Inflation Gains, Trade Battles Heat Up, and Gold Stays in the Spotlight
Key updates on UK inflation figures, Japan’s export performance, China’s trade ambitions under Xi, and the recent climb in gold prices.
Ryosuke Ellis
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
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
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.