Browsing Tag
Wall Street
15 posts
Federal Reserve rule changes test limits of shrinking $6.7tn balance sheet
Fed rule changes may only modestly shrink its $6.7 trillion balance sheet. Read why liquidity could limit Kevin Warsh’s plan.
Can Nvidia keep carrying Wall Street while Treasury yields squeeze everything else?
Nvidia earnings, rising Treasury yields and retail stock pressure are reshaping market sentiment. Read how investors are positioning now.
Boeing (BA) slides after Trump’s China aircraft order falls short of 500-jet hopes
Boeing got China back, but not big enough. The 200-jet order leaves investors asking whether BA can turn diplomacy into delivery.
ASX 200 ends 8-day losing streak as 73% of stocks rebound, only Energy lags
Australia's longest losing streak since 2018 just broke. The bounce is real, but breadth and Energy reversal hint at consolidation, not recovery.
Why Goldman Sachs still sees $160bn in IPO proceeds despite fewer expected listings
Fewer IPOs, same $160bn target. Goldman Sachs’ reset shows why 2026 listings may depend on mega-deals. Read the full analysis.
Procter & Gamble (NYSE: PG) beats Q3 estimates on beauty momentum but Andre Schulten flags billion-dollar oil headwind for fiscal 2027
Procter & Gamble beat Q3 estimates, but a $1 billion fiscal 2027 oil warning is the harder question for investors banking on a clean earnings reset.
Victory Capital sweetens $8.6bn Janus Henderson bid with more cash, challenging Trian’s take-private deal
Victory Capital raised its Janus Henderson bid to $56.84 per share, adding $10 more cash per share in a direct challenge to Trian's $49 all-cash deal. Read the full analysis.
Morgan Stanley (NYSE: MS) slashes headcount at peak profitability — and that tells you everything about where banking is heading
Morgan Stanley cuts 2,500 jobs across investment banking, trading, and wealth management despite record 2025 revenue of $70.6 billion. Read the full strategic breakdown.
What Morgan Stanley’s EquityZen deal really means for investors chasing pre-IPO opportunities
Find out how Morgan Stanley’s purchase of EquityZen could reshape access to private markets and influence investor participation in pre-IPO trading.
Hewlett Packard Enterprise (NYSE: HPE) posts $1.05b Q2 FY25 loss despite revenue growth, market maintains cautious optimism
Hewlett Packard Enterprise (NYSE: HPE) Q2 FY25 results show $1.05B loss on goodwill impairment, but revenue rises 6%. Analysts signal cautious optimism.