Sign in Subscribe

Ryosuke Ellis

President To Have Influence in Monetary Policy?

President To Have Influence in Monetary Policy?

Futures point towards the upside. Elon Musk’s call for presidential influence on the Fed raises concerns over political interference. TSMC stops AI chip shipments to China under U.S. orders. Bitcoin hits $81K amid Trump’s pro-crypto stance, while China’s economic growth disappoints.

Fed's Jerome Powell Asserts Independence Against US President

Fed's Jerome Powell Asserts Independence Against US President

The US dollar weakened as the Fed cut interest rates by 0.25%. Asian and European markets mostly declined. US futures mixed. China launched a $1.4 trillion debt swap for local government relief.

Carnival Cruise Lines: Interest Payments Will Continue To Pressure Bottom Line

We rate Carnival Cruise Lines (CCL) as a "Hold" and recommend monitoring the company’s debt repayment progress before making any investment decisions.

Avnet: Declining Demand And Escalating Competition Pose Challenges Ahead

We rate Avnet (AVT) as a "Sell" and recommend caution, as the stock may experience further downside before any meaningful recovery.

Currency Markets Showing Signs of Technical Rebound

Currency Markets Showing Signs of Technical Rebound

Markets soften. FOMC meets today while other central banks make their moves. Swedish's Riksbank and Bank of England lowered rates while Norway kept rates steady.

Markets Cheer As Donald Trump Wins Presidential Election

Markets Cheer As Donald Trump Wins Presidential Election

Trump wins election. US dollar strengthened. China affirms monetary policy stance.

Interface: Market Participants Have Already Priced In The Company's Potential

We rate Interface (TILE) as a "Hold" and recommend waiting for a more favorable entry point before accumulating shares.