozone november unemployment rate 6.5% vs 6.5% expected
- Prior 6.5%
Euro area unemployment keeps steady in November, suggesting that labour market cond...
January 9, 2023, 10:00 am
