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Ryosuke Ellis

Understanding the Global Repercussion of Trump's Tariffs

Understanding the Global Repercussion of Trump's Tariffs

Trump’s tariffs promise protection but risk economic fallout. Moody’s predicts GDP drops of 1.04% by 2025 and 3.45% by 2027. Expect higher prices, trade wars, and global instability—ripples that could shake both U.S. households and international economies.

Tech Wars, Tariffs, and Tangled Tales

Tech Wars, Tariffs, and Tangled Tales

Hello there, it’s Ryosuke. Today’s highlights are packed with tech battles, political drama, and market moves. From Huawei’s chip struggles to Trump’s self-driving car push and Google’s antitrust showdown, it’s all happening. Let’s dive in!

FedEx: Internal and Macro-Related Headwinds Will Continue to Weigh on Operations

We rate FedEx (FDX) as a "Sell" and recommend investors avoid the stock until there are signs of margin stabilization and a more favorable macroeconomic outlook.

Trump, Tariffs, and Global Tensions Take Center Stage

Trump, Tariffs, and Global Tensions Take Center Stage

Global markets are buzzing as China's red lines clash with Trump’s tariff threats, adding tension to trade dynamics. Xi Jinping emphasizes peace but warns against meddling in Taiwan and U.S. tech policies. Meanwhile, a Peruvian port becomes a geopolitical hotspot, and oil tycoons face steep falls.

United Parcel Service: Margin Expansion Through Fit to Serve and Network of the Future

We rate United Parcel Service (UPS) as a "Buy" and recommend it for investors looking to benefit from margin expansion and cost-saving initiatives.

Delta Air Lines: Continued Balance Sheet Improvements May Lead to Share Buybacks

We rate Delta Air Lines (DAL) as a "Buy" and recommend it for investors looking to capitalize on the airline's balance sheet improvements and continued industry strength.

US Fed Chair Implies Rates Will Be Higher For A Little Longer

US Fed Chair Implies Rates Will Be Higher For A Little Longer

Global markets see mixed trends: Powell hints at steady US rates, boosting the dollar; Japan’s GDP rebounds, eyeing BOJ hikes; China’s retail growth beats forecasts despite industrial lag; India battles food inflation and weak demand, curbing rate cut options.