Tag: politics

Posts with tag: politics

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Trump's Rate Cut Promise Collides With Inflation, Putting Fed on Collision Course

Despite a hotter-than-expected inflation report, the Federal Reserve remains hesitant to cut interest rates, putting President Trump on a potential collision course with the Fed.

Ceteris Paribus: The Most Important Latin Phrase in Investing

Despite headwinds facing the stock market, such as inflation, rising interest rates, and geopolitical events, history has shown that the economy and stock market can flourish amidst challenges. This can be explained by the Latin phrase "ceteris paribus," meaning all else equal. Analysts use this caveat to examine the effects of a variable assuming nothing else is changing. However, in reality, multiple factors can influence outcomes. Recent data and macroeconomic developments indicate continued economic growth, positive demand for goods and services, and a Fed focused on supporting the labor market. While sentiment-oriented data has been weak, hard economic data remains strong. Analysts expect the U.S. stock market to outperform the economy due to positive operating leverage, resulting from cost structure adjustments. However, investors should remain vigilant to risks and market volatility, recognizing that economic recessions and bear markets are part of long-term investing.

Baidu Shares Plunge After Founder's Absence at Xi Meeting

Baidu shares plummet after its founder's absence at a meeting with China's president, sparking speculation about the company's standing in the market.

Amplats Declares R15.7 Billion Payout Ahead of Anglo American Exit

Anglo American Platinum Declares Extra Cash Payout Before Anglo American Exit

Japan Economy Outperforms, Keeping BOJ on Track for Further Rate Hikes

Japan's economy grew at an annualized 2.8% pace in Q4 2023, above forecasts and keeping the BOJ on track for further rate hikes. Net exports and business spending fueled growth, while private consumption rose but slowed from the previous quarter.

JPMorgan Chase Braces for Criticism Over Diversity, Equity and Inclusion Practices: Regulatory Filing

JPMorgan Chase expects criticism for business practices, including diversity, equity and inclusion (DEI).

Airbnb CEO Brian Chesky Wants the Platform to Be 'Amazon for Travel'

Airbnb (ABNB) stock surged 14% after CEO Chesky unveiled plans to expand the app beyond vacation rentals, adding new businesses adjacent to travel.

Ackman Raises Nike, Trims Chipotle Stakes

Billionaire investor William Ackman made notable changes to his portfolio during Q4, increasing his stake in Nike by 15% and reducing his investment in Chipotle Mexican Grill by 14%.

Airbnb Stock Jumps as CEO Plans to Expand App Beyond Vacation Homes

Airbnb's stock surged over 14% after saying it wants its app to be the go-to place for all travel and living needs, similar to Amazon. The company plans to launch new businesses adjacent to travel each year, investing $200-$250 million. Despite strong Q4 earnings, analysts remain cautious due to potential margin compression and execution risk with new ventures.

Moderna Q4 Loss Tops Estimates Despite Revenue Decline

Moderna reports Q4 loss of $1.12 billion, beats estimates