As always, a fantastic preview from the guys at Newsquawk - Link Here
Please excuse the bad pics, no idea why the FL backend cant process them properly
As always, a fantastic preview from the guys at Newsquawk - Link Here
Please excuse the bad pics, no idea why the FL backend cant process them properly
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Oil tops $100 on Iran tensions; reserve releases & waivers offer short-term fixes, not long-term solutions.
Consumer spending up 0.4%, but oil prices surge 20%+ amid Mideast war. Fed likely holds rates.
HIMX (38.1x P/E) & KHC (11.4x P/E) face revenue declines & margin pressure. TECH (26x P/E) lacks growth.
GS shows 12.3% revenue growth & 10.2% EPS growth. Is $787.55 (14x P/E) a buy?
France and Italy open talks with Iran in hope of securing safe Hormuz passage - FT
EM bond funds see outflows; equities flat amid Iran war fears & oil spikes. Stagflation risk looms.
VFC's 7.7% gain & 16.7x P/E may hide declining revenue & weak FCF margins. Tread carefully!
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