After years of strong returns, amidst the tariff-induced uncertainty, I am rotating towards European-based equities. US economy is facing mounting pressures, via weakening consumer demand, reduced CAPEX spending, inflation, and rising recession odds. European equities are relatively cheap, and despite structural issues, pockets of opportunities exist in high-growth areas and via re-arming Europ...
Earnings and Fed speakers are some of this week's big attractions, with some Magnificent Seven companies set to report results after a holiday-shortened week that saw the major US indexes finish in the red.
A Boeing jet intended for use by a Chinese airline landed back at the planemaker's U.S. production hub on Sunday, a victim of the tit-for-tat bilateral tariffs launched by President Donald Trump in his global trade offensive.
Delta Air Lines (DAL 0.57%) was the first major company to report results since the tariff war kicked off in early April. What its management said had significant implications for the aerospace sector, particularly for Boeing (BA 3.45%).
The S&P 500 index has declined significantly over the past few months, forming a death cross pattern for the first time since 2022. It ended the week at $5,282, down by 14.2% from its highest level this year.
Boeing faced new questions over the impact of tariffs on exports to China on Thursday as the spotlight fell on the fate of jets waiting at an aircraft completion plant near Shanghai.
March investments totaled around $1,200, mainly in BDCs like Blue Owl Capital and Ares Capital, boosting annual dividend income by $100. Dividend income hit a new all-time record of $1,404, up 17% Y/Y driven by substantial purchases over the last twelve months. Focus remains firmly on maintaining rising BDC dividends and achieving a monthly increase of at least $100 in dividend income.
The worst part about economic wars, such as today's trade tariff wars, is the uncertainty of where the next headline might come from. During a week of tariff exemptions and negotiations between the United States and China, President Trump decided to start easing off the gas to move things forward, and that is when China decided to launch the latest round of bans and impacts for one of the trans...
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