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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance
I'm Buying Consumer Experience Like Delta, Carnival, And Avoiding Discretionary Stocks

I'm Buying Consumer Experience Like Delta, Carnival, And Avoiding Discretionary Stocks

I am avoiding consumer discretionary brands, as their value proposition and loyalty have eroded, leading to underperformance across major names like NKE and LULU. My focus shifts to the consumer experience (CX) sector, particularly travel and entertainment, which benefits from secular growth driven by affluent, aging demographics.

Source: Seeking Alpha
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Source: CNBC News Agency
2 weeks ago
General Medium Importance
Treasury yields face 4.8% test as fiscal risks threaten to spill into other assets

Treasury yields face 4.8% test as fiscal risks threaten to spill into other assets

A sustained break above 4.8% on 10-year Treasurys could create “meaningful problems” across other asset classes. Fiscal deficits, heavy Treasury issuance and corporate borrowing are keeping pressure on long-term yields despite Treasury jawboning.

Source: CNBC
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Source: Fox Business News Agency
2 weeks ago
General Medium Importance
ECONOMIC BOOM: This is a 'GROWTH STORY,' Bessent tells Kudlow | The Week Unfiltered

ECONOMIC BOOM: This is a 'GROWTH STORY,' Bessent tells Kudlow | The Week Unfiltered

FOX Business Network covers this week's major news events. 0:00 | ‘THIS IS REALLY IMPORTANT FOR US': Chang REVEALS how to beat China in the long run 7:50 | Bessent drops BOMBSHELL: ‘I WILL SAY IT ON WORLDWIDE TV' 22:32 | Charles Payne: Trump has gone 'ALL IN' on data centers 25:42 | EXCLUSIVE: Bessent UNLOADS on global economy in Kudlow interview 48:16 | DANGER ZONE: Trump TURNS UP HEAT on Iran as OIL hits $90 1:02:59 | Stuart Varney: Republicans need to run on Trump's record to win midterms 1:04:31 | EVOLUTIONARY OR REVOLUTIONARY?

Source: Fox Business
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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance AI Analyzed
Preferreds/Bond Weekly Review: PennyMac Mortgage Preferreds Stay Fixed

Preferreds/Bond Weekly Review: PennyMac Mortgage Preferreds Stay Fixed

We take a look at the action in preferreds and baby bonds through the third week of August and highlight some of the key themes we are watching. Preferreds credit spreads remain tight, but median yield-to-worst has risen as long-term rates increase, favoring fixed-rate over floating-rate preferreds in some cases. The Ninth Circuit ruled in favor of PennyMac Mortgage Investment Trust, allowing fixed coupons on LIBOR Fix/Floating preferreds post-LIBOR cessation.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance AI Analyzed
A Hot CPI Report May Force A September Rate Hike

A Hot CPI Report May Force A September Rate Hike

The upcoming August CPI report is pivotal for the Fed's September rate decision, with policymakers signaling data dependence and a high bar for holding rates steady. Fed Governor Waller and Chair Warsh's recent remarks suggest the burden of proof has shifted: only a meaningful CPI downside surprise could prevent a rate hike.

Source: Seeking Alpha
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