News und Analysen

Key Points

• Walmart’s Q2 results and guidance confirm trends suggested by other big-box retailers. 
• Consumers are shifting away from big-ticket items in favor of everyday needs. 
• Walmart

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

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

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. 

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the third week in four, injecting a net $10.8 billion for the LSEG Lipper fund-flows week ended

Key Points

• Crown Castle is trading 50% below its January 2021 record peak and has a forward dividend yield that has doubled to 6%.
• Unlike most REITs that invest in buildings, Crown Castle

Quotes from Neil Barbour, associate research analyst at S&P Global Market Intelligence:

“The renewed video game M&A deal activity came as a bit of a surprise as it arrived amid a legal battle

Caterpillar, Inc. (NYSE:CAT) stock is up nearly 8% in early trading after the company blew past revenue and earnings expectations. The question will be whether the report will be enough to move

Following is the unofficial transcript of a CNBC exclusive interview with JPMorgan Chase & Co (NYSE:JPM) Chairman & CEO Jamie Dimon on CNBC’s “Power Lunch” (M-F, 2PM-3PM ET) today, Wednesday

On July 26, the Federal Reserve unveiled an interest rate increase of 25 basis points while leaving room for another rate hike increase later this year. The central bank’s 11th rate boost since

In his Daily Market Notes report to investors, Louis Navellier wrote: 

The 10-yr yield is back over 4%, and stock indexes are modestly lower early with the exception of the Dow.

Soft Landing

Shares of Exxon Mobil (NYSE:XOM) fell by as much as 1.8% during the early hours of Friday’s trading session; the decline is happening on a day when the broader markets (namely the S&P 500) are up

I recently acquired an app for my Apple iPhone and iPad called Swing Vision to help my son up his tennis game. It is an amazing little tool that turns your Apple device into an analytical tool for

In his Daily Market Notes report to investors, Louis Navellier wrote:

Stocks grind higher, interest rates softer, gold breaks above $2,000, crude higher.

Dow Catching Up

Another big week

McDonald’s Corp (NYSE:MCD) continues to deliver value to consumers even as the company faces margin pressure at the franchisee level. That’s the key takeaway from a solid earnings report that

It’s been nearly a decade and a half since the first robo-advisor, Betterment, emerged on the scene with its innovative automated portfolios of low-cost exchange-traded funds (ETFs), and the

Intel (NASDAQ:INTC) shares gained about 7% on Friday after the legacy chipmaker reported second-quarter results that were ahead of market expectations. Investors were also pleased about the offered

Key Points

• Verizon had a mixed quarter, but the margin is good, and the cash flow is strong. 
• The high-yielding dividend appears safe and reliable in 2023. 
• Institutions and analysts are

Look ahead to FTSE 350, other companies reporting & economic events from 31 July-4 August

• A strong start to the year means expectations are high for Greggs plc (LON:GRG)
• Inflationary