ECB President Christine Lagarde pushed back against rising market expectations for near-term rate hikes, signaling caution despite the energy shock from the Middle East conflict. Investors have increasingly priced the risk of tightening as the Read more…
The IMF has warned that the global economy faces a more prolonged and damaging shock if the Middle East conflict escalates, with oil prices potentially averaging as high as $125 in 2027 under a severe Read more…
As the economy struggles, and many Americans look for ways to save money, Costco has proven resilient. The chain has continued to grow its membership and retain nearly 90% of its members worldwide, “At Q2 Read more…
Replimune’s (REPL) investment thesis changed dramatically this week after the FDA rejected its lead cancer therapy, RP1, for a second time, sending shares down approximately 64% and forcing management into cost-cutting mode. The market is Read more…
Markets have been under pressure for weeks. Sentiment has turned. Most investors have already de-risked. That is exactly when JPMorgan chose to publish its latest note. In a note published April 13, JPMorgan strategist Mislav Read more…
Most investors spend hours researching which stocks to buy or which funds to hold, yet they rarely ask a more fundamental question about placement. You could own the perfect mix of stocks, bonds, and index Read more…
The Great U.S. blockade of shipping in and out of Iran is ending its first day, and you would be correct if you’re seeing little effect on your daily life. That’s neither good news nor Read more…
Markets There’s still a role for diplomacy to end the war in the Middle East. It’s the main takeaway from the last couple of days during which geopolitical tensions rose again after a first round Read more…
The Nasdaq 100 has completed a “V-shaped” recovery after the recent sellof. The overall trend is clearly bullish across all major timeframes, with the index currently trading above the key 25,320 resistance-turned-support level. The RSI Read more…
Amazon.com is heading into a crucial earnings moment. With that, one of Wall Street’s most influential voices just made a subtle but important move. Goldman Sachs lowered its price target on Amazon stock to $275 Read more…