Traders will be focused on several key metrics as major US banks report earnings. Net interest income, loan loss provisions and credit quality, investment banking and trading revenue, and consumer resilience are among them. Traders will be closely monitoring net interest income or NII, which is the difference between what banks earn on loans and pay on deposits.NI has been declining since early 2023. A shift in the trend could have an impact. Loan loss provisions and credit quality will also be in focus.Cre ...

Freeberg, we have uh this idea that there would be a couple of rate cuts and maybe we get monetary velocity going again. People will be able to take more loans out, invest more in business. But with the stock market tearing it up, there's a lot of wealth being put into the system with the big beautiful bill.There's a lot of spending in there as we've talked about here. Putting that aside, it feels like the economy is in really great shape. Chances of a rate cut has now flipped.No change is now the favorite ...

inputs and at the end of the day it's his decision. Would you just offer up what your opinion would be uh on firing J Pal if the president were to do that. You think that would be a good idea or would you dissuade him from that.Uh look uh Joe, I I think that what we need to do is examine the entire Federal Reserve institution and whether they have been successful. He wanted no part of that direct question. That was Treasury Secretary Scott Besset.this morning on CNBC responding to a story in the Wall Street ...

Megan. Thank you. Meantime, the S&P and Nasdaq both hitting some fresh record highs this morning.Joining us at post nine with his outlook as DWS Group America CIO David Bianco. Happy Monday David good to see you. Thanks, Cole.You make the point that as journals got a piece out today, economy's getting its swagger back right. You think if that process continues then you can take a lighter touch with any kind of rate cuts. Yes.>> I don't think the economy needs rate cuts right now. And with all the controvers ...

Rates for new 30-year loans inched lower again, bouncing around their highest level since June. Rates moved lower for many other loan types as well. https://t.co/4EJ1oHSrlt ...

Core Insights - Investors should conduct a thorough analysis of a company's financial background rather than relying solely on real-time stock numbers to make informed investment decisions [1] - The interest coverage ratio is a critical metric that indicates a company's ability to meet its interest obligations, with a higher ratio suggesting better financial health [4][5] Company Performance - Urban Outfitters, Inc. (URBN) has an impressive interest coverage ratio and has gained 56.2% over the past year, with a projected EPS growth of 22.2% [10][12] - Ingredion Incorporated (INGR) also shows strong performance with a Zacks Rank of 2, a VGM Score of A, and a projected EPS growth of 6.8%, having risen 11% in the past year [10][12] - The Walt Disney Company (DIS) carries a Zacks Rank of 2 and has a projected EPS growth of 16.3%, with a stock increase of 29% in the past year [10][13] - Hudbay Minerals Inc. (HBM) has a robust interest coverage ratio and is projected to have an EPS growth of 43.8%, with shares rising 20.4% in the past year [10][15] Investment Strategy - A favorable investment strategy includes selecting stocks with an interest coverage ratio above the industry average, a Zacks Rank of 1 or 2, and a VGM Score of A or B for optimal results [8][11] - Additional criteria for stock selection include a minimum price of $5, strong historical and projected EPS growth compared to the industry median, and substantial trading volume [9][10]

Core Insights - Viatris, Inc. (VTRS) announced that its late-stage study on the ophthalmic ointment MR-139 failed to meet primary endpoints in patients with blepharitis, leading to a 4.21% drop in share price [1][6] - Year-to-date, VTRS shares have decreased by 26.8%, contrasting with a 9% decline in the industry [1] Study Details - The MR-139 study was a randomized, placebo-controlled, double-masked phase III trial involving approximately 477 patients, who self-administered the treatment twice daily for 12 weeks [3] - The primary endpoint of complete resolution of eyelid debris after six weeks was not achieved [3][6] Future Plans - VTRS is evaluating next steps for the MR-139 phase III program, which may involve revising the planned additional study [4][6] - The company is focusing on its ophthalmology portfolio, which includes therapies like Tyrvaya and Ryzumvi, and aims to address unmet needs in anterior segment conditions [4] Portfolio Strengthening - VTRS has established an ophthalmology franchise through acquisitions of Oyster Point Pharma and FamyLife Sciences [6] - The company is restructuring its business following the sale of its biosimilar portfolio and divesting its over-the-counter and Active Pharmaceutical Ingredients businesses in India, as well as its women's healthcare segment, to streamline core operations [7]

US Economics Weekly V i e w p o i n t | 18 Jul 2025 16:41:29 ET │ 22 pages +1-212-816-8349 gisela.young@citi.com See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations. Citi Research is a division of Citigroup Global Markets Inc. (the "Firm"), which does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the Firm may have a conflict of interest that could affect the objectivity of this report. Inve ...

Let's bring in Judy Shelton, senior fellow at the Independent Institute. She was once President Trump's nominee to the Federal uh Reserve Board. For a while, uh Judy, and welcome.For a while, you've been u talking about the the uh the notion that prosperity or or a strong economy doesn't necessarily mean higher inflation if it's accompanied by productivity gains. And I don't know if you saw uh Kevin Worse last week, but he he talked for a while and and made made that same point. Did you see that interview a ...

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