LIVE MARKET DESK
Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
(JPMorgan Chase) Chairman and CEO Jamie Dimon said in an exclusive interview recently that given the current high geopolitical tensions, high government fiscal deficits and high asset valuations, he will not currently choose to buy S&P 500 stocks or U.S. Treas…
Tickers appearing most often in the latest published notes.
(JPMorgan Chase) Chairman and CEO Jamie Dimon said in an exclusive interview recently that given the current high geopolitical tensions, high government fiscal deficits and high asset valuations, he will not currently choose to buy S&P 500 stocks or U.S. Treas…
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The stock price of U.S. Space Exploration Technology Company (SpaceX, stock code: SPCX) has continued to fall recently. As of the latest closing day, it has fallen for seven consecutive trading days, falling below the $120 mark, setting a new low since its lis…
CEO Jamie Dimon warned on the 20th that global financial markets are facing significant downside risks due to continued geopolitical tensions, high fiscal deficits, and remaining inflationary resilience and other combined factors, and investors should be wary…
Driven by the stabilization of U.S. stocks at high levels and the maintenance of high corporate valuations, the U.S. securities market has recently ushered in the largest wave of cashing out by shareholders and insiders in recent years. Analysts pointed out th…
With the new U.S. Federal Reserve Chairman Kevin Warsh officially assuming office, the Fed's "forward guidance" (Forward Guidance) policy that has been maintained for more than a decade has ushered in a major turn. In his first public appearance, Warsh made it…
Data released by Freddie Mac, a U.S. government-sponsored mortgage lender, on the 16th showed that the average interest rate on 30-year fixed mortgages in the United States dropped to 6.77%, the lowest level since mid-March this year, reflecting the continued…
SpaceX's first financial report is coming: Keep an eye on Starlink business and computing power expenditures, can the 100 billion yuan lifting ban be implemented smoothly?
Bernstein believes that competition in the Southeast Asian e-commerce industry is becoming more rational, and platform pricing strategies focus more on profit protection rather than competition for share. Shopee and TikTok Shop adopt differentiated pricing str…
Bernstein updated its preferred list of European small and medium-sized caps (SMID), adding 6 targets including Convader and Cyber Group, and replacing 6 targets. The new combination covers medical technology, consumer, semiconductor and other fields. Although…
Morgan Stanley's AlphaWise survey shows that the promotion of AI has caused an average of 5% net job losses in five industries in the past 12 months, but it has also promoted a 9.6% productivity increase. The banking industry, technology hardware, and semicond…
A UBS report pointed out that Kimi K3 released by Moonshot AI, as the largest open source model, will drive the growth in demand for open source models and benefit computing power manufacturers such as NVIDIA (NVDA). At the same time, the valuation discount of…
The report analyzes that its spring and summer promotions effectively drove growth in customer traffic and website traffic, reflecting the success of the marketing strategy. The company's management focuses on increasing the proportion of exclusive products an…
The core driver is that the results of the restructuring of the Anthropologie brand's category portfolio will gradually emerge, coupled with the recovery of Urban Outfitters brand profits and the expansion of emerging businesses such as Nuuly and Free People M…
The European Commission released the EU ETS reform proposal, the core of which is to take into account industrial competitiveness and a more gradual decarbonization path. The main measures include: adjusting the speed of emission cap reduction, extending the f…
On July 18, the U.S. Department of the Treasury conducted a very bad auction. The 30-year Treasury bond auctioned had a yield as high as 5.06%, the most expensive auction since 2007. At the beginning of 2022, the interest rate for Treasury bonds of the same ma…
The Goldman Sachs report pointed out that Japanese policymakers are considering increasing domestic purchases of JGB by adjusting the asset allocation of the Government Pension Investment Fund (GPIF) and including Japanese government bonds (JGB) in the tax-fre…