News und Analysen

• The announcement that PayPal launched its own US dollar-backed stablecoin was met with mixed reactions.
• To address the questions around why PayPal has launched PYUSD, FXC Intelligence has today

10y tested the top at 4.33%, and retreated back to the 4.23% support – but S&P 500 kept declining yesterday. The dollar and real assets were though less determined to move correspondingly, which

The Broad Market Index was down 0.31% last week and 46% of stocks out-performed the index.

Maintaining large cash balances to defend against a market decline is now easier than ever. With

Key Points

• The TJX Companies had a great quarter, and shares moved to a new high. 
• Growth, outperformance, wider margins, and raised guidance are highlights. 
• The company’s dividend is

Key Points

• Target had a mixed quarter, and the market reacted favorably, but the move may not last.
• The guidance was lowered despite the Q2 earnings strength suggesting that this year’s

Concerns surrounding inflation and its impact on the global economy have taken center stage. The threat of rising inflation has created a sense of uncertainty in the financial markets, leading to

WASHINGTON, DC – One year ago today, the landmark Inflation Reduction Act began making big corporations pay their fair share in taxes while reinvesting in priorities that help grow the middle class

Logica Capital commentary for the month ended July 31, 2023.

Summary

Markets continued their broad rally in July, with all of the 4 major indices gaining more than +3.0%. In fact, all 11

If anything, 10y proved it doesn‘t want to top yet at 4.28%, and all the relief rallies in S&P 500 and Nasdaq failed. Orderly day of selling is the proper conclusion when looking at the daily

When it comes to asking rents, not all regions are created equal. Jonas Bordo of Dwellsy breaks down which areas of the country are most—and least—expensive for single-family homes and apartments

Key Points

• On Holdings had a solid quarter marred only by FX headwinds that cut into the top and bottom lines. 
• Analysts are on board with the name and see it moving higher this year. 

Key Points

• Meta’s pivot to AI, away from the Metaverse, has resulted in triple-digit 2023 price growth.
• After a long rally, the stock’s current pullback could offer a new buy point.
• Wall

Key Points

• Casino operator MGM Resorts posted a record for consolidated revenues in Q2 2023.
• Las Vegas continues to show strong demand trends with year-over-year casino drops and hotel

Similarly to Thu CPI, S&P 500 couldn‘t maintain a modest retracement following the disappointing manufacturing data, but still strong retail sales. Tech failed to react to the reversal in yields

Economic readings continue to point to a “soft landing” through the next few months, characterized by low and falling inflation and a resilient labor market. Consequently, the Fed raised interest

S&P 500 made that tech driven upswing I cautioned you yesterday about, only to keep declining overnight in preparation for retail sales and Emire State manufacturing data. I don‘t see them as

David Einhorn’s Q2 2023 letter to Greenlight Capital investors, discussing his long positions in NET Power Inc (NYSE:NPWR) and Onex Corp (TSE:ONEX). Full letter here.

Dear Partner:

The

Still Another Airport Near Crash – Can AI Help? Southwest Plane Just Missed Cessna at San Diego

Close Call Between A Southwest Plane And A Cessna

WASHINGTON, D.C. (August 13, 2023) – On

PPI above expectations – 0.3% as I predicted – made stocks move higher only to give up all premarket gains, and some. Rotations didn‘t disappoint me – they were weak. What was disappointing, is

Crypto stocks have been on a tear since the beginning of the year.

Coinbase (NASDAQ:COIN) is up well over 250%.

Bitcoin mining stocks like Riot Platforms, Inc. (NASDAQ:RIOT) and Marathon

Feeling stuck in a savings rut despite your penny-pinching strategies? Wondering if some age-old financial wisdom is misleading you?

Unfortunately, personal finance is a subject that receives

Granite city, U.S. Outlying Islands, August 14th, 2023, Chainwire

BTCX Token, a revolutionary platform inspired by the rebranding of Twitter and the visionary influence of Elon Musk, has secured

3.2% CPI provided enough fuel for an opening S&P 500 spike above 4,535, but the tech-led rally fizzled out without reaching 4,565, which would make a good shorting area (if exhausted there)