Logic, Logistics, And At Least Another 10 Days... By Michael Every of Rabobank Thursday was a rocky day in markets ahead of today’s deadline for the US to shift from bombing Iran’s nuclear, missile, drone, military-industrial, and regime sites to destroying its electricity grid, potentially taking out its power generation for a generation, and unleashing an Iranian response against the broader region’s power, water, and energy infrastructure. Given that backdrop, some TACO the view it was logical Trump subsequently extended the deadline to 8PM EST on Monday 6 April , because “talks are ongoing, and despite erroneous statements to the contrary from the Fake News Media, and others, they are going very well.” Is this true, is Trump pulling a head-fake ahead of an impending strike, or did he just ramp the markets looking for an off-ramp? Supporting a ‘deal ahead’ view, Israel is shifting from hitting regime to military-industrial targets and is back to 24-hour attack runs despite the incredible strain it puts on its pilots and fighter jets. Yet there are other logics derived from logistics. The official Iranian position is that the US proposal to end the war is “one-sided and unfair .” Indeed, Iran’s hardline new leaders are calling for a rapid move to gain a nuclear bomb, and it is already recruiting children as young as 12 to man checkpoints in Tehran, according to Al Arabiya, and is using civilian shields around regime targets. Iran also says Yemen's Houthis may cut off Saudi Oil flowing from its Red Sea back-up pipeline and target the key trade route between Asia and Europe. The Pentagon is reportedly choosing ‘final blow’ options if talks fail. There are strong suggestions that if the US steps up its attacks, the UAE and Saudi Arabia will move from defence to offence alongside it, which would change the regional dynamic – they, like Israel, are not able to ‘go home’ afterwards if they fail. This morning also sees news the US may send an additional 10,000 ground tro...

You go to work for the paycheck, obviously. But there can be other benefits to your job, too -- an opportunity to socialize or a chance to help others, for example. And while you might not think about it much, it's also making a difference to your future Social Security checks. The income you're earning and paying Social Security taxes on today plays a part in the future benefit you receive, but not always in the way you'd expect. Image source: Getty Images. Continue reading

JHVEPhoto/iStock Editorial via Getty Images Medtronic ( MDT ) announced on Friday that the U.S. Food and Drug Administration (FDA) approved its robot-assisted surgical system, Stealth AXiS, for use in cranial and ear, nose, and throat (ENT) procedures. Designed to combine preoperative planning, surgical navigation, and robotics into a single AI-enabled system, Stealth AXiS is based on technologies developed by Mazor Robotics, which Medtronic ( MDT ) acquired for $1.6B in 2019. Stealth AXiS was cleared by the FDA last month for spine procedures. The Ireland-based firm's 510(K) premarket submission targeting its use for cranial and ENT applications was pending regulatory review at the time. "The Stealth AXiS system leverages innovative technologies to enhance surgeon workflows and support procedural efficiency and confidence in the operating room,” said Vijay Ramakrishnan, Professor at Indiana University School of Medicine, Department of Otolaryngology— Head and Neck Surgery. More on Medtronic Medtronic: Snatch Up This Dividend Aristocrat Bargain Now Medtronic plc (MDT) Presents at Leerink Global Healthcare Conference 2026 Transcript Medtronic plc (MDT) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Medtronic lowers 2026 earnings outlook on recent MiniMed updates Medtronic to buy Scientia Vascular for $550M

Looking at the universe of stocks we cover at Dividend Channel, on 3/31/26, Amdocs Ltd. (Symbol: DOX) will trade ex-dividend, for its quarterly dividend of $0.569, payable on 4/24/26. As a percentage of DOX's recent stock price of $64.52, this dividend works out to approximatel

Looking at the universe of stocks we cover at Dividend Channel, on 3/31/26, InvenTrust Properties Corp (Symbol: IVT) will trade ex-dividend, for its quarterly dividend of $0.25, payable on 4/15/26. As a percentage of IVT's recent stock price of $30.62, this dividend works out t

Looking at the universe of stocks we cover at Dividend Channel, on 3/31/26, TPG Mortgage Investment Trust Inc (Symbol: MITT) will trade ex-dividend, for its quarterly dividend of $0.24, payable on 4/30/26. As a percentage of MITT's recent stock price of $7.41, this dividend wor

A picture shows a view of the skyline in Dubai on September 12, 2024. Giuseppe Cacace | Afp | Getty Images Markets across the Gulf region have diverged sharply since the Middle East conflict began, as investors traverse big swings in energy prices and markets remain rattled by geopolitical turmoil. Saudi Arabia and Oman have both outflanked other regional indices, with Oman's index surging 9.3% since March 1, the day after the war began on Feb. 28, while the Saudi Tadawul has advanced 5.8%. In contrast, Dubai's DFM General Index has plunged nearly 16% over the same period, with Qatar sliding 4% and Bahrain's BAX falling 7.2%. Saudi's index, which is closely correlated to energy markets, has been turbo-charged by the spike in oil prices, while Oman has benefitted from investors seeking safe havens, according to Damanick Dantes, founder of Dantes Outlook. In contrast, the United Arab Emirates, which Dantes said is more sensitive to real-estate markets and broader geopolitical events, has been hit hardest. watch now VIDEO 4:14 04:14 Avoid excessive risks, focus on quality and stability in your portfolio Access Middle East Speaking with CNBC's "Access Middle East" on Thursday, Dantes said the elevated oil price remains a net positive for Saudi Arabia, where a small handful of large energy companies dominate the market. He highlighted Saudi Aramco's ability to export oil not via the Strait of Hormuz — the crucial shipping channel that has emerged as a critical flashpoint of the conflict — but via pipelines into the Mediterranean. "I think [oil] hovering above $80 a barrel is a net positive for Saudi and other energy companies within the region," Dantes added. The price of Brent crude has hovered around $100 a barrel for the last week and on Friday afternoon sat at $110 per barrel. U.S. West Texas Intermediate futures with May delivery also remain firmly above $95. Oman, meanwhile, has been boosted by a regional safe-haven bid. Dantes said the country's Vision 2040, which...

Looking at the universe of stocks we cover at Dividend Channel, on 3/31/26, Wheaton Precious Metals Corp (Symbol: WPM) will trade ex-dividend, for its quarterly dividend of $0.195, payable on 4/10/26. As a percentage of WPM's recent stock price of $120.38, this dividend works o

India will borrow 8.2 trillion rupees ($86.5 billion) in the first half of the financial year beginning April 1, around half of the amount scheduled for the full 12-month period, the government said in a statement Friday. The administration trimmed its gross borrowing program to 16.09 trillion rupees from 17.2 trillion rupees announced in the budget on Feb. 1. It also lowered the amount it intends to borrow via ultra-long dated securities, a move that may cap a further increase in sovereign bond yields, which have climbed to almost a two-year high since the US-Iran war broke out a month ago.

Looking at the universe of stocks we cover at Dividend Channel, on 3/31/26, Lincoln Electric Holdings, Inc. (Symbol: LECO) will trade ex-dividend, for its quarterly dividend of $0.79, payable on 4/15/26. As a percentage of LECO's recent stock price of $249.90, this dividend wor

Veolia Environnement SA press release ( VEOEF ): FY GAAP EPS of € 2.24. Revenue of € 44.3B. More on Veolia Environnement SA Veolia Environnement SA (VEOEY) Discusses Integration of ESG as a Value Driver in Financial and Operational Strategy - Slideshow Veolia Environnement SA (VEOEY) Discusses Integration of ESG as a Value Driver in Financial and Operational Strategy Transcript Veolia: Why 2026E Is Likely To Be Excellent Veolia Environnement SA reports FY results; introduces FY26 outlook Seeking Alpha’s Quant Rating on Veolia Environnement SA

Veolia Environnement SA press release ( VEOEF ): FY GAAP EPS of € 2.24. Revenue of € 44.3B. More on Veolia Environnement SA Veolia Environnement SA (VEOEY) Discusses Integration of ESG as a Value Driver in Financial and Operational Strategy - Slideshow Veolia Environnement SA (VEOEY) Discusses Integration of ESG as a Value Driver in Financial and Operational Strategy Transcript Veolia: Why 2026E Is Likely To Be Excellent Veolia Environnement SA reports FY results; introduces FY26 outlook Seeking Alpha’s Quant Rating on Veolia Environnement SA

Looking at the universe of stocks we cover at Dividend Channel, on 3/31/26, TowneBank (Symbol: TOWN) will trade ex-dividend, for its quarterly dividend of $0.27, payable on 4/10/26. As a percentage of TOWN's recent stock price of $33.10, this dividend works out to approximately

Looking at the universe of stocks we cover at Dividend Channel, on 3/31/26, Douglas Emmett Inc (Symbol: DEI) will trade ex-dividend, for its quarterly dividend of $0.19, payable on 4/15/26. As a percentage of DEI's recent stock price of $9.31, this dividend works out to approxi

Looking at the universe of stocks we cover at Dividend Channel, on 3/31/26, Granite Construction Inc (Symbol: GVA) will trade ex-dividend, for its quarterly dividend of $0.13, payable on 4/15/26. As a percentage of GVA's recent stock price of $119.22, this dividend works out to

Looking at the universe of stocks we cover at Dividend Channel, on 3/31/26, Ellington Credit Company (Symbol: EARN) will trade ex-dividend, for its monthly dividend of $0.08, payable on 4/30/26. As a percentage of EARN's recent stock price of $4.42, this dividend works out to a

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SeanWang/iStock Editorial via Getty Images I've turned bullish on Meituan ( MPNGF ) ( MPNGY ). MPNGF's losses are getting smaller, as seen with its 4th quarter results. Its financial outlook is boosted by favorable regulatory developments. Its 1Q24 outperformance and potential Q2 revenue deceleration were outlined in my previous June 11, 2024, update . My Bet Is On Further Bottom-Line Improvement MPNGF's latest financials were released in an announcement issued on Thursday, March 26. The firm recorded negative earnings of CNY15,080 million for Oct-Dec '25. That's better than the preceding quarter's CNY16.0 billion deficit. I've identified its "Core Local Commerce/CLC" or "Food Delivery/FD" unit as the difference-maker. The FD-related loss shrank from 3Q2025's CNY14,071 million to 4Q2025's CNY10,046 million. MPNGF noted at the results meeting that it "pulled back resources from those low Average Order Value (AOV)" transactions. My calculations suggest that the loss-per-order metric was reduced from CNY2.3 to CNY1.9 during the same period. It's also encouraging to know the group has crossed into the black for a new market. MPNGF's briefing remarks indicated that "Keeta (FD sub-brand) launched in Hong Kong/HK in May '23, and has broken even in October '25." This took about two and a half years. Looking ahead, I believe the loss contraction trend can be sustained. As per S&P Capital IQ, the sell-side is projecting a bottom line of -CNY6.7B for the first three months of '26. This is consistent with guidance. CLC's Q1 "losses (are) projected to halve sequentially" based on the management's communications with analysts . MPNGF emphasized the importance of "promoting the healthy and sustainable development of the industry" in the Q4 disclosure. It also drew attention to the lower "user incentives as we focused on quality growth." I infer from these statements that the enterprise will continue to prioritize high-AOV bookings. The profitability of overseas operations is on an...

Looking at the universe of stocks we cover at Dividend Channel, on 3/31/26, Ensign Group Inc (Symbol: ENSG) will trade ex-dividend, for its quarterly dividend of $0.065, payable on 4/30/26. As a percentage of ENSG's recent stock price of $200.48, this dividend works out to appr

The S&P 500 Index ($SPX ) (SPY ) today is down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.87%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.94%. June E-mini S&P futures (ESM26 ) are down -0.90%, and June E-mini Nasdaq futures...

Looking at the universe of stocks we cover at Dividend Channel, on 3/31/26, Permianville Royalty Trust (Symbol: PVL) will trade ex-dividend, for its monthly dividend of $0.01, payable on 4/14/26. As a percentage of PVL's recent stock price of $1.89, this dividend works out to a

来源：智通财经网 有着“华尔街最准策略师”称号的美国银行策略师迈克尔·哈特内特（Michael Hartnett）发布研报称，他认为当前胜率较高的策略之一是——投资者们当前应积极买入消费类股票以及今年以来持续遭遇市场抛售的软件股，以此来押注特朗普领导的美国政府在努力避免美国经济陷入衰退之际可能出现的“政策恐慌急救包”，以及在市场风险偏好回暖与人工智能技术驱动的基本面扩张之下软件股超跌反弹。 这位华尔街资深策略师在发给客户的一份报告中表示，一旦中东地缘政治冲突得到初步解决，美国总统唐纳德·特朗普很可能会推动出台一些攸关消费者支出与更广泛经济增长的刺激性政策举措，以保护美国消费者免受更高通胀背景之下的潜在经济下滑冲击，并提升其在选民中已经创下新低的支持率。 美国银行最新发布的这份研报显示，“牛熊指标”虽然已从极端乐观区间明显回落，去年12月触发的一项“美银卖出信号”也已结束，但关键的逆向买点——无论是更彻底的广度恶化、现金仓位抬升，还是更明确的宏观恐慌——都还没有真正到位。 不过哈特内特领导的策略师团队开始把“消费股”列为当前市场风险偏好震荡以及股市因地缘政治因素而持续波动的局势之下“最青睐的逆向做多”主题，其核心逻辑并不是消费基本面已经彻底见底，而是哈特内特预判白宫在中东冲突缓和后，将因衰退风险、生活成本压力和中期选举考量，被迫在更高能源通胀宏观背景之下祭出“policy panic”式的消费者支出托底性质政策。 在美国银行最新发布的这份研报中，哈特内特领导的策略团队还将今年以来遭遇“AI颠覆一切”悲观叙事论调重锤的软件股列入另一个最具逆向价值的多头方向，强调经历估值骤降之后，那些基本面长期稳健平台型软件巨头们迎来罕见的“抄底时刻”，或者说是“逢低买入”这一经典市场策略的教科书式入场时刻。 美银高呼消费股是战后最佳交易与资产配置主题之一 哈特内特领导的策略师团队在研报中写道：“我们假设会出现为避免陷入经济衰退而采取的政策恐慌式援助。”他表示，特朗普将进行“战后政策转向，以应对可负担性问题以及支持率下滑带来的一系列挑战”。他重点提到了围绕全民基本收入展开潜在刺激性的财政政策举措，以保护美国劳动者与广泛消费者们。 将决定美国国会控制权的11月中期选举，正迫使特朗普去应对民众对生活成本上升尤其是汽油价格“再通胀”猛兽的日益不满情绪，而这种不满又因伊朗战争引发的能源通胀土重来...

Hiroshi Watanabe/DigitalVision via Getty Images Overview Market conditions have been a bit interesting over the last week. Traditional market indices have continued to pull down from their all-time highs as capital rotates out of the technology sector due to the threat of AI. Usually, debt-focused funds would be a great hedge against market uncertainty since they are uncorrelated. However, higher interest rates continue to threaten the overall appeal and sustainability of the debt markets as well. Therefore, I wanted to revisit the Western Asset Emerging Markets Debt Fund ( EMD ) to reassess its overall value proposition and outlook for the remainder of 2026. Interestingly, EMD's share price recently pulled back alongside the rest of the market over the last few months. As a result, EMD now trades at a discount to NAV of 7.78%. For reference, EMD traded at a smaller discount to NAV of 5.78% at the time of my last coverage. Referring to the red line on the graph below, we can see that EMD still trades at the higher end of its historical price to NAV range. For instance, EMD has traded at an average discount to NAV of 9.22% over the last three year period. CEF Data Furthermore, the fund has released an updated annual report since the time of my last coverage. After reviewing the internal workings of the fund, EMD's dividend coverage has substantially improved over the last year, which means that the fund's 11.3% dividend yield is likely to remain consistent over the next twelve months. This makes the fund great for income investors that want to use the distributions to support lifestyle expenses. However, it is still important for investors to maintain realistic forward-looking expectations. Fund Strategy According to the fund's overview , EMD has total net assets of $660M that are spread across a global range of fixed-income securities. The fund's primary goal is to generate a high current income and achieve capital appreciation when possible. In order to do this the...

Is Palantir stock going to $200? Here's what the data says MSN

Lean hog futures were down 7 cents in April, as the rest of the board was 17 to 75 cents higher on Thursday. Open interest was down 2,376 contracts on the day. USDA’s national base hog price was reported at $90.89 on Thursday afternoon, down 76 cents from the day...

Cotton price action is down 3 to 10 points on Friday morning. Futures closed out the Thursday session with contracts 21 to 123 points higher across the board. The US dollar index was $0.296 higher at $99.695. Crude oil was up $3.46 on the day to $93.79. Export Sales data...

Live cattle futures pushed higher late on Thursday, with contracts closing 57 to 95 cents higher. Cash trade has been light with a few $234-235 sales. The Thursday Fed Cattle Exchange online auction showed no sales on the 1,024 head offered, as bids were still $233-235 live and $368 in...

Wheat is higher so far on Friday AM trade. The wheat complex found some renewed strength on Thursday. Chicago SRW futures were 4 ½ to 7 ¼ cents higher in the front months on the day. Open interest was up 2,130 contracts on Thursday. KC HRW futures saw 4 to...