The European Central Bank said burgeoning private markets could support a push by politicians in the region to channel savings into investments needed to modernize the economy. While private markets “remain small” in the euro area despite growth in recent years, they can match the financing needs of riskier companies with long-term investors who can bear that risk, the ECB said in a report on Thur...
The European Central Bank said burgeoning private markets could support a push by politicians in the region to channel savings into investments needed to modernize the economy. While private markets “remain small” in the euro area despite growth in recent years, they can match the financing needs of riskier companies with long-term investors who can bear that risk, the ECB said in a report on Thursday. European leaders are building what they term a savings and investments union to help fund strategic priorities including defense, climate and technology while also offering higher returns for citizens. The ECB’s assessment of the chances for the industry come as investors fret over the opacity and liquidity of private credit. “Risk monitoring remains warranted,” the ECB said. It cited a deterioration in the quality of private credit, difficulties for buyout firms in exiting investments over valuation concerns and a move toward higher liquidity mismatch as private markets increasingly tap retail investors for funding. The ECB also said that companies with access to private market financing show “significantly” higher productivity levels than those that rely solely on banks. Still, for the median company, adding private markets to their financing mix “is associated with higher indebtedness and decreased capacity to pay interest,” the ECB said.
Is It Time For Von Der Leyen To Go? Via Remix News, Amidst continued fears regarding Putin attacking beyond Ukraine and economic uncertainty caused by the continued closure of the Strait of Hormuz, Brussels is reportedly beginning to grumble, i.e., look for someone to blame and remove. Now, according to a report by Finnish public service media Yle, cited by Világgazdaság , voices are growing to re...
Is It Time For Von Der Leyen To Go? Via Remix News, Amidst continued fears regarding Putin attacking beyond Ukraine and economic uncertainty caused by the continued closure of the Strait of Hormuz, Brussels is reportedly beginning to grumble, i.e., look for someone to blame and remove. Now, according to a report by Finnish public service media Yle, cited by Világgazdaság , voices are growing to remove the president of the European Commission, Ursula von der Leyen. Several European leaders, as well as NATO officials, have long warned that Moscow may potentially attack NATO states, which is why there has been a continued push for support for Ukraine to prevail in its war with Russia. In the event of such a scenario, where Putin looks to further his ambitions and attack inside NATO, rapid and effective cooperation between European countries will be crucial, which is why, according to this recent report, some are wondering if von der Leyen is the right person for the job. One name that has been put forth for “European war leader” is Finnish president, Alexander Stubb, an independent known for seeking greater EU integration and a higher profile for the EU in international policymaking. The suggestion was also reportedly confirmed by defense expert Line Rindvig, who believes that the Finnish president may be particularly suitable for such a role. The Finnish president is even said to have served as a “quasi-European representative” on several occasions in discussions on support for Ukraine. Rindvig has actively been assisting Finland to boost its military defense capabilities in light of lessons learned from Ukraine. He says that the Nordic country is at the forefront of preparations in Europe, which he attributes in large part to Stubb’s diplomatic activity and international acceptance. He is, according to the expert, a good bet for leading broader European cooperation. Significantly, Stubb also enjoys good relations with U.S. President Donald Trump, which is key for tra...
据中国贸易救济信息网，2026年5月4日，澳大利亚反倾销委员会发布第2026/046号公告称，澳大利亚工业、创新和科学部长通过了澳大利亚反倾销委员会对进口自中国的钢制护角条（Steel Corner Beads and Angles）作出的反补贴终裁建议，决定自本公告发布之日起对中国不合作出口商以及所有其他出口商征收4.5%的反补贴税。本案涉及澳大利亚海关编码7216.61.00.57、7216....
据中国贸易救济信息网，2026年5月4日，澳大利亚反倾销委员会发布第2026/046号公告称，澳大利亚工业、创新和科学部长通过了澳大利亚反倾销委员会对进口自中国的钢制护角条（Steel Corner Beads and Angles）作出的反补贴终裁建议，决定自本公告发布之日起对中国不合作出口商以及所有其他出口商征收4.5%的反补贴税。本案涉及澳大利亚海关编码7216.61.00.57、7216.69.00.58、7216.91.00.59、7216.99.00.60和7308.90.00.53项下的产品。 涉案产品不包括塑料和不锈钢护角条，以及外墙抹灰/质感饰面专用护角条。 2025年5月30日，澳大利亚反倾销委员会发布第2025/045号公告称，应澳大利亚国内企业Rondo Building Services Pty Ltd提交的申请，对进口自中国的钢制护角条启动反倾销和反补贴调查。案件倾销和补贴调查期为2023年7月1日至2024年6月30日，损害调查期自2020年7月1日起。
Australian batter had three glasses of wine before being pulled over Warner expects to be punished but will ask for leniency One of Australia’s greatest batters was both foolish and reckless when he drove after sharing a few glasses of wine with friends on Easter Sunday, his lawyer says. David Warner returned a positive result for alcohol after he stopped short of a roadside test in Sydney’s east ...
Australian batter had three glasses of wine before being pulled over Warner expects to be punished but will ask for leniency One of Australia’s greatest batters was both foolish and reckless when he drove after sharing a few glasses of wine with friends on Easter Sunday, his lawyer says. David Warner returned a positive result for alcohol after he stopped short of a roadside test in Sydney’s east on 5 April, police said. Continue reading...
(RTTNews) - Rheinmetall AG (RNMBF.PK), a German automotive and arms manufacturer, reported Thursday higher earnings and operating margin in its first quarter with increased revenues.
(RTTNews) - Rheinmetall AG (RNMBF.PK), a German automotive and arms manufacturer, reported Thursday higher earnings and operating margin in its first quarter with increased revenues.
Immunocore press release ( IMCR ): Q1 GAAP EPS of $0.25 beats by $0.47 . Revenue of $106.68M (+13.6% Y/Y) misses by $3.7M . Cash, cash equivalents and marketable securities were $844.9 million as of March 31, 2026. More on Immunocore Immunocore Holdings plc 2025 Q4 - Results - Earnings Call Presentation Immunocore Holdings plc (IMCR) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on...
Immunocore press release ( IMCR ): Q1 GAAP EPS of $0.25 beats by $0.47 . Revenue of $106.68M (+13.6% Y/Y) misses by $3.7M . Cash, cash equivalents and marketable securities were $844.9 million as of March 31, 2026. More on Immunocore Immunocore Holdings plc 2025 Q4 - Results - Earnings Call Presentation Immunocore Holdings plc (IMCR) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Immunocore Historical earnings data for Immunocore Financial information for Immunocore
Thanadon Naksanee/iStock via Getty Images Executive Summary Thrivent Mid Cap Stock Fund underperformed the Russell Mid Cap Index over the three- and 12-month periods ending March 31, 2026. The energy sector was the most significant underperforming sector over the first quarter. The information technology sector was the largest underperformer over the 12-month period. Industrial sector investments ...
Thanadon Naksanee/iStock via Getty Images Executive Summary Thrivent Mid Cap Stock Fund underperformed the Russell Mid Cap Index over the three- and 12-month periods ending March 31, 2026. The energy sector was the most significant underperforming sector over the first quarter. The information technology sector was the largest underperformer over the 12-month period. Industrial sector investments provided relative outperformance for both the three- and 12-month periods. Performance factors Thrivent Mid Cap Stock Fund underperformed the Russell Mid Cap Index for the three- and 12-month periods ending March 31, 2026. The energy, information technology, and communication services sectors led the underperformance during the first quarter, while the industrial and financial sectors provided a partial offset. Within the energy sector, Devon Energy ( DVN ) provided significant relative performance as most energy stocks soared in price after the war in Iran began. However, having no exposure to the refining and transportation industries within energy created a significant performance drag. The information technology sector performance was a tale of two cities: companies exposed to the artificial intelligence ( AI ) data center build outs, including Onto Innovation ( ONTO ), Monolithic Power Systems ( MPWR ), Lumentum ( LITE ), and Nokia ( NOK ), all significantly outperformed; companies whose business models were threatened by AI or needed to buy components used in the AI data center buildout significantly underperformed. Companies in the latter category included Monday.com ( MNDY ) , Trimble ( TRMB ), and Zebra Technologies ( ZBRA ). Finally, communication services companies Reddit ( RDDT ) and Roblox ( RBLX ) trailed as investors grew concerned that a lack of daily average user growth would impair both companies' business models. The outperforming industrial companies fell in two main categories – those providing the power or infrastructure build out to support the AI dat...
J. Michael Jones/iStock Editorial via Getty Images One company that I have been quite bearish about over the last couple of years now has been Winmark Corporation ( WINA ). For the uninitiated, it operates as a high-margin franchisor of niche retail concepts. The most successful example of this is Plato’s Closet. However, the company does have other concepts. These include Once Upon A Child, Play ...
J. Michael Jones/iStock Editorial via Getty Images One company that I have been quite bearish about over the last couple of years now has been Winmark Corporation ( WINA ). For the uninitiated, it operates as a high-margin franchisor of niche retail concepts. The most successful example of this is Plato’s Closet. However, the company does have other concepts. These include Once Upon A Child, Play It Again Sports, Style Encore, and Music Go Round. This diversification is a strength in and of itself. But the real source of value generation for shareholders is the fact that the company does not operate the stores itself. Instead, it franchises them out. This means that it generates cash from the sale of each location. And because overall costs are quite low, profit margins on those cash receipts are massive. This certainly is appealing for investors who are drawn to retail in general. But in the past, I have been bearish solely because of the valuation of the company. Since I last reaffirmed the business as a "Sell" candidate in January of this year, shares have dropped 18.8%. Over that same window of time, the S&P 500 is up only 3.5%. But that's not all. Since I originally downgraded it from a "Hold" to a "Sell" in May 2024, the stock has risen only 3.5%. The market, meanwhile, is up 38%. The recent downside that we have seen is almost certainly the result of a decline in revenue and profitability. However, I would argue that, even with that sizable drop that we experienced in its share price, it is not cheap enough to justify a bullish outlook at this time. In fact, I don't even think upgrading it to a "Hold" makes sense here. Instead, I have decided to maintain it as a "Sell" candidate. Looking at Winmark Corporation’s weakness The newest data that investors have regarding Winmark Corporation covers through the first quarter of the company's 2026 fiscal year . During that time, revenue for the company came in at just $20.8 million. That was down from the $21.9 milli...