Bonds have had a terrible decade, but investors can expect better times ahead, according to Ben Carlson, director of institutional management at Ritholtz Wealth Management. A recent analysis by Deutsche Bank found that on a five- and 10-year basis, this has been the worst period for 10-year Treasury nominal returns. The same goes for the 30-year Treasury , which saw even more extreme downside, the firm said in a recent note. Carlson took it a step further, looking at returns by decade for various maturities. He found the 2020s are on pace for the worst decade in modern times. Yet,…
Author: usaeverydaylife
A Delta Air Lines plane takes off at Reagan National Airport in Arlington, Virginia, on Dec. 24, 2021.Eric Lee | Bloomberg | Getty ImagesFor United Airlines CEO Scott Kirby, there’s his airline, his carrier’s main rival, Delta Air Lines, and then everyone else.Delta and United accounted for more than 86% of the profits posted by the seven largest airlines last year. Airline margins are notoriously thin, less than 4% last year, compared with close to 20% for big U.S. companies, according to the Airlines for America industry group. Already, the top four U.S. carriers — Delta, United, American and Southwest…
Cartoon characters from the children’s show “Bluey” are displayed during the Brand Licensing Europe event at ExCel, in London, Oct. 4, 2023.John Keeble | Getty Images News | Getty ImagesIn the battle among streaming services to capture and keep subscribers, kids’ shows like “CoComelon” and “Bluey” are becoming powerful tools to help win the war.Retaining customers has proven to be one of the biggest hurdles in the build-out of streaming. When Netflix reported subscriber losses in 2022, it sent a ripple effect through the industry and media companies began leaning into advertising and other business models to focus on profitability.Meanwhile,…
The feud between President Donald Trump and Federal Reserve Chairman Jerome Powell reached new heights this week. A White House official told CNBC earlier this week that Trump was moving toward firing Powell from his post , and a report in The New York Times also said the president had gone as far as drafting a letter for Powell’s ouster. Trump later denied a dismissal was imminent, but didn’t rule it out. On Friday in a Truth Social post, Trump said, “lower the Rate, Too Late,” referring to Powell. Let’s be clear: U.S. presidents putting pressure on Fed chiefs to…
As earnings season ramps up next week, a select group of stocks could exceed Wall Street’s estimates and outperform again, if history is any guide. Next week is a doozy for the second-quarter earnings season, with 98 companies in the S & P 500 — about 20% of the index — scheduled to report their latest results. The week is led by such market stalwarts as Alphabet , Tesla and General Motors , but will also notable for telecom and defense stocks. Stocks can often rise if they post earnings or revenue surprises that beat analysts’ expectations. With that history…
Check out the companies making headlines before the bell: Netflix — Shares fell 2% after Netflix warned that operating margin in the second half of 2025 will be lower than the first half because of higher content amortization, as well as sales and marketing costs, because of a larger slate of content. Otherwise, the streaming company beat on the top and bottom lines. Chevron , Hess — Chevron shares rose 3%, while Hess jumped more than 7%. The moves come after Chevron won against Exxon Mobil in a dispute over Hess’s offshore oil assets in the South American nation of…
Chipotle Mexican Grill stock could have a strong second half, according to BMO Capital Markets. Analyst Andrew Strelzik upgraded the fast casual restaurant stock to outperform from market perform in a Friday note, and raised its price target to $65 per share from $56. BMO’s forecast implies more than 21% upside from Thursday’s $53.54 close. The analyst said that Chipotle could be poised for a strong second half of the year after a slow start to the first half. Shares have pulled back more than 11% so far in 2025. CMG YTD mountain Chipotle Mexican Grill stock in 2025. “We…
The Club’s 10 things to watch Friday, July 18 — Today’s newsletter was written by Jeff Marks, the Club’s director of portfolio analysis. 1. Stock futures are muted to close out the week this morning. The S & P 500 closed at a new all-time high yesterday, and all three major averages are on pace for winning weeks amid a string of strong earnings reports. 2. Netflix reported a small second-quarter revenue and earnings per share beat last night. Its 16% year-over-year revenue growth was driven by an increase in subscriptions, higher pricing and increased ad revenue. While shares dropped…
Here are Friday’s biggest calls on Wall Street: Stephens initiates Snowflake as overweight Stephens said Snowflake is best-in-class. “Long-term growth visibility which has traditionally been the replacement of legacy databases is now being augmented as faster product development has launched key new products w/large TAMs that have yet to contribute to the growth rate, in our view.” Evercore ISI upgrades Citizens Financials to outperform from in line Evercore said shares of the banking company are compelling following earnings. “We are upgrading CFG to Outperform from In Line as we expect strengthening B/S [balance sheet] trends, favorable NIM [net interest margin]…
Roku could exceed Wall Street’s estimates for its second-quarter results, according to JPMorgan. “We believe Roku is well positioned to deliver a beat/raise qtr, with ad spend largely stable in 2Q and China tariff de-escalation,” analyst Cory A Carpenter said. JPMorgan reiterated an overweight rating on the streaming stock in a Friday note and raised its price target to $100 per share from $85. JPMorgan’s forecast implies about 10% upside from Thursday’s $91.10 close. ROKU YTD mountain Roku stock in 2025. Roku is set to report second-quarter results on July 31. The analyst said he raised his forecast for Roku’s…
