Key Takeaways PDD Holdings reports Q2 2025 revenues of $14.5 billion, reflecting 7% year-on-year growth despite declining operating profit. Long-term forecasts suggest a 12% revenue CAGR and improved profit margins...
Key Takeaways The US stock market’s valuation metrics have surpassed those seen during the Dot-Com Bubble and the 1929 Great Depression peak. While historical market cap-to-GDP ratios were around 88%...
Key Takeaways Analysts anticipate two Federal Reserve rate cuts in 2025, likely in September and December, driven by moderating inflation and softening labour markets. Core PCE and CPI readings suggest...
Key Takeaways Lockheed Martin remains deeply entwined with US government funding, with estimates suggesting up to 97% of its revenue stems from federal contracts. Talk of a potential government equity...
Key Takeaways Occidental Petroleum (OXY) has rebounded from a 0.618 Fibonacci retracement level near $35, indicating potential technical support and forming a key reversal pattern. The stock has broken above...
Key Takeaways President Trump’s tariff threats over digital services taxes (DSTs) signal a potential resurgence of trade tensions with U.S. partners in Europe and beyond. Digital services taxes disproportionately impact...
Key Takeaways Salesforce trades at a forward P/E of 22.3, well below its historical average and competitors in the SaaS sector. Revenue for fiscal 2025 is projected at $38 billion,...
Key Takeaways Ukraine’s build-up of domestically produced long-range weapons signals a strategic pivot towards operational autonomy, with production expected to increase markedly by mid-2025. Escalating Ukrainian capabilities may heighten global...
Key Takeaways Federal Reserve Governor Lisa Cook refuses attempts by President Trump to remove her, citing legal limitations on presidential authority over Fed appointees. The dispute has revived concerns over...
Key Takeaways The Federal Reserve’s structural independence is designed to shield monetary policy from political interference, with governors serving staggered 14-year terms. Presidents may appoint but cannot readily remove governors;...
