- Latest RICS house price balance -16 from -19
- Jobs surveys show weak growth in new employment opportunities
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Industrials gained 7.7% on regulatory hopes, but TNC, ALSN, CSX face sales declines & shrinking margins.
Costco's gas strategy drives memberships, turning volatile energy prices into predictable value. 4.8% member growth.
European stocks rally on Iran talks hopes; oil dips. UK inflation steady at 3%. Gold, silver, and Bitcoin surge.
Financials shed 10.2% in 6 months. MORN (15.3x P/E, 16.1% ROE), MC (15.8x P/E, 40.7% ROE), BRK.A (22.3x P/E, 13.2% ROE) show resilience.
KTB's returns dip, capital costs rise. GATX faces debt risks. LNTH sees sales fall. Avoid these.
AI stocks like NVDA saw huge gains, but expect rotation to broader tech giants like AAPL, MSFT, AMZN for safer growth.
AI stocks like NVDA, TSM, AVGO show strong growth potential despite recent dormancy. Valuations are attractive.
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