Let's get to Kevin Green who joins me for the data download this morning. And I'm just wondering if that consumer confidence is showing any improvement off the back of that 12-year low we saw last time around KG. >> Yeah, you actually did see a pretty decent bounce for consumer confidence.Now, this is going to be the February print that came in at 91.2%. The street was looking for 87.4% and we did see a revision for last month's print up to 80 89 here. Now the optimism or the current situation index for the ...

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores serve as complementary indicators to the Zacks Rank, helping investors select stocks with high potential for market outperformance [2] Zacks Style Scores Overview - Stocks are rated A, B, C, D, or F based on value, growth, and momentum characteristics, with higher scores indicating better chances of outperforming the market [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - Concentrates on a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - Targets stocks with upward or downward trends in price or earnings outlook, utilizing factors like one-week price change and monthly earnings estimate changes [5] VGM Score - Combines all three Style Scores to identify stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank Integration - The Zacks Rank is a proprietary model based on earnings estimate revisions, with 1 (Strong Buy) stocks achieving an average annual return of +23.86% since 1988, significantly outperforming the S&P 500 [7] - There are over 800 top-rated stocks available, making it essential to use Style Scores to narrow down choices [8] Stock Selection Strategy - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] - Stocks with lower ranks, even with good Style Scores, may still face downward price trends [10] Company Spotlight: Nordson Corporation - Nordson Corporation, based in Westlake, OH, is a leading manufacturer and distributor of products for dispensing and controlling various fluids [11] - It holds a Zacks Rank of 2 (Buy) and a VGM Score of B, making it a strong candidate for growth investors [11] - Forecasts indicate a year-over-year earnings growth of 10.6% for the current fiscal year, with upward revisions in earnings estimates [12]

In its upcoming report, Arcosa (ACA) is predicted by Wall Street analysts to post quarterly earnings of $0.95 per share, reflecting an increase of 106.5% compared to the same period last year. Revenues are forecasted to be $714 million, representing a year-over-year increase of 7.2%.The current level reflects an upward revision of 1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projectio ...

Management attributes the current performance downturn to a 'perfect storm' of macroeconomic headwinds, specifically unforecastable interest rate levels and volatile tariff policies impacting core markets. The company successfully reduced net debt by 67% year-over-year to $18.7 million, reaching its lowest level since 2021 despite receiving 'little or no cooperation' from end markets. Arcadia's margin compression was driven by a 55% year-over-year spike in aluminum costs and a 'gloomy' West Coast arch ...

Investment Rating - The report indicates a cautious but positive outlook for the UK office market, with a focus on Grade A space and a potential increase in investment activity in 2026 [5][11]. Core Insights - The UK office market showed resilience in 2025, with a total take-up of 5 million sq ft, slightly below 2024 levels but in line with the five-year average [6]. - Demand for Grade A office space remains strong, accounting for 61% of total take-up, driven by the Financial and Professional Services sector [6]. - The overall vacancy rate reached 14.1% in Q4 2025, with Grade A vacancy slightly increasing to 3.4%, indicating a competitive market for premium space [6]. - Investment volumes in the UK regional cities totaled £916 million in 2025, down 38% from the ten-year average, but the second half of the year saw increased activity [12]. - Prime rents across the UK regional cities rose by 3% annually, with the average now at £41 per sq ft, reflecting strong demand for quality office space [6][12]. Summary by Sections Leasing Overview - Total take-up for 2025 was 5,021,202 sq ft, which is a 5% decrease compared to the five-year average [4]. - Active demand at year-end was 3.9 million sq ft, with Financial and Professional Services leading at 43% [6]. - The development pipeline remains constrained, with only 1.7 million sq ft under construction [6]. Investment Overview - Investment volumes reached £916 million in 2025, which is 28% below 2024 levels [12]. - The second half of 2025 accounted for 60% of total investment activity, indicating a shift in buyer and seller pricing expectations [11]. - Prime office yields remained stable, ranging from 6.50% to 10.00% across various cities, highlighting the relative value outside London [12]. Leading Markets - **Aberdeen**: Total take-up was 294,709 sq ft, with Grade A vacancy at 1.7% [21]. - **Birmingham**: Annual take-up reached 651,507 sq ft, with a strong demand for Grade A space [27]. - **Bristol**: Total take-up was 604,119 sq ft, with a notable increase in demand for fitted space [33]. - **Cardiff**: Annual take-up was 289,808 sq ft, with a tightening supply of Grade A space [39]. - **Edinburgh**: Total take-up was 371,659 sq ft, with Grade A vacancy at 7.0% [45]. - **Glasgow**: Total take-up reached 471,753 sq ft, with a strong demand for prime offices [52]. - **Leeds**: Annual take-up was 632,790 sq ft, with a focus on high-quality workspace [59]. - **Manchester**: Total take-up was 1,059,264 sq ft, with a significant flight to quality [65]. - **Newcastle**: Total take-up was 458,893 sq ft, with a strong demand for modern, amenity-rich spaces [72]. - **Sheffield**: Total take-up was 192,399 sq ft, with a focus on refurbishment projects [76].

节前A股跟随海外资产调整后已释放了一定的风险，节后A股即将进入一段高胜率窗口，叠加海外美国 关税违宪和特朗普访华日程敲定支撑风险偏好、国内宏观和产业层面的密集催化对结构上形成指引，继 续看好A股节后迎来新一轮上行。 国投证券：科技成长风格将有望卷土再来 从春节前的行情看，春节前一个月市场风格开始向价值风格倾斜，科技成长风格相对回落。目前看随着 沃什边际影响减弱，海外市场企稳，春节机器人和大模型再次迎来催化以及海外AI巨头业绩影两大领 域的担忧明显缓解，节后科技成长风格将有望卷土再来。 凤凰网财经讯 2月24日，A股三大指数集体高开，沪指涨1.15%，深成指涨1.52%，创业板指涨1.7%。有 色金属、油气、算力等板块指数涨幅居前。 机构观点 兴业证券：继续看好节后新一轮上行 市场风格再平衡的核心，从来不是AI的泡沫存在与否，而在于AI的宏观影响叠加货币政策、大国政策 选择，主要矛盾正在发生变化，紧缺环节已经转移：投资活动由过去单一的AI驱动向更广谱的实体部 门扩散；而未来美国降息路径的相对顺畅，也在为全球制造业周期修复这一重要主线提供顺风环境。实 物资产的重估逻辑从流动性和美元信用切换至产业低库存和需求企稳： ...

2026年1月金融数据整体符合并略超市场预期，呈现总量稳健、结构优化、资金活跃度提升的特征，主 要受适度宽松货币政策发力、年初信贷集中投放、财政支出靠前发力及春节错位因素带动。 据人民银行，2月13日，人民银行发布的统计数据显示，2026年1月份社会融资规模增量为7.22万亿元， 比上年同期多1662亿元。2026年1月末社会融资规模存量为449.11万亿元，同比增长8.2%。M2-M1剪刀 差为4.1个百分点，较2025年12月进一步收窄。 信贷方面，1月人民币贷款增加4.71万亿元，企业中长期贷款增加3.18万亿元，占比显著提升，显示实体 融资需求回暖，政策支持下制造业、基建等领域信贷投放力度加大，住户贷款平稳增长，居民消费与购 房需求逐步修复。 社融方面，增量7.22万亿元创同期新高，同比多增1662亿元，主要由政府债券、企业债券及未贴现票据 共同支撑，社融存量增速8.2%，宽信用政策效果持续显现，对实体经济支持力度稳定。 具体到A股市场，1月金融数据有助于提振市场风险偏好，相对利好金融、周期、成长等多个方向。银 行、券商板块受益于信贷回暖与息差企稳；基建、制造、科技成长板块受益于流动性充裕与企业盈利预 ...

UK businesses are facing uncertainty and higher costs as Donald Trump's new global tariff hike is set to take effect from Tuesday.Governments worldwide have been scrambling for information since Friday when the US Supreme Court struck down his "Liberation Day" tariffs policy, and the president announced a temporary tax of 15% on imports into the US from all countries. Money blog: 'Sporadic shortages' of four items on supermarket shelves as supply hit Tariffs: "There's a lot of confusion' Many British bus ...

With a market cap of $15.2 billion, Avery Dennison Corporation (AVY) is a global materials science and manufacturing company specializing in pressure-sensitive labeling, packaging materials, and functional materials used across consumer goods, retail, logistics, and industrial markets. Founded in 1935 and headquartered in Mentor, Ohio, the company supplies branding and information solutions that help customers identify, track, and protect products throughout the supply chain. Avery Dennison has substanti ...

Core Insights - Lindsay Corporation has introduced the AlphaGuard Channelizing Device, a next-generation solution aimed at enhancing safety and infrastructure management across various applications [1][3] - The device is designed for rapid deployment, making it suitable for construction sites, event crowd management, and traffic flow direction [1][2] Product Features - AlphaGuard is constructed from UV- and impact-resistant Medium Density Polyethylene (MDPE), making it lightweight and easily fillable with water for ballast [2] - Each unit stands 32 inches tall and includes multiple integrated drain plugs for quick filling and release, a forklift-ready design for easy handling, and interlocking ends for modular setups [2] - The device is versatile, applicable in construction zones, pedestrian walkways, airports, and outdoor dining areas [2] Company Background - Lindsay Corporation, founded in 1955, is a leading global manufacturer and distributor of innovative irrigation and infrastructure equipment and technology [4] - The company’s product portfolio includes Zimmatic pivot irrigation systems, FieldNET remote irrigation management technology, and Road Zipper road safety products [4]