Tag: SEM

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Jobs Report Signals Resilient US Economy, Easing Rate Cut Hopes

Strong Jobs Report Keeps Fed on Hold, Stocks Waver; Treasury Yields Climb

Weekly Global Fund Flows: Equities See Second Outflow, Bonds Remain Popular

Global equity funds see second weekly outflow as US-China trade tensions bite, investors buy bonds instead.

Amazon Earnings Disappoint, Stock Falls

Amazon's earnings and President Trump's economic policy overhaul are driving mixed US stock market results. Tech stocks are performing well, but investors are watching earnings for signs of company concerns. AI demand is being closely monitored in tech and chip companies. Treasury Secretary Bessent has eased pressure on the Fed, with jobless claims rising slightly. Amazon's quarterly report is eagerly awaited, while Ford shares have fallen after muted guidance. Apple supplier Skyworks has seen a stock drop amid competition. Tariff threats on lumber pose risks to builders' margins. The labor market is presenting challenges for workers, impacting unemployment rates.

Inflation fears grow as Trump weighs new tariffs

Tariffs imposed by the US under President Trump are raising concerns among global economists about a potential wave of inflation. The measures against China and the threat of escalation elsewhere are forcing analysts to reassess the prospects for global disinflation. With many economies facing latent inflation pressures and the potential for increased tariffs, the Federal Reserve and other central banks are taking a cautious approach to assess the impact on prices.

US Stock Futures Fall as Trade War, Tech Earnings Weigh

US equity futures and European stocks drop amid trade war tensions and disappointing earnings from Google and AMD. Alphabet missed analysts' expectations, raising concerns about the outlook for tech giants. The yen gains against the dollar, and gold rises to a record high on haven demand.

Fed Vice Chair Jefferson: Rate Cuts Can Continue 'Over the Medium Term'

Fed Vice Chair Jefferson says the Fed can keep cutting interest rates "over the medium term" as inflation slows and the economy remains solid.

Fox Enters Streaming Race with Direct-to-Consumer Service

Fox to Launch DTC Streaming Service Targeting Cord-Cutters and Never-Cords in Upcoming Months

Alphabet: Bargain Tech Stock Resilient Amid Geopolitical Uncertainty

Despite geopolitical uncertainty, Alphabet Inc.'s resilient growth and attractive valuation offer protection. Despite China's antitrust probe, analysts see Alphabet as a bargain among tech giants. The stock is trading below estimated earnings and boasts solid revenue growth, with strong core businesses in search advertising, cloud, and other high-margin ventures.

Wall Street Banks Expect Dollar Rally to Continue Despite Trump's Tariffs

Wall Street banks like Goldman Sachs and JPMorgan believe the US dollar has plenty of room to grow, even after President Trump's tariffs caused its value to skyrocket.

3 Ways to Respond to the Allure of Materialism

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