The CNN Fear and Greed index showed an increase in the overall fear level, while the index remained in the “Fear” zone on Monday.U.S. stocks settled lower on Monday, with the Dow Jones index dipping more than 800 points during the session on AI-related credit concerns and fresh trade uncertainty.Over the weekend, Trump said he would raise his new global tariff to 15%, aiming to replace duties ruled illegal by the Supreme Court last week.On the economic data front, the Chicago Fed National Activity Index sur ...

SHERY: THIS IS THE ASIAN TRADE, I AM SHERY AHN IN TOKYO. AVRIL: AND I'M AVRIL HONG IN SINGAPORE. FRESH TRADE UNCERTAINTY SET TO HIT ASIAN MARKETS AS PRESIDENT TRUMP SAYS HE IS RAISING HIS GLOBAL TARIFF TO 15% AFTER THE U.S. SUPREME COURT STRUCK DOWN HIS SO-CALLED RECIPROCAL LEVIES.SENIOR U.S. OFFICIALS SAY KEY TRADE DEALS REMAIN IN EFFECT, BUT INDIA AND THE EU STEPPED BACK FROM TALKS RATIFICATION WHILE JAPAN CALLED THE SITUATION A MESS. THE TERROR OF TURMOIL HANDING CHINA A BOOST IN BARGAINING POWER WHEN ME ...

分组1 - Luxury sleepwear brand Couv Collections is launched by influencer Claire Couvillion Smith, focusing on a feminine aesthetic and diversifying beyond sponsored content [1] - The brand has undergone two years of development, including custom patterns and hands-on design, indicating a strong commitment to quality [1] - Smith is scaling the business with her sister as operations manager while managing motherhood and planning additional product lines for home and baby [1] 分组2 - The average long-term U.S. mortgage rate has decreased to 6.01%, the lowest level in over three years, down from 6.09% the previous week [2] - This rate is significantly lower than the 6.85% average from one year ago, reflecting a modest pullback in mortgage rates [2] - The current rate is the lowest since September 8, 2022, when it was recorded at 5.89% [2] 分组3 - Walmart has issued a cautious earnings outlook, indicating concerns over a "hiring recession," rising student-loan delinquencies, and trade uncertainty [3] - Despite improved sentiment, executives at Walmart are observing increasing pressure on consumers and widening income gaps, suggesting a fragile spending environment [3] - The company's outlook serves as a bellwether for overall consumer health, highlighting potential challenges in the retail sector [3]

Market Performance - The S&P 500 Index rose by +0.63%, the Dow Jones Industrials Index increased by +0.68%, and the Nasdaq 100 Index gained +0.59% on Monday, supported by lower T-note yields and a stronger-than-expected US durable goods orders report, indicating a resilient US economy [1] Trade Uncertainty - Increased trade uncertainty arose after President Trump threatened 100% tariffs on US imports from Canada if Canada signs a trade agreement with China, which may lead Canada to seek other trade partners [2][3] Government Shutdown Concerns - The risk of another partial government shutdown is affecting stock performance, as Senate Democrats threatened to block a government funding deal over Department of Homeland Security/ICE funding, following a recent incident involving ICE [4] Currency Movements - The dollar index fell by -0.5% to a 4-month low amid speculation of potential US intervention to boost the yen, aligning with Trump's view that a weak dollar benefits US exports. This decline may also be influenced by Trump's tariff threats, which could lead foreign investors to withdraw capital from the US [5]

Market Performance - The S&P 500 Index is up by 0.27%, the Dow Jones Industrials Index is up by 0.33%, and the Nasdaq 100 Index is up by 0.07% [1] - March E-mini S&P futures are up by 0.35%, and March E-mini Nasdaq futures are up by 0.15% [1] Economic Indicators - Stocks are supported by lower T-note yields and a stronger-than-expected US durable goods orders report, indicating a resilient US economy [2] - The dollar index is down by 0.5% and has reached a 4-month low, influenced by speculation of US coordination with Japan to boost the yen [5] Trade and Political Uncertainty - Increased trade uncertainty is present due to President Trump's threat of 100% tariffs on US imports from Canada if Canada signs a trade agreement with China [3] - Political uncertainty regarding the Federal Reserve is noted, with expectations that the FOMC will leave rates unchanged, potentially provoking further threats from President Trump [2] Government Funding Concerns - The risk of another partial government shutdown is affecting stocks, with Senate Democrats threatening to block a funding deal over Department of Homeland Security/ICE funding [4]

Company Overview - Lamb Weston Holdings, Inc. (NYSE:LW) is recognized as one of the best consumer staples dividend stocks to invest in currently [1] Financial Performance - For the quarter ended November 23, Lamb Weston reported revenue of $1.62 billion, exceeding expectations of $1.59 billion [5] - Adjusted earnings were 69 cents per share, surpassing the estimate of 65 cents [5] - The company maintained its annual revenue forecast at $6.35 billion to $6.55 billion, which is below the consensus estimate of $6.52 billion [5] Market Sentiment - Barclays has cut its price target for Lamb Weston from $68 to $55 while maintaining an Overweight rating, citing that the recent 26% selloff in the stock was overdone [2] - Despite a strong first-half fiscal 2026 EBITDA performance, the company did not raise its guidance, leading to investor frustration [2][3] Industry Context - The broader french fry industry outlook remains positive, despite challenges such as ongoing inflation and trade uncertainties affecting consumer spending [2][4] - International sales increased by 4% year over year in the second quarter, while North American sales remained flat at $1.07 billion [4]

World economic activity will remain “subdued” next year amid trade uncertainty and geopolitical tensions that are restraining investment outside of artificial intelligence and weighing on government finances, a UN agency predicted in a new report. https://t.co/HJrtzHHvcN ...

Core Insights - Lineage Inc. is experiencing a net loss of $112 million in Q3, with adjusted funds from operations (AFFO) of 85 cents per share, which is 5 cents lower year-over-year [2] - The company reported consolidated net revenue of $1.38 billion, reflecting a 3% year-over-year increase, aligning with consensus estimates [2] - High food prices are affecting customer inventory levels, leading to a lowered full-year outlook due to ongoing trade uncertainties [1][4] Financial Performance - The AFFO guidance for full-year 2025 has been reduced by 10 cents, now ranging from $3.20 to $3.30 per share [4] - Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) guidance has been slightly lowered to a range of $1.29 billion to $1.305 billion [4] - Physical occupancy was reported at 75.2%, which is 110 basis points lower year-over-year but improved by 60 basis points sequentially [3] Operational Metrics - On a same-warehouse basis, pallet throughput declined by 2% year-over-year, while storage revenue per pallet increased by 1% [3] - Despite the challenges posed by food inflation, Lineage anticipates capturing low-single-digit net rent increases next year, consistent with inflation trends [5] Market Context - Container imports to the U.S. remain weak, impacting inventory levels as seafood customers are reducing stock in anticipation of tariff clarity [4] - Shares of Lineage (NASDAQ: LINE) fell by 2.2% on the day of the report, contrasting with a 0.3% increase in the S&P 500 [6] - Lineage operates over 485 facilities with a total space of 3.1 billion cubic feet across North America, Europe, and the Asia-Pacific region, also providing freight forwarding and customs brokerage services [6]

Group 1 - The stock market opened higher despite ongoing trade tensions, with President Trump declaring a trade war with China [1] - The Dow Jones Industrial Average increased by 118 points, or 0.3%, while the S&P 500 and Nasdaq Composite both rose by 0.3% and 0.4% respectively [1] - The yield on the 10-year Treasury note fell below 4%, indicating a shift in investor sentiment [2]

Core Insights - The company reported strong Q3 results, indicating a significant recovery in revenue momentum, particularly in the domestic market, which is expected to represent about 60% of overall industry profits for the quarter [2][22] - There was a notable shift in customer behavior as uncertainties related to trade and tariffs began to clear, leading to increased travel activity in both business and leisure sectors [3][11] Revenue Performance - Domestic unit revenues experienced a turnaround, with a 2% increase in Q3 compared to a 5% decrease in Q2, marking a 7-point sequential swing [4] - Sales in Q3 were reported to be 600 basis points higher than in Q2, with expectations for continued strong performance into Q4 [5] Corporate Travel Trends - Corporate travel saw an 8% increase in Q3, a significant rise from just 1% growth in the first two quarters, attributed to improved clarity in the market [9][10] - All business sectors reported meaningful growth in travel, indicating a broad recovery across the board [12] Consumer Segmentation - The company is focusing on premium consumers, who are showing strong travel demand, while lower-end travelers are still exhibiting caution [14][15] - Co-brand spending was up 12% in Q3, reflecting robust performance in corporate travel and premium services [15] Market Outlook - The company anticipates a significant improvement in transatlantic travel in Q4, driven by better supply-demand balance and increased consumer activity [17][18] - Holiday travel is projected to be strong, with positive sales momentum continuing into Q4 [19][20]