Category: Latest News
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Wolfe Research Maps Out Four Possible Paths for the U.S. Economy
The U.S. economy may experience a stretch of robust job growth paired with lingering underlying inflation in the months ahead, according to Wolfe Research analysts. In a recent note, the team led by Chris Senyek suggested that if this outlook materializes, the Federal Reserve would likely maintain its current interest rate range of 4.25% to…
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AMD and ARM Continue Winning Ground Over Intel in CPU Market – Bank of America
Advanced Micro Devices (NASDAQ:AMD) and ARM-based processors are steadily gaining market share from Intel (NASDAQ:INTC) across multiple segments, according to a Bank of America analysis covering Q2 2025. In the PC market, total CPU shipments rose 1% sequentially and 6% year-over-year following a seasonally slow start to the year. Intel’s shipments grew 2% quarter-over-quarter, while…
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IEA Forecasts Stronger-Than-Expected Global Oil Supply in 2025
Global oil production is projected to expand more than anticipated in 2025, according to the International Energy Agency (IEA), following a decision by key producers to boost output. In its latest monthly report, the Paris-based organization raised its outlook for world oil supply to 2.5 million barrels per day (bpd) in 2025, up from an…
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U.S. Stocks Move Mostly Lower But Close Higher For The Week
Following the lackluster performance seen in the previous session, stocks moved mostly lower during trading on Friday. The Nasdaq and the S&P 500 moved to the downside, although the narrower Dow managed to post a modest gain. While the Dow inched up 34.86 points or 0.1 percent to 44,946.12, the S&P 500 (SPI:SP500) fell 18.74…
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Retail Investors Shift Attention from Meme Stocks to Blue Chips – Goldman Sachs
Retail investors have recently increased their activity in S&P 500 and Nasdaq 100 stocks, broadening their focus from speculative meme stocks to more established large-cap companies, according to Goldman Sachs. Analysis from Goldman’s electronic trading desk indicates that among the 25 most-traded stocks by retail investors are familiar names like Palantir (NASDAQ:PLTR), AMD (NASDAQ:AMD), and…
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UBS Analyzes Potential Impact of U.S. Tariffs on Retail Inflation
Investors in retail companies will likely keep pricing strategies under close scrutiny in the coming months, as markets evaluate whether sweeping U.S. tariffs are affecting consumer spending, according to UBS analysts. In a note led by Michael Lasser, the analysts said that recent inflation data suggest the impact of the tariffs has been “minimal,” despite…
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Wolfe: Index Valuations Back at ‘Nosebleed Levels’ Amid Strong Q2 Earnings
The second-quarter 2025 earnings season is nearing its conclusion, and Wolfe Research analysts describe results as “very solid.” As of Monday, 452 S&P 500 companies had reported earnings, with “69% of companies beating expectations on the top-line with an aggregate dollar-weighted surprise of +2.8%,” according to Wolfe Research. On the bottom line, “80% of companies…
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BofA: July e-commerce growth stays strong, early signs point positively for Amazon
Bank of America (BofA) reported Tuesday that the momentum in e-commerce sales persisted through July, with aggregated credit and debit card data showing total online spending up 7% year over year — matching June’s growth rate. In its research note, the bank highlighted that in-store sales slipped 1% during the same period, lifting online market…
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Hedge Funds Rise 1.1% in July, Event-Driven Strategies Lead the Way
Hedge funds worldwide gained 1.1% in July, driven by event-driven managers and fundamental equity long/short funds, according to Goldman Sachs Prime Desk. Event-driven strategies saw the strongest performance, climbing 1.8% last month as increased merger arbitrage activity boosted returns. Fundamental equity long/short funds closely followed with a 1.6% gain. Despite these advances, both strategy types…
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US Retail Sales Rise in July as Import Prices Jump and New York Manufacturing Hits Nine-Month High
A report released by the Commerce Department on Friday showed retail sales in the U.S. increased in line with economist estimates in the month of July. The Commerce Department said retail sales climbed by 0.5 percent in July after jumping by an upwardly revised 0.9 percent in June. Economists had expected retail sales to rise…