Let's bring in Kevin Green who joins me now for a good look at some of this data and we've got consumer sentiment hitting the tape. What are you seeing there. Good morning.Happy Friday, Kevin. Good morning, Sam. Yeah, actually, if you're looking at the numbers, they all came in below the streets expectations.And actually, there's probably uh something for everybody within this report. If you're looking at the inflation one-year inflation expectations, which is obviously going to be very key here, that actua ...

Jeff Grills of Aegon Asset Management says he is "more optimistic" about stock valuations going in 2026, with US growth continuing to accelerate and potential Fed rate cuts providing "a very good backstop." Grills shares his views on the markets on Bloomberg Television. ...

Bitcoin has been stuck above $110k for 71 days.Why? OGs taking profits clash with institutions buying aggressively.With selling pressure cooling, bullish seasonality ahead, and Fed rate cuts in play, BTC is primed for a breakout Q4.[Presented by @JoinHorizon_] https://t.co/pvxbGc8y58 ...

Gold’s rally looks set to extend further, supported by the Fed’s September cut and two additional cuts expected later in the year. The price of the precious metal has risen 11.19% over the past month and 41.48% year to date.Strong fundamental indicators could extend gold’s gains into late 2025 and 2026, boosting the case for increased portfolio allocation. This year’s rally has been fueled by dollar weakness, sustained central bank buying and safe-haven demand amid geopolitical and trade tensions.With the g ...

Summary of China Biotech Outlook Industry Overview - The report focuses on the **China biotech industry**, particularly the performance of H-share listed companies in this sector, which has seen significant growth year-to-date (YTD) [1][2][3]. Key Performance Metrics - The average H-share EV/2030e sales multiple in the China biotech space has more than **doubled from 2.0x to 4.2x** YTD, surpassing the previous peak of **3.7x** in 2021 [3][21]. - The overall market cap of H-share listed China biotech companies has expanded by **154% YTD**, compared to **34%** for the Hang Seng Index (HSI) [9][19]. Market Drivers - The valuation re-rating is attributed to the **globalization of China biotech**, with increasing recognition of domestic drug developers' innovations [3][20]. - Anticipated **Fed rate cuts** are expected to boost investor risk appetite, particularly towards growth sectors like China biotech [4][9]. Stock Performance Insights - Stock performance will depend on fundamentals such as successful commercial execution and rapid innovation development [5][19]. - Companies with near-term catalysts (e.g., Akeso, InnoCare), proof-of-concept data (e.g., Keymed), and those positioned to leverage innovation trends (e.g., Innovent, Duality) are expected to outperform [5][19]. Risks and Challenges - Potential risks include persistent valuation premiums that may deter overseas investors and geopolitical tensions that could disrupt cross-border innovation flows [6][19]. Future Outlook - The report suggests that the sector will continue to be supported by the long-term thesis of **China drug innovation** becoming increasingly globalized [6][19]. - The expectation of higher valuations based on long-term forecasts (i.e., 2035e) could lead to further re-ratings across the sector [4][19]. Company-Specific Insights - **Abbisko Cayman Ltd**: Price target raised from **HK$8.30 to HK$22.00** [7][17]. - **Akeso, Inc.**: Price target increased from **HK$87.00 to HK$215.00** [7][17]. - **Duality Biotherapeutics Inc**: Price target raised from **HK$244.00 to HK$493.00** [7][17]. - **Everest Medicines Ltd**: Price target increased from **HK$40.00 to HK$55.00** [7][17]. - **HUTCHMED (China) Ltd**: Price target decreased from **US$18.00 to US$13.75** [7][17]. Valuation Trends - The report indicates a widening discount between Chinese biotech companies with in-house drug discovery capabilities and those relying on external sources [22][25]. - The current valuation band for the China biotech sector is approximately **3x-5x EV/sales**, aligning more closely with US biopharma companies [21][25]. Conclusion - The China biotech sector is at a pivotal inflection point, driven by domestic innovation and increasing global recognition. The anticipated Fed rate cuts and ongoing globalization trends are expected to further enhance the sector's attractiveness to investors [4][19][25].

Market Analysis by covering: Valero Energy Corporation, T-Mobile US Inc, Digital Realty Trust Inc. Read 's Market Analysis on Investing.com ...

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Many hopeful home buyers and refinancers are hoping for the Fed to cut rates. But even if the Fed cuts rates, mortgage rates may not drop below 6%. For a few years now, the housing market has been in a bit of a stalemate.We've seen a lack of homes for sale, and homeowners who bought homes with low rate mortgages are reluctant to move and take on a higher rate. Mortgage rates often drop in anticipation of a Fed rate cut, which we've seen recently. Mortgage rates hit an 11th month low, offering a glimmer of h ...