ETF Tracker StatSheet          You can view the latest version here.METALS HIT RECORDS; MAG 7 OUTPERFORMS – INGREDIENTS FOR UPSIDE ALIGN[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe market kicked off with a serious bang—major indexes rocketed higher early, led by the Nasdaq on a massive 7% pop in Oracle.That helped breathe new life into the AI trade after a rough patch. Oracle had been in the doghouse this week after losing a key partner on a big data center proj ...

US stocks rose on Friday after snapping a recent losing streak, as signs of cooling inflation and waning AI worries buoyed Wall Street optimism toward the tail end of a topsy-turvy week. The S&P 500 (^GSPC) put on 0.8% and the Nasdaq Composite (^IXIC) gained over 1.3%, building on Thursday's roaring rally. The Dow Jones Industrial Average (^DJI) climbed 0.3%. With the late-week rebound, the S&P 500 and Nasdaq booked weekly wins, rising 0.1% and 0.4%, respectively, in the last full week of trading in 202 ...

Photographer: Adam Gray/Bloomberg US Treasuries wrapped up the first weekly gain since the end of November after unexpectedly cool inflation numbers and a jump in the jobless rate cemented expectations that the Federal Reserve will cut rates at least twice next year. While yields edged up on Friday, the 10-year Treasury rate declined four basis points in the week, while the policy-sensitive two-year yield fell by a similar amount as markets priced in a more dovish 2026 path. Most Read from Bloomberg ...

Let's check in on the bond markets now. While the US is cutting rates, the Bank of Japan raised interest rates to 30-year highs. And that has yields on the move globally, pushing its 10 and 30-year to multi-deade highs, as you can see there.Rick Santelli is tracking all the action in the bond report. Rick, what can you tell us. >> Absolutely.And we'll get to the foreign global interest rates in a second, but you know, this morning, University of Michigan sentiment, it was definitely weak. current uh situati ...

Joining us now on set to give his take and provide some value stock picks is Chris Crosanti. He is chief market strategist at MAI Capital Management. Chris, good to see you.>> You too, Mike. >> Um, you know, so there's been a glimmer of of life uh from value stocks. They've actually outperformed this month, right.>> Actually, quarter to date. I think S&P value is winning. >> On the other hand, we've seen these head head fakes before.How are you just thinking about the overall market behavior, what it means ...

Now to shift gears and get some insights on the news that is shaping the overall markets. For that, we'd like to welcome in Dale Smothers, president and CEO at RDS Wealth Management. Dale, thanks so much for being with us on this Friday.I mean, looking back at the year that was in 2025. Why do you think the this bull market is still met with so much caution. >> Jenny, you're exactly right.It was the uh climbing the wall of worry is an analogy that I like to use. This this market has been resilient. The cons ...

核心观点 - 康尼格拉品牌公司2026财年第二季度业绩表现疲软 营收和盈利均同比下滑 主要受充满挑战的消费环境、销量下降以及业务剥离的持续影响[1] - 尽管调整后每股收益超出市场预期 但同比大幅下降35.7% 净销售额同比下降6.8%且未达预期[2][3] - 公司重申了2026财年全年业绩指引 预计有机净销售额在-1%至1%之间 调整后每股收益在1.70至1.85美元之间[11][13] 季度财务表现 - **盈利与销售额**：调整后每股收益为0.45美元 超出市场预期的0.44美元 但同比下降35.7%[2] 净销售额为29.791亿美元 同比下降6.8% 未达到29.90亿美元的市场预期[3] - **销售额构成分析**：净销售额下降包括3.9%的并购不利影响、3%的有机净销售额下降 以及0.1%的有利汇率影响[3] 有机净销售额下降3% 完全由销量下降3%导致 价格/产品组合持平[4] - **盈利能力指标**：调整后毛利润下降17.1%至6.98亿美元 调整后毛利率收缩292个基点至23.4%[5] 调整后EBITDA下降25.2%至4.78亿美元[5] - **费用情况**：调整后的销售、一般及行政费用（含广告促销费用）同比增长2.9%至3.62亿美元 主要因广告促销投入增加[5] 各业务部门表现 - **杂货与零食部门**：净销售额同比下降8.5%至12.09亿美元 主要受7.0%的并购不利影响和1.5%的有机净销售额下降拖累[6] 调整后营业利润下降21.8%至2.31亿美元[6] - **冷藏与冷冻部门**：净销售额同比下降6.5%至12.51亿美元 反映5.1%的有机净销售额下降和1.4%的并购不利影响[7] 调整后营业利润大幅下降35.6%至1.28亿美元[7] - **国际部门**：销售额同比下降5.4%至2.30亿美元 反映4.1%的并购影响、2.9%的有机净销售额下降 以及1.6%的有利汇率收益[8] 调整后营业利润下降18.4%至3200万美元[8] - **餐饮服务部门**：销售额同比下降1.3%至2.88亿美元 主要受并购影响 部分被0.2%的有机净销售额增长所抵消[9] 调整后营业利润下降12.6%至3100万美元[9] 财务状况与现金流 - **现金流**：2026财年上半年 经营活动产生的净现金为3.31亿美元 资本支出总计2.19亿美元 自由现金流为1.13亿美元[12] - **债务与分红**：第二季度末净债务为76亿美元 当季支付了每股0.35美元的股息[12] 2026财年业绩展望 - **核心指引**：公司重申2026财年展望 预计有机净销售额同比变化在下降1%至增长1%之间 调整后营业利润率预计在11%至11.5%之间 调整后每股收益预计在1.70至1.85美元之间[13] - **预期调整**：2026财年调整后股权收益预期下调至约1.70亿美元 此前预期约为2.00亿美元[13] - **成本通胀预期**：预计2026财年销售成本通胀将持续高企 核心通胀率略高于4%[14] 考虑到已宣布的美国关税影响（如对进口镀锡钢板和铝征收50%关税、对部分中国商品征收20%关税等） 预计在采取缓解措施前 将使销售成本每年增加约3%[14] - **总通胀预测**：综合来看 销售成本总通胀率预计约为7%[14] 市场表现与行业对比 - **股价表现**：公司股价在过去一年中暴跌34.3% 而同期行业跌幅为14%[15]

Recent inflation data, expectations of a Fed chair appointment favoring rate cuts and comments from Fed Governor Christopher Waller have increased the likelihood of rate cuts beyond what markets may have priced in.According to the CME FedWatch tool, markets are anticipating a 25.5% likelihood of interest rates being lowered to 3.25-3.5% in its January 2026 meeting, up from a 15.3% likelihood just a month earlier.Softer Inflation Fuels Hopes of Earlier Rate CutsSofter U.S. inflation data have strengthened be ...

Gold prices are broadly flat in afternoon trading but set to close the week in positive territory."Persistent demand continues to underpin prices, with ongoing purchases by central banks and resilient ETF inflows," says Milad Azar of XTB MENA, while "geopolitical tensions remain a key supportive pillar."The latest U.S. inflation data came in below expectations, sparking a rally on Wall Street Thursday, but economists cautioned against reading too much into the report because of gaps in data collection durin ...

Eurozone consumer sentiment unexpectedly weakened in December despite cooling inflation and economic resilience against tariffs, a monthly indicator showed. ...