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Daily
Every morning
Weekly
Tuesday recap
Vertiv Holdings' shares jumped nearly 37% in February after the company posted a robust Q4 2025 report and issued 2026 guidance that far exceeded Wall Street expectations. Revenue rose 23% YoY to $2.88 billion, while adjusted EPS increased 37% to $1.36, beating consensus estimates. The firm forecast 2026 revenue of $13.25‑$13.75 billion and adjusted EPS of $5.97‑$6.07, implying 27‑29% top‑line and 43% earnings growth. Vertiv’s strong book‑to‑bill ratio of 2.9× and a $15 billion backlog underscore accelerating demand for AI data‑center cooling and power solutions.
Nanjing Tanker, a Shanghai‑listed subsidiary of China Merchants Group, has signed a contract for three 6,600 dwt stainless‑steel chemical carriers with Yangzhou Dingheng Shipyard. The $71 million deal, including tax, targets delivery in the first half of 2028 and adds to the...
U.S. President Donald Trump suggested that a more moderate, popular figure already embedded in Iran’s regime could lead Tehran after the conflict. Israeli Prime Minister Benjamin Netanyahu warned that while the war may be protracted, it is unlikely to last...
The S&P 500 ETF (SPY) displayed a potential reversal on Tuesday, opening lower, slipping further, then rallying to close the session in positive territory. The move was reinforced by a bullish divergence on the 5‑day Relative Strength Index and trading...
Adidas reported a robust sales surge in 2025, propelling net profit up 67 percent. The company credited the growth to heightened consumer demand across its footwear and apparel ranges. Executives highlighted a renewed focus on "strategic discipline," encompassing tighter cost...
Your PnL shows the results. The @tradesviz Drawdown View shows the truth. A green exit can hide a reckless process. See what really happened inside the trade: • 📈 Running PnL Curve — Real-time journey, not just the end result • 📉...
London Stock Exchange Group (LSEG) has signed an agreement with the Australian Securities Exchange (ASX) to upgrade the ASX 24 derivatives trading platform. The partnership will embed LSEG’s Markets Technology, delivering a high‑performance, low‑latency system with greater resilience and lower...
UK fintech Evlo has announced a partnership with CreditLadder, the country’s leading rent‑reporting platform, to automatically submit renters’ monthly payments to major credit bureaus. The collaboration targets tenants with thin or non‑existent credit files, aiming to convert rent—one of the...
The article warns that the AI‑driven bull market, which has lifted the S&P 500 88.5% since early 2023, could end if AI data‑center spending wanes. It highlights more than $600 billion in cloud‑infrastructure capex this year and the resulting boost to GDP...
BlackRock’s 2026 outlook shifts focus from AI chip makers to the energy firms powering AI data centers, citing a projected thirty‑fold rise in U.S. power consumption through 2035. The firm highlights three stocks—Bloom Energy, Constellation Energy, and GE Vernova—as top...
NuScale Power’s small modular reactor (SMR) stock is trading near its 52‑week low, down more than 75% from its October 2025 peak. The company retains a unique first‑mover advantage as the sole NRC‑approved SMR design, bolstered by a partnership with...
$spx futures -3 as today settles out a bit after $spy hit $669 and reclaimed $675 to get home back on the range https://t.co/NY794d92MH
If that was my market BOS would be at Tier#2 this morning. With two left in case
Fidelity Total Bond ETF delivered a 7.58% NAV return for 2025, edging the Bloomberg U.S. Aggregate Bond Index’s 7.30% performance. The Federal Reserve’s additional rate cuts in October and December lowered the target range to 3.5%‑3.75%, supporting bond prices. The...
The Senate is advancing a bipartisan housing bill that would bar institutional investors from holding rental single‑family homes longer than seven years, requiring them to sell any newly built units to individuals. The proposal, championed by President Trump, Senate Banking...
LIVE Shot of our Inflation Nowcast Accelerating into #Quad3 in Bond Market Volatility terms https://t.co/cTSAqYA6P7
DWS announced permanent total expense ratio reductions for seven Xtrackers ETFs effective March 1 2026, covering 14 share classes. The cuts affect roughly €20 billion of assets, with equity funds like the MSCI USA UCITS ETF falling from 0.07% to 0.03% and bond...
Andover Companies, a long‑standing mutual insurer in the Northeast, is seeking to upsize its upcoming Locke Tavern Re cat‑bond to between $250 million and $300 million. The new Series 2026‑1 issuance will feature two tranches—Class A and Class B—each expanded to $125‑150 million, with price guidance...
ShareScope has #CORD on a Forward Dividend Yield of 3.9%; it might work as an Income Portfolio stock. I don't hold.
Switzerland’s inflation rate at 0.03%/yr is at the lower end of the Swiss target range of 0-2%. NO SURPRISE. Switzerland’s money supply (M3) is within Hanke's Golden Growth Rate of 4.4%-6.4%/yr at 5.3%/yr. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/wDVH5hwQyz
IG has introduced a Junior Stocks & Shares ISA that matches new customers' first £50 deposit with a guaranteed £50 cash contribution. The first 200 applicants who meet a £50 minimum will receive an enhanced top‑up of up to £250,...
#NET decent HY Results. Net Funds £13.8m (down due to acquisition). 83% Recurring Revenue. ShareScope has fwd p/e 23.9 falling to 19.8 and fwd Divvy 1.1% rising to 1.2%, strip out cash and it's reasonable. I don't hold.
The Virtus Reaves Utilities ETF posted a 4.91% decline in Q4 2025, underperforming both the S&P 500 and the S&P Utilities Index. While the broader utility sector modestly lagged the broader market, the fund’s top contributors—DTE Energy, Duke Energy, WEC...
Olympian Homes received gateway 2 approval from the Building Safety Regulator for its 46‑storey Vivus Living co‑living tower at Marsh Wall, Canary Wharf. The development will contain 833 studio units, hotel‑style services, and aims to raise £280 million in debt and equity, with...
Korean stock market -12% today, the bloodbath affected the local game companies like so: Neowiz -13.7% Kakao Games -12.5% Netmarble -11% Com2Us -10.8% Krafton -10.6% Nexon Games -10.3% Devsisters -10.2% PearlAbyss -10% Shift Up -8.8%
The UK’s official international reserves rose in February 2026, reaching approximately £115 billion, driven primarily by gains in foreign‑currency assets. Gold holdings remained steady at around £10 billion, while IMF‑related assets showed a marginal increase. The reserve portfolio’s composition shifted slightly toward US‑dollar‑denominated...
#RPI looks like FY Results on Tuesday 31st March with an Investor Meet presentation at 2pm:
Axis Bank announced it will serve as Tesla's preferred financing partner in India, becoming the first lender to provide loan tenures up to 10 years for premium electric vehicles. The partnership will roll out across major metros and emerging EV...
China has launched a high‑profile diplomatic campaign to halt the escalating Iran‑U.S./Israel war, calling for an immediate cease‑fire and a return to negotiations. Beijing emphasizes its flexible, interest‑based partnerships with Tehran rather than a binding alliance, underscoring that the Middle...
European sovereign bonds slipped for a third consecutive session as surging oil and natural‑gas prices revived inflation concerns. The rally in energy commodities coincided with a U.S. initiative to secure a key Middle‑East shipping lane, which failed to calm markets....
The United States and Israel carried out a drone strike that killed Iran’s spiritual leader, Ayatollah Ali Khamenei, marking a rare state‑sanctioned assassination of a foreign head of state. The attack, framed as a response to Iran’s nuclear program, instead...
Fitch Ratings lowered Indonesia's credit outlook to negative, citing rising policy uncertainty. The agency kept the long‑term foreign‑currency issuer default rating at BBB, an investment‑grade level. This follows Moody's February decision to downgrade the outlook amid concerns over governance under...
Catastrophe‑bond yields stayed flat in February 2026, ending at 8.91% versus 8.87% in January. Primary issuances were priced roughly 30% lower than recent historical levels, generating price pressure that muted the expected seasonal spread widening after the hurricane season. Strong...
Hua Medicine announced that its glucokinase activator dorzagliatin, marketed as MYHOMSIS®, received marketing approval from Hong Kong’s Department of Health under the “1+” regulatory pathway. The drug, the world’s first‑in‑class GKA, targets the root cause of glucose dysregulation in Type 2 diabetes...
Chemicals $LYB February: $58 December: $42 *Sell-side research analysts across Wall Street., scrambling to upgrade to buy from sell / hold.
Europe remains one of the economies most exposed to volatility in global energy markets. The EU still depends on imported fossil fuels for close to 60% of its energy needs. Among large economies, only Japan and South Korea have higher levels of...
The EURO STOXX 50 celebrated its 28th anniversary in February, posting a 3.3% gain and reaching a new price record. €7.3 billion flowed into 22 ETFs tracking the index in 2025, with an additional €0.5 billion in January 2026, lifting ETF assets to €53.6 billion....
The 2025 cleared rates‑swap data show that just over 62% of the $1,076 trillion notional is tied to risk‑free rate (RFR) indexes, leaving a 38% minority still anchored to legacy IBORs. Major currencies such as GBP, JPY and CAD have largely...
What I don’t understand is the position of PRC companies. Do they want the headache of dealing with geopolitics? They’re competitive in their own right. If this goes on, Chinese products will be shut out of Western markets.
Best Nights VC, the venture arm of Jägermeister, has invested in socially‑responsible hostel chain Mad Monkey alongside lead investor EXS Capital. The deal supports Mad Monkey’s expansion across Southeast Asia and Australia, where it already delivers over one million bed‑nights to more...
Ghana's banking sector is stabilizing as macroeconomic recovery and sweeping reforms take hold. Inflation fell from a record 54.1% in 2022 to 5.4% by early 2026 and the cedi appreciated about 30% while the Bank of Ghana cut its policy...
PensionDanmark has shifted the bulk of its emerging market debt portfolio from external managers to an internal team, now overseeing most hard‑currency and local‑currency sovereign exposure. The fund employs a core‑satellite framework, using the internal core for broad beta and...
I had a thoroughly enjoyable conversation with @Jessica Ellerm on the @ThemeliaApp podcast. If you’re interested in the past, present and possible future of money, you might enjoy the full discussion: https://t.co/B7i9sKF81G https://t.co/4uk0xAjmVe
Beazley’s CEO Adrian Cox announced that the insurer will move beyond issuing cyber catastrophe bonds to full‑scale securitisation and transformation of cyber risks. A dedicated cyber insurance‑linked securities (ILS) fund is slated for launch in 2026, built on the company’s...
Chinese sovereign bonds are positioning themselves as a strategic alternative to US Treasuries, driven by investor demand for geopolitical hedges. Recent dollar‑denominated issuances in Hong Kong saw a 30‑times oversubscription, with coupon rates closely matching Treasury yields. Economist Xu Qiyuan...
The US‑Israel‑Iran war has triggered an immediate surge in derivatives trading, especially ultra‑short‑dated options. Zero‑days‑to‑expiration (0DTE) contracts now dominate SPX volume, accounting for two‑thirds of activity. Traders are buying protective puts to hedge against further escalation, while crypto options have...
Federal budget approvals for 2026 dramatically increase nondilutive capital for biotech, raising NIH funding to $49 billion and expanding programs like CDMRP and ARPA‑H. Seed‑stage companies are responding, with 38 % planning to rely on grants and other non‑equity sources. Simultaneously, mission‑driven...
In this episode, Daniel Levine talks with Feng Nying Zhang, a partner at McKinsey Shanghai, about Asia’s rapid rise as a global hub for biopharmaceutical innovation, highlighted by a McKinsey report showing the region’s share of innovative drug pipelines jumping...
Vistry Group Plc shares plunged 25% after the homebuilder warned profit growth will remain sluggish in 2026 and announced CEO Greg Fitzgerald’s retirement. The full‑year results highlighted challenging market conditions, tighter mortgage lending and higher construction costs. Profit delivery is...
Malaysia should not be one of the weakest links here. It exports gas so higher prices is good for Malaysia, offsetting deficit of oil…
