اخبار بازار

آخرین اخبار مالی و اقتصادی، تحولات بازار، گزارش‌ها و تحلیل‌های بازارهای مالی را در PipVero دنبال کنید.

منبع: Schaeffers Research خبرگزاری
یک ماه پیش
عمومی اهمیت متوسط
The Week Ahead: July Fed Minutes, Blue-Chip Earnings on Deck

The Week Ahead: July Fed Minutes, Blue-Chip Earnings on Deck

Next week will bring a fresh batch of economic data, including the July Federal Open Market Committee (FOMC) meeting minutes and the U.S. Manufacturing Purchasing Managers' Index (PMI).

منبع: Schaeffers Research
مشاهده منبع
نظر
منبع: Seeking Alpha خبرگزاری
یک ماه پیش
عمومی اهمیت متوسط
Sky Harbour: Rewarding New Investors At Old Investors' Expense

Sky Harbour: Rewarding New Investors At Old Investors' Expense

Sky Harbour Group Corporation reported improved Q2 '26 profitability metrics, yet remains unprofitable on a GAAP basis. SKYH's unique airport hangar leasing model shows operational scale, with campus profit more than doubling year-over-year and occupancy at 83.7%. Profitability at the campus level excludes depreciation and interest, masking true long-term returns; including these, adjusted profit is near breakeven.

منبع: Seeking Alpha
مشاهده منبع
نظر
منبع: Seeking Alpha خبرگزاری
یک ماه پیش
عمومی اهمیت متوسط
What An All-Time High CAPE Ratio Implies For Investors

What An All-Time High CAPE Ratio Implies For Investors

Equities are trading at historically high Shiller PE ratios (~42x), signaling elevated valuations and compressed long-term return expectations. With S&P 500 dividend yields near all-time lows (~1%), the expected return remains dependent on elevated PEs, while with high interest rates (~5%), the equity risk premium has turned negative.

منبع: Seeking Alpha
مشاهده منبع
نظر
منبع: 24/7 Wall Street خبرگزاری
یک ماه پیش
عمومی اهمیت متوسط
Inflation Falls for 2 Months Straight — Is a Fed September Rate Hike Still on the Table?

Inflation Falls for 2 Months Straight — Is a Fed September Rate Hike Still on the Table?

July's back-to-back cooler CPI and PPI readings slashed September rate-hike odds from 55% to 32%, forcing investors to rethink hawkish Fed positioning. Despite Strait of Hormuz headlines spiking crude, monthly average oil prices fell, but gasoline has already climbed from $3.87 to $4.07 since July.

منبع: 24/7 Wall Street
مشاهده منبع
نظر
منبع: 24/7 Wall Street خبرگزاری
یک ماه پیش
عمومی اهمیت متوسط
What The CPI Missed Completely

What The CPI Missed Completely

The CPI rose 3.4% year over year in July and was touted as a slowing of inflation. It is still below a target set long ago by the Fed, which is about 2%. The July figure is viewed as a possible block to the Fed raising rates. However, what is inflation and what is not ends up in the eye of the beholder.

منبع: 24/7 Wall Street
مشاهده منبع
نظر
منبع: Seeking Alpha خبرگزاری
یک ماه پیش
عمومی اهمیت متوسط
Credit Markets Shooting Off 2007 Like Flares

Credit Markets Shooting Off 2007 Like Flares

Equity markets continue to surge on AI optimism, but credit markets signal rising stress and potential systemic risks reminiscent of 2007. CoreWeave (CRWV) and Nebius (NBIS) rallied on strong results Wednesday despite CoreWeave's sharply worsening negative free cash flow and elevated default risk.

منبع: Seeking Alpha
مشاهده منبع
نظر
منبع: Seeking Alpha خبرگزاری
یک ماه پیش
عمومی اهمیت متوسط
Unusual Machines Q2: The Valuation Still Requires A Lot

Unusual Machines Q2: The Valuation Still Requires A Lot

Unusual Machines delivered Q2 revenue of $16.7M, doubling sequentially and up 687% YoY, with gross margin rising to 34.7%. UMAC's valuation remains stretched at $27, requiring belief in rapid scaling to several hundred million in revenue and eventual profitability. Q3 revenue is expected to decline sequentially to $12–14M due to supply chain and production issues, but Q4 is guided to recover to $25M.

منبع: Seeking Alpha
مشاهده منبع
نظر
منبع: Schwab Network خبرگزاری
یک ماه پیش
عمومی اهمیت متوسط
Rate Hikes "Won't Derail" Stock Market & Crypto's Midterm Elections Catalyst

Rate Hikes "Won't Derail" Stock Market & Crypto's Midterm Elections Catalyst

PPI continued the trend CPI by signaling inflation is cooling. @CharlesSchwab's Kevin Gordon expects the Fed to hold interest rates in its next meeting with current data in mind.

منبع: Schwab Network
مشاهده منبع
نظر
منبع: Bloomberg Markets and Finance خبرگزاری
یک ماه پیش
عمومی اهمیت متوسط
US PPI Cools More Than Expected, Easing Pressure on Fed

US PPI Cools More Than Expected, Easing Pressure on Fed

US wholesale inflation decelerated in July by more than estimated as energy and food costs fell, likely giving the Federal Reserve more time to assess price pressures at upcoming meetings. Initial jobless claims rose by 9,000 in the week ending August 9.

منبع: Bloomberg Markets and Finance
مشاهده منبع
نظر
منبع: CNBC Television خبرگزاری
یک ماه پیش
عمومی اهمیت متوسط
Morning Call Sheet: AI price wars collide with cooling inflation

Morning Call Sheet: AI price wars collide with cooling inflation

Steve Grasso, CEO of Grasso Global, Peter Tchir, Head of Macro Strategy at Academy Securities, and Jose Torres, Senior Economist at Interactive Brokers, discuss AI price wars, cooling inflation, Fed cuts and geopolitical risks.

منبع: CNBC Television
مشاهده منبع
نظر