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منبع: CNBC International TV خبرگزاری
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Markets face a 'tug of war' between AI fundamentals and leverage: Allspring

Markets face a 'tug of war' between AI fundamentals and leverage: Allspring

Allspring Global Investments' Derrick Irwin says rising leverage and debt among Asian tech companies and US hyperscalers could potenially amplify the downside risks if bond yields rise and pressure mounts on the AI-driven capex boom.

منبع: CNBC International TV
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منبع: Seeking Alpha خبرگزاری
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Dividend Stocks Are Facing Their Toughest Test In Years

Dividend Stocks Are Facing Their Toughest Test In Years

Surging long-term rates, driven by deficits and capital demand, are pressuring dividend stocks and altering income investing dynamics. VICI Properties exemplifies high-yield REITs now competing directly with government bonds, as its yield premium over Treasuries remains around 200 basis points.

منبع: Seeking Alpha
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منبع: Reuters خبرگزاری
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U.S., Indian fuel exporters profiting from supply uncertainty during wars

U.S., Indian fuel exporters profiting from supply uncertainty during wars

Oil refiners in India and the U.S. are reaping a bonanza as wars in Iran and Ukraine have disrupted global fuel supplies, driven up prices, and left importers scrambling for barrels at the height of summer driving season in the Northern ​Hemisphere.

منبع: Reuters
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منبع: Seeking Alpha خبرگزاری
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Sixth Street Specialty Lending: I Expect Another Dividend Cut

Sixth Street Specialty Lending: I Expect Another Dividend Cut

TSLX cut its dividend in May. But I expect another cut in the quarters to come. TSLX's NII barely covers its dividend, with only a $0.01 per share margin, signaling a risk of further cuts. Rising debt costs and a 70 bps spread drop pressure TSLX's NII, while stable NAV and strong diversification offer some support.

منبع: Seeking Alpha
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منبع: CNBC خبرگزاری
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Weekly mortgage demand stalls along with interest rates, but rates are now moving higher again.

Weekly mortgage demand stalls along with interest rates, but rates are now moving higher again.

The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances, $832,750 or less, remained unchanged at 6.77% Applications to refinance a home loan rose 2% for the week and were 18% lower than the same week one year ago.

منبع: CNBC
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منبع: CNBC خبرگزاری
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Dollar risks are mounting. Here's what could weaken the greenback

Dollar risks are mounting. Here's what could weaken the greenback

Strategists say yields driven by fiscal and inflation risk may not provide the same currency support as yields driven by stronger growth. Softer consumption, inflation and employment data have weakened the argument for maintaining bullish dollar positions.

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منبع: Reuters خبرگزاری
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Lundbeck sees no slowdown in key drugs despite cautious 2026 outlook, CEO says

Lundbeck sees no slowdown in key drugs despite cautious 2026 outlook, CEO says

H. Lundbeck sees no slowdown in demand for its two main growth drugs, its chief executive ​said on Wednesday, after the Danish drugmaker reiterated its full-year ‌outlook despite stronger-than-expected second-quarter sales.

منبع: Reuters
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منبع: Seeking Alpha خبرگزاری
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Warsh Under Spotlight Amid Bond Market Selloff: The Jackson Hole Preview

Warsh Under Spotlight Amid Bond Market Selloff: The Jackson Hole Preview

Kevin Warsh is likely to stick to his dovish view at the 2026 Jackson Hole Symposium and state that nominal rates have been rising due to the rising real rates. In addition, Warsh is unlikely to provide any guidance, although implicitly it seems that Warsh is focused on inflation expectations, which are currently well anchored.

منبع: Seeking Alpha
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