World News Big Tech Supply Chains Hit by Tariffs, Services Exempt Currently but Face Risks We see risks to downside for stocks like Apple, Nvidia and Microsoft.adminFri, April 4 2025 10:46 BST
World News Beauty Industry: Maintaining Fair Value Estimates; Selloff on Tariff News an Overreaction Leading fashion brands are well-positioned to take tariff turmoil in stride.adminFri, April 4 2025 10:45 BST
World News US Apparel Industry: Tariffs Are Potentially Disastrous, but Could Be Rescinded Keeping our fair value estimates unchanged on apparel stocks.adminFri, April 4 2025 10:38 BST
World News Dollar Slides Against the Euro on Trade Tariffs Fallout President Donald Trump's global tariffs have shaken up currency markets.adminThu, April 3 2025 5:45 BST
World News Margin of Safety for European Auto Stocks Amid 25% Global Tariff on US Imports Strong pricing power will help European auto stocks in the face of tariffs.adminThu, April 3 2025 5:15 BST
World News Trump’s Tariffs Send Shippers’ Shares Lower, but We Think It Is an Overreaction Tariffs did not harm these companies during Trump's first presidency.adminThu, April 3 2025 5:15 BST
World News Tesla: First-Quarter Deliveries Decline, Driving Shares Lower New models should drive deliveries growth in the second half of the year.adminWed, April 2 2025 5:08 BST
World News Are UK Government Bond Yields Attractive Right Now? Gilt were volatile in the first quarter and enter the second quarter with some potential…adminWed, April 2 2025 3:15 BST
World News Why European Defense Shares Are Trading Like Meme StocksĀ Plans for massive increases in debt spending have collided with hedge funds that had bet…adminWed, April 2 2025 3:06 BST
World News What’s the Difference Between a Bear Market and a Correction? Your market downturn and volatility questions, answered.adminTue, April 1 2025 6:34 BST