The Philippine Coast Guard unveiled on Thursday its first dedicated command centre in the Spratly island chain, a flashpoint in the disputed South China Sea that has been the site of repeated confrontations with Chinese vessels. The headquarters of a newly established coastguard district, formerly overseen from neighbouring Palawan, will cover an area of about 68,000 sq km (26,000 sq miles). A jou...
The Philippine Coast Guard unveiled on Thursday its first dedicated command centre in the Spratly island chain, a flashpoint in the disputed South China Sea that has been the site of repeated confrontations with Chinese vessels. The headquarters of a newly established coastguard district, formerly overseen from neighbouring Palawan, will cover an area of about 68,000 sq km (26,000 sq miles). A journalist travelling to the new command centre on Thitu Island, known as Pagasa in the Philippines,...
designer491/iStock via Getty Images Global government bond markets experienced a widespread sell-off in March amid geopolitical risks, persistent inflation dynamics and fiscal concerns. Central banks across the Americas, Europe and Asia largely held interest rates steady, citing uncertainty over the broader economic outlook. Against this backdrop, 10-year benchmark bond yields experienced double-d...
designer491/iStock via Getty Images Global government bond markets experienced a widespread sell-off in March amid geopolitical risks, persistent inflation dynamics and fiscal concerns. Central banks across the Americas, Europe and Asia largely held interest rates steady, citing uncertainty over the broader economic outlook. Against this backdrop, 10-year benchmark bond yields experienced double-digit basis point increases during the month. Those for the UK registered their highest levels since the 2008 financial crisis, closing March 69 basis points higher at 4.92%. The Bank of England maintained its base rate at 3.75%, after cutting it six times since August 2024. Similarly, the European Central Bank kept interest rates unchanged, reaffirming its commitment to stabilizing inflation at 2% in the medium term. In Germany, the inflation rate is expected to be +2.7% in March, up from 1.9% in February. The German 10-year Bund yield climbed 36 basis points to finish the month at 3.01%, while its French and Italian counterparts rose by 50 and 63 basis points to close at 3.73% and 3.91%, respectively. Roderick Joniaux, Head of European Government and Supranational Products at Tradeweb, said, “In a month of intense yield movements, European government bond markets continue to be focused on fiscal trajectories and growth prospects. Weaker economic data and concerns over the longer-term impact of energy price fluctuations are adding complexity to the policy outlook.” In the U.S., consumer confidence fell to 53.3 in March from 56.6 in February, reflecting increasing uncertainty among households. The Federal Reserve held rates at 3.5% to 3.75%, balancing still-elevated inflation expectations with emerging signs of labour market cooling and softer growth. The yield on the U.S. 10-year Treasury ended March nearly 36 basis points higher at 4.32%. Japanese government bond yields rose 24 basis points over the month, closing at 2.35%. The headline S&P Global Japan Manufacturing Purch...
Galp Energia SGPS SA has agreed to acquire an onshore wind portfolio in Spain from Helia Funds in a transaction valued at €320 million ($373 million), as Portugal’s largest oil company accelerates efforts to diversify its clean energy portfolio beyond solar. The deal, which consists of 17 wind farms, will lift Galp’s total installed renewable capacity to around 2 gigawatts, according to a regulato...
Galp Energia SGPS SA has agreed to acquire an onshore wind portfolio in Spain from Helia Funds in a transaction valued at €320 million ($373 million), as Portugal’s largest oil company accelerates efforts to diversify its clean energy portfolio beyond solar. The deal, which consists of 17 wind farms, will lift Galp’s total installed renewable capacity to around 2 gigawatts, according to a regulatory filing on Thursday. Helia Funds is backed by Plenium Partners and Bankinter Investment. The move comes as European energy companies recalibrate their transition strategies, expanding renewables while still relying on oil and gas profits. Iberia has emerged as a key growth market for renewable energy, driven by strong solar and wind resources, government-backed auctions and relatively smoother permitting. Galp’s remains heavily weighted toward solar, as the company works to integrate wind and battery storage to boost efficiency and returns. Thursday’s announcement is also the latest in a string of deals and potential transactions in recent months. In January, the company said it was in talks with the owners of Spain’s Moeve over a possible combination of their Iberian filling station networks and refining assets. A month earlier, Galp agreed to swap offshore oil licenses in Namibia with TotalEnergies SE to advance exploration in the southern African nation. While the Portuguese company has been stepping up investment in clean energy, the bulk of its earnings still comes from upstream oil production and refining. Galp’s net income rose 20% to €1.15 billion ($1.3 billion) in 2025, according to its earnings report . The deal with Helia Funds is expected to be completed during the second quarter of 2026, Galp said in Thursday’s filing.
Seven & i Holdings Co. will delay a public listing of its US convenience-store business planned for later this year, the Nikkei reported, triggering a 5.7% drop in the shares of the convenience-store operator. Chief Executive Officer Stephen Dacus had been seeking to revamp the company’s business in the US, including a leadership reshuffle and an overhaul of its US convenience store operations, ai...
Seven & i Holdings Co. will delay a public listing of its US convenience-store business planned for later this year, the Nikkei reported, triggering a 5.7% drop in the shares of the convenience-store operator. Chief Executive Officer Stephen Dacus had been seeking to revamp the company’s business in the US, including a leadership reshuffle and an overhaul of its US convenience store operations, aimed at preparing the unit for a public listing later this year. The reported delay suggests that the overhaul isn’t progressing well enough to justify an initial public offering of the unit, which was slated for late 2026. Seven & i’s stock is down around 8% this year. “The current macro backdrop, characterized by elevated oil prices and heightened geopolitical uncertainty, introduces incremental execution risk to Seven & i’s planned IPO,” Bloomberg Intelligence analyst Lea El-Hage wrote in a report before the Nikkei newspaper reported on the delay. North America and Japan account for roughly equal shares of convenience store profit. Seven & i is betting that success in Australia can provide a template for global expansion and a US turnaround. Read More: 7-Eleven Bets on Australian Stores to Show It Can Grow Globally The average price for regular gasoline in the US exceeded $4 a gallon in April for the first time since August 2022, according to the American Automobile Association, as the conflict in the Middle East disrupted one of the world’s key oil-producing regions. In the US, where its convenience stores are typically attached to gas stations, fuel purchases are a key driver of store visits and often leading to additional in-store spending. Seven & i is seeking to improve profitability in the US by closing money-losing stores and expanding locations that offer fast food. Restoring and sustaining customer traffic remains central to the the retailer’s growth strategy. Dacus has said the planned listing of its US unit hinges on a recovery in performance in the country whe...
Asian equity markets in red on Thursday after reports of Iran maintaining strategic control over the Strait of Hormuz, which pushed oil prices higher again, alongside continued attacks in the Gulf region despite the temporary truce. Gold prices steadied near $4,700 per ounce on Thursday following sharp swings in the previous session. WTI crude futures jumped more than 2% toward $97 per barrel on T...
Asian equity markets in red on Thursday after reports of Iran maintaining strategic control over the Strait of Hormuz, which pushed oil prices higher again, alongside continued attacks in the Gulf region despite the temporary truce. Gold prices steadied near $4,700 per ounce on Thursday following sharp swings in the previous session. WTI crude futures jumped more than 2% toward $97 per barrel on Thursday. The benchmark KOSPI fell more than 1% to around 5,790 on Thursday, snapping a four-day rally. The South Korean won hovered around 1,480 per dollar, edging lower from a four-week high in the previous session. Japan ( NKY:IND ) fell 0.58% to around 56,050 on Thursday, reducing earlier gains. The Japanese yen slipped toward 159 per dollar on Thursday. In March 2026, Japan's consumer confidence index decreased to 33.3 from a revised 39.7 in February. Meanwhile, Finance Minister Satsuki Katayama noted that recent market turmoil shows how quickly interest rates can change due to external volatility. China's ( SHCOMP ) fell 0.67% to below 4,000, while the Shenzhen Component fell 0.3% to 14,000 , and the offshore yuan held above 6.83 per USD, pausing near an over three-year high as investors weighed a fragile US–Iran ceasefire. Investors are focused on China’s upcoming inflation data due Friday. Hong Kong ( HSI ) fell 0.25% to 25,749 on Thursday, retreating from the previous session’s rally. India ( SENSEX ) fell 0.90% at 77,072 on Thursday, retreating from a recent rally and snapping a five-session winning streak as lingering geopolitical tensions weighed on sentiment. The Indian rupee eased to around 92.6 per dollar. Australia ( AS51 ) rose 0.08% to 8,920 in early Thursday trade. The Australian dollar held its recent gains to around $0.703. In the U.S. on Wednesday, all three major indexes ended higher as investors remained optimistic that two week ceasfire between Iran and US will last. U.S. stock futures declined on Thursday as oil prices recovered modestly, with uncer...
The Bank of Thailand will keep its interest rate at the current level “for as long as possible” to support the economy, even though inflation is set to accelerate due to the Middle East conflict, according to Governor Vitai Ratanakorn . “Inflation will definitely accelerate with oil price hikes and supply disruptions,” Vitai told reporters in Bangkok Thursday. “But we will refrain from raising the...
The Bank of Thailand will keep its interest rate at the current level “for as long as possible” to support the economy, even though inflation is set to accelerate due to the Middle East conflict, according to Governor Vitai Ratanakorn . “Inflation will definitely accelerate with oil price hikes and supply disruptions,” Vitai told reporters in Bangkok Thursday. “But we will refrain from raising the interest rate as long as possible because higher interest rate will not dampen inflation.” The BOT has slashed borrowing costs by a cumulative 150 basis points in an easing cycle that began in late 2024. In February, the Monetary Policy Committee unexpectedly cut the key rate by 25 basis points to 1%, the lowest level since September 2022. The next policy meeting is scheduled for April 29. The Southeast Asian economy is facing a double whammy this year from rising fuel costs following the Middle East conflict and ongoing global trade tensions. Prime Minister Anutin Charnvirakul told parliament on Thursday that his new government will prioritize measures to address economic challenges stemming from the war and help millions of people cope with rising living costs. Thailand’s economic growth this year could weaken to around 1.3% if there’s a quick resolution to the Middle East conflict, Vitai said. That’s lower than 1.9% predicted by Vitai before the start of the war. If the Middle East tensions prolonged until June, the rate of expansion will be 1.3%, he said.
Shanxi Securities: NVIDIA (NVDA.US) strategically invests in Marvell to expand the NVLINK ecosystem, highlighting attention on the domestic computing power IOD track. 富途牛牛
Shanxi Securities: NVIDIA (NVDA.US) strategically invests in Marvell to expand the NVLINK ecosystem, highlighting attention on the domestic computing power IOD track. 富途牛牛
In this article DAX Follow your favorite stocks CREATE FREE ACCOUNT Shares in Europe are poised to open in mixed territory on Thursday, as the fragile truce agreed between the U.S. and Iran already shows signs ofstrain. The U.K's FTSE 100 is set to open 0.4% higher, according to IG futures data, while France's Cac 40 is on course to open 0.2% lower. Germany's DAX 0.4% is expected to open lower. La...
In this article DAX Follow your favorite stocks CREATE FREE ACCOUNT Shares in Europe are poised to open in mixed territory on Thursday, as the fragile truce agreed between the U.S. and Iran already shows signs ofstrain. The U.K's FTSE 100 is set to open 0.4% higher, according to IG futures data, while France's Cac 40 is on course to open 0.2% lower. Germany's DAX 0.4% is expected to open lower. Late on Wednesday, Iran's parliamentary speaker Mohammed Bagher Ghalibaf accused the U.S. of violating the ceasefire less than 24 hours after it was agreed. Ghalibaf highlighted Israel's continued attacks on Lebanon, a drone's entry into Iranian airspace and the denial of the Islamic Republic's right to enrich uranium./ U.S. military forces will remain deployed in and around Iran until Tehran fully complies with the "real agreement," President Donald Trump said Wednesday , warning that any breach would trigger a military response larger than anything seen before. Asian markets traded lower following the dispute. South Korea's Kospi was down 1.53%, while the small-cap Kosdaq declined 1.38%. Japan's Nikkei 225 fell by 0.77%, while the Topix was 0.78% lower. Thursday's moves follow a particularly strong session in Europe on Wednesday, when the pan-European Stoxx 600 index finished the day 3.7% higher. Antofagasta , Lufthansa , and Easyjet were among the biggest risers on the day, each gaining around 10%. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)
GEO Discovery enables Audi Sweden to turn video into AI-ready data for better visibility across answer engines. STOCKHOLM, SE / ACCESS Newswire / April 9, 2026 / Bambuser AB (STO:BUSER)(FRA:5JL) - Audi Sweden and Bambuser today announced an expanded ...
GEO Discovery enables Audi Sweden to turn video into AI-ready data for better visibility across answer engines. STOCKHOLM, SE / ACCESS Newswire / April 9, 2026 / Bambuser AB (STO:BUSER)(FRA:5JL) - Audi Sweden and Bambuser today announced an expanded ...
Rio Tinto and BHP Group are capitalizing on the global energy transition by pivoting their core portfolios toward sustainable and high-demand raw materials.
Rio Tinto and BHP Group are capitalizing on the global energy transition by pivoting their core portfolios toward sustainable and high-demand raw materials.
(RTTNews) - Walt Disney Company (DIS) is planning to reduce 1,000 jobs, the Wall Street Journal reported on Wednesday. The lay-off will largely affect roles in the marketing department.
(RTTNews) - Walt Disney Company (DIS) is planning to reduce 1,000 jobs, the Wall Street Journal reported on Wednesday. The lay-off will largely affect roles in the marketing department.
FabrikaCr/iStock via Getty Images Investment Thesis With most global investments committed to AI infrastructure, coupled with rising demand for electricity and data centers, investors are turning their focus to the key materials needed in their construction. While investors closely follow AI development in the market, most companies are increasing their investments in AI. The MAG 7 companies are l...
FabrikaCr/iStock via Getty Images Investment Thesis With most global investments committed to AI infrastructure, coupled with rising demand for electricity and data centers, investors are turning their focus to the key materials needed in their construction. While investors closely follow AI development in the market, most companies are increasing their investments in AI. The MAG 7 companies are leading the race with a combined capex of around $400 billion in 2025 and expected capex of $700 billion in 2026. As more companies realize AI investments are crucial to remain competitive in the future. As Mark Zuckerberg noted, “ it is better to overbuild now than to regret later,” which best explains the current market sentiment. The supply side is under continued pressure: new copper discoveries are rare, mine developments are expensive and slow to develop, and copper ore quality continues to decline. The current supply imbalance, coupled with massive AI capex, is contributing to higher copper prices. At the same time, investors are worried about rising uncertainty regarding U.S. tariff implementation on copper imports, coupled with currency debasement fears and a decreasing chance of interest rate cuts by the Federal Reserve. This has placed commodities as a key addition to the investors' portfolios. With commodities back in focus, investors can gain exposure to the copper theme by investing in the Global X Copper Miners ETF ( COPX ). COPX holds 48 mining companies , providing diversification benefits but also leverage to rising copper prices . With growing U.S. policy support for critical minerals and a weakening U.S. dollar, momentum is increasing for copper mining companies, which are also benefiting from higher realized pricing as well as expanding margins due to tightening copper supply in the industry. In today's market, copper fundamentals are less driven by short-term cyclical movements and more by structural imbalances. Limited supply, increasing AI investment,...
Luxfer Holdings ( LXFR ) declares $0.13/share quarterly dividend , in line with previous. Forward yield 4.04% Payable May 6; for shareholders of record April 17; ex-div April 17. The company has now announced a dividend of $0.13 for seventeen consecutive quarters. See LXFR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Luxfer Holdings Luxfer Holdings PLC 2025 Q4 - Results - Earnings C...
Luxfer Holdings ( LXFR ) declares $0.13/share quarterly dividend , in line with previous. Forward yield 4.04% Payable May 6; for shareholders of record April 17; ex-div April 17. The company has now announced a dividend of $0.13 for seventeen consecutive quarters. See LXFR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Luxfer Holdings Luxfer Holdings PLC 2025 Q4 - Results - Earnings Call Presentation Luxfer Holdings PLC (LXFR) Q4 2025 Earnings Call Transcript Luxfer outlines $350M–$370M 2026 sales target amid optimization initiatives and margin focus Seeking Alpha’s Quant Rating on Luxfer Holdings Historical earnings data for Luxfer Holdings
TAP SA reported a fourth consecutive annual profit in 2025, as the carrier pushes to expand its network and draw in a strategic investor. The state-owned airline posted net income of €4.1 million ($4.8 million), compared with €53.7 million a year earlier, TAP said Thursday, with the decline attributable to a one-off corporate tax adjustment. Revenue rose 1.2% to €4.3 billion, while passenger numbe...
TAP SA reported a fourth consecutive annual profit in 2025, as the carrier pushes to expand its network and draw in a strategic investor. The state-owned airline posted net income of €4.1 million ($4.8 million), compared with €53.7 million a year earlier, TAP said Thursday, with the decline attributable to a one-off corporate tax adjustment. Revenue rose 1.2% to €4.3 billion, while passenger numbers increased 3.4% to 16.7 million. The results come a week after Deutsche Lufthansa AG and Air France-KLM submitted nonbinding bids for a stake in TAP as Portugal seeks to sell up to 49.9% of the airline. British Airways parent IAG SA declined to make an offer, saying last week that such an investment wouldn’t be in the best interests of its shareholders. The carrier is seen as attractive for its strong links to Brazil, Africa and North America, with the center-right administration arguing it needs to be part of a larger group to secure its long-term future. Read more: Lufthansa, Air France-KLM Submit Bids for Portugal’s TAP TAP said Thursday it plans to modernize its fleet with Airbus NEO aircraft to improve efficiency. Growth is expected to come mainly from transatlantic routes, particularly Brazil, as well as expanded operations from Porto.
ugurhan/iStock via Getty Images By Kendall Marthaler & Sabina Shaqiri The FDA's approval of oral semaglutide removes the injection barrier and may reprice credit exposures built on an older adoption curve. A New Inflection Point For the past two years, GLP-1 medications have been a fixture of consumer trend analysis, discussed by everyone from CNBC to sell-side strategists to management consultant...
ugurhan/iStock via Getty Images By Kendall Marthaler & Sabina Shaqiri The FDA's approval of oral semaglutide removes the injection barrier and may reprice credit exposures built on an older adoption curve. A New Inflection Point For the past two years, GLP-1 medications have been a fixture of consumer trend analysis, discussed by everyone from CNBC to sell-side strategists to management consultants. Most of that coverage has centered on the same behavioral observations: People eat less, lose weight, buy new clothes, drink less alcohol. That framing, while directionally accurate, misses the more consequential question for credit investors: Which issuers are structurally positioned for a world with significantly more GLP-1 users, and which are carrying debt premised on volume assumptions that may no longer hold? That question has become more urgent. In December 2025, the FDA approved the first oral semaglutide pill for chronic weight management, with a full U.S. launch underway in early 2026 at a self-pay price of $149 per month. The injection barrier, one of the most cited constraints on GLP-1 adoption, has been removed. With current U.S. penetration at approximately 5% of adults and consensus estimates pointing toward 10%, 1 the adoption curve is likely steeper from here than the existing literature assumes. Consumer credit exposures priced on the old curve deserve a second look. GPL-1 Use Is Expected to Rise Further Off-Label GLP-1 Use for Weight Loss, U.S. Patients in Millions Source: Goldman Sachs as of December 8, 2025. Reformulation as a Credit Differentiator The food sector response to GLP-1 adoption is well documented in broad strokes: Users reduce caloric intake by an estimated 16 – 39%, and companies are responding with higher-protein, smaller-portion and more nutrient-dense products. What is less discussed is the credit dimension of that response. Reformulation at scale is capital-intensive. It requires R&D investment, supply chain reconfiguration and exte...
McCormick ( MKC ) declares $0.48/share quarterly dividend , in line with previous. Forward yield 3.8% Payable April 27; for shareholders of record April 20; ex-div April 20. The company has now announced a dividend of $0.48 for two consecutive quarters. See MKC Dividend Scorecard, Yield Chart, & Dividend Growth. More on McCormick McCormick And Unilever Foods: Not A Happy Merger Yet McCormick & Com...
McCormick ( MKC ) declares $0.48/share quarterly dividend , in line with previous. Forward yield 3.8% Payable April 27; for shareholders of record April 20; ex-div April 20. The company has now announced a dividend of $0.48 for two consecutive quarters. See MKC Dividend Scorecard, Yield Chart, & Dividend Growth. More on McCormick McCormick And Unilever Foods: Not A Happy Merger Yet McCormick & Company, Incorporated 2026 Q1 - Results - Earnings Call Presentation McCormick & Company, Incorporated (MKC) Q1 2026 Earnings Call Transcript Quant snapshot of best and worst consumer staple stocks ahead of Q1 earnings SA Asks: How will the McCormick-Unilever deal impact the sector?