Lilly(US:LLY) Youtube·2025-12-11 22:26分组1: Eli Lilly and Obesity Drug - Eli Lilly's new obesity drug, Retatrich, demonstrated significant efficacy, with patients losing nearly 30% of their body weight, surpassing current market treatments [1] - The drug also showed meaningful relief from knee pain and osteoarthritis, indicating its broad potential impact on patient health [2] - Following the announcement, Eli Lilly's shares increased by approximately 1.5% [2] 分组2: Housing Market Trends - Home prices have turned negative year-over-year for the first time in over two years, indicating a cooling housing market due to affordability challenges [2][3] - Rising inventory and high mortgage rates are giving buyers more leverage, leading to price drops in previously overheated markets, particularly in the Sun Belt [3] - Economists suggest that the future of the housing market will depend on whether lower borrowing costs in 2026 can revive momentum or if this marks a longer reset in home values [4] 分组3: Labor Market and Economic Indicators - Initial jobless claims rose by 44,000 to 236,000, the largest increase in four years, indicating potential cooling in the labor market [5][6] - The US trade deficit narrowed to $52.8 billion in September, down from $59.3 billion in August, marking the lowest monthly level in five years [7] - The trade deficit is 17% larger than the first nine months of the previous year, influenced by tariffs and front-loading of goods [8] 分组4: Corporate Earnings and Market Reactions - Broadcom's earnings report is anticipated to have a significant impact on the broader market, given its large market capitalization [9] - Costco's shares have slightly declined post-earnings, while Lululemon's shares increased by 9% following a strong earnings report, with international sales up 18% [10][11] - Lululemon's management has acknowledged previous concerns about being stale and predictable, indicating a potential focus on revitalization [12]