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Trading Desk: Why Earnings Season is Such a Big Deal
Earnings season rolls around every few months, and that’s a big deal in the financial world. It’s when companies finally pull back the curtain and
Trading Desk: Bond Market Under Pressure as the Narrative Shifts
The financial markets are experiencing a significant shift in sentiment, moving away from optimism surrounding trade developments towards a growing apprehension over the nation’s burgeoning
Trading Desk
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Trading Desk: Trade Winds Shifting Around Wall Street Expectations
A leading equity strategist is recalibrating their bullish outlook, as Deutsche Bank sharply revises its year-end S&P 500 target downwards due to mounting earnings pressure from escalating U.S. tariff policies. The firm now projects the index to finish the year at 6,150, a significant step
Trading Desk: Look Past The Magnificent 7 For Growth
The secret of growth investing is that you can’t let the shocks shake you out of stocks that might take several boom-and-bust cycles to achieve even a fraction of their ultimate potential. Last month demonstrates this principle beautifully. We could’ve given up on everything in
Trading Desk: Some Bubbles Deserve To Burst
For the past five years, U.S. equities have seemingly defied gravity, consistently commanding premium valuations. Investors, buoyed by unprecedented pandemic-era stimulus and the transformative potential of artificial intelligence, pushed the S&P 500 to remarkable heights, enjoying a surge of over 140% from the COVID-19 lows.
Trading Desk: No Earnings Recession Here
Some people have already written off this earnings season as a non-event, with numbers from before the trade war becoming meaningless as figments from a vanished world. They have a bit of a point. But most earnings reports also contain some element of guidance, which
Trading Desk: Tech Giant’s Financial Windfall Boosts Investor Confidence
Remember the pain of the Magnificent 7? The stock of a major technology conglomerate experienced a significant surge of over 3% on Friday, following the release of its fiscal first-quarter earnings report, which soundly exceeded market expectations. This positive reaction further amplified by the company’s
Trading Desk: Navigating Murky Trade Waters
This week, financial leaders from across the globe converged on Washington, D.C., amidst a backdrop of escalating trade tensions and economic uncertainty. Casting a long shadow over these discussions was the president, whose aggressive & bewildering trade policies have sent ripples through international markets. The