这是因为从历史上看，油价的突然飙升往往只会导致通胀暂时性上升，而美联储通常会忽略这一点。但 鉴于经济已经走软，持续的油价飙升对增长和就业的威胁可能比对通胀本身的威胁更大。 这很可能导致汽油价格上涨，而汽油价格在过去几个月中一直是通胀降温趋势的关键因素。根据最新的 5月份CPI报告，过去一年汽油价格下降了12%。政府的能源指数在最近一次读数中环比下降了1%。 "经济已经放缓，并且很容易受到任何其他负面因素的影响，包括油价的突然和持续上涨，"Sweet 说。"如果美联储认为油价对经济和劳动力市场的打击大于对通胀的暂时性提振，那么美联储可能会发 出愿意更早降息的信号。" Sweet指出，市场可能需要数周时间才能对油价的走向有更清晰的认识。他本人的基线预测是美联储将 在12月进行首次降息。 Sweet表示，虽然美联储有耐心保持观望，但"油价的大幅持续上涨可能会对美国经济造成损害，使降息 提前一次会议发生，因为修复受损的经济比等待整体通胀的暂时性加速过去要困难得多。" "这可能会在未来的联邦公开市场委员会（FOMC）会议上成为一个热门话题，但不是本周会 议，"Sweet补充道。他的这一看法与华尔街其他人的观点相呼应，他 ...

June 12, 2025 02:40 PM GMT Autos & Shared Mobility | North America A "G.I. Bill" for Robotics and Manufacturing? America's ability to re-shore/onshore critical manufacturing (autonomous cars, drones, humanoids, gadgets, etc) will ultimately be limited by a lack of skilled human brains and bodies to get the work done. Can we learn some lessons from 1944? I'd greatly appreciate your support for the Morgan Stanley Auto & Auto Parts team in this year's All-America Extel survey. Stay human, AJ. How to vote: To r ...

Group 1 - The article discusses the investment community High Yield Landlord, which focuses on real estate investment trusts (REITs) and offers exclusive research and portfolios to its members [1] - Austin Rogers, a REIT specialist, emphasizes the importance of high-quality dividend growth stocks for generating safe and growing passive income streams [1] - The investment strategy highlighted is centered around long-term holding with a focus on portfolio income growth rather than total returns [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies mentioned [2][3]

Group 1 - The investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective [1] - The approach does not prioritize market-driven dynamics or future price action, instead emphasizing the long-term earnings potential of companies [1] - The majority of recommendations will be holds, indicating a cautious approach to market conditions and a belief that only a small fraction of companies are suitable for purchase at any given time [1] Group 2 - The articles aim to provide valuable information for future investors while maintaining a healthy skepticism towards a generally bullish market [1]

Key Takeaways Ford Pro delivered $1.3B EBIT while Model e and Ford Blue underperformed in the latest quarter. The segment boasts a 40% North American share and 675K software subscribers with strong ARPU growth. Ford Pro's capital-efficient, sustainable model sets the benchmark for Ford's other business segments.U.S. auto giant Ford Motor Company (F) runs three business segments — Ford Pro, Model e and Ford Blue. On its latest earnings release, Ford Pro clocked $1.3 billion EBIT. Ford Blue reported $96 mil ...

Key Takeaways QBTS has soared 1,343.6% over the past year, driven by investor confidence in its annealing-based approach. D-Wave's Advantage2 system solves complex tasks in minutes, showing real-world quantum advantage. Commercial traction via Leap and clients like Ford Otosan position QBTS as a practical quantum play.D-Wave Quantum Inc. (QBTS) has emerged as one of the most compelling stories in the high-tech investment landscape, driven by a massive surge of 1,343.6% over the past year, far outpacing th ...

All right. So, in your mind, where are we at when it comes to quantum computing. In January, Jensen Wong basically said it wasn't ready for prime time.He said now we're at an inflection point. What's the real answer right now. Is quantum computing, is it ready for prime time.In that sense, I mean ready for enterprise use. Yeah, look, I think we're already doing things in the enterprise space that has helped Jensen uh see reality on this in the last 6 months. You know, at the March GTC event in PaloAlto, we ...

Oxford Industries (NYSE: NYSE: OXM ) is one of those old-line American apparel outfits that’s made a business out of selling an idea, mostly sun, leisure, and the illusion of effortless wealth. Think Tommy Bahama, Lilly Pulitzer, and Johnny Was. For years, they ran the playbook: high-margin branding, tight control overI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at larg ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 3, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from____to____ Commission File Number: 1-4365 OXFORD INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Georgia 58-0831862 (404) 659-2424 ...

在美国总统特朗普宣布征收大规模关税并由此引发的市场波动致使交易活动停滞数周之后，一些公司如 今终于找到了达成交易的有利时机。分析人士表示，企业或许也正借此机会进军英国市场，因为若美元 进一步贬值或英镑升值，未来交易成本将会增加。 IonQ首席执行官Niccolo de Masi表示，除了英国的人才资源外，地缘政治背景也让这笔交易更具吸引力 ——因为各国政府都希望建立更多的"主权量子网络"。该公司于周一宣布以10.8亿美元收购英国量子计 算公司Oxford Ionics。de Masi表示："人们希望产品能就地供应，也希望产品能来自本地。" 据Peel Hunt称，今年截至目前，已有30家英国公司接受了收购要约，这些公司的估值均超过1亿英镑(约 合1.3544亿美元)，而去年同期这一数字为26家，2024年全年则为45家。 截至目前已公布的交易总额达240亿英镑，而去年同期的交易总额为360亿英镑。去年同期的交易总额之 所以较高，是因为其中包含了一些规模较大的交易，比如国际纸业公司(IP.US)以71亿美元收购D.S Smith。 多年来英国股票市场的资金大量外流，导致英国公司的估值低于在其他欧洲或美国交易所上 ...