‘Food inflation winners’—why it matters for portfolios as shoppers trade down. Watch pricing power, volumes, and store traffic.
Three threads stood out for equity investors this week: a new set…
‘Markets are shrouded with uncertainty’—RTX trims its 2025 profit outlook amid tariffs; up to $850 million at risk. Watch supply chains and policy shifts.
RTX lowered its 2025 profit forecast on Tuesday, citing higher costs and…
‘US Treasuries rallied’—policy shift signals easier financial conditions and a push to steady bank reserves. Watch the size and speed of bill buying.
Bond markets surged as a policy rate cut arrived alongside a new…
‘Among national mortgage-rate leaders, all the changes this week were in the wrong direction: up’—higher borrowing costs squeeze buyers and stall refinances. Consider locks, buydowns, and credit tune-ups.
Mortgage shoppers faced a tougher week as leading national rates rose across…
‘India will lead as a fast-growing economy’—why a 6.7% forecast matters as global growth slows to 2.8%. Watch labor markets and inflation for early warning signs.
Global growth is expected to hold up in 2026, even as major…
‘Younger women are beating male peers’—a new report signals a power shift in collecting. Sellers should redesign offers and rethink marketing now.
Younger women are taking the lead in collecting, outpacing male peers in…
‘A “goldilocks” market could mean more gains’—why a 4% GDP surge has Wall Street leaning optimistic. What cautious investors should watch now.
Wall Street is leaning upbeat as a reported 4% jump in U.S.…
‘Incredibly fickle’—why that market warning matters for long-term investors. Focus on quality, cash flow, and patience.
Markets can change direction in minutes, Regions Asset Management chief investment officer…
‘Waive tolls if wait exceeds five minutes’—a plea that taps growing frustration at toll queues and road quality. Cameras could end queues by 2026, officials say.
A call to waive toll fees when vehicles wait longer than five…
‘Holding off on big bets’—markets pause before the Fed’s final 2025 rate call. What investors should watch.
Wall Street slowed to a wait-and-see mode as investors eyed the Federal…