Europe’s Mid-Session Update: Risk Assets Gain After US-China Discussions, Gold Declines, DAX Reaches New Highs
Europe's Mid-Session Bell: Risk assets rise following US-China talks, Gold slides, DAX fresh highs US stock futures climbed, and the dollar gained after China and the US made strong progress in trade talks, fueling hope that tensions will ease. A regional stock index rose 0.7%, with the Hang Seng Index up for the eighth straight […]
Potential Disruptions Facing These Tech Industries…
Investors shouldn’t assume that nothing will happen this time, when it comes to risk for the tech sector stemming from the US trade war with China. We see a heightened possibility that supply chains could be changing dramatically. A decoupling from China would significantly affect technology companies, particularly hardware sellers. Case in point: Apple AAPL […]
Reasons the US Fed Might Delay Interest Rate Cuts Until July
The US Federal Reserve is still waiting to see how the tariff shock plays out before changing interest rates. As widely expected, the central bank kept rates unchanged at today’s meeting. Since being cut by 1 percentage point over the course of September to December 2024, the federal-funds rate has been maintained in a target […]
Canadian Tire Earnings: Robust Revenue Growth Observed…
Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research. What We Thought of Canadian Tire Corporation’s Earnings Canadian Tire CTC.A posted first-quarter revenue growth of 4.0%, underpinned by a 4.7% uptick in comparable sales. Adjusted EBITDA also improved 11% to C$422 million (12.2% margin) due to favorable cost leverage […]
Basel III Declares It: Gold Rerecognized as Money
Stock image. For my entire decades-long career in capital markets, I’ve made the case that gold is not just a shiny relic of the past, but a serious, strategic asset for modern investors. After years of pounding the table, it feels pretty good to say that the world’s central banks—and now the US banking system—are […]
If I Had to Choose Just One Stock to Buy and Hold, This Would Be My Pick
If I Could Only Buy and Hold a Single Stock, This Would Be It Berkshire Hathaway is still the simplest way to beat the market over the long term. If you want to invest in the stock market but don’t have the time to research individual stocks, it’s a good idea to simply invest in […]
Shopify Earnings: Strong Quarter but Mixed Guidance Ahead
Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research. Shopify’s SHOP first-quarter results were in line with the company’s outlook. Revenue increased 27% year over year to $2.36 billion, compared with the outlook for mid-20% growth, while operating margin was 13.9%. Guidance includes current trends continuing. Why it matters: […]
Manulife Earnings: A Growth Narrative in Asian Markets
Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research. Manulife MFC posted strong numbers, with impressive growth in the Asian business. The firm reported core earnings of C$1.77 billion, or C$0.99 per share, in the first quarter, up 3% compared with the previous year. Adjusted return on equity was […]
May 2025 U.S. Stock Market Forecast: In the Eye of the Storm
• The US stock market is trading at an 8% discount. • Investors should look to market-weight stocks overall but overweight value and core. • Sector valuations rise toward fair value from deeply undervalued levels, and energy is increasingly attractive. May 2025 US Stock Market Outlook and Valuation As of April 30, 2025, according to […]
Weekly Market Outlook: US-China Trade Talks and Global Economic Indicators
Markets Weekly Outlook – US-China trade talks & global economic data The week ahead has several important data releases lined up. However, with US-China talks taking place over the weekend and the first trade deal already completed, markets may shift their attention to tariff updates, which could take the spotlight away from the economic data. […]