As I’ve covered in previous articles , I see Banco Macro (NYSE: BMA ) as a good way to play Argentina’s improving macroeconomic conditions following the liberal reforms implemented by its President, Javier Milei, over the pastLabutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio management. Associated with the exist ...

jakkapant turasen/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution. (1:12) Citi warns of a memory shortage. (2:03) This is an abridged transcript of the podcast: Our top story so far, the U.S. added 911,000 fewer jobs in the 12 months through March 2025, the Bureau of Labor Statistics’ preliminary benchmark revision showed. That’s a ...

Question-and-Answer SessionSo just to begin, if we could, start with an overview of the -- of Arrowhead today, the scope of the pipeline, therapeutic areas you're prioritizing and strategic pillars guiding execution.Dr. Christopher AnzaloneChairman, CEO & President Sure. Thanks very much, and thanks for having us. It's really a pleasure to be here. We are a broad-based RNAi company. We have leveraged this modality to get into a number of different cell types. And therefore, we have the ability to treat a nu ...

Question-and-Answer SessionSo just to begin, if we could, start with an overview of the -- of Arrowhead today, the scope of the pipeline, therapeutic areas you're prioritizing and strategic pillars guiding execution.Dr. Christopher AnzaloneChairman, CEO & President Sure. Thanks very much, and thanks for having us. It's really a pleasure to be here. We are a broad-based RNAi company. We have leveraged this modality to get into a number of different cell types. And therefore, we have the ability to treat a nu ...

Question-and-Answer SessionThanks for being here. I've known you for some time now, back your days at LSI. You step to be the CEO of Skyworks. And while it's not even been a year since he joined, maybe just give me your first impressions of the business and what has surprised you positively?Philip BraceCEO, President & Director I think the thing that surprised me the most positively is the caliber of the engineering talent. I mean I used to get shivers up and down my spine when I still talk about it. I mean ...

The Trump administration on Tuesday blasted the Labor Department’s annual jobs revisions, which revealed the U.S. added hundreds of thousands fewer jobs than first thought – the largest correction on record. The revisions, compiled by the Bureau of Labor Statistics, showed that previous jobs reports were overstated by 911,000. The latest adjustment – on the higher end of Wall Street’s expectations – comes as President Donald Trump steps up his calls for the Federal Reserve to cut rates to stimulate the U.S. ...

Question-and-Answer SessionThanks for being here. I've known you for some time now, back your days at LSI. You step to be the CEO of Skyworks. And while it's not even been a year since he joined, maybe just give me your first impressions of the business and what has surprised you positively?Philip BraceCEO, President & Director I think the thing that surprised me the most positively is the caliber of the engineering talent. I mean I used to get shivers up and down my spine when I still talk about it. I mean ...

Key Takeaways Coca-Cola closed below its 200-day SMA at $67.43, signaling bearish technical sentiment.KO's Q2 showed volume declines across regions, pressured by inflation and economic softness.Despite near-term headwinds, Coca-Cola's pricing power and brand strength support long-term growth.Shares of The Coca-Cola Company (KO) have lost momentum in recent months, pushing it below industry thresholds and portraying a bearish sentiment from a technical standpoint. As a result, the KO stock slipped below its ...

Key Takeaways Visa renewed key partnerships in Africa, India and with ShopeePay in Q3 FY25.Incentives to banks, merchants and fintechs fuel adoption and transaction growth.Rising incentive costs pose margin pressure amid growing digital payment competition.In addition to handling millions of transactions every day, Visa Inc.’s (V) business also depends significantly on building solid, long-term partnerships with banks, merchants and fintech companies all around the world. The company’s ability to handle ren ...

Group 1: Market Overview - The latest TSX 30 ranking indicates a shift towards safe havens amid economic uncertainty, with a focus on mining, AI, and industrials [1][3] - Investors are rewarding companies that provide certainty in uncertain times, contrasting with previous years' focus on growth investing [2][3] Group 2: Mining Sector Performance - Mining firms dominated the TSX 30 list, with 17 out of 30 companies being mining-related, and 15 of those specifically in gold [4] - Lundin Gold Inc. achieved a 775% dividend-adjusted return over three years, while Avino Silver & Gold Mines Ltd. and New Gold Inc. reported returns of 610% and 394%, respectively [4] - The strong performance of gold companies is attributed to a significant rise in bullion prices, which increased from about US$2,500 to over US$3,600 an ounce [5] Group 3: Factors Influencing Gold Prices - Central banks globally are buying gold instead of U.S. Treasuries, contributing to rising gold prices [7] - Successful gold companies focus on operational efficiency, cost management, and increasing shareholder value [8] Group 4: Technology and Industrial Sector Performance - Celestica Inc. topped the TSX 30 with a 1,599% dividend-adjusted return, driven by demand for advanced electronic manufacturing and supply chain solutions [9][10] - The technology sector had the largest average share price increase at 620% over three years [10] - Industrial firms like Bombardier Inc. and Bird Construction Inc. are benefiting from capital investment in infrastructure, driven by energy transition and modernization needs [11]