Barclays Analysts Find “Weak” iPhone 16 Demand After Supply Chain Check
Barclays Analysts Find “Weak” iPhone 16 Demand After Supply Chain Check Wall Street remains deeply divided on the demand outlook for the new iPhone 16. Some analysts believe the iPhone’s new artificial intelligence features are driving a major upswing in the upgrade cycle, while others argue that demand for the higher-priced models has sputtered. The latest note about iPhone […]
Job Openings Unexpectedly Jump Over 8 Million On Record Surge In Construction Job Openings
Job Openings Unexpectedly Jump Over 8 Million On Record Surge In Construction Job Openings One month after the “catastrophic” August JOLTS report presaged the ugly September jobs report, which in turn prompted the Fed to cut a “jumbo” 50bps and spooked markets that a recession was imminent, moments ago the BLS reported that in September […]
The Need To Breed
The Need To Breed By Russell Clark of Capital Flows and Asset Markets I like my sci-fi films. Tiktoks about the best sci-fi films of all times often recommend 2006 film Children of Men . I didn’t remember it as a truly great film when I first watched it – so decided to watch it […]
US Manufacturing Surveys Signal Stagnation, Employment Weak
US Manufacturing Surveys Signal Stagnation, Employment Weak According to S&P Global’s PMI survey, the US manufacturing sector moved deeper into contraction territory at the end of the third quarter of the year (dropping from 48.0 to 47.0 – the third straight monthly contraction in the soft data survey. ISM’s version of the Manufacturing PMI survey […]
Iran To ‘Imminently’ Launch Ballistic Missiles On Israel; White House Warns
Iran To ‘Imminently’ Launch Ballistic Missiles On Israel; White House Warns Axios is reporting that the White House has intelligence saying Iran imminently plans to carry out a missile attack on Israel in retaliation for the Friday killing of Hezbollah leader Hassan Nasrallah. A senior White House has said, “The United States has indications that […]
Watch: Yemen’s Houthis Shoot Down Another $30 Million US Reaper Drone
Watch: Yemen’s Houthis Shoot Down Another $30 Million US Reaper Drone The Houthis have declared that they plan to intensify their ballistic missile attacks against Israel in light of the killing of Hezbollah’s Hassan Nasrallah and the new Israeli military ground assault on Lebanon. The Shia rebel group of Yemen has also of late been […]
What You Need To Know About Today’s Vance–Walz Debate
What You Need To Know About Today’s Vance–Walz Debate The two vice presidential nominees – Sen. JD Vance (R-Ohio) and Democrat Minnesota Gov. Tim Walz – will face each other in a debate on Oct. 1, one month out from the 2024 election. Debate host CBS News announced on Aug. 15 that after proposing four […]
Dilution Fears: Boeing Considers $10 Billion In New Shares As Strikes Strain Liquidity
Dilution Fears: Boeing Considers $10 Billion In New Shares As Strikes Strain Liquidity Boeing shares are lower in premarket trading in New York after a Bloomberg report revealed the struggling aerospace giant, plagued with a multi-week strike by its union, will need to raise at least $10 billion through a new stock offering as cash reserves dwindle. People […]
S&P Futures Flat To Start Q4 After Hitting 43rd Record High On Monday; China Closed
S&P Futures Flat To Start Q4 After Hitting 43rd Record High On Monday; China Closed US equity futures are down a touch as we enter Q4 after trading overnight in a narrow range, with NDX leading and RTY lagging, a familiar pattern from the first half of the year. So far in 2024, S&P is […]
It Begins: US Port Strikes Erupt, First Shutdown In 50 Years Sparks Fears Of Supply Chain Crisis
It Begins: US Port Strikes Erupt, First Shutdown In 50 Years Sparks Fears Of Supply Chain Crisis More than 45,000 International Longshoremen’s Association (ILA) members from over three dozen facilities across 14 Gulf and East Coast ports went on strike early Tuesday, marking the largest labor action at US ports in nearly 50 years. The […]