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Ryosuke Ellis

UK GDP Slump, China-U.S. Trade Talks, and Soaring Coffee Prices

UK GDP Slump, China-U.S. Trade Talks, and Soaring Coffee Prices

The UK grapples with a surprising GDP contraction and a falling pound, the U.S. and China engage in cautious trade talks ahead of Trump’s inauguration, and soaring coffee prices signal potential long-term supply issues due to extreme weather.

Northrop Grumman: Limited Upside Potential And Potential Margin Decay Despite Strong Tailwinds

We rate Northrop Grumman (NOC) as a 'Hold,' given a limited 4.5% upside driven by geopolitical tailwinds but offset by potential margin erosion risks. Investors should wait for a more favorable risk/reward profile before committing.

Trump's Diplomatic Invite to Xi, US Inflation Signals Rate Cuts, and Israel's Military Escalation in Syria

Trump's Diplomatic Invite to Xi, US Inflation Signals Rate Cuts, and Israel's Military Escalation in Syria

Trump's unprecedented invitation to Xi for his inauguration stirs the political pot as U.S.-China tensions simmer, while inflation trends hint at a possible Fed rate cut and the ECB prepares for yet another rate reduction amid economic uncertainty.

Stalling Inflation & Fed Dilemmas, China's Trade Maneuvers, and NATO's Defense Revamp

Stalling Inflation & Fed Dilemmas, China's Trade Maneuvers, and NATO's Defense Revamp

Inflation pressures rise with the CPI report hinting at a 2.7% rate, as the Fed weighs potential interest cuts, while China retaliates in the ongoing trade spat with the U.S. and NATO ramps up defense spending targets amid escalating geopolitical tensions.

Kroger: Operational Strength with or Without Albertsons Merger

We rate Kroger (KR) as a 'Buy,' citing a 49% upside driven by operational efficiencies, tech advancements, and private label growth, regardless of the Albertsons merger outcome.

Coffee Crisis, Disease X Dangers, Syrian Governance Shifts, and China's Economic Reboot

Coffee Crisis, Disease X Dangers, Syrian Governance Shifts, and China's Economic Reboot

Coffee prices hit a record high amid severe drought in Brazil, 'Disease X' raises alarms in Congo as health officials scramble for answers, and China prepares for unprecedented economic stimulus as UK business confidence takes a sharp downturn.

The Collapse of Bashar al-Assad’s Regime In Syria

The Collapse of Bashar al-Assad’s Regime In Syria

Bashar al-Assad's 13-year rule in Syria ended abruptly on December 8, 2024, when a rebel coalition seized Damascus in a stunning advance. The fall of the Assad dynasty, which had ruled for over 50 years, was driven by military exhaustion, eroding alliances, and shifting regional dynamics.