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Sunrun announces date and conference call details for second quarter 2023 earnings report
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June 29, 2023, 8:01 am
Cliff notes: enduring pressures risk longer cycles
Key insights from the week that was. In Australia, the June RBA meeting minutes confirmed that, when it comes to achieving the inflation target, the B...
June 23, 2023, 4:09 am
Japan cpi for may, headline 3.2% y/y vs. 3.5% prior
The excluding food and energy is holding above 4%. This is the closest to US 'core' inflation. At 4.3% its another 40+ year high. Underlying price pre...
June 22, 2023, 11:30 pm
Aussie down as rba minutes raise doubt over july hike
Australian Dollar is trading broadly lower today, reflecting uncertainties that emerged after release of minutes from RBA meeting earlier this month. ...
June 20, 2023, 4:57 am
Rba minutes: finely balanced arguments for hold and hike
Minutes from RBA’s June 6 monetary policy meeting reveal an active debate over whether to hold or raise the cash rate by 25bps. As stated in the min...
June 20, 2023, 3:24 am
Rba june minutes: wage rises higher than expected
Reserve Bank of Australia Summary Headlines via Reuters, bolding is mine:Board considered rate rise of 25bp or holding steady and reconsidering at lat...
June 20, 2023, 1:31 am
Summers: federal open market committee (fomc) driven by internal politics - 'disturbing'
Former Treasury Secretary and now Harvard academic Lawrence Summers said the result of this week's Federal Open Market Committee (FOMC) meeting was a ...
June 16, 2023, 1:31 am
Us ppi confirm disinflationary trends
US producer prices fell stronger than expected, potentially reinforcing the dovish argument at the Fed....
June 14, 2023, 4:56 pm
Why now's the time for a clean energy etf
With tech driving some of the market's big moves this year, where should investors go next? There's a strong a...
June 14, 2023, 4:09 pm
Wall street bulls and bears collide on direction of s&p 500
With every bullish argument, there's usually a bearish counter. Per a Bloomberg report, Goldman Sachs a...
June 14, 2023, 1:06 pm
Microsoft activision merger block approved by us judge
Microsoft Corporation (NASDAQ:MSFT)'s takeover of Activision Blizzard Inc (NASDAQ:ATVI) has been blocked in the United States after regulators urged t...
June 14, 2023, 2:37 am
Super micro computer: time to trim (rating downgrade)
SMCI stock has become perhaps my best Buy-rated call here on Seeking Alpha. Time to update the thesis after the stock's tripling. As far as I see, 3 o...
June 13, 2023, 8:29 am
Trade ideas thread - european session 13 june 2023
It's all about the reaction to the US CPI data today and how that will set markets up ahead of the Fed decision tomorrow. Traders are pricing in rough...
June 13, 2023, 5:55 am
Vnet group: mixed signals from peer's takeover offer (rating downgrade)
Bain Capital's takeover offer for VNET Group's peer Chindata lends support to the argument that worldwi...
June 12, 2023, 3:08 pm
Tesla ceo elon musk cleared over solar city deal as court upholds finding that acquisition was fair
Delaware's Supreme Court has found that Tesla Inc (NASDAQ:TSLA) CEO Elon Musk did not pressure the company into overpaying for Solar City in 2016, up...
June 6, 2023, 1:05 pm
Judge rejects boeing request to block pain and suffering damages for crash victims who died upon impact
A federal judge rejected arguments from attorneys for Boeing that it should not have to pay for the pai...
May 31, 2023, 5:31 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
Understating medical properties trust attacks through philosophical argumentation
Many short reports these days are written with dishonest intent. This article will discuss how to spot such reports....
May 25, 2023, 4:10 pm
Fed's bullard (non-voter)
Base case remains relatively slow growth for the rest of the year and into 2024Recession arguments are ...
May 22, 2023, 12:40 pm
Fed's kashkari is open to a june fomc rate hike pause, but not convinced done yet
An article in the Wall Street Journal (gated), written by Fed insider Nick Timiraos re comments from Federal Reserve Bank of Minneapolis President Nee...
May 21, 2023, 11:13 pm
