Citi's concern is mainstream DDR5 16GB DRAM prices have fallen 6% since Micron's earnings report, driven by fears that TurboQuant, an algorithm-based memory compression technology, will structurally reduce memory demand. Citi isn't buying it.
Escalating geopolitical risk continued to dominate global markets' concerns, with safe-haven demand keeping the dollar index anchored near a multi-week high.
"Oil prices are higher again this morning, but Treasury yields are lower as the risks to economic growth begin to take precedence over the risks to inflation," Oxford Economics said in a note on Monday.
BMO believes Americas Gold has the expertise to execute its optimization strategy, particularly at the Galena Complex, and sees the company's approach increasing free cash flow generation as production grows organically.
behind the recent jump are primarily the weak labour market numbers, but almost all the economic data has turned soft since the end of last year. Total nonfarm payroll employment edged down by 92,000 in February, and the unemployment rate changed little at 4.4 percent.
In my view, interest rates are more likely than not going to head lower over the course of 2026 and into 2027. I'm not saying we're due for a pandemic-like selloff, but I do think that weakness in the labor market is likely more protracted than the government data suggest. As such, I do think the makeup of the Federal Reserve, and which way many of its presidents and voting members lean (toward providing support for the labor market over battling inflation) could lead to much faster rate cuts than many think.
'Walmart Worries' just keep multiplying. It's currently close to the highest level ever recorded which was during the Great Financial Crisis of 2008-09.
Senatore cited menu innovation and featured value as contributing to more stable same-store traffic. On the cost side, supply-chain savings are offsetting inflation, allowing BofA to raise its FY26 adjusted EBITDA estimate to $288M from $279M.
U.S. financial markets experienced a volatile week, largely influenced by geopolitical developments in the Middle East and fluctuations in energy prices. Investor sentiment was driven primarily by external events rather than domestic fundamentals.
Goldman Sachs now expects Brent crude to average $105 per barrel in March and $115 in April before retreating to $80 by year-end, assuming roughly six weeks of Hormuz supply disruptions.