Subscribe To
Eurozone q1 gdp to be revised lower
Normally, the final revision to GDP numbers isn’t a thing to move the markets. But that could be different this time around for the EuroZone after w...
June 7, 2023, 11:44 am
Lightning strikes for thor industries, again
Lightning struck for Thor Industries NYSE: THO when lockdowns and social distancing became the norm, and it has struck again for this RV industry lead...
June 7, 2023, 6:27 am
Is expedia the best bargain in the travel bookings segment?
Online travel and booking platform Expedia Group Inc. NASDAQ: EXPE is benefiting from the robust travel demand generating record revenues but still ne...
June 5, 2023, 9:03 am
Cf industries: fertilizer prices are sliding, but the shortage may return with vengeance
The global fertilizer market is normalizing, with production and prices steadily recovering; however, there is still a way to go, and fertilizer price...
June 4, 2023, 9:57 pm
Zalando: no longer priced for growth but return potential now favorable
Zalando investors have had a torrid time over the last year, and fundamentals likely aren't going to improve anytime soon. But with the business now a...
June 4, 2023, 1:32 am
Triple net reit cornucopia
Triple net REITs are opportunistic on 2 fronts: Valuation is cheaper than normal. Forward growth is faster than normal....
June 3, 2023, 1:41 am
Dow inc.: a long-term compounder, now on sale
Dow Inc., A.K.A. The Dow Chemical Company has been compounding its cash flows for over a century. The company is now selling at roughly 8x normalized ...
June 2, 2023, 12:26 pm
Us debt ceiling deal strands $16 bln of defense side-projects
A $16 billion list of lower-priority defense items like tanks, helicopter upgrades and a ship, that would normally be paid for as part of the defense ...
June 2, 2023, 12:17 pm
Japanese yen steady as markets eye nonfarm payrolls
ECB warns against BoJ normalisation Yen improves after verbal intervention US nonfarm payrolls projected to fall to 190,000 USD/JPY is steady on Frida...
June 2, 2023, 8:47 am
Colgate-palmolive: stagnation and debt-fueled dividends
CL's business has suffered from supply chain issues, with margins contracting across the board, but evidence suggests this is slowing. Our view is tha...
June 1, 2023, 12:25 pm
Icici bank: a mix of positives and negatives
IBN's key positives are its healthy asset quality metrics and favorable top line prospects. The key negatives for ICICI Bank are expectations of highe...
June 1, 2023, 11:19 am
Tnr gold announces normal course issuer bid to repurchase shares
TNR Gold Corp (TSX-V:TNR, OTC:TRRXF) announced its plan to conduct a normal course issuer bid following...
June 1, 2023, 9:39 am
Uk may nationwide house prices -0.1% vs +0.1% m/m expected
Prior +0.5%; revised to +0.4%House prices -3.4% vs -3.7% y/y expectedPrior -2.7%UK house prices softened once again in May as housing conditions conti...
June 1, 2023, 6:00 am
Incora to restructure balance sheet to position business for long-term growth
Enters Chapter 11 with more than $300 million in DIP financing to fund operations throughout the process Continues to deliver for customers across all...
June 1, 2023, 5:52 am
The ecb warning on bond market impacts of boj policy change is getting a rerun in asia
On Wednesday the European Central Bank released its quarterly Financial Stability Review.In it the Bank warned that policy normalisation by the Bank o...
June 1, 2023, 3:20 am
Gold prices surge as u.s debt ceiling deal echoes reminders of 2011 – what’s next? [video]
A bipartisan deal to raise the United States’ $31.4 trillion debt limit until January 1, 2025, goes to vote in the House on Wednesday, as lawmakers ...
May 31, 2023, 6:44 pm
More from barkin: it would be shocking if rates fell again to zero in a future recession
That's an interesting comment. Is the thinking here that the Fed would somehow learn from its mistake? Because it certainly wasn't a mistake to cut to...
May 30, 2023, 6:02 pm
Snb total sight deposits w.e. 26 may chf 516.7 bn vs chf 515.7 bn prior
Domestic sight deposits CHF 505.2 bn vs CHF 504.5 bn priorSwiss sight deposits rose slightly in the past week after having dipped in the many weeks pr...
May 30, 2023, 8:00 am
Logitech: normalization in inventory level to continue, thereby improving gross margin
Logitech's 1H24 guidance reflects a challenging macroeconomic environment and decreased IT spending, but I expect LOGI to gain market share during the...
May 30, 2023, 4:12 am
A week in the market: readiness for recovery (29 may - 2 june)
With the intriguing US national debt ceiling situation about to be resolved, the currency section is awaiting amplitude price fluctuations: the market...
May 29, 2023, 12:52 pm