Improving eurozone hard data and a stable ECB mean the EUR swap curve should steepen from here. The complexity of estimating Dutch pension reform flows doesn't help the case for a steeper 10s30s.
Gold miners soared in 2024, but is the boom losing steam? The piece explores stretched valuations, slowing momentum, and whether mining stocks can still shine as bullion prices stay high.
Ark Invest made significant trades involving PLTR, AMD, PACB, and DASH. They sold Palantir and bought AMD, Pacific Biosciences, DoorDash, Iridium, Intellia, Deere, and Synopsys.
Over the past three years, global corporations have hit record highs in revenue and stock prices, even while cutting staff. Big firms are selling more, earning more, and hiring less.
The AUD/USD ended the Thursday session with losses of 0.31%, after reaching a two-week high of 0.6617 following a red-hot inflation report two days ago that increased the chances that the RBA would likely keep rates unchanged.
Interest rate cuts provide a favorable backdrop for stocks in general, by stimulating business and consumer borrowing and encouraging investment in risk assets.
After a brutal descent from $45 earlier this year, the stock is now knocking on the door of a support zone that's held significance across multiple market cycles.
Is Howmet Aerospace a hidden gem in the aerospace sector? Join us as we break down the company's strengths, management, and financials to see if it deserves a spot in your investment portfolio.
So the bull market in stocks appears to be doing just fine -- despite the skeptic's worries that current valuations are far too high when compared to fundamentals.
