As companies retreat from social causes to avoid the wrath of an “antiwoke” public, the soap brand is taking increasingly controversial positions. Business has never been better.
As companies retreat from social causes to avoid the wrath of an “antiwoke” public, the soap brand is taking increasingly controversial positions. Business has never been better.
English forward has been the perfect loan signing. And yet, there is an ‘and yet’, absurd though that can seem At the end of Barcelona’s 2-1 win at Atlético Madrid on Saturday night , as the players stood celebrating before the small pocket of supporters applauding them from high in the north-west corner of the Metropolitano, Diego Simeone approached Hansi Flick, shook his hand and reminded him of...
English forward has been the perfect loan signing. And yet, there is an ‘and yet’, absurd though that can seem At the end of Barcelona’s 2-1 win at Atlético Madrid on Saturday night , as the players stood celebrating before the small pocket of supporters applauding them from high in the north-west corner of the Metropolitano, Diego Simeone approached Hansi Flick, shook his hand and reminded him of something: “You’ve got to come back.” It came as an invitation, born of admiration, and also a warning. This was only the start of a trilogy in which they face each other three times in 10 days, and the concluding chapter there would be different. A different competition, for a start. Goals from Marcus Rashford and Robert Lewandowski, the latter on 89 minutes, had virtually secured Barcelona the league title but it was going to get bigger and mean more. Atlético, already adrift, had rested players; the last time Barcelona had been there – in the Copa del Rey semi-final first leg – they had beaten them 4-0 ; and the next time the Catalan club came it would be the Champions League quarter-final, second leg. And, back in the Metropolitano, that really would be a battle: tougher than this and, it turns out, tougher than anyone had imagined. Continue reading...
peshkov/iStock via Getty Images By Elior Manier Traders were just celebrating the latest 2-week US–Iran ceasefire news, but it now seems that markets got ahead of themselves. The initial reaction was one of a classic risk unwind – WTI crude oil gapped sharply lower from around $118 to $92 as risk premium evaporated almost instantly on the announcement. For a brief moment, it looked like the geopol...
peshkov/iStock via Getty Images By Elior Manier Traders were just celebrating the latest 2-week US–Iran ceasefire news, but it now seems that markets got ahead of themselves. The initial reaction was one of a classic risk unwind – WTI crude oil gapped sharply lower from around $118 to $92 as risk premium evaporated almost instantly on the announcement. For a brief moment, it looked like the geopolitical overhang that had fueled oil’s explosive rally was finally unwinding. But that relief didn’t last. Since the gap lower, prices have been grinding steadily higher again, now hovering back near the key $100 level — a sign that traders are reassessing just how fragile this truce really is. Headlines over the past 24 hours have painted a highly uncertain picture: Iranian officials have stressed that any meaningful peace agreement must extend beyond bilateral talks , explicitly mentioning broader regional considerations, including Lebanon, and warning that the coming hours are “critical.” At the same time, conflicting narratives between US and Iranian sources have only confirmed that the two sides are still far from trusting each other. What is sure is that traffic in the Strait of Hormuz remains more than muted, if inexistent. A recent Reuters report indicated 6 crossings in the last 24 hours compared to the usual 140 in the same timespan – that's not the type of progress that markets want to see. Odds for a proper US-Iran peace deal – Source: Polymarket. April 9, 2026 This kind of environment is particularly difficult for commodity pricing – oil thrives on clarity of supply expectations, but current conditions offer anything but that. Instead, participants are stuck in a feedback loop of headline-driven volatility, where each new comment shifts sentiment without establishing a durable trend. The result is a market caught in limbo — no longer pricing worst-case escalation, but far from confident in a sustained de-escalation. As WTI breaks the $100 threshold yet again, th...
The ClearBridge SMID Cap Growth Strategy outperformed its Russell 2500 Growth Index benchmark during Q1 2026. During Q1 2026, the fund initiated new positions in Mirum Pharmaceuticals (NASDAQ: MIRM ), Rambus (NASDAQ: RMBS ), Permian Resources (NYSE: PR ), Solaris Energy Infrastructure (NYSE: SEI ), Cactus (NYSE: WHD ), BridgeBio Pharma (NASDAQ: BBIO ), Scholar Rock (NASDAQ: SRRK ), Tenet Healthcar...
The ClearBridge SMID Cap Growth Strategy outperformed its Russell 2500 Growth Index benchmark during Q1 2026. During Q1 2026, the fund initiated new positions in Mirum Pharmaceuticals (NASDAQ: MIRM ), Rambus (NASDAQ: RMBS ), Permian Resources (NYSE: PR ), Solaris Energy Infrastructure (NYSE: SEI ), Cactus (NYSE: WHD ), BridgeBio Pharma (NASDAQ: BBIO ), Scholar Rock (NASDAQ: SRRK ), Tenet Healthcare (NYSE: THC ), Modine Manufacturing (NYSE: MOD ), York Space Systems (NYSE: YSS ), Solstice Advanced Materials (NASDAQ: SOLS ), EquiptmentShare.com and Boot Barn (NYSE: BOOT ). In Q1 2026, the fund exited Matador Resources (NYSE: MTDR ), Duolingo (NASDAQ: DUOL ), Weatherford International (NASDAQ: WFRD ), CyberArk Software ( CYBR ), Live Nation Entertainment (NYSE: LYV ), ICON, and Monday.com (NASDAQ: MNDY ). Source . More on Mirum Pharmaceuticals, Rambus, etc. Boot Barn: I Might Dip My Toes In Later This Year (Rating Upgrade) Rambus: A Strong $2.2 Billion Roadmap, But I'm Waiting For A Lower Price Rambus: A Leveraged Play On The AI Memory Bottleneck Selective strength: Small group of industrial names reaches 52-week highs Mid-cap energy Quant picks ahead of Q1 earnings
It has been over a year since my last Genmab ( GMAB ) article, where I discussed Genmab’s pipeline, strategic partnerships, and impressive growth thanks to strong performances by DARZALEX and EPKINLY. Despite ongoing legal disputes with Johnson & Johnson ( JNJ ), I believed that the company’s upcoming Q3 earnings report was going to be a catalyst that could potentially reverse the 20% decline in t...
It has been over a year since my last Genmab ( GMAB ) article, where I discussed Genmab’s pipeline, strategic partnerships, and impressive growth thanks to strong performances by DARZALEX and EPKINLY. Despite ongoing legal disputes with Johnson & Johnson ( JNJ ), I believed that the company’s upcoming Q3 earnings report was going to be a catalyst that could potentially reverse the 20% decline in the share price. Since then, the company has averaged double-digit revenue growth, and the ticker is up over 20%. However, the market’s sentiment still appears to be fixated on the company’s DARZALEX revenue, and the royalties are expected to come to an end in 2029 in the U.S. and the early 2030s in Europe. This is a major concern because DARZALEX has been the company’s primary revenue source for years, and we don’t know if the company has enough in the portfolio to offset those losses, much less continue to grow deep into the second half of the next decade. Well, I read through a recent healthcare conference presentation transcript , and it looks as if EPKINLY, Rina-S, and petosemtamab are all ready for registrational readouts that could establish Genmab’s multi-billion-dollar oncology platform and help reset the bull thesis away from DARZALEX. Currently, GMAB has dropped under my Buy Threshold of $28.25, but a strong bounce off an anchored VWAP has me considering a buy in the near term just in case the market realizes the potential of Genmab’s pending catalysts. I intend to discuss Genmab’s upcoming catalysts and how a clean run of positive data could transform GMAB’s bull thesis. Then, I will discuss how the Street expects Genmab to perform in the next decade. In addition, I will point out some of my leading downside risks that could come from these binary events. Finally, I take a look at the GMAB Daily Chart to see if I can identify an opportunity to add to my position while it is trading below my Buy Threshold. Stacking Up Catalysts As we move deeper into 2026, Genmab'...
mesh cube Recession risks have become “uncomfortably high” as the U.S. economy is now “very fragile” and teetering on the edge of a downturn, said Mark Zandi, chief economist at Moody’s Analytics. In an interview with CNBC, Zandi unveiled a new recession indicator he developed with the help of AI, called the “Vicious Cycle Index,” which he says is currently signaling recession. The new index repre...
mesh cube Recession risks have become “uncomfortably high” as the U.S. economy is now “very fragile” and teetering on the edge of a downturn, said Mark Zandi, chief economist at Moody’s Analytics. In an interview with CNBC, Zandi unveiled a new recession indicator he developed with the help of AI, called the “Vicious Cycle Index,” which he says is currently signaling recession. The new index represents a twist on the Sahm Rule, created by Fed economist Claudia Sahm, but accounts for labor force participation rather than focusing solely on the unemployment rate. Zandi explained that controlling for participation is crucial given recent demographic shifts and immigration policy changes, noting that “if you control for participation and keep it the same as it was a year ago, the unemployment rate today would be about 5%.” The mechanics behind the index are straightforward: when labor market slack increases significantly over a short period, it triggers what Zandi describes as a “self-reinforcing negative cycle.” As he explained, “Consumers get spooked. They pull back on spending. That causes businesses to begin to reduce payrolls, lay off, and you get into this kind of self-reinforcing cycle.” While GDP growth remains technically positive, Zandi emphasized that the underlying growth rate has fallen below the economy’s potential. “It’s not in recession, but, boy, is it very, very close to one,” he said, cautioning that the index confirms when a recession is already underway rather than predicting one in advance. The labor market data paints a concerning picture, with Zandi observing that “the job market is going nowhere fast.” Employment has fluctuated month to month but shown no meaningful growth over the past year, while real consumer spending has barely increased since late last year and saving rates remain low with little room to decline further. Adding to the precarious situation, Zandi warned that external pressures have yet to fully materialize. The effects of th...
Jennifer Abbott, a film-maker, was found dead in her Camden flat with Nancy Pexton, 69, accused of her murder A woman killed her older sister before stealing her gold diamond-encrusted Rolex watch, a court has heard. Nancy Pexton, 69, appeared before the Old Bailey on Thursday accused of murdering Jennifer Abbott in her north London flat on 10 June last year. Continue reading...
Jennifer Abbott, a film-maker, was found dead in her Camden flat with Nancy Pexton, 69, accused of her murder A woman killed her older sister before stealing her gold diamond-encrusted Rolex watch, a court has heard. Nancy Pexton, 69, appeared before the Old Bailey on Thursday accused of murdering Jennifer Abbott in her north London flat on 10 June last year. Continue reading...
Britain said on Thursday it had tracked and deterred three Russian submarines on an alleged month-long “covert operation” in UK waters in the North Atlantic near vital undersea cables and pipelines. Disclosing details of the joint mission with Norway and other unspecified allies, British Defence Secretary John Healey said there was no evidence the Russian vessels had damaged the subsea infrastruct...
Britain said on Thursday it had tracked and deterred three Russian submarines on an alleged month-long “covert operation” in UK waters in the North Atlantic near vital undersea cables and pipelines. Disclosing details of the joint mission with Norway and other unspecified allies, British Defence Secretary John Healey said there was no evidence the Russian vessels had damaged the subsea infrastructure. The UK minister said he was revealing the operation, which involved British warships and...
Michael M. Santiago/Getty Images News The Federal Reserve Board said it has terminated the 2018 enforcement action against Goldman Sachs ( GS ) over the company’s foreign exchange trading business. On May 1, 2018, the Fed said it fined the banking giant $54.75M for unsafe and unsound practices in its forex trading business. The board found deficiencies in the company's internal controls and oversi...
Michael M. Santiago/Getty Images News The Federal Reserve Board said it has terminated the 2018 enforcement action against Goldman Sachs ( GS ) over the company’s foreign exchange trading business. On May 1, 2018, the Fed said it fined the banking giant $54.75M for unsafe and unsound practices in its forex trading business. The board found deficiencies in the company's internal controls and oversight of traders who buy and sell U.S. dollars and foreign currencies for the firm's own accounts and customers. The Fed’s order required GS to improve its controls and compliance risk management. The regulator terminated the enforcement action coordinated with the New York State Department of Financial Services. Additionally, the Fed terminated the 2015 enforcement action against Crédit Agricole ( CRARF ) ( CRARY ). More on Goldman Sachs Goldman Sachs: Selloff Represents Good Entry Point For Investors Goldman Sachs: Capital Markets Titan At A Discounted Valuation Goldman Sachs Remains A Stock To Hold, Despite Uncertainty In Markets (Downgrade) Goldman: Institutional investors helped shield its fund from private credit exodus
The Los Angeles County Metropolitan Transportation Authority sold about $900 million of debt this week to refund older bonds and finance transit projects, including an extension of a subway line that will serve UCLA and the future Olympic village for the 2028 Summer Games in the city. The securities, which have a top rating from S&P Global Ratings, are backed by a 0.5% county sales tax that voters...
The Los Angeles County Metropolitan Transportation Authority sold about $900 million of debt this week to refund older bonds and finance transit projects, including an extension of a subway line that will serve UCLA and the future Olympic village for the 2028 Summer Games in the city. The securities, which have a top rating from S&P Global Ratings, are backed by a 0.5% county sales tax that voters approved in 2008, called Measure R, to help pay for transportation needs. About $326 million of the sale refunded bonds issued in 2016, with the remainder repaying short-term debt and funding capital projects, offering documents show. The senior-lien Measure R bonds sold this week included debt maturing in 2039 and carrying a 5% coupon, which priced to yield 3.12%, or 18 basis points below an index of benchmark tax-exempt municipal debt, data compiled by Bloomberg show. The bonds changed hands Thursday in two separate trades at the same 3.12% yield. Metro, as the authority is known, is expanding rapid transit and bus service throughout Los Angeles County as part of an initiative to provide more public transportation and to better connect to major sports venues in anticipation of the 2028 summer Olympics . Metro is working to extend its D-line westward to connect downtown Los Angeles to the University of California at Los Angeles, West Los Angeles VA Medical Center and the future athlete village for the 2028 Games , according to Metro’s website . The final section, which includes the Olympic village, is expected to open in the fall of 2027 and will offer a 25-minute ride from downtown to West LA. While the authority has a large capital improvement plan that will boost borrowing, it benefits “from the large, prosperous, and diverse economy of Los Angeles County, with high wealth and income levels,” S&P Global analysts wrote in a March report. “We expect LACMTA’s robust economy will support the pledged revenue streams’ strong performance, low volatility across economic cycles...
The Eventide High Dividend ETF is seeing unusually high volume in afternoon trading Thursday, with over 115,000 shares traded versus three month average volume of about 32,000. Shares of ELCV were up about 1% on the day. Components of that ETF with the highest volume on Thursd
The Eventide High Dividend ETF is seeing unusually high volume in afternoon trading Thursday, with over 115,000 shares traded versus three month average volume of about 32,000. Shares of ELCV were up about 1% on the day. Components of that ETF with the highest volume on Thursd
Just a month ago, it looked like the stock market could look forward to two or even three interest rate cuts this year. Such cuts almost always boost share prices. Today, however, the futures market sees a 78% chance that the Federal Reserve will make zero cuts in 2026. Worse, the idea is beginning to creep up that the Fed's next policy move will be a rate hike, not a cut. Cleveland Federal Reserv...
Just a month ago, it looked like the stock market could look forward to two or even three interest rate cuts this year. Such cuts almost always boost share prices. Today, however, the futures market sees a 78% chance that the Federal Reserve will make zero cuts in 2026. Worse, the idea is beginning to creep up that the Fed's next policy move will be a rate hike, not a cut. Cleveland Federal Reserve President Beth Hammack recently said she thinks a rate hike is possible this year. "I could see where we might need to raise rates if inflation stays persistently above our target," Hammack said in an interview with The Associated Press this month. She's not the only Fed official to see it that way. Last month, Austan Goolsbee, president of the Chicago Fed, said that "rate increases have to be on the table" if inflation ticks up in the coming months. And a recent release of minutes of the Fed's January meeting show that 19 Fed officials on the rate-setting committee wanted the Fed's statement to reflect the possibility of rate hikes. Continue reading
In trading on Thursday, the John Hancock Disciplined Value Select ETF is outperforming other ETFs, up about 3.1% on the day. Components of that ETF showing particular strength include shares of Marvell Technology, up about 4.9% and shares of AMAZON.COM up about 4.8% on the day.
In trading on Thursday, the John Hancock Disciplined Value Select ETF is outperforming other ETFs, up about 3.1% on the day. Components of that ETF showing particular strength include shares of Marvell Technology, up about 4.9% and shares of AMAZON.COM up about 4.8% on the day.
RHJ/iStock via Getty Images First Majestic Silver ( AG ) said Thursday its Q1 production totaled 3.5M oz of silver, 34,341 oz of gold, 15.4M lbs of zinc, 8.7M lbs of lead, and nearly 263K lbs of copper across its four underground mines in Mexico. Q1 silver production fell 4% Y/Y, which the company attributed to lower head grades milled, reflecting a reduced cutoff grade in response to stronger met...
RHJ/iStock via Getty Images First Majestic Silver ( AG ) said Thursday its Q1 production totaled 3.5M oz of silver, 34,341 oz of gold, 15.4M lbs of zinc, 8.7M lbs of lead, and nearly 263K lbs of copper across its four underground mines in Mexico. Q1 silver production fell 4% Y/Y, which the company attributed to lower head grades milled, reflecting a reduced cutoff grade in response to stronger metal prices, and gold output slipped 6% to 34,341 oz, primarily due to lower gold grades milled. The company pointed to significant improvement at the La Encantada mine in Mexico, with silver production increasing 48% Y/Y, driven by higher grades mined from the Ojuelas zone and improved ore flow from management initiatives and a new mine development contractor. First Majestic ( AG ) also said it began a restart plan for its Jerritt Canyon mine in Nevada, targeting production in H2 2027; the restart follows expanded mineral resource estimates and successful drilling results over the past two years. "Q1 production is tracking well against our 2026 guidance, with all operations performing at or above plan, positioning First Majestic favorably in the current metal price environment," CEO Keith Neumeyer said. More on First Majestic Silver First Majestic Silver: Down From Highs, And I'm Finally Buying First Majestic Silver: Leverage On Silver Works Both Ways (Double Downgrade) First Majestic Silver Q4 2025 Earnings Call Presentation
The Board of Directors of McCormick declared a quarterly dividend of $0.48 per share on its common stocks, payable April 27, 2026, to shareholders of record April 20, 2026. This is the 102nd year of consecutive dividend payments by the Company. AGNC Investment announced today
The Board of Directors of McCormick declared a quarterly dividend of $0.48 per share on its common stocks, payable April 27, 2026, to shareholders of record April 20, 2026. This is the 102nd year of consecutive dividend payments by the Company. AGNC Investment announced today