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10-Year Yield Trades at Highest Level for the Year
Barrons.com13d agoneutral
10-Year Yield Trades at Highest Level for the Year

Treasuries are getting hit hard thanks to data showing economic resilience and higher oil prices. Meanwhile, jobless claims unexpectedly plunged. Higher oil prices push up yields as investors demand more coupon for a potentially higher inflation print in the future.

Justice Department to Speed Up Merger Reviews by Asking Less of Companies
The Wall Street Journal13d agoneutral
Justice Department to Speed Up Merger Reviews by Asking Less of Companies

WASHINGTON—Merging companies will get a shortcut to ending antitrust investigations under a Justice Department change meant to make the government review process less burdensome for businesses. The department’s antitrust division plans to announce on Thursday a new model for streamlining merger reviews that would quickly focus on the most apparent ways a deal might diminish competition, according to department officials. Antitrust enforcers won’t use the targeted approach in every case, but the process will allow some deals to clear federal scrutiny earlier, the officials said.

Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back?
Insider Monkey14d agoneutral
Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back?

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. Reuters and Bloomberg both confirmed the report. Base price increases will range from 5% to 10% depending on the customer and product, and mature-node chips built […]

McDonald's (MCD) Faces Stubborn Price Sensitive Traffic Despite Lower Gas Prices
Simply Wall St.14d agoneutral
McDonald's (MCD) Faces Stubborn Price Sensitive Traffic Despite Lower Gas Prices

New research highlights that easing gas prices are not significantly lifting restaurant traffic, as consumers face falling real wages and thinner savings. McDonald's (NYSE:MCD) is included among chains where customers remain highly price sensitive despite lower fuel costs. The report points to brands that manage menu inflation and respond to demand for healthier options as better placed under ongoing spending pressure. For McDonald's investors, this adds another data point to a year where...

Bloomberg14d agobullish
German Bond Yields Hit 15-Year High as Oil Spikes Before ECB

(Bloomberg) -- German bond yields rose to the highest level since 2011 as surging energy prices and mounting inflation expectations fueled bets on interest-rate hikes ahead of the European Central Bank’s decision later Thursday. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyAl

The world is crazy but stocks are up?
Axios14d agoneutral
The world is crazy but stocks are up?

A markets mystery has perplexed some analysts this year: Why are stocks sitting near all-time highs while the global economy is rocked by geopolitical conflict and inflation pressures?

Stock Futures Fall as Oil Prices Spark Renewed Inflation Fears
Barrons.com14d agobearish
Stock Futures Fall as Oil Prices Spark Renewed Inflation Fears

Stock futures were falling ahead of the open Thursday as investors assessed rising inflationary risks from the conflict with Iran, and a flurry of earnings reports. S&P 500 futures lost 0.5% with contracts tracking the tech-heavy Nasdaq down 0.6%. Inflation is on focus again amid renewed U.S. strikes against Iran and diminishing signs of progress in peace talks.

FuelCell Energy (FCEL) Data Center And Hydrogen Story Leaves Shares Looking Fully Valued
Simply Wall St.14d agoneutral
FuelCell Energy (FCEL) Data Center And Hydrogen Story Leaves Shares Looking Fully Valued

FuelCell Energy (FCEL) has been active on the regulatory front, filing several out of time motions to intervene at the Federal Energy Regulatory Commission that address how large electric loads connect to transmission grids across multiple US power markets. See our latest analysis for FuelCell Energy. These Federal Energy Regulatory Commission interventions come after FuelCell Energy signed a memorandum of understanding with Siemens AG to support 100+ MW distributed fuel cell projects. They...

Morgan Stanley breaks from the crowd on the U.S. economy
TheStreet14d agoneutral
Morgan Stanley breaks from the crowd on the U.S. economy

Bank of America CEO Brian Moynihan turned heads during a NewsNation debate, warning that sticky inflation may leave the Federal Reserve with no choice but to raise interest rates again later this year. Moynihan argued that pipeline costs, energy pressures, and persistent household expenses ...

Colorado Enbrel Price Cap Setback Might Change The Case For Investing In Amgen (AMGN)
Simply Wall St.14d agoneutral
Colorado Enbrel Price Cap Setback Might Change The Case For Investing In Amgen (AMGN)

Earlier in July, a federal judge blocked Colorado’s plan to impose a 70% price cap on Amgen’s blockbuster arthritis drug Enbrel, halting a significant state-level pricing move. The ruling eased concerns that aggressive state pricing limits on Enbrel could spread more widely, reducing a key regulatory overhang for Amgen’s portfolio. We’ll now explore how this legal setback to Colorado’s price cap effort could influence Amgen’s investment narrative and perceived long-term risks. Find 47...

S&P 500 Stock Chugs Past Buy Point; CSX Rises Late On Earnings
Investor's Business Daily14d agobullish
S&P 500 Stock Chugs Past Buy Point; CSX Rises Late On Earnings

Wabtec was the No. 2 S&P 500 stock on Wednesday after the supplier of locomotives and railcars for freight and passenger service topped Q2 earnings estimates and raised its full-year outlook. Strong international performance, backlog growth and a wider profit margin — despite tariffs — powered Wabtec shares toward the top of a buy zone. Results: Wabtec posted adjusted earnings per share of $2.76, up 21.6% from a year ago and 16 cents ahead of estimates.

JPMorgan CEO cuts to the chase on stock market danger
TheStreet14d agobearish
JPMorgan CEO cuts to the chase on stock market danger

JPMorgan Chase just had the most profitable quarter in its history. Second-quarter net income came in at $21.2 billion, powered by a surge in trading revenue and a gain on its Visa stake. The S&P 500 is up close to 10% this year. Consumers are still spending. Inflation has moderated. By most ...