A seasonal lift for Asian equities in July may falter this year as tariff and macroeconomic concerns dampen sentiment https://t.co/lrhjgxWeJb ...

Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation. Built on institutional standards, Moretus Research combines rigorous fundamental analysis with a high-signal, judgment-driven process—eschewing noise, narrative, and overl ...

Going live for UNDER EXPOSED in 15 minutes!We are talking macro, Robinhood, tokenized stocks and a lot more.Join us live at 12 pm ET on Kick or spacesTylerD 🧙‍♂️ (@Tyler_Did_It):Then UNDER EXPOSED is back at 12 pm ET!@DeeZe & @0xGeebz join as we chat:- Macro and July's Jubilant set up- Robinhood reactions & what it means for HYPE- Crypto Unicorns+ what are we trading + NYC takeaways + a lot moreSet 🔔👇https://t.co/EUS6547SRw https://t.co/JxOOZmmsAQ ...

Macro tailwind crucial for bitcoin during historically soft start to Q3, analysts say https://t.co/GJks21fvHo ...

The ECB Forum on Central Banking – the Sintra Forum – is an annual event organised by the European Central Bank and is held in Sintra, Portugal. It brings together central bank governors, academics, financial market representatives, journalists and others to exchange views on current policy issues and discuss the Forum’s key topic from a longer-term perspective. The theme of the 2025 ECB Forum on Central Banking is “Adapting to change: macroeconomic shifts and policy responses”. ...

Repricing upwards will be crazy when the market realizes what crypto has become recently.We’re at a total different period of growth with TradFi adoption and regulatory changes coupled with macro tailwinds.So bullish it hurts. ...

Then UNDER EXPOSED is back at 12 pm ET!@DeeZe & @0xGeebz join as we chat:- Macro and July's Jubilant set up- Robinhood reactions & what it means for HYPE- Crypto Unicorns+ what are we trading + NYC takeaways + a lot moreSet 🔔👇https://t.co/EUS6547SRw https://t.co/JxOOZmmsAQ ...

Core Insights - PepsiCo is facing challenges in its Frito-Lay North America (FLNA) business due to subdued snack demand, raising concerns about the company's future growth momentum [1][2] - The company reported a modest 1% year-over-year organic revenue growth in the FLNA segment, leading to a downward revision of its 2025 earnings guidance [2][10] - PepsiCo is implementing a multi-pronged recovery strategy, including dual-size pricing tiers and a focus on transforming its snack portfolio to meet changing consumer preferences [2][3] Financial Performance - PepsiCo's shares have declined approximately 13.8% year-to-date, contrasting with the industry's growth of 5.9% [7] - The forward price-to-earnings ratio for PepsiCo is 16.25X, which is below the industry average of 18.32X [9] - The Zacks Consensus Estimate indicates a year-over-year decline of 3.6% in 2025 earnings, with a projected growth of 5.2% in 2026 [10] Competitive Landscape - Mondelez International (MDLZ) is emerging as a key competitor, leveraging a diversified portfolio and focusing on high-growth segments like permissible indulgence and well-being snacks [4][5] - Campbell's Snacks division is gaining market share in the U.S. snack category, particularly in premium and health-conscious segments, responding quickly to consumer demand shifts [6]

Key Takeaways SPG acquires Brickell City Centre's 500,000-sq-ft retail asset and will now wholly own and manage it. The open-air center hosts 90 retailers and 15 dining spots across three city blocks. Simon invests in premium assets despite e-commerce growth and macroeconomic concerns.Simon Property Group (SPG) recently announced that it has purchased Swire Properties’ stake in Brickell City Centre’s open-air shopping center and will now wholly own and manage the asset. Earlier, SPG held a 25% non-managin ...

Group 1 - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors of all levels [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the creation of diversified portfolios to preserve and grow wealth [1]