Subscribe To
Mchi: the reserve rate cut announced march 17 unlikely to boost msci china index
A surprise reserve rate cut may signal a weakening of the economic outlook. There are signs that the economic outlook may not be as strong as many exp...
March 20, 2023, 7:21 am
Schr: downside risk is limited, but a meaningful rebound in the near term is unlikely
SCHR invests in intermediate-term U.S. treasuries. The fund offers a solid yield of 4%....
March 20, 2023, 5:27 am
Lazard is going to see aum erosion, further hits to m&a
AUM came up at the beginning of the year as excitement drove markets, but it was short-lived with the issues we are now seeing in banking. AUM decline...
March 19, 2023, 1:17 am
Foreign investment-grade bonds rallying, time to diversify with bndx
With the recent plunge in global interest rates, foreign fixed income has attracted risk-conscious buyers. unl...
March 18, 2023, 6:46 am
Meta can't make any big acquisitions right now, as its $40 billion war chest starts going towards appeasing wall street investors
Wall Street says it's unlikely Meta will make a major acquisition anytime soon. But it is likely Meta w...
March 17, 2023, 5:23 pm
Is uipath a good stock to buy now?
On Wednesday, March 15, UiPath reported earnings from its fiscal fourth quarter that ended on Jan. 15, 2023. The stock shot higher because, ...
March 17, 2023, 5:13 am
Meta platforms: due for a time correction?
I discuss my take on Zuckerberg's update. I think there's more to read into than the headline headcount cuts. Headcount cuts ...
March 16, 2023, 10:24 am
Adobe inc. exceeds expectations, sustained rally unlikely
Adobe Inc. (NASDAQ: ADBE) shares are rising after solid Q1 results and guidance, but a sustained rally is unli...
March 16, 2023, 9:11 am
World wrestling entertainment: upgrade to hold
Vince McMahon loves his company and is also set in his ways. That is not a good combination for a potential buyer. A 50% premium being sought by WWE i...
March 16, 2023, 7:43 am
Why svb's collapse is the perfect resolution to rate hike cycle for reits
Ripples of SVB are unlikely to hit REITs fundamentally. It will, however, encourage the Fed to be more ...
March 15, 2023, 8:55 am
Qqq: lower rates are no reason to be bullish
The QQQ has shrugged off the recent weakness in the US financial sector, supported by the decline in bond yields, but this is ...
March 15, 2023, 6:30 am
Deliveroo results two years in are unlikely to start delivering ipo hype
Ahead of Deliveroo PLC (LSE:ROO) results on Thursday its shares have pedalling sideways for almost a year, with its last trading update in January ...
March 15, 2023, 5:37 am
Svb fallout unlikely to affect fundraising for southeast asia startups, venture capitalists say
Industry experts are optimistic that fundraising for Southeast Asian tech startups will keep flowing and won't be impacted by the collapse of SVB....
March 14, 2023, 2:42 am
Svb shareholder files first lawsuit against bank executives over historic collapse
unlike the bank's depositors, shareholders' funds aren't protected by the federal government, but Monda...
March 13, 2023, 3:21 pm
Taxwatch: biden’s tax hikes on high earners are unlikely to make it through congress. a bigger debate: the trump-era tax cuts that expire in 2025.
The 2025 sunsetting of notable 2017 individual-income-tax rules is “a hurricane we already see on the radar.” Read Full Story The post TaxWatch: B...
March 12, 2023, 7:30 pm
Zim: last dividend
ZIM Integrated Shipping reports Q4'22 earnings prior to the open on Monday. The container shipping company is likely to announce the last dividend of ...
March 12, 2023, 7:30 am
Buy the dip in banks as the silicon valley bank crisis is unlikely to spread, goldman sachs says
"We reiterate our overweight recommendation on the sector and would use any large selloff as an opportunity to add risk," Goldman Sachs said....
March 11, 2023, 8:30 am
Silicon valley bank unlikely to find a buyer - report
CNBC's David Faber says Silicon Valley Bank's deposits are moving out very quickly so it's hard for buyers to step in. He says attempts to sell it ...
March 10, 2023, 2:43 pm
Fed hawks won’t be satisfied with cooler february jobs report: devere ceo
By George Prior Even a cooler jobs report on Friday is unlikely to stop the Federal Reserve hiking inte...
March 10, 2023, 12:46 pm
Boj policy meeting today - a change can't be ruled out given december's surprise - preview
A few snippets from around the place. While the consensus is for a 'no change' policy result Deutsche Bank make the point:
- We expect th...
March 9, 2023, 10:10 pm