Workflow
Trade War
icon
Search documents
Building Permits Surge in March
ZACKS· 2025-04-17 16:05
Economic Performance - The Dow Jones Index is experiencing a significant decline, down 600 points, primarily due to disappointing Q1 earnings from UnitedHealthcare [1] - The S&P 500 and Nasdaq are performing positively, up 25 points and 140 points respectively, while the Dow has dropped 7.65% since April 2nd [2] Job Market - Weekly Jobless Claims remain low at 215K, which is 10K below expectations and 9K lower than the previous week's revised figure [3] - Continuing Claims increased slightly to 1.895 million, up from a revised 1.844 million, indicating stability in the job market [4] Housing Market - Housing Starts for March were reported at 1.324 million units, below the expected 1.41 million, marking the lowest level since November [5] - Building Permits showed a positive trend at 1.482 million units, exceeding expectations and indicating potential future growth in housing starts [6] Manufacturing Sector - The Philly Fed Index reported a significant decline to -26.4, the lowest level in two years, indicating a downturn in regional manufacturing [7] Company Earnings - UnitedHealthcare reported Q1 earnings of $7.20 per share, missing expectations by 7 cents, with revenues of $109.58 billion, down 1.4% from estimates [8] - American Express posted mixed Q1 results with earnings of $3.64 per share, exceeding expectations, while revenues of $16.97 billion fell short [9] - D.R. Horton reported Q2 earnings of $2.58 per share, missing estimates, and revenues of $7.73 billion, also below expectations, leading to a revenue forecast cut [10] - Netflix is expected to report earnings growth of 7.8% and revenue growth of 12.5% after the market close, having performed well year to date [11]
Boeing Gets Gut-Punched With Latest Move From China
Seeking Alpha· 2025-04-16 09:31
When the United States decided to begin the trade war that has started, my thought was not necessarily on short-term implications. Rather, it was on the long term impact that might occur because of our decision as a country to alienateCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cas ...
Could Tariff Headwinds Spell Trouble for Broligarchs?
Schaeffers Investment Research· 2025-04-15 15:20
Subscribers to Chart of the Week received this commentary on Sunday, April 6. Click here to get your hands on our critically-acclaimed 18- pick stock report.It feels too strange to begin Chart of the Week without addressing the elephant in the room, which is the past week’s intense oscillation that has taken place on Wall Street. U.S. President Donald Trump’s tariff policy has taken global trade by storm -- and not always in a good way. On Monday, April 7, the Dow Jones Industrial Average (DJI) suffered its ...
Boeing Slumps In Premarket As China Reportedly Moves To Halt Jet Deliveries
Forbes· 2025-04-15 10:08
ToplineBoeing’s shares slid sharply in premarket trading early on Tuesday, after Bloomberg reported that the Chinese government had ordered the country’s airlines to stop taking deliveries of new aircraft from the American plane maker amid an escalating trade war between Beijing and Washington.A Boeing 737 Max is displayed during the International Paris Air Show at the ParisLe Bourget ... More Airport.AFP via Getty Images Key FactsAccording to Bloomberg, the move to block deliveries of new Boeing jets to th ...
Prologis: Business May Benefit From Trade War
Seeking Alpha· 2025-04-14 23:12
Group 1 - Financial markets are currently experiencing negative sentiment due to concerns over the trade war [1] - Despite the trade war, there are numerous companies operating in the U.S. market that may present investment opportunities [1] - The analyst has a background in macroeconomics and market trends, with experience in both Russian and Ukrainian financial markets [1] Group 2 - The analyst has been involved in financial markets since 2005 and has worked in various roles, including as a financial markets analyst [1] - The transition to Seeking Alpha represents a move from a regional to a global market perspective [1]
Trump Gives Apple A Reprieve But Tramples On Stock Market Bulls' Initial Jubilation
Benzinga· 2025-04-14 15:05
To gain an edge, this is what you need to know today.Reprieve For ApplePlease click here for an enlarged chart of Apple Inc AAPL.Note the following:This article is about the big picture, not an individual stock.  The chart of AAPL stock is being used to illustrate the point.The power of our support and resistance zones is evident from the chart, which shows that during the recent swoon, AAPL stock dipped to the low band of the support zone and then bounced.  This support zone is not recent.  It is a long st ...
Hang Seng Tumbles on Trade War Jitters; Nasdaq Soars on Tariff U-Turn – Weekly Recap
FX Empire· 2025-04-12 03:00
Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].
JPMorgan CEO Jamie Dimon Puts the Odds of a Recession at a Coin Flip, But He Says This Economic Cycle Is Different For 1 Reason
The Motley Fool· 2025-04-11 16:38
Group 1: Economic Outlook - JPMorgan Chase CEO Jamie Dimon expressed concerns about the economy facing considerable turbulence due to trade wars, persistent inflation, and fiscal deficits, placing the odds of a recession at a 50-50 chance [1][2] - Dimon noted that analysts are likely to reduce their earnings forecasts for the S&P 500, projecting zero growth down from an earlier estimate of about 10% [5] Group 2: JPMorgan's Financial Performance - JPMorgan reported strong first-quarter earnings, beating analyst estimates on both earnings and revenue, and slightly raised its guidance for net interest income [3] - The bank's credit performance was solid, with stable net charge-offs and lower nonperforming assets compared to the previous quarter, while building credit reserves by about $1 billion [3][6] Group 3: Capital Reserves and Ratios - JPMorgan ended the first quarter with a common equity tier 1 (CET1) capital ratio of 15.4%, which is 300 basis points higher than at the start of the pandemic, indicating significant additional capital [7] Group 4: Trade Concerns - Dimon's primary concern revolves around the current state of tariffs and the potential for a trade war, with U.S. tariffs on China at 145% and China's retaliatory tariffs at 125% [8] - The CEO emphasized the importance of safety and freedom for democracy over short-term economic performance, highlighting the uncertainty surrounding the China issue [9] Group 5: Global Trade Implications - Dimon acknowledged that JPMorgan's status as a global player may affect how clients and countries perceive American banks, but he remains hopeful for beneficial trade deals from the Trump administration [10] - The ongoing trade negotiations and potential tariffs will significantly impact the economy and the perception of the U.S. as a reliable trade partner [13]
Apple may hike iPhone prices as Trump tariffs on China remain high
CNBC· 2025-04-11 16:35
Apple is once again in the crosshairs of a global trade war. This time, the stakes may be even higher.On April 2, President Donald Trump signed a sweeping executive order instituting reciprocal tariffs on a wide range of imported goods, including those from China, India, Vietnam and other countries critical to Apple's supply chain. That move sent shockwaves through global markets, wiping out over $640 billion in Apple's market value in just five days."It's the most head-scratching, absurd policy move we've ...
Nvidia outlook pared back by analysts amid trade war and cloud capex concerns
Proactiveinvestors NA· 2025-04-11 15:42
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]