今天分享的是：krungsri Research：2026年全球经济展望报告（英文版） 报告共计：37页 2026年全球及重点国家经济展望总结 Krungsri Research发布的2026年经济展望报告显示，全球经济增长前景黯淡，IMF预测2026年增速放缓，下行风险加大，贸易保护主义抬头、不确定性延长 等因素持续产生影响。全球经济活动虽在服务业带动下温和扩张，但关税压力仍对贸易和制造业构成制约，主要经济体呈现差异化发展态势。 中国经济增长引擎动力减弱，外部阻力强劲，若无大规模刺激措施，增长势头可能进一步放缓。制造业已连续七个月收缩，为九年多来最长周期，房地产低 迷与产能过剩问题虽有救援措施但缓解尚需时日。消费复苏乏力，零售销售增速远低于疫情前水平，投资也受需求疲软和产能过剩拖累，2026年GDP增速预 计从2025年的4.8%放缓至4.4%。政策层面仍有操作空间，但债务问题可能限制政策力度。 美国经济将温和增长，2026年GDP预计增长2.1%，较2025年的2.0%略有提升。劳动力市场放缓给前景蒙上阴影，多重因素限制美联储进一步宽松。政治不 确定性、关税影响与人工智能热潮等风险交织，使美联储陷入政策困 ...

Group 1: Economic Data and Market Trends - The Labor Department's nonfarm payroll report is expected on Tuesday, with a strong jobs report potentially questioning the need for more rate cuts from the Federal Reserve, while weaker figures could support continued easing [3] - Wall Street has been largely unaware of macroeconomic data due to a lengthy government shutdown, making upcoming reports critical for market direction [3][2] Group 2: Company Earnings Reports - Jabil, a major manufacturer for data centers, is set to report earnings on Wednesday, which could influence the performance of AI stocks [4] - General Mills will also report on Wednesday, with recent struggles in food stocks attributed to the popularity of GLP-1 weight loss drugs and a shift towards healthier eating [4] - On Thursday, Darden, Cintas, Nike, and FedEx will report earnings, with Darden's Olive Garden chain being less affected by rising beef prices, and FedEx expected to perform well due to ongoing e-commerce growth [5] - Friday will see earnings from Carnival, Conagra, and Paychex, providing insights into discretionary spending, home cooking trends, and the health of small and medium-sized businesses [6]

Committee to Evaluate a Broad Range of Strategic, Financing and Other Alternatives to Enhance Shareholder ValueCHARLOTTE, N.C., Dec. 12, 2025 (GLOBE NEWSWIRE) -- NN, Inc. (“NN” or the “Company”) (NASDAQ: NNBR), a global diversified industrial company that engineers and manufactures high-precision components and assemblies, today announced that the Board of Directors (the “Board”) has formed a Strategic Committee to oversee a review of strategic and financial alternatives to further enhance shareholder value ...

Market Overview - The stock market experienced a significant rally with the Dow rising by 646 points and the S&P 500 advancing by 1%, while the NASDAQ, heavily weighted with tech stocks, declined by 26 points [2] - Following a recent Federal Reserve rate cut, money managers shifted their investments towards stocks that would benefit from lower rates, leading to a sell-off in tech stocks [3] Impact of Rate Cuts - Lower interest rates are expected to boost consumer spending, particularly benefiting discretionary sectors such as cruise lines and retail [4] - Home improvement and construction sectors are also anticipated to thrive due to lower financing costs, with companies like Home Depot seeing positive movement [5][6] - Industrial stocks typically respond favorably to rate cuts, with companies like 3M, DuPont, and Dover showing gains [8] Sector Performance - Transportation stocks, including JB Hunt and FedEx, are expected to perform well in the days following a rate cut, with FedEx potentially experiencing a breakout quarter [9] - Banks are shifting focus from net interest income to lending potential, with Wells Fargo and Capital One highlighted as favorable options [10][11] Company-Specific Insights - Apple, Meta, and Tesla, which have only seen a 10% increase this year, are not expected to benefit significantly from lower rates, with Apple viewed as an underperformer in the current market [14][17][19] - Meta's stock performance is described as listless, with the company needing to communicate its value proposition more effectively [18] - Tesla is transitioning from an auto manufacturer to a tech leader, with its stock performance becoming less correlated with traditional auto industry metrics [19] Investment Strategy - The current market environment favors stocks that are direct beneficiaries of rate cuts, leading to a general decline in tech stocks as money managers focus on sectors like industrials and banks [21][22] - Investors are advised to follow the flow of capital in the market, as hedge funds tend to move in unison, impacting stock performance [23][30]

Core Points - Preformed Line Products has announced a 5% increase in its quarterly cash dividend, raising it from $0.20 to $0.21 per share, payable on January 20, 2026 [1][2] - This marks the first dividend increase since the company went public on NASDAQ in 2001, reflecting strong liquidity and a commitment to returning capital to shareholders [2][3] - The management emphasizes confidence in the company's ability to generate consistent cash flows while balancing reinvestment and shareholder returns [3] Financial Performance - The increase in the dividend highlights the strength of the company's balance sheet and resilience of its business model [3] - The company has a long-standing history of returning capital to shareholders through dividends and share repurchases [3] Strategic Outlook - Management will evaluate further dividend increases based on operating results and business outlook, indicating a disciplined approach to capital allocation [3] - The company operates in 20 countries, providing precision-engineered solutions for energy and communications providers, which underscores its global presence and commitment to quality [5]

Brown Brothers Harriman, an investment management company, released its Q3 2025 investor letter for the BBH Select Series - Mid Cap Fund. A copy of the same can be downloaded here. In the quarter, the fund decreased by -0.9% on a total return basis compared to the Russell Midcap Index’s 5.3% return. The Fund has decreased by a total return of -1.8%, YTD, compared to 10.4% for the Index. The third quarter experienced a boost in the low-quality rally that started late last year and gained momentum throughout ...

About ITT ITT is a diversified leading manufacturer of highly engineered critical components and customized technology solutions for the transportation, industrial and energy markets. Building on its heritage of innovation, ITT partners with its customers to deliver enduring solutions to the key industries that underpin our modern way of life. ITT is headquartered in Stamford, Connecticut, with employees in more than 35 countries and sales in approximately 125 countries. STAMFORD, Conn.--(BUSINESS WIRE)--De ...

GE Vernova has doubled its dividend and is entering a major growth phase. Keep an eye on this stock.Shares of GE Vernova (GEV +14.05%) sizzled in trading today, surging 15.9% to a 52-week high of $725 per share within minutes of the stock market's opening on Wednesday.The manufacturer of gas turbines stunned the markets today with ambitious financial goals through 2028 and moves to double its dividend per share and significantly increase its share repurchase program. That's not all. GE Vernova is also repor ...

以下文章来源于capitalwatch ，作者宏观分析师 capitalwatch . 我们是一个聚焦全球资本市场的高影响力财经账号。 内容由华尔街交易员与研究员共同撰写，提供市场深度解读、机构级逻辑与实时判断。 这里没有 喊单，没有套路，只有用数据和常识说话的分析。 我们希望把复杂的金融世界，讲给真正关心自己资产的人听。 来源 | capitalwatch 2025 年以来，美国企业已宣布裁员约 120 万人；六成美国人坚信经济已经陷入衰退。 可在资本市场另一端，自 4 月起，标普 500 指数总市值增加了约 17 万亿美元， 即将迎来今年第 29 个历史新高。 图 1｜18–34 岁人群的消费信心与购房条件指数长期下滑，年轻人的"体感经济"与股市表现严重背离 领先指标同样疲弱。11 月 ISM 制造业就业指数跌至 44.0，连续第十个月处于收缩区间。历史经验显示，这一指标往往走在制造业就业数 据之前，意味着后续岗位流失仍将继续。 图 3｜Challenger 统计的 2025 年裁员累计曲线，已经逼近 2009 年金融危机水平 制造业首当其冲。11 月，美国制造业就业人数减少 1.8 万人，为 2023 ...

Market Overview - US stock futures remained stable as investors awaited the Federal Reserve's final policy decision of the year, with Dow Jones, S&P 500, and Nasdaq 100 futures all falling below the flatline [1] - Investors are cautious, with a nearly 90% chance priced in for a third consecutive quarter-point rate cut by the Federal Reserve [2] Federal Reserve Insights - FOMC members are divided on the need for easier policy, with some advocating for support of a cooling labor market while others warn of potential inflation risks [3] - The post-meeting statement and Chair Jerome Powell's press conference are highly anticipated for insights on future policy direction [3] Company Performance - GameStop (GME) stock fell 6% after missing quarterly revenue estimates, reporting $821 million in revenue compared to $860.3 million in the same quarter last year, and analysts had expected $987 million [9] - GE Vernova (GEV) shares rose 6% after the company doubled its dividend, indicating strong demand for natural gas-fired power [11] - Cracker Barrel (CBRL) stock dropped 8% after reporting lower-than-expected sales and trimming its revenue forecast for the fiscal first quarter [5][6] Commodity Market - Global bond yields reached their highest levels since 2009, indicating investor concerns about the end of interest-rate cutting cycles in the US [4] - Silver prices surged past $60 an ounce, driven by supply tightness and expectations of further monetary easing by the Federal Reserve [4][12]