Real-time financial, economic, and global news with market-focused context and analysis.
Coverage spans equities, macroeconomic data, commodities, currencies, technology, politics, and global events—paired with analysis that highlights why each development matters for traders and investors. From breaking headlines to hourly market snapshots and in-depth articles, the News Hub is designed to help you stay informed, oriented, and ahead of market-moving events.
Shares of EssilorLuxottica fell about 1% after reports that Solos Technology filed a patent infringement suit against the eyewear conglomerate and Meta Platforms. The complaint centers on multimodal sensing, audio processing, intelligent assistance and integrated-system architectures used in smartglasses, and seeks billions in damages plus an injun…
A UBS report released Monday shows Commodity Trading Advisors (CTAs) have kept full equity exposure despite recent market turbulence. The bank projects a modest adjustment to flows if realized volatility eases in February, notes heavy short positioning in rates, and anticipates a reversal in dollar positioning after recent buybacks. In commodities,…
Gold extended its rally to a fresh record above $5,100 an ounce as investors sought shelter from geopolitical risks and market turbulence linked to U.S. policy uncertainty. Prices were buoyed by robust central bank buying, heavy inflows into exchange-traded funds, a softer dollar and speculation around shifts in U.S. monetary policy direction.
Berenberg has initiated coverage of Greencore Plc with a Buy rating and set a price target of GBP3.51. The research house points to structural growth drivers and the transformational acquisition of Bakkavor as key catalysts, forecasting a 14% three-year EPS compound annual growth rate and projecting a fiscal 2027 P/E of 11x alongside a 7.3% free ca…
RBC Capital Markets downgraded Hugo Boss to 'sector perform' from 'outperform' and reduced its price target to €38, citing a risk that the German fashion group's planned reset and margin recovery may extend beyond market expectations. The brokerage trimmed earnings estimates for 2026-27, forecast lower sales in 2026 tied to a deliberate reduction i…
Salesforce has been repriced as if its best days are behind it, yet the company still throws off substantial free cash flow and trades at valuations that look more like a mature software utility than a platform with multiple re-acceleration levers. With CRM sitting near recent lows, oversold technicals, and reasonable balance sheet leverage, this i…
BofA Securities has reaffirmed its Buy rating on Meta Platforms Inc. and kept a $810 price target ahead of the company’s January 28 earnings release. The firm models fourth-quarter revenue and earnings per share above Street estimates, forecasts 2026 revenue and EPS modestly higher than consensus, and outlines expected ranges for 2026 expenses and …
Danone's stock fell sharply after the company announced on Friday it would pull a limited set of infant-formula batches from several markets following food-safety alerts over a potentially contaminated ingredient. The recall, linked to an ARA oil supplier in China contaminated with cereulide, has prompted regulatory actions in multiple countries an…
The U.S. dollar declined sharply and the Japanese yen strengthened markedly on Monday amid market speculation that U.S. and Japanese authorities have coordinated, or may coordinate, intervention in currency markets. The Dollar Index fell to its weakest level since mid-September, while USD/JPY extended a steep decline that began on Friday. The euro …
Shares of Fnac Darty jumped sharply after Czech investor Daniel Kretinsky's EP Group presented a friendly cash offer valuing the French retailer at about €1.1 billion. The proposal, set at €36 per share and representing a 19% premium to the pre-announcement close, aims to lift Kretinsky's holding from 28.5% to above 50% while preserving the company…
London’s FTSE 100 opened largely unchanged after a volatile spell that included a tariff threat tied to Greenland. Sterling strengthened above $1.36, while European peers showed modest divergence. Ryanair reported an 80% plunge in third-quarter profit following an €85 million regulatory charge in Italy. S4 Capital beat revised guidance, Costain del…
Shares of USA Rare Earth climbed sharply after reports that the U.S. administration plans to invest $1.6 billion in the Oklahoma-based rare earths company, a move that would see the government acquire a 10% stake through equity and warrants. A concurrent $1 billion private financing is also expected to be announced, strengthening the company's cash…
Jefferies upgraded Hermès International SCA to a "buy" from "hold" and increased its price target to €2,400 from €2,250. The brokerage emphasized the company’s strong exposure to higher-spending customers, particularly in China, and a margin profile that outperforms many listed luxury peers. Jefferies also flagged evidence of stabilization in China…
Crocs (CROX) is down near the lower end of its 52-week range despite still screening like a serious cash-flow business. With EV/EBITDA around 5.5 and price-to-free-cash-flow near 6.2, the stock looks priced for disappointment. The trade idea is to buy near $85.82 with a defined stop under recent support, targeting a move back toward the mid-$90s to…
GoTo's stock climbed intraday after Citigroup highlighted a stronger profitability trajectory and the company raised its fiscal 2025 adjusted EBITDA guidance. Management reported positive group-level adjusted EBITDA for the first time and positive operating cash flow, while cautioning that reported earnings are affected by equity-accounted Tokopedi…
Equity positioning has stayed largely unchanged overall even as active investors reduce exposure to mega-cap growth and technology stocks in favor of cyclical sectors. Deutsche Bank strategists, led by Parag Thatte, cautioned that the rotation's durability depends on sustained market broadening, noting that prior increases in cyclical bets have oft…
Hedge funds accelerated net sales of U.S. single stocks to a four-week high, with short positions exceeding long buys by a ratio of 1.7 to 1, according to Goldman Sachs' Prime Trading desk. Information technology was the most net sold sector, led by persistent selling in software, while energy experienced its quickest pace of buying since October b…
U.S. equity futures were largely muted on Monday as market participants positioned for a packed calendar that includes a two-day Federal Reserve meeting culminating in a rate decision, a fresh round of corporate earnings, and several political flashpoints. Investors are weighing a recent profit warning from a major chipmaker, a presidential threat …
Shares of Spire Healthcare climbed more than 16% on Monday after the British hospital group confirmed it is in early-stage discussions with private equity firms Bridgepoint Advisers Limited and Triton Investment Advisers LLP. The talks form part of a strategic review launched in September, but Spire cautioned there is no certainty an offer will be …
JPMorgan has put Fraport AG and Getlink SE on a positive catalyst watch ahead of upcoming fourth-quarter results and investor events, while downgrading Zurich Airport to Neutral due to increased long-term capital spending expectations and anticipated tariff cuts that weigh on free cash flow projections.
India has agreed to an initial cut in import duties on a defined group of cars from the European Union, reducing levies to 40% from levels that reach 110% today, sources say. The concession forms part of a free trade agreement expected to be announced as early as Tuesday and includes a pathway to 10% duties over time for the covered models, while b…
Morgan Stanley's recent analysis singles out three Japanese IT and software companies it believes are especially well-placed to benefit from accelerated digital transformation in Japan. The bank assigns Overweight ratings and price targets to Fujitsu, Nomura Research Institute (NRI) and OBC, citing strengths in enterprise digital solutions, cross-s…
Indonesia's stock market closed marginally lower on Monday, with the IDX Composite sliding 0.07% as Financials, Infrastructure and Agriculture stocks weighed on the session. Several small-cap names posted strong intraday gains, while a number of mid- and small-cap shares posted double-digit declines. Market breadth favored decliners, and moves in o…
A late-Friday rate check by the New York Federal Reserve that coincided with a sharp move in the yen has reduced the hurdle for intervention, yet market participants and policymakers see direct, coordinated Japan-U.S. dollar-selling as improbable for now. The episode reflects growing bilateral engagement on volatile currency moves, but domestic U.S…
Van Elle Holdings, Britain’s largest ground engineering contractor, reported a 16% rise in first-half revenue to £73.4 million for the six months ended October 31, while underlying profit before tax for continuing operations fell modestly to £1.9 million from £2.2 million a year earlier. The company highlighted strength in Specialist Piling and Rai…
