- It's too early to give indications about the next rate move
- France recognizes the need to agree on a budget
- Current information doesn't argue for moving rates
- Persistent services inflation demands vigilance
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Nike's -27.8% YTD return, hurt by tariffs & competition. Gross margin down 2.5%. Avoid.
LBRT earnings loom. Last qtr revenue up 10.1%, but sector's down 3.6%. LBRT itself fell 9.6%.
S&P 500's CAPE ratio at 39.5 signals potential drawdown despite record highs. Consumer sentiment low.
OII faces flat revenue forecasts, down 6.3% last Q. Peers down 3.6%, OII up 3.7%. Buy or sell?
Walmart's P/E hits 42.3, but its reach & ad biz fuel growth. Ulta Beauty faces headwinds, shares down YTD.
CSX faces earnings Wednesday. Revenue expected up 2% YoY, but past misses loom. Peers like FedEx saw flat stock despite growth.
Virtus Minerals' $30M Congo deal faces scrutiny over overstated mining experience & idle plant.
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