This is a great time for companies to borrow. It isn't obviously a great time to lend to them. ...

Core Insights - Commercial crude oil inventories increased by 8.5 million barrels, contrary to expectations of a decrease of 400,000 barrels [1] Industry Summary - The rise in crude oil inventories indicates a potential oversupply in the market, which could impact oil prices and trading strategies [1] - The unexpected increase may suggest weaker demand or higher production levels than anticipated, warranting further analysis of market dynamics [1]

Revised data Wednesday showed the U.S. economy generated far fewer jobs in 2024 and 2025 than was initially estimated. ...

Core Viewpoint - Kansas City Fed President Jeffrey Schmid has reiterated his opposition to further interest-rate cuts, emphasizing that additional easing by the Federal Reserve could lead to persistently high inflation [1] Group 1 - Schmid's stance reflects a concern that lowering interest rates further may exacerbate inflationary pressures [1] - The statement indicates a cautious approach towards monetary policy, prioritizing inflation control over potential economic stimulus [1]

Core Insights - Oil demand is projected to rise by 1.34 million barrels a day next year, driven by easing inflation, fiscal measures, and improving global trade [1] Industry Summary - The increase in oil demand is attributed to several factors, including easing inflation, which may enhance consumer spending and economic activity [1] - Fiscal measures implemented by governments are expected to support economic growth, further contributing to the rise in oil demand [1] - Improving global trade conditions are anticipated to bolster oil consumption as international commerce picks up [1]

January's jobs report surged past expectations and marked a strong start to the year following a weak year of job growth. ...

Core Viewpoint - Shopify anticipates revenue growth in Q1 2026, building on the positive momentum observed in Q4 across various merchants, regions, and sales channels [1] Group 1 - The company is experiencing a continuation of growth trends from the previous quarter [1] - Revenue growth is expected to be driven by diverse merchant engagement and sales channel performance [1] - The positive outlook reflects a strong operational performance across different geographical regions [1]

Group 1 - An activist investor has acquired a stake in LSEG, indicating potential influence on company strategies [1] - The investor is expected to advocate for increased stock buybacks, which could enhance shareholder value [1] - There is an anticipated push for actions aimed at improving profit margins within LSEG [1]

Core Viewpoint - T-Mobile US reported a decrease in profit despite an increase in revenue during the latest quarter, as the company continued to grow its subscriber base for its most profitable phone offering [1] Group 1: Financial Performance - The company experienced lower profit figures in the latest quarter [1] - Revenue increased during the same period, indicating strong sales performance [1] Group 2: Subscriber Growth - T-Mobile US continued to add subscribers, particularly for its most lucrative phone offering [1]

Core Viewpoint - Kraft Heinz will pause its separation efforts and focus on increasing investments in its food business to address years of declining sales [1] Company Strategy - The company aims to turn around its struggling sales by prioritizing its food business over separation initiatives [1]