ab 17 June 2025 Global Research India Economic Perspectives India and gold: all that glitters Gold price rally to continue UBS's Basic Materials team forecasts the gold price to rise to US$3,500 in 2026. We believe the case for gold has become more compelling in an environment of escalating tariff uncertainty, weak growth, high inflation and lingering geopolitical risks. As most of India's gold supply is imported (87%), higher global gold prices (although we expect softer gold volume demand) imply that Indi ...

be at war. Everybody else, it's business as usual. And so I say all that to say to answer Andy's question, do you think the market will worsen amidst the months ahead.I think what will happen is that it'll be like every single thing else that we've ever seen. There's always a tremendous amount of uncertainty in the very beginning and then it will normalize and we will go back to making money. We will go back to the the business of commerce.the capitalism will emerge once again. ...

Group 1 - The stock market is experiencing fluctuations with a tendency towards positive territory amidst macroeconomic uncertainty and tariff issues [1] - The rebound in the stock market is primarily concentrated in large-cap stocks, especially those benefiting from favorable industry trends [1] - The experience of analysts covering technology companies and working in Silicon Valley is influencing the understanding of current industry themes [1] Group 2 - The article is authored by an analyst with a long position in REKR shares, indicating a personal investment interest [2] - The opinions expressed in the article are solely those of the author and not influenced by external compensation [2] - There is no business relationship between the author and any company mentioned in the article, ensuring an independent viewpoint [2]

Core Insights - Kroger reported solid earnings for Q1 2025, with earnings per share (EPS) of $1.49, exceeding analysts' expectations by three cents, while revenue fell slightly short at $45.12 billion [2][3] - E-commerce sales showed significant growth, increasing by 15% year over year, indicating a positive trend in this segment of the business [4] - The company reaffirmed its full-year EPS guidance in the range of $4.60 to $4.80, which is slightly below analysts' expectations, while raising its same-store sales guidance [5] Financial Metrics - Revenue for Q1 2025 was $45.12 billion, a 0% change from Q1 2024, which was $45.27 billion [2] - Adjusted EPS increased by 4.2% from $1.43 in Q1 2024 to $1.49 in Q1 2025 [2] - Gross margin improved by 100 basis points from 22% in Q1 2024 to 23% in Q1 2025 [2] - The debt-to-adjusted EBITDA ratio rose by 35% from 1.25 in Q1 2024 to 1.69 in Q1 2025 [2] Market Reaction - The initial market reaction to Kroger's earnings report was neutral, with the stock up by less than 0.5% shortly after the announcement [7] - The market response may change following management's quarterly earnings call, which was scheduled for later that morning [8] Future Outlook - CFO David Kennerley highlighted the uncertain macroeconomic environment as a reason for not raising guidance for earnings and free cash flow, despite beating expectations in Q1 [9] - Tariffs on imported products are a key factor to monitor, as they could impact future earnings [9] - Kroger plans to maintain and increase its dividend over time and is on track to complete its $5 billion accelerated share repurchase program by Q3 [6]

Thanks for having me on, Frank. Yeah, dollar's being held back by some uncertainty here and frankly being down 8%. It's just a scratch. Susan, it's just you're calling it just a scratch like Elon Musk.So, it's actually down more than 9%. But I want to get to the action this week in particular. So, I think a lot of people are saying people are piling into the dollar as a safe haven, but you're saying it's something a bit different.You're saying it's some short covering and just also a bare market bounce. Yea ...

Amid so much macro uncertainty, global companies signal optimism to Wall Street. According to data from Wall Street Horizon through June 16, 2025, there’s a net 21 percentage-point positive differential between dividend raisers and slashers—the best Q2 going back several years.Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a co ...

Economic Outlook & Uncertainty - The industry faces very high uncertainty regarding inflation levels and labor market softening [1][2] - Rate paths are data dependent, and various scenarios can justify different paths [1] - Rate cut paths reflect an expectation that cuts will become appropriate, considering the uncertainty [2] Monetary Policy - The industry is assessing numerous scenarios with different combinations of inflation and labor market conditions [1] - No one holds rate path predictions with strong conviction [1] - Rate path predictions are updated quarterly [1]

If you look at the um the rate path uh starting in December to today and adjust it over uh the full uh uh time horizon you've got there, you've taken about a quarter point per year out of your projected path and you end at a higher rate at N2027 than you were would have in the prior forecasts. Is that a result of of of a sense that tariffs will lead to more persistent inflation. Is it a result of reassessments of where your short-term neutral rate is it.Why why are you on a slower path now. So I would focus ...

Joining us now is our former vice chair, Alan Blinder. Allan, good to have you. Uh, tariffs going to be what would one would imagine an important sort of focus certainly in the press conference.Where do you stand in terms of the inflationary impact of tariffs, which we have yet to really see in any significance. Is it still coming. I I think it's still coming.I I stand exactly where you are that we haven't seen much from the tariffs yet. The tariffs have been announced, unannounced, announced, unannounced. ...

全球经济增长受贸易壁垒上升、政策不确定性加剧等因素影响显著放缓，2025年增速预计降至2.3%，为2008年以来最低（除全球衰退年份）。新兴市场和 发展中经济体（EMDEs）增长乏力，缩小与发达经济体人均收入差距的进程受阻，贫困 reduction 进程缓慢。各区域经济前景分化， downside risks突出，需 全球合作与结构性改革应对。 全球经济展望 - 增长放缓：2025年全球GDP增速2.3%，2026-2027年温和回升至2.5%。发达经济体增速降至1.2%，美国、欧元区受贸易政策冲击显著。EMDEs增速3.8%， 中国增速4.5%，印度6.3%，但多数国家增长低于预期。 - 贸易与通胀：全球贸易增速2025年降至1.8%，商品价格下跌10%，能源价格受OPEC+增产和需求疲软影响显著。全球通胀2025年预计2.9%，核心通胀因服 务价格压力持续高企。 - 金融市场：全球金融条件收紧，EMDEs资本外流、汇率贬值压力加大，主权债利差扩大，但短期波动后部分恢复。 区域经济前景 主要风险与政策建议 - 风险挑战：贸易壁垒进一步升级、全球金融条件收紧、地缘政治冲突加剧、极端天气频发、新兴市场债务危机。 ...