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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
Leonardo: H1 Confirms Stronger Earnings Quality And A Defense Upside

Leonardo: H1 Confirms Stronger Earnings Quality And A Defense Upside

H1 growth quality improved, with like-for-like sales up 8.2%, orders up 39%, and margin expansion contributing more to EBITA growth than volumes. The backlog reached €52.6 billion before Iveco Defense, supporting roughly 2.5 years of revenue visibility and reinforcing confidence in sustained defense demand. Aerostructures is still loss-making, but H1 EBITA losses narrowed materially, while stronger Boeing 787 and ATR volumes support the path toward break-even.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
The Perfect Storm: Debt Spirals, The Energy Trap, And The End Of Cheap Illusions

The Perfect Storm: Debt Spirals, The Energy Trap, And The End Of Cheap Illusions

Combined with maximum pipeline bypass diversion, total Persian Gulf export flows are averaging ~9.5 to 12.5 mbpd, leaving a net global structural deficit of 8 to 11 mbpd. The defining macroeconomic reality of the modern commodity landscape is not simply rising geopolitical tensions - it is the cumulative toll of a decade-long investment drought in global upstream oil and gas.

Source: Seeking Alpha
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Source: CNBC International TV News Agency
3 weeks ago
General Medium Importance
The agenda for Europe and easing Treasury yields

The agenda for Europe and easing Treasury yields

A new economic order for the AI era looms over talks at the European House – Ambrosetti Forum, as policymakers and business leaders gather at Lake Como. Equities rally and yields ease, while Norway's sovereign wealth fund floats unwinding some of its Treasury holdings by roughly $80 billion.

Source: CNBC International TV
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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance AI Analyzed
Market Brief: The Debasement Paradox: Why Bitcoin Falls As Bond Yields Rise?

Market Brief: The Debasement Paradox: Why Bitcoin Falls As Bond Yields Rise?

Long-term government yields across the U.S., Japan and Europe have surged to multi-year or multi-decade highs, while the U.S. 30-year Treasury yield briefly crossed 5.3%. With long-term Treasury yields around 5%, the hurdle for holding Bitcoin, AI stocks and other high-volatility assets rises.

Source: Seeking Alpha
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Source: CNBC International TV News Agency
3 weeks ago
General Medium Importance AI Analyzed
El-Erian: U.S. Treasury has taken a step too far

El-Erian: U.S. Treasury has taken a step too far

Mohamed El-Erian, chief economic advisor at Allianz and professor at the Wharton School joins CNBC's Carolin Roth at the Ambrosetti forum in Italy. El-Erian discusses the U.S. Treasury's intervention in the bond market and why he thinks it could hold unintended consequences.

Source: CNBC International TV
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Source: Bloomberg Markets and Finance News Agency
3 weeks ago
General Medium Importance
Markets Weigh Energy Supply Strain: Market Snapshot

Markets Weigh Energy Supply Strain: Market Snapshot

A fresh flare up in tit-for-tat attacks between the US and Iran put the Strait of Hormuz back in focus as gas, oil and other commodity prices rallied this week. With negotiations between the two sides grinding to a halt and Europe nearing the end of summer, dwindling gas storage levels are threatening to intensify a global fight for supply.

Source: Bloomberg Markets and Finance
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Source: CNBC News Agency
3 weeks ago
General Medium Importance AI Analyzed
World's biggest sovereign wealth fund plans to cut U.S. Treasury holdings

World's biggest sovereign wealth fund plans to cut U.S. Treasury holdings

Norway's mammoth wealth fund wants to cut its holdings of government bonds, chiefly affecting U.S. Treasurys, as it seeks greater returns elsewhere. The rebalancing of its portfolio would add other types of U.S. bonds and other assets such as mortgage-backed securities.

Source: CNBC
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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
CDT Insider Sentiment August 2026 - An AI Mountain Of Worry

CDT Insider Sentiment August 2026 - An AI Mountain Of Worry

Behind closed doors, the AI mania is no longer discussed as a possibility, but an accepted truth. The Wall Street Journal reported that in Q2-2026, while the whole world was tokenmaxxing their IT budgets, OpenAI's operating losses accelerated - $12.3B against $6.7B in revenue, a tidy -183% margin.

Source: Seeking Alpha
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