Not a good sign to see one of the regional powerhouse economies suffer a sharp fall in industrial output. We shouldn’t give too much weight to individual data releases but if this becomes a trend, it would point to a global slowdown.
Not a good sign to see one of the regional powerhouse economies suffer a sharp fall in industrial output. We shouldn’t give too much weight to individual data releases but if this becomes a trend, it would point to a global slowdown.
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RKLB jumps 5.8% on ceasefire news, but remains volatile & down YTD. Valuation is 27% off highs.
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Rivian (RIVN) offers low P/S & AI bets; Tesla (TSLA) trades high but eyes robotaxi dominance. Buy low?
Oil plunges 17% on ceasefire talks; GIII, DKNG, MATW, PVH, COLM jump on consumer relief.
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Goldman Sachs says oil supply shocks typically push rates higher in the short term as inflation rises, but lead to lower policy rates within 6–9 months as growth weakens, challenging current market pricing for sustained tightening.
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