Core Viewpoint - Tesla's stock is experiencing a rebound after a significant sell-off, driven by broader market trends and easing tensions involving CEO Elon Musk [1][2][5]. Group 1: Stock Performance - Tesla's share price increased by 5.6% as of 3 p.m. ET on Friday, following a 14.3% decline on Thursday [1][4]. - The S&P 500 index rose by 1.1%, and the Nasdaq Composite index increased by 1.3% during the same period [1]. Group 2: Market Influences - The recovery in Tesla's stock is attributed to positive employment data that alleviates inflation concerns, contributing to a bullish market sentiment [2][6]. - The U.S. economy added 139,000 non-farm jobs in May, surpassing the expected 125,000, although previous months' job additions were revised downward [6][7]. Group 3: CEO Dynamics - Tensions between Elon Musk and President Trump had intensified, leading to negative investor sentiment; however, indications suggest that this conflict may be de-escalating, which has positively impacted Tesla's stock [4][5]. - Musk's previous support for Trump was seen as a potential avenue for growth, and the recent feud had caused investor concerns [5]. Group 4: Future Catalysts - Macroeconomic factors, including the potential for an interest rate cut by the Federal Reserve, are expected to influence Tesla's stock performance this year, alongside the rollout of its robotaxi service and vehicle sales [7][8].

President Trump and Elon Musk have had a falling out in recent days. (Photo by Andrew Harnik/Getty ... More Images)Getty ImagesKey Takeaways Trump-Musk feud rattles markets; Tesla dives 14% as political tensions shake investor confidence Jobs report beats forecast slightly, but downward revisions temper enthusiasm and bond yields rise Tariffs, forecasts disappoint: Lululemon, DocuSign, Broadcom stocks fall sharply in premarket tradingMajor indices were relatively quiet on Thursday, the S&P 500 fell 0.5% and ...

Core Insights - Newmont Corporation (NEM) and Kinross Gold Corporation (KGC) are significant players in the gold mining industry, with global operations and diversified portfolios. Gold prices, while down from April 2025 highs, remain favorable due to safe-haven demand amid trade and geopolitical uncertainties, currently above $3,300 per ounce [1][2]. Gold Market Dynamics - Gold prices have increased approximately 28% this year, driven by aggressive trade policies, global trade tensions, and central bank accumulation of gold reserves. Prices peaked at $3,500 per ounce on April 22, 2025, amid calls for interest rate cuts [3]. Newmont Corporation (NEM) - Newmont is actively investing in growth projects, including the Tanami Expansion 2 in Australia and the Ahafo North expansion in Ghana, aimed at increasing production capacity and extending mine life [5]. - The acquisition of Newcrest Mining Limited has enhanced Newmont's portfolio, generating $500 million in annual run-rate synergies and creating a multi-decade production profile [6]. - Newmont has divested non-core assets, generating total after-tax cash proceeds of $4.3 billion, which includes $1.7 billion from three assets sold in March 2025 and $850 million from additional sales [7]. - The company reported liquidity of $8.8 billion at the end of Q1 2025, with operating cash flow increasing 162% year-over-year to around $2 billion [8]. - Newmont returned $1 billion to shareholders through dividends and share repurchases and reduced debt by $1 billion since the beginning of 2025, maintaining a long-term debt-to-capitalization ratio of around 20% [10]. Kinross Gold Corporation (KGC) - Kinross has a strong production profile with key projects like Great Bear in Ontario and Round Mountain Phase X in Nevada, expected to enhance production and cash flow [11]. - Tasiast and Paracatu are the main contributors to Kinross's cash flow, with Tasiast being the lowest-cost asset and achieving record production in 2024 [12]. - Kinross ended Q1 2025 with liquidity of approximately $2.3 billion and generated record free cash flows of around $1.3 billion in 2024 [13]. - The company repaid $800 million of debt in 2024, reducing net debt to around $540 million, with a long-term debt-to-capitalization ratio of 14.4% [14]. Stock Performance and Valuation - Year-to-date, NEM stock has increased by 46.5%, while KGC stock has risen by 66.8%, outperforming the Zacks Mining – Gold industry's increase of 54.4% [15]. - NEM trades at a forward 12-month earnings multiple of 12.59, approximately 10% below the industry average of 14X, while KGC trades at a premium with a multiple of 13.37 [18][20]. - The Zacks Consensus Estimate for NEM's 2025 sales and EPS indicates a year-over-year rise of 2% and 20.1%, respectively, while KGC's estimates imply growth of 15.3% and 63.2% [21][24]. Investment Considerations - Both Newmont and Kinross are well-positioned to benefit from favorable gold prices, demonstrating strong financial performance and commitment to shareholder returns. Newmont is viewed as a more attractive investment due to its valuation and higher dividend yield [25].

The companies under the Zacks Utility - Water Supply industry operate continuously to deliver a steady supply of clean, potable water and dependable sewer services to millions across the United States, services that are vital for maintaining public health and hygiene. Traditionally, water demand tends to dip during the winter months, as colder weather limits outdoor usage. In the spring, demand remains moderate, influenced by milder temperatures and gradually increasing outdoor activities.The aging of pipel ...

不过，在部分业内人士看来，存款挂牌利率下移，一定程度上为包括债券在内的资产端利率下行腾挪了 空间，叠加汇率约束缓和后，货币市场以及短端利率补降可能会延续，对于债市，仍可持偏多态度。 债市利率延续窄幅震荡 新华财经上海5月21日电（记者杨溢仁）本周，债市延续窄幅震荡走势，LPR和存款利率的下调并未引 起市场太大波澜。 中央国债登记结算有限责任公司提供的数据显示，截至5月21日收盘，银行间利率债市场收益率小幅波 动。举例来看，中债国债收益率曲线3M期限稳定在1.43%附近；2年期收益率下探1BP至1.48%；10年期 收益率上行1BP至1.71%。 本周LPR和存款利率的下调并未对市场构成太大的影响。 "通常存款利率调降会伴随存款利率再度调降预期的升温，这意味着政策利率降息会利好全品种债券， 尤其是久期较长的利率债。然而，市场对于本轮宽松已有较为充分的定价，这在一定程度上对冲了利好 带来的影响。目前来看，长端止盈盘落地较以往进一步提前，这也是促使10年期国债利率上探的重要原 因。"一位机构交易员告诉记者。 华泰证券研究所固收团队提出了相似看法：本轮LPR和存款利率下调是5月降息政策的延续，此前已有 预告。目前，L ...

据国家统计局5月19日发布的数据，2025年1月至4月，新建商品房销售面积28262万平方米，同比下降 2.8％，降幅比1至3月收窄0.2个百分点。房地产开发企业到位资金32596亿元，同比下降4.1％，其中个 人按揭贷款4518亿元，同比下降8.5％。 21世纪经济报道记者 林秋彤 北京报道 5月20日，人民银行授权全国银行间同业拆借中心公布了新一期贷款市场报价利率（LPR）。1年期LPR 为3％，5年期以上LPR为3.5％，两个品种的报价均较上个月下降了10个基点。 同日，六大国有银行和招商银行、光大银行等股份行集体下调存款利率，其中活期存款利率下调了5个 基点，定期存款整存整取三个月期、半年期、一年期、二年期均下调了15个基点，三年期和五年期均下 调了25个基点。 民生银行首席经济学家温彬指出，今日（5月20日）大行和股份行牵头开启第七轮存款挂牌利率下调， 且本次存款利率下调幅度大于LPR降幅，有助于降低商业银行的负债成本。东方金诚宏观团队研究指 出，下调政策利率并引导LPR下行，将带动企业和居民贷款利率更大幅度下调，降低实体经济融资成 本，这是现阶段扩投资、促消费的一个重要发力点。 随着提振消费政策齐 ...

5月19日，COMEX黄金高开震荡，报收3232.2美元/盎司，涨幅1.41%。国内SHFE金夜盘延续小幅反 弹，报收758.02元/克，涨幅0.97%。上周五美股盘后，穆迪以巨额财政赤字和不断上升的利息成本为 由，撤销了美国最后一个AAA信用评级。此外，众议院预算委员会周日晚间批准了特朗普总统的税收 和支出法案，对于预计将增加数万亿美元赤字的提案而言，堪称里程碑。这加剧了投资者对美国债务走 势的担忧。 摘要5月20日，国内贵金属期货涨跌不一，截止目前，沪金主力报价为754.38元/克，涨幅0.48%，沪银 主力报价为8074.00元/千克，跌幅0.21%；国际贵金属期则全线下跌，COMEX黄金报价3213.30美元/盎 司，跌幅0.58%，COMEX白银报价32.26美元/盎司，跌幅0.74%。 5月20日，国内贵金属期货涨跌不一，截止目前，沪金主力报价为754.38元/克，涨幅0.48%，沪银主力 报价为8074.00元/千克，跌幅0.21%；国际贵金属期则全线下跌，COMEX黄金报价3213.30美元/盎司， 跌幅0.58%，COMEX白银报价32.26美元/盎司，跌幅0.74%。 今日贵金属期货价格行 ...

Australian office indicators Key leasing and capital markets metrics across the Australian office market Improving sentiment driving greater liquidity RECENT DEALS INDICATE THAT PRIME YIELDS HAVE STABILISED Markets have shown improving sentiment resulting with momentum in office investment continuing in Q1 2025. Several large deals occurred in Q1, with almost all activity located in Sydney. We consider that prime yields have stabilised for core assets, led by Sydney which has seen higher deal volumes and he ...

Sentiment check post US-China truce + Trade ideas 美中停⽕后的情绪检查及交易策略 We surveyed more than 1,100 clients on risk sentiment following trade war de-escalation news of the past week--link 我们对 1100 多名客⼾进⾏了⻛险情绪调查，内容涉及过去⼀周贸易战降级的消息——链接. 市场洞察 - Marquee --- Market Insights - Marquee Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 市场洞察 - Marquee --- Market Insights - Marque e 给看空者 :: 如果你认为 2025 年"可能"会像 2022 年那样，硬数据恶化逐渐影响股价……我们有⼀个系统化 策略，建议你这个周末阅读 :: 给我们发邮件 Detailed results: 详细结果： while risk sentiment improved on the ...

Market Overview - The Nasdaq Composite and the Dow Jones Industrial Average have lost 1.03% and 0.52% year-to-date, while the S&P 500 has gained 0.60% [1] - Investor hesitance is attributed to President Trump's announcement of sweeping tariffs on all U.S. trading partners, although a potential truce between the U.S. and China may lead to reduced import duties [1] Economic Indicators - The consumer price index (CPI) rose 0.2% sequentially in April and 2.3% year-over-year, marking the lowest increase since February 2021 [2] - Federal Reserve Chair Jerome Powell indicated that more clarity is needed before considering further interest rate cuts, with analysts expecting no cuts until at least September [2] - Ongoing trade conflicts raise fears of a potential recession, which could negatively impact inflation and key economic indicators [2] Investment Opportunities - In volatile market conditions, dividend-paying stocks are recommended for portfolio diversification [3] - Notable dividend-paying companies include Marriott International (MAR), HNI, Sun Life Financial, ESAB Corporation, and Victory Capital Holdings [3] - Companies that consistently pay dividends indicate a healthy business model, and those that have recently raised dividends show a sound financial structure [3] Company Spotlight: Marriott International - Marriott International is a leading global hospitality company involved in the operation, franchising, and licensing of various lodging properties [4] - The company has a Zacks Rank of 3 (Hold) [4] - On May 9, Marriott declared a dividend of 67 cents per share, with a dividend yield of 0.9% [5] - Over the past five years, Marriott has increased its dividend five times, with a current payout ratio of 26% of earnings [5]