News

Porsche: Downward Revisions Due to US Import Tariffs and Permanently Lower Chinese Demand
Why it matters: We have reduced our fair value estimate for Porsche by 11% to EUR 64 per share. Porsche imports 100% of ...
US Stock Funds Take a Hit—Everywhere
Since Donald Trump’s April 2, 2025, announcement of sweeping tariffs on nearly all major US trading partners, e ...
Cellphones, clothes, TVs, toys: This is all the stuff the U.S. buys from China
The U.S. exported $143.5 billion in goods to China, including Boeing (BA) jets, soybeans and oil. That doesn't include a $50 billion U.S. surplus in services largely tied to Chinese tourism in the ...
Perpetual's Moat Removed on Asset Management's Lack of Competitive Advantages
We assign a Medium Morningstar Uncertainty Rating to Perpetual. Key business risks include overpayment and acquisition indigestion, as well as cyclical or structural risks from competition that could ...
South Korea Announces Emergency Support for Auto Sector Against U.S. Tariffs
South Korea's government has announced emergency-support measures for the country's auto sector, rushing to help ease the impact of U.S. President Trump's tariffs. The measures set forth by the trade ...
Bonds are on sale amid market mayhem
Bonds are IOUs issued either by the United States government, state and local governments, corporations, or their foreign equivalents. They are generally seen as safer investments, at least over ...
IPC Indice de Precios Y Cotizaciones Ends 0.28% Lower at 50316.59 — Data Talk
The IPC Indice de Precios Y Cotizaciones is down 141.73 points or 0.28% today to 50316.59 --Down 3772.69 points or 6.97% over the last three trading days ...
The WSJ Dollar Index Falls 0.30% to 99.46 — Data Talk
The WSJ Dollar Index is down 0.29 point or 0.30% today to 99.46 --Off 5.41% from its record close of 105.14 hit Tuesday, Sept. 27, 2022 --Off 4.01% from its 52-week high of 103.61 hit Friday, Jan. 10, ...
Cal-Maine is talking to DOJ's egg-price probe, 'greatly' appreciates Trump's efforts to shore up industry
Cal-Maine on Tuesday also announced an agreement to acquire Echo Lake Foods - a company that makes waffles, scrambled eggs, frozen omelets, egg patties and other breakfast items - for around $258 ...
Trump's team thinks Apple's iPhones should be made in the USA. Analysts are doubtful.
The Trump administration thinks that Apple Inc. can and should move its global manufacturing infrastructure of the iPhone to the U.S. - but analysts are doubtful the company could consider such an ...
11 ways to prepare for a recession - from financial pros who've survived previous economic downturns
The best advice I gave out during the 2007-'09 recession is to track your daily spending. We obsess over retirement funds, but we spend the vast majority of our money on daily purchases. If we can ...
S&P 500 rebound collapses in biggest U-turn since at least 1978. Investors can't shake tariff jitters.
Stocks have cratered since Trump detailed tariff plans in a Rose Garden event after U.S. markets closed on April 2. In the four trading days since then, the S&P 500 has dropped 12.14%, the Dow has ...