(analysts

Iranian regime newspaper calls any US deal a temporary pause before war. Iranian analysts say a Trump Iran deal may not last more than two months.

Iran USA update by Iranian news paper Iranian newspaper Khorasan said any potential agreement between Tehran and Washington would merely postpone, not resolve, the broader conflict between the two countries. In an editorial, the paper argued that a deal at this stage should be viewed only as a mechanism to halt the current hostilities rather …

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30-year Treasury yield surges to 5.14%, logging highest level in nearly two decades. Analysts declare federal budget metrics unsustainable. Target 6%?

Fixed-income sell-offs intensified today as the 30-year U.S. Treasury yield breached a multi-decade ceiling… The long-bond yield settled at 5.14%, marking its highest operational point since the dawn of the 2007 financial crisis… Aggressive selling pressure accelerated across the entire curve following persistent energy shocks and a hotter core inflation matrix… Market desks report institutional …

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Four front war claims, AWACS hit report, nuclear exit risk all colliding

Reporter’s summation of today’s episode from Frontline Africa news podcast: Five things you should take away from this episode. The number one thing is that this is now a four-front war. Iran from the east, Hezbollah from the north, the Houthis from Yemen in the south, the Iraqi militias hitting American targets across the Middle …

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Saudi Warns Oil Could Hit $180. Traders And Analysts Warn Of An ‘Armageddon Scenario’ For Gas Markets. Entire Countries Risk Running Out. People Urged To Work From Home.

Something is breaking, and it is not isolated. It is spreading, layer by layer, system by system, market by market, and now governments are quietly telling people to change how they live. Start with the center of it all, the energy system. Iran just launched drone strikes on Kuwait’s largest refinery while Israel hit the …

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DB analysts warn OpenAI’s losses are entering unheard-of territory, and HSBC says it could burn nearly half a trillion by 2030. ChatGPT started the AI race. Now its lead is looking shaky

HSBC has said that OpenAI is going to have nearly a half trillion in operating losses until 2030, per FT: pic.twitter.com/KQrsGIqFnK — unusual_whales (@unusual_whales) December 4, 2025 “OpenAI may continue to attract significant funding and could ultimately develop products that…revolutionize the world. But at present, no start-up in history has operated with expected losses on …

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Nasdaq hits biggest earnings week of the quarter, Tesla and Netflix miss, analysts warn AI layoffs could shake consumer spending

This week could become a storm of unprecedented volatility, with over 30% of $QQQ components reporting earnings while investors wrestle with record-high margin leverage and frenzied options activity. AI-driven layoffs threaten to ripple across industries in ways rarely seen before, potentially crippling discretionary demand in tech-adjacent sectors like cloud infrastructure, software subscriptions, and digital media. …

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Sales down 48 percent and analysts missed the mark—AI chips aren’t immune to reality

Good chips, bad quarter, everyone panics anyway. One of the biggest indicators of the need for non AI based chips…. “Net Sales- Corporate and Other: $12 million versus $14.87 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -47.8% change.” Toasted and people are freaking… — Financial Spiderplant …

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UnitedHealth tumbles 40% after earnings collapse, analysts see 34% upside from beaten down defensive stock

UnitedHealth Group (UNH) was riding high near $620 earlier this year, touted as one of the strongest recession proof stocks you could own. Today it trades near $308, a drop that has shocked many investors and traders alike. The steep decline follows a series of earnings misses, weakening profit margins, and management turmoil that shook …

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Markets bet big on hot growth despite collapsing earnings outlook, stock surge pushes valuations near record highs, analysts warn of post-COVID slowdown ahead

With the equity market surge yesterday, market based pricing of growth expectations has nearly fully recovered the drop this year, and is just a couple point off highs. pic.twitter.com/UeaOxWYTDC — Bob Elliott (@BobEUnlimited) May 28, 2025 Long dated real yields are at their highs of the post-covid cycle. pic.twitter.com/4D4xVU4WhS — Bob Elliott (@BobEUnlimited) May 28, …

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Analysts revise 2025 profit growth down to 9.4%, from 12.5% earlier. Bill Ackman warns: Tariffs trigger pain for small businesses, with gross margins plummeting 60%.

"For all of 2025, [analysts] see profits rising 9.4%, compared with a projection of 12.5% at the beginning of the year."@NKniazhevich pic.twitter.com/bArD2ic1wC — Daily Chartbook (@dailychartbook) April 9, 2025 DELTA CEO: GROWTH HAS ‘LARGELY STALLED’ WITH TRADE UNCERTAINTY || TAKING ACTION TO PROTECT MARGINS, CASH FLOW || TO REDUCE PLANNED CAPACITY GROWTH IN H2 TO …

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Financial analysts divided on Trump’s tariffs: Bulls see rebound, bears warn of stagflation

“FINANCIAL ANALYSTS SPLIT ON TRUMP’S TARIFFS BULLISH VIEWS: 🔸 FUNDSTRAT: Predicts a V-shaped rebound if tariffs are targeted, arguing markets have overcorrected (-8% S&P 500) and clarity could spark a rally. 🔸 Treasury Sec. Scott Bessent: Sees tariffs as a negotiable cap, easing worst-case fears and potentially stabilizing markets. BEARISH VIEWS: 🔸 YARDENI RESEARCH: Calls …

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MSM: “Humanoid robots could create a $7 trillion market in the next 25 years, say Citi analysts!”

Great strides have been made in technology and artificial intelligence, making humanoid robots seem like a not-so-distant reality. In a recent episode of Opening Bid, Citi Global Insights analysts Rob Garlick and Wenyan Fei discussed their research on the advancement of humanoid robots over the next 25 years. “Robots are hardly new, but there’s a …

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Two retail analysts travelled to China and came back with three downgrades

Barclays analysts downgraded Adidas, Burberry and Gucci owner Kering following a two-and-half week trip to China in which they grew more cautious on the world’s number-two economy. Analysts Wendy Liu and Carole Madjo said they went to visit brands, luxury malls, retailers, investors and other sector experts. “The sentiment on the ground was much more …

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The US economy is cooling quicker than most analysts think. The Fed will be as late in starting to cut as it was too late in starting to hike.

Alas, looks like the US economy is cooling quicker than most analysts think. The Bloomberg US Economic Surprise Index has dropped to a 9-year low. pic.twitter.com/bnVdCfKfGj — David Ingles (@DavidInglesTV) July 4, 2024 🇺🇸 Although FOMC minutes included some saying rates "might need to be raised", our old Fed model continues to point to a …

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‘Deliberate’ Cyber Attack Destroyed Hundreds of Thousands of US Internet Routers: Analysts

New research by a top telecommunications company has revealed that more than 600,000 internet routers were rendered useless by an enormous cyber attack. According to the telecommunications company’s blog post, the attack happened in November 2023 and took more than 600,000 routers offline. Lumen’s research team discovered the attackers installed malicious software that interrupted internet …

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2024 Echoes 2008? Dow Jones Treading Dangerous Territory, Analysts Warn of Topping Formations

⚠️Crash Alert ⚠️ 2024 vs 2008 Dow jones . Topping formations have certain characteristics If we correlate 2024 with 2008 we need to tolerate patience .⚠️ * Pause /consolidation *Upthrust .* Ascending channel .*Sharp correction .* New Highs on lower volume .*Death… pic.twitter.com/djwDKhnGD7 — The Great Martis (@great_martis) May 12, 2024 2024 mirrors the ominous …

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Climate Agenda Set To Push Food Prices Even Higher, Analysts Say

As inflation remains stubbornly high, farmers throughout the Western world are warning that cost increases from the net zero movement will drive food prices still higher, while simultaneously putting many smaller farmers out of business. January inflation numbers showed that prices increased by 3.1 percent over what they were a year ago, indicating that the fight against …

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Famed Analyst’s Final Forecast Is Fall of U.S. Economy.

Richard X. Bove, the outspoken financial analyst, retired last week but quickly returned, sharing a grim outlook on the U.S. economy. Bove predicts the end of the dollar as the world’s reserve currency, foreseeing China’s economic dominance. He criticizes fellow analysts as “monks praying to money” for avoiding mainstream financial system critique. https://archive.is/txNeV#selection-449.0-479.162

Global Debt Soars to $310 Trillion as Gold Eyes Breakout, Analysts Brace for Unprecedented Market Shift

As global debt skyrockets to nearly $310 trillion and gold reclaims its position above $2,000, investor @Frank_Giustra warns of an impending crisis dwarfing the impact of the 2008 recession. With gold poised for a breakout from a triple-top formation and historical trends suggesting resilience during rate-hike pauses by the Fed, the stage is set for …

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Analysts concerned about weakness in the consumer

US Consumer Spending Is Signaling Pain Ahead: Credit Weekly (Bloomberg) — The US consumer is starting to buckle as rising gas prices crimp spending and the delinquency rate on credit cards reaches the highest level in more than a decade. And that’s before student loan payments restart in October. A measure of consumer confidence slumped …

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If You Needed More Evidence That Analysts Are Simply Paid Shills Whose Only Purpose Is to Push Absurd Market Valuations

by Chris Black Tesla is already worth more than every other automobile company on Earth combined. Waymo and other robotaxi experiments have already proved that the idea is pointless and we are still very far away from any real success. This reads like pumping a neckbeard crypto to $50 billion simply because it exists. How …

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Q2 bank earnings begin Friday; Analysts are expecting the worst earnings decline since the pandemic, -7%.

As we approach the beginning of Q2 bank earnings, analysts are bracing themselves for what is anticipated to be the most significant decline in earnings since the onset of the pandemic, with a staggering -7% expected. This pattern seems eerily familiar, as we witnessed a similar sequence of events back in 2018 when the Federal …

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Biden Banks! Regional Banks Scramble To Unload Commercial Real Estate Loans, Fearing New Crisis (Analysts Fear CRE Exposure Could Spark Another Round Of Bank Failures)

by confoundedinterest17 Between work at home, Bidenflation and The Feral Reserve, commercial real estate and regional banks are suffering … and it could get a lot worse. And Joe Biden (aka, Negan) in general. Living in Negan Country! By Kevin Stocklin, Epoch Times The work-from-home trend has been taking its toll on office landlords and is now …

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