因能源价格上行风险，瑞银对美国债券久期维持谨慎态度，并预计10年期美国国债收益率将测试“至少4.5%”，该行认为德国国债将表现更好。 欧洲利率策略主管Reinout De Bock在一份报告中写道：“我们预计今年美国与德国10年期收益率利差将进一步扩大”，不能忽视能源价格上行对美国经济构成的风险。该行建议做多德国国债，目标收益率为2.75%，止损位为3.15%。 责任编辑：丁文武
因能源价格上行风险，瑞银对美国债券久期维持谨慎态度，并预计10年期美国国债收益率将测试“至少4.5%”，该行认为德国国债将表现更好。 欧洲利率策略主管Reinout De Bock在一份报告中写道：“我们预计今年美国与德国10年期收益率利差将进一步扩大”，不能忽视能源价格上行对美国经济构成的风险。该行建议做多德国国债，目标收益率为2.75%，止损位为3.15%。 责任编辑：丁文武
In article for Guardian, PM also calls for Iran conflict to become watershed moment for future UK security Israel’s continued attacks on Lebanon “shouldn’t be happening”, Keir Starmer has said on his visit to the Middle East, as he called for the Iran conflict to become a watershed moment for the future security of the UK. In an article for the Guardian, the prime minister said the UK’s response t...
In article for Guardian, PM also calls for Iran conflict to become watershed moment for future UK security Israel’s continued attacks on Lebanon “shouldn’t be happening”, Keir Starmer has said on his visit to the Middle East, as he called for the Iran conflict to become a watershed moment for the future security of the UK. In an article for the Guardian, the prime minister said the UK’s response to the crisis must involve a fundamental reset in terms of making the country more resilient, including by boosting defence and having closer links to Europe. Continue reading...
Acadian Asset Management (AAMI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
Acadian Asset Management (AAMI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
Dmytro Aksonov The Department of Justice is investigating whether the National Football League’s policy of splitting its broadcast privileges is anticompetitive and harms consumers, The Wall Street Journal reported. While the Sports Broadcasting Act of 1961 grants the NFL limited antitrust protection to negotiate TV rights, the practice makes it difficult for football fans to watch games that are ...
Dmytro Aksonov The Department of Justice is investigating whether the National Football League’s policy of splitting its broadcast privileges is anticompetitive and harms consumers, The Wall Street Journal reported. While the Sports Broadcasting Act of 1961 grants the NFL limited antitrust protection to negotiate TV rights, the practice makes it difficult for football fans to watch games that are broadcast on streaming services that require a subscription. Prior to the proliferation of streaming services, NFL games were broadcast across the major network channels, giving fans free access to their favorite teams. The entire season is now split across several channels, including CBS ( PSKY ), ABC ( DIS ), NBC ( CMCSA ), and Fox ( FOX ) ( FOXA ), and streaming services like Disney’s ESPN (ESPN), Netflix ( NFLX ), Prime Video ( AMZN ), YouTube TV ( GOOG ), Peacock ( CMCSA ), and Paramount+ ( PSKY ) with each taking a piece of the entire NFL package. Accordingly, the Federal Communications Commission sought public comment on how this arrangement impacted fans, prompting Senator Mike Lee (R-UT) as chairman of the Senate Judiciary Subcommittee on Antitrust, Competition Policy and Consumer Rights, to request a review of the NFL by the DOJ. “To watch every NFL game during the past season, football fans will spend almost $1,000 on cable and streaming subscriptions,” Lee wrote in his letter to the DOJ. The NFL defends its position by emphasizing that because 87% of games are broadcast on each team’s local TV channel on game day, the NFL is the most “fan-friendly” of the major sports leagues. More on Walt Disney, Amazon, etc. Amazon: End Of Fear, The AI Trade Comes Back (Rating Upgrade) Netflix Q1 Earnings Preview: With The WBD Saga Over, Focus Shifts To Advertising & Live Sports Comcast: Broadband Customer Base In Focus Ahead Of Q1 Jeff Shell out as Paramount Skydance president - update Amazon investing $25B in Mississippi data centers
The stock market has had its fair share of down days recently, but April 2 was not one of them -- the S&P 500 ended that session essentially flat. However, shares of Tesla (NASDAQ: TSLA) plunged by more than 5% on the day after the company announced a disappointing set of electric vehicle (EV) delivery numbers for the first quarter. And then they kept falling. Tesla is coming off two consecutive y...
The stock market has had its fair share of down days recently, but April 2 was not one of them -- the S&P 500 ended that session essentially flat. However, shares of Tesla (NASDAQ: TSLA) plunged by more than 5% on the day after the company announced a disappointing set of electric vehicle (EV) delivery numbers for the first quarter. And then they kept falling. Tesla is coming off two consecutive years of declining passenger EV sales, and another decline in 2026 looks possible. Many investors own its stock because they are enthusiastic about future products like the Cybercab autonomous robotaxi and the Optimus humanoid robot, but 73% of the company's revenue still comes from selling passenger cars. On that note, sluggish EV sales have led to poor financial results, which could drive its stock sharply lower from here. Continue reading
Data-center operator CloudHQ plans to raise $1.4 billion through US asset-backed securities backed by a pair of Virginia facilities leased to undisclosed hyperscalers. Moody’s Ratings and S&P Global Ratings published premarketing notes Wednesday for a planned five-part deal due in 2031, with closing expected around end of April. Moody’s described the transaction as CloudHQ’s first hyperscale data-...
Data-center operator CloudHQ plans to raise $1.4 billion through US asset-backed securities backed by a pair of Virginia facilities leased to undisclosed hyperscalers. Moody’s Ratings and S&P Global Ratings published premarketing notes Wednesday for a planned five-part deal due in 2031, with closing expected around end of April. Moody’s described the transaction as CloudHQ’s first hyperscale data-center ABS issuance. CloudHQ didn’t immediately respond to a request for comment on Thursday. The deal is the latest ABS backed by data centers, fueled by surging demand for computing power. Such bonds are typically supported by leases on completed facilities, not projects under construction. Hyperscaler capital spending plans have helped propel a record start to 2026 for US investment-grade bonds. S&P said all of the annualized adjusted base rent generated by the Ashburn, Virginia, facilities backing the ABS “is attributable to two hyperscale cloud and technology tenants.” While deal positives include the tenants carrying high investment-grade ratings, challenges include asset and tenant concentration, Moody’s and S&P said. There have been $7.5 billion of data center-tied ABS priced this year, about 60% more than at this point in 2025, according to data compiled by Bloomberg News. CloudHQ was founded in 2016 and has 23 campuses totaling more than 30 million square feet, according to its website .
Defeat for Viktor Orbán on Sunday would be celebrated in Brussels, mourned in Washington and Moscow, and would give his country its democracy back Hungary has a population of less than 10 million and an economy that produces a modest 1.1% of the European Union’s GDP. But on Sunday it will hold the most important election in Europe this year. After 16 years as prime minister, during which he has di...
Defeat for Viktor Orbán on Sunday would be celebrated in Brussels, mourned in Washington and Moscow, and would give his country its democracy back Hungary has a population of less than 10 million and an economy that produces a modest 1.1% of the European Union’s GDP. But on Sunday it will hold the most important election in Europe this year. After 16 years as prime minister, during which he has dismantled the checks and balances customary in a democracy, Viktor Orbán faces the most serious threat to his power in that time. Polls consistently place the centre‑right party led by his main challenger, Péter Magyar, ahead by a substantial margin. Mr Orbán was once described by Donald Trump’s former adviser Steve Bannon as “Trump before Trump”. In his political hour of need, luminaries of the global far right have duly turned up en masse to support him. Last month, Marine Le Pen, Matteo Salvini and Geert Wilders made the pilgrimage to Budapest. This week, the US vice-president, JD Vance, paid a tub‑thumping election-eve visit , as his boss issued apocalyptic threats to have Iran “taken out in one night”. Risibly, given the explicit purpose of his trip, Mr Vance spent much of it inveighing against alleged EU interference in the forthcoming vote. Continue reading...
⚽ Europa League updates from Portugal; kick-off 8pm BST ⚽ Bologna v Aston Villa – live | Join us on Bluesky | Mail Will Pre-match reading, courtesy of your man Ben Fisher who is literally in Porto. Who can forget that night in October when Sean Dyche won his first game in charge of Nottingham Forest against Porto in the Europa League? It looked like things were set at the City Ground, having moved...
⚽ Europa League updates from Portugal; kick-off 8pm BST ⚽ Bologna v Aston Villa – live | Join us on Bluesky | Mail Will Pre-match reading, courtesy of your man Ben Fisher who is literally in Porto. Who can forget that night in October when Sean Dyche won his first game in charge of Nottingham Forest against Porto in the Europa League? It looked like things were set at the City Ground, having moved onto their third head coach of the season. Six months on and plenty has happened in between but, against the odds, they are still flying in high in Europe and face Porto for a second time. Continue reading...
HJBC/iStock Editorial via Getty Images Accenture ( ACN ) is moving with unusual clarity in artificial intelligence, and UBS analyst Kevin McVeigh says the market isn’t fully appreciating its strategy. In a research note following Accenture’s ( ACN ) latest acquisition activity, McVeigh framed the purchase of Spain-based Keepler Data Tech less as a one-off deal and more as evidence of disciplined e...
HJBC/iStock Editorial via Getty Images Accenture ( ACN ) is moving with unusual clarity in artificial intelligence, and UBS analyst Kevin McVeigh says the market isn’t fully appreciating its strategy. In a research note following Accenture’s ( ACN ) latest acquisition activity, McVeigh framed the purchase of Spain-based Keepler Data Tech less as a one-off deal and more as evidence of disciplined execution around a broader AI strategy. The addition of more than 240 specialists across data science, machine learning and cloud architecture strengthens Accenture’s ( ACN ) ability to deliver across the full data and AI lifecycle, particularly in Europe. For McVeigh, the significance lies in how these capabilities align with rising enterprise demand for scalable and responsible AI deployment, an area where large clients increasingly want end-to-end partners rather than fragmented vendors. $5B M&A push seen as strategic McVeigh pointed out that Accenture ( ACN ) has raised its fiscal 2026 acquisition target to $5 billion, up from $3 billion earlier in the year, and is already well on its way. The company has deployed about $1.6 billion across multiple deals, including NeuraFlash, Halfspace and Decho. Rather than viewing this as aggressive spending, UBS sees a deliberate shift toward higher-growth and higher-margin business lines. The firm is prioritizing models that rely less on traditional labor-intensive consulting and more on scalable, technology-driven offerings. That transition, McVeigh argues, could ultimately change how investors value the company, yet current market pricing does not reflect that potential. AI revenue growth A central pillar of the UBS thesis is Accenture’s ( ACN ) ability to monetize artificial intelligence at a pace that exceeds even its earlier cloud growth cycle. Since launching its generative AI initiatives in fiscal 2023, the company has grown related revenue to about $2.7 billion by fiscal 2025, implying roughly 200% compound annual growth. Th...
Diverging revenue and margins between two companies in the same industry can tell investors a lot about their competitive position. C3.ai (NYSE:AI) is an enterprise software company that provides an application development platform and turnkey solutions to help customers deploy complex systems across global regions. Revenue hasn’t been consistent, and it’s even more inconsistent where it counts. C...
Diverging revenue and margins between two companies in the same industry can tell investors a lot about their competitive position. C3.ai (NYSE:AI) is an enterprise software company that provides an application development platform and turnkey solutions to help customers deploy complex systems across global regions. Revenue hasn’t been consistent, and it’s even more inconsistent where it counts. C3.ai reported a negative 250% net income margin for the quarter ended Jan. 31, 2026, during a period marked by a leadership transition. Palantir Technologies (NASDAQ:PLTR) builds and deploys software platforms that enable the intelligence community and commercial organizations to securely integrate, analyze, and manage large datasets. It posted a net income margin of approximately 43% for the quarter ended Dec. 31, 2025, and recently struck multiple partnerships and several multi-year contract renewals with major companies. Continue reading
May WTI crude oil (CLK26 ) today is up +6.57 (+6.96%), and May RBOB gasoline (RBK26 ) is up +0.0825 (+2.74%). Crude oil and gasoline prices are moving sharply higher today on doubts about the sustainability of the US-Iran ceasefire. The Strait of Hormuz remains blocked, and Israeli attacks on...
May WTI crude oil (CLK26 ) today is up +6.57 (+6.96%), and May RBOB gasoline (RBK26 ) is up +0.0825 (+2.74%). Crude oil and gasoline prices are moving sharply higher today on doubts about the sustainability of the US-Iran ceasefire. The Strait of Hormuz remains blocked, and Israeli attacks on...