- Fiscal year to date at $421B vs $378B a year ago
- Outlays hit record high for December month
- Dec 2021 deficit was $21 billion
These numbers aren't looking great but the market isn't worried about the fiscal side at the moment.
These numbers aren't looking great but the market isn't worried about the fiscal side at the moment.
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DDOG's 27.6% ARR growth & 80% gross margin shine; ADI's 14.9% revenue growth & 26.7x P/E show strength. EMR's 1.6% growth & 21x P/E raise flags.
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
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