Stay ahead of the markets with insights from our strategists and portfolio managers.

Market Insights

Filter
Target (TGT) Managed to Beat Expectations, but Weakening Per-Store Metrics — Especially Discretionary Purchases — Escalate Concerns
Mar 06, 2024
On March 5 Target Corp. (TGT) reported impressive Q4 results, beating both revenue and profit estimates.
Japanese Yen Seems Unemotional after Fed’s Hints at Monetary Policy Turnaround, as BoJ Keeps Slightly Negative Interest Rate in Place
Jan 24, 2024
The Japanese yen consolidated as the Bank of Japan issued a restrictive statement that it is expected to withdraw i...
Transitory Dollar Weakness Temporarily Pushed Yen and Other Asian/Pacific Currencies Higher
Dec 07, 2023
The USD/JPY pair experienced a significant correction of around 1.5% lately.
Auto Parts and Accessories Retailer AutoZone (AZO) Reported Results In-Line or Slightly Better than Expectations in Q1 FY2024
Dec 06, 2023
The company reported net sales of $4.2 billion for the first quarter of fiscal 2024 (for AZO not coinciding with ca...
Hewlett Packard Reported Quarterly Results to be Largely in Line with Expectations
Nov 29, 2023
Hewlett Packard (HPE) non-GAAP EPS of $0.52 beats by $0.02, while revenue of $7.35 billion (-6.6% YoY) missed expec...
Spectacular Sight of the Falling Yen May Be Interrupted by BoJ’s Interventions – First since October
Sep 27, 2023
The widening interest rate differential between the U.S. and Japan has pushed the yen lower since the Federal Reser...
Invesco Pharmaceuticals ETF and New Pirola Covid Strain: Time to Buy a Good Healthcare ETF?
Sep 26, 2023
As many already know, Pirola, or BA.2.86, is the latest Omicron strain that just appeared this summer, sparking con...
Intel is Capitalizing on AI Opportunity in a Number of Ways, but Cash Burn Remains an Issue
Sep 05, 2023
Intel (INTC) has been, as it’s now trending to quote, “a sick man” of AI adoption.
Zoom Video Comminications (ZM) Just Reported Q2 Earnings and Shares are Moving higher on the Report
Aug 22, 2023
Zoom said Q2 revenue increased 3.6% YoY to $1.14 billion, which beat the consensus estimate of $1.11 billion.
Walmart Financials: Stellar Quarter Performance and Guidance Overshadowed by Waning Market Sentiment
Aug 18, 2023
The largest U.S. retailer Walmart Inc. (WMT) raised adjusted earnings and revenue in Q2 of fiscal 2024 (ended July...
Morgan Stanley Posted Mixed Quarterly Results, but Generally Beat Expectations
Jul 19, 2023
Morgan Stanley (MS) shares today, on July 19, are edging lower 0.44% on the U.S. premarket after yesterday’s jump b...
Wells Fargo Posted Surprisingly Strong Q2 Numbers, Raised FY Net Interest Income Forecast
Jul 18, 2023
Despite extreme wariness of investors concerning the banking sector’s ongoing earnings reports, Wells Fargo (WFC) r...
Show more