4 September : Markets Juggle Growth and Inflation as Media Sector Weakens
Global markets are balancing growth and inflation concerns. Mixed US employment data led to sector-specific movements, with energy and materials gaining, while the media sector weakened due to contract disputes.
7 August : US Labour Data Mixed, Amazon Soars, Apple Falters, Warner Bros Expands Streaming
Last week’s US labour data showed a mixed bag of results, with weaker non-farm payrolls and a lower unemployment rate. Amazon had a great result, but Apple’s iPhone demand was soft. Warner Brothers Discovery is expanding its streaming offerings to grow its customer base and push pricing.
2 August : Market Catches Its Breath: S&P’s Soaring Valuations, US Credit Downgrade, and Surprise Moves by Aspen and AngloGold Shake Investors
Market takes a breath after strong gains. S&P near 20x fwd, priced in soft landing. US credit downgraded on fiscal deficit. Industrial stocks up, Tesla down. Aspen surprises with acquisition and AngloGold misses estimates.
