Certainty

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特朗普豪言要解雇鲍威尔,金价大涨大跌过山车行情
Sou Hu Cai Jing· 2025-07-17 05:35
特朗普的反复表态令金价在短时间内经历了剧烈波动,市场对美联储独立性的担忧成为金价上涨的重要 推手。尽管特朗普淡化了解雇鲍威尔的可能性,但其对美联储的持续施压仍让投资者对政策不确定性保 持高度警惕。强调美联储的独立性对美国金融体系的信誉至关重要,任何试图将其置于总统直接控制之 下的举动都可能引发市场剧烈反应。这种不确定性为黄金的避险属性提供了支撑,短期内金价或将继续 受到美联储相关消息的牵引。 地缘政治风险点燃避险需求地缘政治的不确定性一直是黄金作为避险资产的重要支撑。近期,以色列对 叙利亚首都大马士革发动猛烈空袭,造成叙利亚国防部建筑受损,总统府附近也遭到袭击。这一事件加 剧了中东地区的紧张局势,市场对地缘政治风险的担忧迅速升温,黄金的避险买盘因此获得提振。历史 上,中东地区的冲突往往会推动金价上涨,因为投资者倾向于将资金转移到安全资产以规避不确定性。 尽管此次空袭的具体影响仍在评估中,但其对金价的短期支撑作用显而易见。 全球贸易摩擦加剧市场不安特朗普的贸易政策进一步为黄金市场注入了不确定性。他威胁对欧盟进口产 品征收30%的关税,并计划向150多个国家发出统一税率为10%或15%的关税函。这一政策不仅扰乱了 ...
Gold Prices Stall as Dollar Gains Strength Amid Sticky Inflation and Fed Uncertainty
KITCO· 2025-07-16 20:52
Neils ChristensenNeils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada. He has worked exclusively within the financial sector since 2007, when he started with the Canadian Economic Press. Neils can be contacted at: 1 866 925 4826 ext. 1526 nchristensen at kitco.com @Neils_cShareDisclaimer: The views expressed ...
Fed's Beige Book: Central bank on 'wait and see' mode
CNBC Television· 2025-07-16 18:41
Speaking of the central bank, the Federal Reserve is out with the Beige Book. Megan Cassella has some details. Megan, any better tone on the economy this time.Kelly, I would call this something of a wait and see Beige Book. Businesses appear to be in something of a holding pattern is my interpretation as they're braced for what they think might be coming later this year. The top line was economic activity increased slightly from late May through early July, the period this Beige Book covers.Five districts, ...
Simulations Plus Sees Weaker Demand Persist, Outlook Softens
Benzinga· 2025-07-15 17:56
Core Insights - Simulations Plus Inc. reported a 10% year-over-year increase in sales to $20.4 million, but this was below the consensus estimate of $20.9 million [1] - The company experienced a significant net loss of $67.3 million, primarily due to a non-cash impairment charge of $77.2 million, contrasting with a net income of $3.1 million in the prior year [3] - Adjusted earnings per share increased to 45 cents, up from 27 cents a year ago, despite the revenue miss [2] Financial Performance - Sales for the third quarter reached $20.4 million, a 10% increase year-over-year, but below the consensus estimate [1] - Software revenue increased by 6% to $12.6 million, while services revenue rose by 17% to $7.7 million [2] - Gross profit was $13.0 million, achieving a 64% margin [2] - Adjusted EBITDA was $7.4 million, representing 37% of total revenue, an increase from $5.6 million (30% of total revenue) in the same period last year [3] Guidance and Outlook - The fiscal 2025 adjusted earnings guidance was revised down to $0.93 to $1.06 from $1.07 to $1.20 [4] - Sales forecast for fiscal 2025 was adjusted to $76 million to $80 million, down from $90 million to $93 million, and below the consensus of $82.9 million [4] - The anticipated adjusted EBITDA margin for fiscal 2025 was revised to between 23% and 27%, down from 31% to 33% [5] Market Conditions - Analysts noted ongoing cautious spending by biopharma clients due to uncertainties surrounding funding, drug pricing, and potential tariffs, leading to budget cuts and project cancellations [6] - Despite some resilience in the software business, signs of potential softening were observed as the company heads into fiscal 2026 [7] - KeyBanc downgraded Simulations Plus from Overweight to Sector Weight, citing challenges due to customer concentration and biotech exposure [7] Stock Performance - Following the earnings report, SLP stock declined by 25% to $13.10 [8]
X @Bloomberg
Bloomberg· 2025-07-15 16:40
JPMorgan and Citigroup results show that deals and fundraising can still get done amid volatility and uncertainty, @PaulJDavies says (via @opinion) https://t.co/dIKQfd8ISU ...
Is Gold’s Long Bull Run Over? | Presented by CME Group
Bloomberg Television· 2025-07-15 14:42
As risk appetite surges in equities, traders and investors may start favoring momentumfueled assets, potentially halting the gold rally that has run virtually undisturbed since about November of 2022. Gold, the traditional safe haven asset, often loses its appeal when optimism and capital flows drive stock prices higher. The extended gold rally fueled by economic uncertainty and inflation fears may face headwinds as equities signal confidence in economic strength and deflation.However, gold's role as a port ...
X @Bloomberg
Bloomberg· 2025-07-15 12:55
RT Bloomberg Opinion (@opinion)@JonathanJLevin @nirkaissar @AllisonSchrager CPI Day: “I would watch whether disagreement among analysts is growing or getting better,” says @nirkaissar.“Because if it’s growing, that means uncertainty is getting worse, and that’s ultimately not a great place for the market to be.”https://t.co/tMkwc5FRuz ...
X @Investopedia
Investopedia· 2025-07-15 11:30
Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and economic uncertainty. https://t.co/jRTTG6Ds4X ...
Market rally could give some back given heightened tariff uncertainty, says F.L.Putnam's Ellen Hazen
CNBC Television· 2025-07-14 19:00
Here with more on what to expect and how to position is Ellen Hazen, the chief market strategist and portfolio manager at FL Putinham Investment Management. Ellen, thank you very much for being here. Uh there's no doubt it's been a very busy time for somebody in your position as you talk about the way the story is developed in the markets with clients.What exactly is the biggest concern out there right now. the tariff uncertainty seems to be more of a certainty because we've been dealing with it for so long ...
Mohamed El-Erian talks US trade policy fallout, market uncertainty, bitcoin surges above $123,000
Yahoo Finance· 2025-07-14 15:27
US trading partners are readying a response to President Trump's recent barrage of tariff threats, including a potential 30% levies against the EU and Mexico announced over the weekend. In a piece for the publication Foreign Affairs, Queens College Cambridge President Muhammad Alien wrote that the US has quote shaken the very foundations of the global order, adding that there is no trusted conductor to guide countries and companies through the complicated transition to whatever is coming next. Joining me no ...