The University of Michigan Sentiment index was weaker than expected in the May preliminary release, falling to 50.8 from 52.2. Both the current conditions and the expectations indices fell. The interview period for this release was April 22nd-May 13th so it is likely not fully reflecting some of the most recent pullback in tariffs. Generally, consumer sentiment measures have been weak, but it remains to be seen if this will be reflected in consumers actually reducing spending in coming months. V i e w p o i ...

ab Global Research owered by UBS Evidence Lab YES P 14 May 2025 Global Economics & Strategy Deep Speak: Using AI to measure what central banks say The BoJ, after decades of easing bias, now ranks as the most hawkish of the three major central banks, and its hawkishness is back at '08 levels, when it was last tightening. Tone as a leading indicator of market repricing As we show here, tone shifts lead policy rate changes and market repricing, especially during tightening cycles. Both the Fed and ECB index ca ...

Despite Palantir Technologies’ ( PLTR ) strong run since my early April bullish rating , the bearish sentiment is building up again, fueled by a double top near $125 and renewed concerns over valuation and dilution. This narrativePythia Research focuses on multi-bagger stocks, primarily in the technology sector. Our approach combines financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to assess companies with high conviction and asymmetric risk-reward potential. By l ...

市场洞察 - Marquee --- Market Insights - Marquee Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 GS Flow of Funds: Pulse Check ⾼盛资⾦流动：脉搏检查 Gail Hafif Gail.Hafif@gs.com | Brian Garrett Brian.Garrett@gs.com | Lee Coppersmith Lee.Coppersmith@gs.com Not Zac Efron, but the VIX was 17 Again. 不是扎克 · 埃夫隆，但 VIX ⼜回到了 17 。 and add exposure? Sure you don't remember learning that one in school but still true nonetheless. April Showers bring May vol collapse i.e. opportunities to roll hedges 四⽉的阵⾬带来五⽉的波动率崩溃，也就是对冲滚动和增加敞⼝的 ...

Simon Property Group (SPG) Q1 2025 Earnings Call May 12, 2025 05:00 PM ET Company Participants Thomas Ward - SVP - IRDavid Simon - Chairman, CEO & PresidentBrian McDade - Executive VP & CFOSamir Khanal - DirectorCaitlin Burrows - Vice PresidentGreg Mcginniss - DirectorFloris van Dijkum - Managing DirectorVince Tibone - Managing Director and Head of US Industrial & Mall ResearchRonald Kamdem - Managing Director & Head of US REITs and CRE ResearchRavi Vaidya - Vice PresidentOmotayo Okusanya - Managing Directo ...

Advantage Solutions (ADV) Q1 2025 Earnings Call May 12, 2025 08:30 AM ET Company Participants Ruben Mella - VP - IRDave Peacock - Chief Executive OfficerChris Growe - CFOJoseph Vafi - Managing Director, Equity ResearchFaiza Alwy - Managing Director, US Company Research Conference Call Participants William Reuter - Analyst Operator Greetings, and welcome to the Advantage Solutions First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' rem ...

Asia Pacific Equity Research 08 May 2025 China Property Venus Choi (852) 2800-8599 venus.choi@jpmorgan.com Golden Week: What are developers & agents saying about property sales & retail sales? For the Labor Day holidays, since high-frequency sales data is based on sales registrations (网签), which does not reflect the actual sales during the Golden Week, we spoke to developers & agents on the latest trend. Among property agents, they said market sentiment in top-tier cities is tepid (but not very weak), and t ...

Following the publication of its first-quarter results on Thursday morning, investors bailed from Krispy Kreme (DNUT -16.56%) stock. On Friday, it was apparent that analysts were finding the stock distasteful, too. On the back of two pundit price target cuts, the donut slinger's share price eroded again, posting a Friday decline of more than 16%. Meanwhile, the S&P 500 (^GSPC -0.07%) traded essentially flat on the day.A pair of price target chopsWell before market open that day, Evercore ISI analyst David P ...

May 5, 2025 04:01 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Key highlights from last week: Exhibit 1: Morgan Stanley forecasts | | As of May | Q4 2025 Forecast | Q4 2025 Return Forecast Volatility | | Base Case | | --- | --- | --- | --- | --- | --- | | | 02, 2025 | Base | Base | | Return/Risk | | Equities | | | Total Returns | | | | S&P 500 | 5,687 | 6,500 | 1 ...

Inflationary pressures, global uncertainties and fluctuating consumer sentiment, particularly among lower- income households, are likely to have influenced spending patterns in the first quarter of 2025. Businesses operating in the leisure and recreation space have had to adjust quickly to remain competitive, often through operational efficiencies and more personalized service offerings. While discussing the sector's performance trends in the first quarter, companies such as Planet Fitness, Inc. (PLNT) , Pe ...