Group 1 - The stock market is currently influenced by macroeconomic fears, particularly regarding the impact of tariffs on the U.S. economy and the effects of rising geopolitical tensions on global growth [1] - Gary Alexander has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry themes [1] Group 2 - Alexander has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications, indicating his influence and reach within the investment community [1]

亚洲经济研究 | Asia Pacific M Idea 观点：印度⸺积极的政策势 头强化了我们的建设性观点 近期决策层在减少收益性支出、加快资本性支出、改善营商 环境、吸引制造业投资等方面的政策努力令人鼓舞。这支撑 了投资的增长，并抑制了宏观稳定性风险，强化了我们长期 坚持的建设性观点。 June 13, 2025 02:03 AM GMT Morgan Stanley Asia Limited+ Chetan Ahya 亚洲首席经济学家 Chetan.Ahya@morganstanley.com +852 2239-7812 Morgan Stanley Asia (Singapore) Pte.+ 甘永康 亚洲经济学家 Derrick.Kam@morganstanley.com +65 6834-8272 Morgan Stanley Asia Limited+ 张乐然 经济学家 Jonathan.Cheung@morganstanley.com 王奕丹 经济学家 Kelly.Wang@morganstanley.com +852 3963-0891 要点 在本报告中，我们重点介绍了最近的关键政策进展， ...

Key Takeaways PH's Aerospace Systems organic sales rose 12% in Q3, driven by OEM and aftermarket demand. Fiscal 2025 Aerospace sales are projected to grow 12% on air transport and defense market strength. PH targets 4-6% revenue growth by FY29, aided by acquisitions, CapEx reinvestment and its Win strategy.Parker-Hannifin Corporation (PH) is benefiting from strong momentum in the Aerospace Systems segment, driven by strength in the commercial and military end markets across both OEM and aftermarket channe ...

There's the dollar melting away below 98. It's now at its lowest level since March of 2022, and it's down about 10% against a basket of currencies year to date, as you can see there. Outflows fueled by the president's trade policies, rising odds of a Fed cut, and more.Our next guest, though, knows it's good news for another asset class, the rise of crypto. Mike Novagrath is founder and CEO of Galaxy Digital. They also had an IPO lately, Mike.Uh, it's good to see you again. I think what was the high we hit o ...

Investing in oil and gas stocks is the ultimate macro play. Quite simply, an investor has to believe that the price of energy is heading higher in the future. Of course, there are once-in-a-generation moments like we sawI began my investing journey just before the Covid crash in 2020. Although an extraordinarily brief bear market, it did teach me not to lose one's head when all around you are losing theirs. I have worked nearly 15 years as a strategy consultant with expertise in communications, cultural cha ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Amid an uncertain macro environment and market volatility, the utility sector has emerged as one of the top-performing areas since the beginning of the year, with a 7% gain. In my recent article on the utility companies, I set up aAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation fo ...

【近期黑色系金属价格受多因素影响震荡，短期或维持震荡走势】近期，黑色系金属价格波动受宏观、 供需及产业链多重因素交织影响。6月11日午后，国内黑色系走势震荡，焦煤涨0.06%、焦炭跌0.04%、 铁矿石跌0.35%，螺纹钢收跌0.64%，热卷收跌0.74%。 从宏观面看，内外分化压制需求。国内稳增长基 调发力，6月制造业PMI边际回升，市场对下半年基建投资和制造业设备更新政策预期升温；海外美国5 月CPI数据低于预期，降息预期升温，美元指数回落，但美联储内部政策分歧大，关税担忧仍存，投资 者谨慎。同时，美联储降息释放流动性，但企业扩张意愿不足，实际需求拉动有限。国内房地产投资低 位、新开工负增长压制建筑用钢需求，基建专项债落地有部分支撑，制造业高端钢材需求增长受外需制 约。 供应端，原料稳定，成本支撑仍在。铁矿石全球供应集中，非主流矿收缩，港口高品位矿偏紧， 国内矿进口依赖度高；焦煤受国内安监、进口国政策及运输影响波动，焦炭因焦煤成本挤压利润，焦企 限产保价致供应弹性降低。 需求端，建筑疲软，工业有韧性但难提振。房地产低迷使建筑钢材需求大 减，保障房建设缓冲部分冲击；基建项目施工支撑螺纹钢等需求，但受资金和季 ...

Key Takeaways HOLX pulled the HIV testing business in Africa from its 2025 forecast after USAID halted funding support. Tariffs from China and Costa Rica are set to increase HOLX's inventory costs by up to $25M per quarter. Hologic's Diagnostics momentum is driven by strong BV/CV test demand and Panther utilization growth.Marlborough, MA-based Hologic (HOLX) is navigating a shifting geopolitical landscape in each of its core businesses. In a conservative move, the company’s fiscal 2025 sales outlook now e ...

Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her investment acumen [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, emphasizes democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding [1] Group 2 - The previous analysis of Powell Industries (NASDAQ: POWL) rated the stock a 'Hold' due to expectations of tougher comparisons in 2025 [1]