MARTIN What is the point of a 50% tariff if producers, suppliers, users of copper can just front run and import it now before the 50% kicks in. Well, if you were to ask Donald Trump that question, I guess he would say he's answered it today in his social post that he wants to rebuild the American copper industry. The 50% tariff designed to encourage domestic investment is much higher, I think, than most people in the copper industry expected.And as you've alluded to, there's now a sort of scramble to get me ...

宏观 宏观：国内政策端聚焦中游制造和反内卷措施，工信部座谈会强调光伏行业治理，推动产业 升级，短期对新能源成长板块形成情绪提振。7 月政治局会议临近，市场预期将出台稳增长 政策。特朗普宣布关税延至 8 月 1 日生效，缓解短期压力，但远期不确定性可能继续压制外 贸依赖型板块。 市场分析：昨日股指期货整体呈现震荡偏弱格局，主要合约盘中冲高回落，收盘普遍下跌但 跌幅有限，中证 1000 跌幅相对较大，中小盘承压明显。市场成交活跃度较高，但机构持仓 变动显示部分主力席位减仓，叠加海外关税政策不确定性，短期市场情绪偏向谨慎。 参考观点：目前，股指期货在低无风险利率和政策利好预期下，中期趋势仍偏向震荡上行， 但需关注政策兑现节奏和外部风险。 原油 宏观与地缘：美元指数低位，托底油价，但美国非农数据压低 7 月降息可能以及 OPEC+7 月 会议有加速增产预期（有消息称沙特或将寻求增产以寻回丧失的市场份额）。因此，短期原 油价格震荡为主，关注反弹空间。 市场分析：特朗普推文称将拉低油价，鼓励美国大力投资新油田，因美国油井数量下降至 2021 年 11 月份以来最低水平。同时 OPEC+7 月会议或将加大增产力度，因此原油 ...

Company Performance - Navios Maritime Partners LP closed at $37.60, down 2.67% from the previous trading session, underperforming the S&P 500's gain of 0.61% [1] - The company is expected to report an EPS of $1.86, reflecting a decline of 39.22% year-over-year, while revenue is forecasted at $309.58 million, indicating a growth of 2.47% compared to the same quarter last year [2] - For the full year, analysts expect earnings of $10.87 per share and revenue of $1.31 billion, representing changes of -2.42% and +6.79% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Navios Maritime Partners LP are being monitored, as upward revisions indicate positive sentiment regarding the company's business operations and profit generation capabilities [4] - The Zacks Rank system, which reflects these estimate changes, currently rates Navios Maritime Partners LP as 3 (Hold), with the consensus EPS projection remaining stagnant over the past 30 days [6] Valuation Metrics - Navios Maritime Partners LP is trading at a Forward P/E ratio of 3.55, which is significantly lower than the industry average Forward P/E of 8.99 [7] - The Transportation - Shipping industry, to which the company belongs, has a Zacks Industry Rank of 24, placing it in the top 10% of over 250 industries [7][8]

Core Insights - Matson is a Hawaii-based shipping vessel operator with a fleet of 26 ships and three under construction, focusing on key shipping routes between China and the USA, as well as between the US non-contiguous states like Alaska [1] Company Overview - The company operates in significant shipping lanes, indicating its strategic importance in the logistics and transportation sector [1] Fleet Information - Matson's current fleet consists of 26 ships, with an additional three vessels under construction, showcasing its commitment to expanding operational capacity [1]

Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...

Core Insights - Tapestry, Inc.'s omnichannel strategy enhances customer engagement and drives revenue growth and profitability through the integration of digital and physical retail channels [1][6] Financial Performance - In Q3 of fiscal 2025, direct-to-consumer sales increased by 9% year-over-year, with digital sales growing in the mid-teens and brick-and-mortar sales seeing mid-single-digit growth [2] - Total net sales reached $1,584.6 million, marking a 6.9% year-over-year increase and an 8% growth on a constant-currency basis [2] Customer Engagement - The omnichannel model improves customer experience and captures full-price demand across various touchpoints, particularly appealing to Gen Z consumers through innovative retail formats [3] - Tapestry acquired over 1.2 million customers in North America in Q3, with two-thirds being Gen Z and Millennials, indicating strong future lifetime value [5] Marketing Strategy - Marketing investments have increased to nearly 10% of sales, up from 3-4% pre-pandemic, focusing on effective media planning and emotional storytelling [4] Valuation Metrics - Tapestry is currently trading at a forward P/E multiple of 16.93X, which is lower than the Retail-Apparel and Shoes industry's average of 17.99X and the Retail-Wholesale sector's average of 24.97X [7] Stock Performance - Tapestry's shares have risen by 44.3% over the past three months, outperforming the Zacks industry growth of 25.5% and the S&P 500 index's growth of 18.2% during the same period [11] - The stock closed at $92.21, near its 52-week high of $93.48, and is trading above its 50 and 200-day SMAs of $80.65 and $67.92, respectively [14] Earnings Estimates - The Zacks Consensus Estimate for Tapestry's earnings has increased by seven cents to $5.05 per share for the current fiscal year, indicating a year-over-year growth of 17.7% [16]

Company Overview - Klépierre is the European leader in shopping malls, focusing exclusively on continental Europe [3] - The company's portfolio is valued at €20.2 billion as of December 31, 2024, comprising large shopping centers in over 10 countries [3] - Klépierre hosts more than 700 million visitors annually [3] - The company is a French REIT (SIIC) listed on Euronext Paris and included in the CAC Next 20 and EPRA Euro Zone Indexes [3] Voting Rights Information - As of June 30, 2025, Klépierre has a total of 286,861,172 shares [2] - Theoretical voting rights equal the total number of voting rights attached to all shares, including those without voting rights [5] - Klépierre has 1,036,724 of its own shares, resulting in 285,824,448 exercisable voting rights [5]

Group 1: Market Overview - The U.S. equity markets are experiencing a downtrend due to President Trump's proposed tariffs on imported goods from 14 countries, including Japan and South Korea, set to take effect in August [1] - The sudden shift in tariff policy has increased market uncertainty and financial turmoil, prompting policymakers to take action to protect their economies [1] Group 2: Investment Strategies - Investors are turning to momentum stocks as a strategy to achieve sustained profits amid market volatility [2] - Momentum investing is based on the principle of "buying high and selling higher," capitalizing on established trends in stock prices [3] Group 3: Momentum Strategy Implementation - A screening strategy has been developed to identify momentum anomaly stocks, focusing on the top 50 stocks with the best percentage price change over the last 52 weeks [5] - The strategy also includes selecting stocks that are among the 10 worst performers over the past week to identify those experiencing a short-term pullback [6] - Stocks with a Zacks Rank 1 (Strong Buy) and a Momentum Style Score of B or better are prioritized for selection, indicating a higher probability of success [7] Group 4: Selected Stocks - Urban Outfitters, Inc. has seen a 63.6% increase in stock price over the past year but a 4.2% decline in the past week, with a Momentum Score of B [8] - Royal Gold, Inc. has experienced a 22% increase in stock price over the past year but a 9.8% decline in the past week, holding a Momentum Score of A [9] - Kodiak Gas Services has seen a 25.3% increase in stock price over the past year but a 3.8% decline in the past week, also with a Momentum Score of A [10]

For those looking to find strong Retail-Wholesale stocks, it is prudent to search for companies in the group that are outperforming their peers. Has FGI Industries Ltd. (FGI) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Retail-Wholesale peers, we might be able to answer that question.FGI Industries Ltd. is one of 204 companies in the Retail-Wholesale group. The Retail-Wholesale group currently sits at #12 within the Zacks Sector Rank. The ...

Catarina Macario, a midfielder for the U.S. national team, will be one of the highest-paid players in women's soccer thanks to a new shoe and apparel deal with Nike. https://t.co/WgdzKeJKRN https://t.co/WgdzKeJKRN ...