Europe is set for weeks of erratic and increasingly warm weather over the coming month, raising the risk of storms, early season drought stress and increasing cooling demand. Unusually mild conditions are forecast to build in northern and central Europe in early May, and trend warm across much of the continent through the end of the month, according to weather models and analysis from government and commercial forecasters. The warming theme is set to be interrupted by string of storm systems moving through northern and eastern Europe in the second week of May, briefly lowering temperatures 2C to 4C below normal, said William Henneberg, a meteorologist with Commodity Weather Group. “After that, warmth indeed returns across most of continental Europe,” he said. If the stormy pattern develops, it will bring welcome moisture to the UK, France, Italy and Spain, which saw just 12% to 17% of the typical rainfall for April, said Vaisala meteorologist Steve Silver. But that relief will likely be short-lived relief and do little to unwind abnormally dry trends in the Nordic region and the east, he added. “That would likely not be enough to allow for significant improvements to drought conditions,” he said. Renewables forecast Periods of unseasonably warm, dry and sunny weather are expected to boost solar generation this week and again later in May, according to two-week and longer-range analysis from MetDesk. Erratic wind generation is expected through mid-month, MetDesk said. Analysis from the firm’s Matt Dobson and Emma Patmore show lower-than-normal wind speeds this week and sporadic slumps throughout the month. But weather models show conditions likely supporting higher wind speeds returning to the Iberian Peninsula, UK, France and Germany in the week of May 11, before possibly tailing off through the end of the month.

Derick Hudson/iStock Editorial via Getty Images I know Meta’s ( META ) stock is down after yesterday’s earnings, but I have a hard time complaining much as a shareholder. I will discuss why the market may not share my enthusiasm later, but let me first share and explain why my own enthusiasm hasn’t abated post-earnings. When I first saw yesterday that revenue from Google Search ( GOOG ) ( GOOGL ) grew 19% YoY in 1Q’26, I thought that was downright incredible for a business of such scale. Then I looked at Meta’s numbers and updated my model. Even such mind-boggling search numbers paled in comparison with Meta’s Family of Apps (FOA) ad revenue growth. In 4Q’25, Meta’s ad revenue surpassed Google Search by ~$2.3 billion. In 1Q’26, the gap increased to almost $4 billion! Just to contextualize how fast Meta has been gaining share in the digital advertising market, in 1Q’23, Google search LTM revenue was 42.2% higher than Meta’s FOA ads. Just three years later, Google Search LTM revenue is now 11.6% larger; I won’t be surprised if Meta’s FOA actually becomes a ~15-20% larger business than Google Search in five years. As Meta becomes better and better at AI-induced recommendations, it seems plausible that they can show you ads on their feed even before you decide to query it yourself on Google Search. As a result, the incremental share can continue to flow much more to Meta than to Google Search. Source: Company Filings, MBI Deep Dives, Daloopa It is hard to realize looking at such numbers, but the war in Iran did have an impact on Meta. Internet outages in Iran and blocks in Russia led Meta’s Daily Active People (DAP) to decline QoQ. Meta also saw a reduction in advertiser spend at the end of February, which continued in March. While that understandably had a more pronounced impact in the Middle East, Meta mentioned in the follow-up call that they also saw some softer trends in the US and Western Europe (they did mention the trends are improving a bit now, but their outlo...

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LME铝主力合约涨超1%，现报3520.0美元/吨。

The European Central Bank will need to increase interest rates in June if there isn’t a significant change in the outlook, according to Bundesbank President Joachim Nagel . “From today’s perspective, the situation is evolving less favorably than in the earlier baseline scenario,” he said in emailed comments on Friday. “This makes it all the more appropriate for the Governing Council to respond in June if the outlook does not improve markedly.” The remarks come a day after the ECB kept borrowing costs unchanged, though President Christine Lagarde signaled that a hike will be considered at the next meeting. People familiar with the situation told Bloomberg that ECB officials are likely to raise rates then unless there are positive developments on energy prices and ending the Iran war. Nagel said that the ECB took a “vigilant, wait-and-see approach because we want to gain a clearer view of developments,” adding that “we are aware of the risks to price stability and are ready to act at any time.” When policymakers next meet in June, they will be reexamining their scenarios for growth and inflation. The war in the Middle East is now in its third month and there are no indications that an end is imminent. Nagel stressed that even the ECB’s base case factors in market expectations for rate increases. “Let’s not forget that the baseline scenario already entails a more restrictive monetary policy,” he said. Earlier on Friday, his Estonian colleague Madis Muller was similarly outspoken, saying in a blog post that one needs to be “prepared for the possibility that the ECB Governing Council may still be forced to raise interest rates in the near future .” Muller himself won’t be making that decision as his term ends before the June monetary-policy meeting. Their Austrian counterpart Martin Kocher was more reserved, arguing that Thursday’s hold provides policymakers with more time to assess whether the Middle East crisis triggers prolonged inflation. Economic developments are st...

Earnings Call Insights: NexPoint Real Estate Finance (NREF) Q1 2026 Management View “We have successfully refinanced $180 million of senior unsecured notes that were maturing on May 1,” and “replaced those 5.75% fixed rate notes with a new $242 million total return swap facility priced at SOFR plus 375 basis points with a 3-year term and 1-year extension option,” said (Executive VP of Finance, CFO, Assistant Secretary & Treasurer Paul Richards). “This transaction does several things,” including: “it removes the largest near-term liability overhang,” “the floating rate structure aligns with our floating rate asset base,” and “the upside gives us approximately $45 million of incremental capacity to deploy into our pipeline at the double-digit coupons we are seeing today,” said (CFO Richards). “We executed a re-REMIC of our FREMF 2017-K62 B-Piece during the quarter,” and “sold the B-Piece to Mizuho at 92.7, having purchased it at 68.69 in 2021 and reinvested into the HRR tranche of the new structure at an 18.5% yield,” said (CFO Richards). “That single transaction generated $0.46 per share of book value appreciation, reduced repo financing by $75 million and is expected to drive approximately $0.34 per share of annual CAD accretion going forward,” said (CFO Richards). “We reported net income of $0.42 per diluted share,” “earnings available for distribution was $0.43 per diluted share,” and “cash available for distribution was $0.58 per diluted share,” said (CFO Richards). “We paid a regular dividend of $0.50 per share in the first quarter,” and “the Board declared a dividend of $0.50 per share payable for the second quarter of 2026,” said (CFO Richards). “Our portfolio is comprised of 90 investments with a total outstanding balance of $1.1 billion,” and “book value per share decreased slightly by 0.3% from Q4 2025 to $18.96 per diluted share,” said (CFO Richards). “Our Alewife project is now 71% leased,” and “the active pipeline of RFPs, LOIs and leases on the project ...

JHVEPhoto/iStock Editorial via Getty Images Under Armour, Inc. ( UAA ) ( UA ) is in the midst of a turnaround. One of many turnarounds. The company seems to be stuck in a perpetual cycle of turnarounds. The stock price has been beaten down, and the company is looking to regain some of its mojo it once had. I previously reviewed the stock and rated it a buy. It was not so much based upon the strong turnaround of the company but more so based upon what I considered to be limited downside from the price at which it was trading. The stock has been trading with a lot of volatility as well. I reviewed the stock at the beginning of the year, and since that time it has seen a low of under $5 a share and a high of over $8 a share. Overall, to start the year, the stock is up around 28%. Seeking Alpha The company had another earnings report where it continued to tell the story of a turnaround. The financials did not necessarily match with the story, at least not yet. The company continues to see the business in a downtrend, although it does appear that is starting to slow down. The company has not made much progress on the turnaround, but also the stock price is still at a price where it is worth a small position. Financials Under Armour management has been telling the story of a turnaround and momentum in the business for a while now. The financials have not matched with that story. At least not as of yet. Under Armour reported their Q3 results, which continued to show a shrinking business. Revenues decreased by 5 percent to $1.33 billion from the prior year. Footwear continues to be the biggest drag on the company, with sales falling by 12 percent from the prior year. I don’t expect this to turn quickly, especially with the Curry brand leaving the company. Gross margins also decline during the quarter, by a significant amount as well, falling 310 basis points to 44.4% for the quarter. This is mostly due to tariffs. There are some questions around tariffs, but as of now the c...

格隆汇5月1日｜近日，在通威太阳能科技金堂基地，通威TNC 3.0-G12R高效组件首片顺利下线。目前通威已连续收到多项组件意向订单，总规模超1.5GW，覆盖全球多个国家，应用场景包括集中式、工商业等多个类型。首批订单排产也已提上日程。

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Greg Shearer, JPMorgan base and precious metals research head, discusses the aluminum market and the impact the conflict in the Middle East on prices. "Our outlook in the very near term is still for prices to move up towards $4,000 per metric ton," Shearer tells Bloomberg Television. "There will be demand destruction at those levels," he adds. (Source: Bloomberg)

格隆汇5月1日｜极氪：4月交付新车31787辆，同比增长132%，创历史新高。 截至4月30日，极氪全球累计交付突破75万辆，单车均价近35万元。

Guy Johnson, Tom Mackenzie and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

5月1日，据证监会官网IPO辅导公示系统显示，杭州云深处科技股份有限公司及辅导券商中信建投向浙江证监局提交《辅导工作完成报告》。去年12月23日，云深处科技正式启动上市辅导。

Key PointsYour Social Security filing age helps determine what monthly benefit you get.

极氪4月交付新车31787辆，同比增长132%，创历史新高。

The Federal Reserve made headlines in April by choosing to hold interest rates steady, extending an ongoing pause. Of course, that pause wasn’t exactly a surprise. Inflation soared in March in the wake of the Iran conflict. The Fed commonly lowers interest rates in response to cooling inflation. Since March’s situation was the opposite, it ... How the Fed’s Interest Rate Decision Will Impact Your Social Security Checks This Month

格隆汇5月1日｜深蓝汽车：2026年4月全球销量33187辆，同比增长64.8%，海外环比增长19.03%；全球累计交付超80万辆。

Key PointsShiba Inu’s massive supply continues to limit upside potential.

格隆汇5月1日｜据市场消息，美国总统特朗普4月30日再次“炮轰”美国广播公司知名脱口秀节目主持人吉米·基梅尔，并称电视台让基梅尔主持节目是在自找麻烦。特朗普30日表示，美国广播公司的母公司华特迪士尼公司让基梅尔继续主持节目是个严重错误。“我不明白他怎么能上电视。我认为美国广播公司实际上让自身处于极大的危险中。”同一天，美国联邦通信委员会否认因承受外界压力启动对美国广播公司旗下电视台的“提前审查”。