Economics and Finance
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Dell surges 40% amid very strong earnings report. The next AI winner?
Dell Technologies (DELL.US) reported fiscal Q1 2027 results that reinforce its position as one of the biggest beneficiaries of the…
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Is this the end of Cocoa-geddon? Real recovery or weather speculation?
Key takeaways Weather and Geopolitical Risks: The return of El Niño and the blockade of the Strait of Hormuz (impacting…
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EMEA is dragging down Ferrari’s results, But the profits and FCF tell a different story
Ferrari NV (RACE.IT and RACE.US) has published its results for the first quarter of 2026, which turned out to be…
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U.K. Local Elections Preview
UK local elections: will they break the bond market? Ahead of this Thursday’s local elections across the UK, Gilt yields…
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S&P 500 companies with the record net margin since 2009 – FactSet data
S&P 500 profit margins remain remarkably resilient despite concerns over higher oil prices. According to FactSet data, the blended net…
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A Flurry of Decisions from the Fed and BoC, Plus Q1 Mag7 Earnings
GEOPOLITICS AND THE MIDDLE EAST CONFLICT • The Wall Street Journal reported that President Trump has instructed his advisors to…
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Costly war and lucrative contracts – Rebuilding ammo stocks after the Iran War
Markets are currently focusing more on the losses resulting from the ongoing conflict in the Persian Gulf. This instinct is…
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Three markets to watch next week: all eyes on the Fed
ensions in the Middle East remain elevated, with Brent crude once again trading above $100 per barrel. At the same…
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Is the Bank of England right to expect a global stock market sell off?
The Bank of England is worried about a stock market crash and expects an ‘adjustment’ in equity prices. The Deputy…
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Will US drought fuel speculative grain volatility on CBOT?
Futures on wheat, corn, and soybeans traded on the Chicago Board of Trade (CBOT) have moved higher in recent weeks.…
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