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3 Leisure & Recreation Stocks to Watch Despite Industry Woes
ZACKS· 2025-07-11 14:31
The Zacks Leisure and Recreation Products industry faces challenges due to the ongoing tariff war and soft macroeconomic data. However, a positive fitness product sales trend, driven by growing health and fitness awareness, bodes well for the industry. Industry participants who design, market, retail and distribute products for the outdoor and recreation market are witnessing solid demand. Stocks like Academy Sports and Outdoors, Inc. (ASO) , Peloton Interactive, Inc. (PTON) and Playboy, Inc. (PLBY) are lik ...
X @Bloomberg
Bloomberg· 2025-07-11 13:54
The chaos wrought by a recent wave of US tariff actions may be obscuring early signs of recovery in South Africa’s economy, Standard Bank says https://t.co/A5E6K2TwQI ...
X @The Economist
The Economist· 2025-07-11 13:20
Sailing to foreign lands and trekking to new wildernesses is extraordinarily expensive. It is also fraught with uncertainty. That is where economists come in https://t.co/Ysuin9QbDT ...
Shah: Any U.S. slowdown is modest and counters earlier concerns
CNBC Television· 2025-07-11 11:35
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]
X @Bloomberg
Bloomberg· 2025-07-11 10:40
Former New York Fed President Bill Dudley says there’s no compelling evidence that the current level of interest rates is significantly restraining economic activity (via @opinion) https://t.co/TJm6TIKyI3 ...
C3.ai: Why This Beaten-Down AI Stock Could Soar
Seeking Alpha· 2025-07-11 09:40
C3.ai (NYSE: AI ) has the symbol everyone wants in the market. But this fact has not helped the company. The stock has fallen more than 90% from its all-time high and has since struggled to regain momentum. However, something significant has been happening withinI am a 33-year-old investor and former hedge fund trader with a background in software engineering and finance. My career began in a small investment house where I trained as an analyst, gaining fundamental insights into the financial markets. I the ...
X @Bloomberg
Bloomberg· 2025-07-11 08:44
The ECB should lower interest rates further if economic expansion falls short of forecasts and drags down inflation excessively, according to Governing Council member Fabio Panetta https://t.co/9bjWBXWDqV ...
X @The Economist
The Economist· 2025-07-11 08:40
Years of deflation and stagnation left Japanese savers wary of risk, but new economic developments are creating incentives for them to invest https://t.co/u3eg7QuzfW ...
X @Bloomberg
Bloomberg· 2025-07-11 07:28
Tourism in Spain, Europe’s second largest holiday destination, will grow less than previously expected as economic and geopolitical uncertainties weigh on appetite for travel https://t.co/hpu8A47zjo ...
X @Bloomberg
Bloomberg· 2025-07-11 07:12
Indian authorities are exploring steps to create more, larger and stronger banks to fund what is expected to be one of the fastest paces of growth in the world for coming decades https://t.co/ReCmonamys ...