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Vietnam: Strong growth but rising inflation risks – HSBC
HSBC portrays Vietnam as one of Asia’s fastest-growing economies, supported by booming electronics e...
S&P 500, Nasdaq End Week Lower As Investors Rotate Out Of Tech, AI Plays — ON, AAPL, SLS, INFQ, NKE in Focus
The Dow Jones ended its third consecutive week higher amid cooling oil prices and strength in pharma...
What Makes Automatic Data Processing (ADP) an Investment Bet?
Matrix Asset Advisors, an asset management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. In the first quarter of 2026, the stock market declined by -4.33% ...
NVIDIA Corporation (NVDA) Fell on Concerns Over the Sustainability of AI Infrastructure Capital Expenditure
Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund declined 8.88% ...
Which Is the Better Bond ETF, Vanguard's VCIT or Fidelity's FIGB?
A closer look at how each fund’s risk profile, sector exposure, and income potential set them apart for investors focused on investment-grade bonds.
High Roller Q1 Loss Narrows Amid Prediction Market Expansion
ROLR's Q1 loss narrows y/y despite a 35% revenue drop as the company cuts costs and expands into U.S. prediction markets.
Mattel (MAT) Slipped Due to Unexpected Incremental Spending
Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The Fund returned -4.46% in the quarte ...
Fortune Brands (FBIN) was Hurt by Near-Term Earnings Weakness And Leadership Uncertainty
Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The Fund returned -4.46% in the quarte ...
China: Recovery stalls as domestic demand weakens – Commerzbank
Commerzbank’s Dr. Henry Hao notes that China’s post-Q1 recovery lost momentum in April, with industrial output at a three-year low and fixed-asset investment shrinking. Domestic consumption remains fr ...
Exchange-Traded Funds, Equity Futures Lower Pre-Bell Monday Amid Stalled Iran Peace Efforts, Inflation Concerns
The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively t
Avantor (AVTR) Slid on Lower Than Expected Guidance
Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The Fund returned -4.46% in the quarte ...
What Makes Rayonier (RYN) an Inflation Hedge Investment?
Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The Fund returned -4.46% in the quarte ...
European gas: TTF strengthens on Gulf risks – ING
ING strategists Warren Patterson and Ewa Manthey report renewed strength in European gas, with TTF breaking above EUR50/MWh as Middle East risks persist.
This chart shows why AI will eventually mean lower bond yields
Potential labor-market weakness following the widespread adoption of AI practices in the workplace should eventually lead to lower interest rates, Dario Perkins contends.