Prime Minister Paetongtarn Shinawatra’s suspension from office has eased near-term political risks for Thailand, but investors remain wary about the country’s prospects and market outlook https://t.co/3Kd2aHb8fq ...

June 30, 2025 03:21 PM GMT China Financials | Asia Pacific Tracking Industrial Risks: Will Weaker May Data Lead to Higher Risks? Key Takeaways Despite weaker May industrial profit growth, we believe the incremental impact on industrial credit risks remains small due to: 1) profit deterioration concentrated in a few sectors affected by US tariffs; 2) US tariffs have declined notably from the peak in April and early May; 3) negative impact on EBIT interest coverage remains modest. Positively, more sectors hav ...

talk all about this and very much more with me pand JP Morgan global market strategist mirror great to have you with us um very good morning to you snapshot I guess for me why don't we start there on the international pitches obviously US markets record highs bounce back very strongly but outperformed by a number of international markets has that changed the sort of perspective your clients have on on those markets or very much still focused on the US there is still a huge home bias towards US stocks but it ...

The Zacks Internet - Delivery Services industry participants, such as GoDaddy (GDDY) , Vipshop Holdings (VIPS) , QuinStreet (QNST) and Asure Software (ASUR) , are well-positioned for growth due to their sustained efforts in adapting to changing consumer preferences. A greater Internet presence in emerging markets, a burgeoning affluent middle class and the accelerated uptake of smartphones are set to aid Internet-Delivery Services industry participants. Online delivery is yet to expand beyond major metros, ...

JPMorgan and Morgan Stanley are advising clients to buy Turkish bonds and the lira, after the postponement of a court ruling on a key opposition figure offered a reprieve from political risks https://t.co/9YNrDrfEXF ...

When you look at trade negotiations right now, could they actually change the outcome of the European economy. Well, I think that there's going to be a very relevant factor. And if you see, for instance, if you watch our our predictions, they are different alternatives, different different scenarios according to the different outcomes that we might have.I hope that, you know, the negotiations will be finalized. So at least this, you know, will deliver a little bit of predictability because now, you know, th ...

[Music] Let me start by telling you all a funny story. Actually, even now it still isn't funny and I'm still recovering. So laughing isn't allowed.We had the class representative elections and to my complete shock, I lost. And guys, I didn't lose by one or two votes. No, no, no.The winner got 17 votes and I got four. Can you imagine. It was probably one of the biggest blows I got to my ego and it hurt so bad that I couldn't help but cry all the way back home.All I could ask myself was why. Why. Why.Why did ...

Core Viewpoint - The company is facing challenges in achieving its 30% sales growth target for FY25E due to weaker-than-expected sales trends, particularly in online sales in the US and China, and rising import tariffs impacting gross profit margins [1][5][7] Sales Growth Outlook - Sales growth in 2Q25E is expected to be slow, with estimates indicating a mixture of 10% growth in the US and negative growth in China and Europe, influenced by a high base from previous years and changing consumer interests [2][4] - The company has not altered its guidance of 30%+ sales growth for FY25E, but revised forecasts now suggest a more conservative 14% growth, down from 23%, with expectations of single-digit growth in 1H25E and 20% growth in 2H25E [4][7] Market-Specific Insights - In the US market, sales growth is projected at 10%, primarily driven by offline expansion, while e-commerce sales may face sluggish growth due to industry factors [4] - The Chinese market shows weak demand for small appliances and cookware, with potential year-over-year declines in sales for Carote in 1H25E and FY25E [4] - The European market is not a major focus for the company, leading to potentially weaker-than-expected sales growth [4] Impact of Tariffs - Recent increases in US tariffs on steel- and aluminium-based products could significantly impact gross profit margins, with total tariffs on Carote's products potentially reaching 73.3% [5][6] - The company may pass on about 15% of the tariffs through supply chain adjustments but will still face a 35% burden, leading to a revised gross profit margin assumption of around 33% for the US market in FY25E [6] Financial Forecast Adjustments - The company has downgraded its rating to HOLD and cut the target price to HK$ 4.64, based on a 10x FY25E P/E, reflecting a 28% reduction in net profit forecasts for FY25E due to weaker demand and higher import tariffs [1][7]

Global Economics Comment: Assessing the Economic Impacts of the War in the Middle East (Briggs/Peters) 23 June 2025 | 9:33AM EDT Assessing the Economic Impacts of the War in the Middle East +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Joseph Briggs +1(212)902-2163 | joseph.briggs@gs.com Goldman Sachs & Co. LLC Sarah Dong +1(212)357-9741 | sarah.dong@gs.com Goldman Sachs & Co. LLC Megan Peters +44(20)7051-2058 | megan.l.peters@gs.com Goldman Sachs International c45a43530f604d12bcb9a82b5aa6b9f ...

Oil prices are higher this morning, but not nearly as high as they had been overnight in the trading session where we saw WTI uh actually get up close to $79 and Brent even above $80 a barrel. Joining us right now is Josh Young. He's chief investment officer of Bison Interest which focuses on oil and gas investments.And Josh, let's just talk about where we stand. If you look back at a WTI chart over the last month, we're up 20%. So we have seen pretty massive premium that's been built in from where we were ...