Key Takeaways HELE's Q1 EPS dropped 58.6% to $0.41, missing estimates due to lower income and higher interest expense. Q1 sales fell 10.8% to $371.7M, hurt by weak demand, tariff-related order cuts and inventory pull-forward. Gross margin fell 160 bps to 47.1% as trade-down, higher costs and mix shifts pressured profitability.Helen of Troy Limited (HELE) experienced a sharp 22.7% drop in its share price during Thursday after-hours trading, following disappointing first-quarter fiscal 2026 results. The com ...

When debts become very large and there is an economic downturn and the empire can no longer borrow the money necessary to repay its debts, the financial bubble bursts. This creates great domestic hardships and forces the country to choose between defaulting on its debts or printing a lot of new money. It always chooses to print a lot of new money at first gradually and eventually massively that devalues the currency and raises inflation.For the Dutch, this was the financial crisis brought about by financial ...

Market Trends & Economic Outlook - IEA 报告显示全球石油需求下降，美国和中国是主要降幅来源 [1] - 石油需求下降可能预示着美国乃至全球经济放缓 [2][3] - 分析师普遍预计油价将保持平稳 [2] - 尽管美国经济可能放缓，但目前程度温和，与年初的担忧相反 [3] Tariffs & Trade - 总统可能对欧盟和加拿大征收关税，市场对此的反应可能反映出关税最终水平将低于目前水平的预期 [4][5][6] - 关税可能导致市场动荡，但市场主要关注的是仍然具有建设性的宏观背景 [6] - 巴西 ETF 因关税而大幅下跌约 5%，可能存在过度反应 [7] - 墨西哥和加拿大等国可能受到关税影响较大，而中国受到的影响相对较小 [9] - 从长远来看，企业将适应并找到应对新环境的方法 [10][11] Investment Strategies - 在当前具有建设性的宏观背景下，公司更倾向于投资企业债券，因为可以获得更高的收益 [12] - 许多公司的资产负债表表现强劲，公司开始关注高收益和新兴市场债务 [13] - 在没有经济衰退的情况下，违约率将保持在较低水平 [13] - 建议投资者在当前环境下采取更积极的风险承担策略，而不是仅仅关注国债 [14]

While 11 schools, including Princeton, MIT, and Yale were hit with a higher tax on their endowments’ investment earnings, Congress exempted wealthy small schools, including Swarthmore and Hillsdale, from the levy. https://t.co/2YnYBey7JJ (Photo: Jim West/ZUMA Press/Newscom) https://t.co/BrvkOp8m5y ...

Malaysia’s industrial production grew at a slower-than-expected pace for the second straight month, adding to signs of an economic slowdown https://t.co/hqcENuuHjr ...

Group 1 - The analyst has a Master's degree in Corporate and Market Finance and focuses on identifying resilient and undervalued companies across all sectors [1] - There is a particular interest in the Energy sector due to its strategic and transitional importance, while also being open to opportunities in any industry with strong fundamentals and long-term value [1] - The approach emphasizes disciplined analysis, downside protection, and long-term thinking in a volatile market [1]

Bitcoin Fund Offering - Calamos Investments offers a new fund providing investors with 100% downside protection from Bitcoin's volatility [1] - The fund is structured as an ETF, offering liquidity and a percentage of the upside, such as 10% in a recent series [2] - Calamos also offers variations with 90% protection (around 24% upside) and 80% protection (low 40s% upside) [3] - The product targets investors who are risk-averse but want exposure to Bitcoin, which has been a top-performing asset despite its volatility [4] - Approximately 14% of the US population and 6% of the world population have invested in Bitcoin, indicating potential for growth [5] Auto Callable Product - Calamos launched an auto callable product with JPMorgan, aiming to democratize access to structured products [7] - The structured product world has seen significant issuance, with $100 billion in auto callable products and $200 billion in total structured products last year [8] - The auto callable product functions like a bond, paying out a monthly coupon, initially launched at 147% [9] - JPMorgan is providing the swaps, and Mcube has developed the index for the product [9] - The product diversifies risk by including over 52 auto callable notes, monitoring market declines every Friday [10]

Economic Outlook - Wells Fargo indicates signs of an economic slowdown, with job creation slowing and inflation expected to rise [1][2] - Nonfarm payrolls added an average of 130,000 jobs per month in the first half of the year, down from 164,000 in the same period of 2024 [2] - Job creation is affected by stagnation in small businesses' hiring plans, while inflation is anticipated to increase due to new tariffs [3] Federal Reserve Actions - The trends of slowing job creation and rising inflation are expected to lead the Federal Open Market Committee (FOMC) to lower interest rates by 25 basis points at three upcoming meetings in September, October, and December [3] Employment Data - Employers are cautious about adding new employees, despite retaining current workers; the number of Americans filing for unemployment has dropped to a seven-week low, while insured unemployment has risen to its highest level since November 2021 [4] - The Bureau of Labor Statistics reported that employment growth in June was consistent with the previous year's rate, with gains in state government and healthcare sectors [5] Tariff Impact - The impact of tariffs is reflected in data showing an increase in non-revolving credit, as consumers are purchasing larger items like cars to avoid new tariffs [6]

Hindustan Unilever has named Priya Nair as its CEO from Aug. 1 as the bellwether for India’s consumer sentiment grapples with demand slowdown, tepid earnings growth and fierce competition https://t.co/KS7KFLh00M ...

Um, when I was growing up, I grew up in Abioa by the way. I life was pretty much simple. You know, you went to school, you came back in the night, there was no power.I mean, there was no NEPA pretty much. And there were no generators. So you just slept played football with friends after school.I was really terrible at playing football. So they didn't typically put me in many of the sets. Uh many of the male kids would relate to what I'm I'm talking about.So I I personally found like so in the library. So I ...