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X @The Wall Street Journal
Student Loans Overview - The best student loans feature low interest rates [1] - High borrowing limits are a key characteristic of optimal student loans [1] - Flexible repayment options are desirable in student loans [1]
Portillo's Growth Pipeline Looks Strong: Is Demand Keeping Pace?
ZACKS· 2025-07-10 13:46
Key Takeaways PTLO plans 12 units in 2025, including pickup-only formats and a first walk-up site in Florida. Q1 revenues rose 6.4%, but a 3.1% drop in transactions offset modest same-store sales growth. Margins declined as Houston units lagged, PTLO boosts local ads, perks and kiosks to drive demand.Portillo’s Inc. (PTLO) remains ambitious in its expansion strategy, planning to open 12 locations in 2025. These will include a mix of its 6,200-square-foot “restaurant of the future” prototypes, pickup-only ...
DUV Demand Powers ASML Holding in China: Will Export Curbs Cut It Off?
ZACKS· 2025-07-10 13:30
Key Takeaways ASML saw China contribute 27% of Q1 2025 revenues, driven by strong DUV lithography system demand. EUV system exports to China remain restricted under U.S. and Dutch trade controls. ASML stated steady customer behavior but warned of rising uncertainty amid global trade tensions.ASML Holding’s (ASML) sales to China accounted for 27% of first-quarter 2025 total revenues, which was way higher than the earlier expectations of low-20% levels. This increase came mainly from strong demand for Deep ...
Lael Brainard: Fed has room to consider cutting rates later in the year
CNBC Television· 2025-07-10 13:15
All right, we got the jobless claims numbers in 227,000 versus consensus of 238,000. Joining us to talk about the economy and the inflation and much more. Leel Brainard, who served as former National Economic Council uh chief in the Biden administration and a former Fed vice chair, now a distinguished fellow at Georgetown and a senior fellow at Harvard's Kennedy School.Uh first off, what does the the employment picture in the nation tell you about where we are in the econ economy and what's next for the Fed ...
X @Bloomberg
Bloomberg· 2025-07-10 12:53
Former Vice President Mike Pence said Donald Trump had the right to publicly share his views about Federal Reserve Chair Jay Powell and decision-making on interest rates — and that he had his own concerns about the central bank’s policies https://t.co/goYdpidRne ...
X @Bloomberg
Bloomberg· 2025-07-10 12:20
Brazil’s annual inflation ticked up further above target, a signal of the long road ahead before the central bank can begin easing sky-high interest rates https://t.co/k8tVG5hDnZ ...
Pence Says Fed's Dual Mandate 'Confuses the Issue'
Bloomberg Television· 2025-07-10 12:10
You referred to the inflation risk. The White House would also like the Federal Reserve to cut interest rates. You've been in the room a few times, I'm sure, talking about this Federal Reserve.How did the president end up with a Fed chair that he disliked so much. How did that happen. Well, well, I've been watching a lot of what the president has had to say about Jay Powell lately, and he did appoint him.So that's part of the awkward aspect here. Well, first, I think the president of the United States is fu ...
X @Bloomberg
Bloomberg· 2025-07-10 11:35
Treasuries edge lower ahead of a sale of 30-year bonds and jobs data that may provide clues on future interest rate cuts by the Fed https://t.co/FOahoKUcLN ...
沪指周四收盘成功重返3500点之上
Zhong Guo Xin Wen Wang· 2025-07-10 11:06
巨丰投顾高级投资顾问丁臻宇表示,今年以来,银行股表现的背后投资逻辑在于:其一,银行股具有类 债券属性,为保险等长期资金提供了除国债之外的长线配置选择;其二,银行股是公募基金风格漂移回 归的受益品种,过去被显著低配,由此带来流动性溢价;其三,银行股受益于降准降息,基本面有所好 转。 当天稀土永磁板块亦表现亮眼,录得1.92%的涨幅。个股方面,行业头部公司北方稀土股价收获涨停板 (涨幅约10%)。 消息面上,北方稀土近日公告称,预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净 利润8.8亿元至9.4亿元。(完) 中新社北京7月10日电 (记者 陈康亮)中国A股具有代表性的上证指数10日(周四)时隔近三年半(以收盘价 计)成功重返3500点之上。 当天A股三大股指集体飘红。截至当天收盘,上证指数报3509点,涨幅为0.48%;深证成指报10631点, 涨幅为0.47%;创业板指报2189点,涨0.22%。沪深两市成交总额约14942亿元(人民币,下同),较上一 个交易日缩量约110亿元。 从盘面上看,当天A股行业板块涨多跌少,房地产开发、工程咨询服务、房地产服务等板块领涨;金融 板块则继续发力,根据 ...
Possible NIM Expansion And Stable Asset Quality Make First BanCorp A Buy
Seeking Alpha· 2025-07-10 11:02
Company Overview - First BanCorp is a Puerto Rico-based holding company that operates FirstBank Puerto Rico [1] - The company has a concentrated presence in the Puerto Rico market, with approximately 80% of its loans originating from this geography [1] Investment Focus - The company is characterized as a value-focused investment entity, conducting fundamental research across various sectors including chemicals, homebuilders, building materials, industrials, and metals & mining [1] - The investment strategy emphasizes acquiring stocks that are undervalued and have potential catalysts in the near future [1] - The investment horizon for the company ranges from one quarter to two years [1] Experience and Expertise - The company has over three years of active investing experience and has served as a buy-side analyst at a boutique research firm and family offices [1]