Real-time financial, economic, and global news with market-focused context and analysis.
Coverage spans equities, macroeconomic data, commodities, currencies, technology, politics, and global events—paired with analysis that highlights why each development matters for traders and investors. From breaking headlines to hourly market snapshots and in-depth articles, the News Hub is designed to help you stay informed, oriented, and ahead of market-moving events.
The Bank of Japan warned that a weaker yen is increasingly feeding inflation, first through firms passing on higher import costs and later via second-round effects such as labour cost pass-through. The central bank kept rates unchanged but signalled vigilance and the potential for additional increases if currency weakness endures.
Bernstein downgraded Carl Zeiss Meditec from Outperform to Market Perform and lowered its price target to EUR31.00 from EUR50.55 following a profit warning and the recent exit of CEO Maximillian Foerst. The firm flagged a sharp year-over-year margin decline and regional pressures in the Americas and China. Goldman Sachs also reduced its rating to N…
Vorwerk Group SE reported a record full year driven by an especially strong fourth quarter. Annual revenue climbed to €704 million, EBITDA more than doubled to €163 million and the company delivered an EBITDA margin of 23.2%, beating its guidance range. While project wins and joint venture contributions supported results, order intake and backlog d…
Bank of America analysts say a renewed decline in equity prices could prompt additional selling by trend-following strategies, which remain heavily long across many time horizons. The bank's models indicate stop-loss levels have moved closer, and similar pressures are evident in currency and commodity positioning, notably USD/JPY, crude oil and nat…
RBC Capital Markets downgraded Shell Plc from 'outperform' to 'sector perform' and reduced its price target to 3,200p from 3,600p, citing difficult conditions across the chemicals business, pressures in international gas and trading, and reduced balance sheet capacity. The note, dated Monday, placed the company's recent strategic positioning - a fr…
Noble Corporation announced a set of contract awards and extensions covering nine rigs that together add roughly $1.3 billion to the company's backlog. The package includes a three-year, $473 million contract in Norway for the Noble GreatWhite, a two-year Nigerian contract for the Noble Gerry de Souza awarded by an ExxonMobil affiliate, and extensi…
Asta Energy Solutions AG has set an initial public offering price range of €27.50 to €29.50 per share and aims to raise roughly €125 million in gross primary proceeds through a fixed primary offering. With a potential greenshoe, the total transaction could reach as much as €190 million. The offer period opens Monday and is expected to wrap up on or…
Grainger PLC will forward fund and acquire a 195-home Build to Rent development at Chiswick Reach, Bollo Lane in West London through its Connected Living London joint venture with Places for London. Grainger will hold a 51% stake while Places for London will retain 49%. The project will be delivered in partnership with Barratt Redrow and is expecte…
Morgan Stanley has raised its end-2026 target for South Korea’s KOSPI to 5,200 from 4,500, favoring a more optimistic scenario amid robust earnings momentum, technology and industrial super-cycles, and ongoing corporate and capital market reforms. The bank also outlined a three- to six-month trading range and reiterated sector preferences including…
EFG International AG announced it will purchase 100% of Quilvest (Switzerland) Ltd, a Swiss private bank with a pronounced client presence in Latin America. The all-cash transaction, slated to complete in the third quarter of 2026 subject to regulatory sign-off, will fold Quilvest into EFG Bank and is expected to reduce EFG's CET1 capital ratio by …
Most Asian currencies climbed on Monday as the US dollar extended a sharp decline ahead of the Federal Reserve's policy meeting. The yen outperformed peers, surging to two-month highs amid speculation of coordinated action between US and Japanese authorities, while other regional currencies also gained ground against a softer dollar.
Embraer Commercial Aviation plans to lift annual deliveries back to roughly 100 aircraft within 24 months and potentially exceed that level as demand for regional jets strengthens. The company delivered 78 commercial jets last year and saw strong E2 sales, while supply-chain disruptions have eased though further stability is expected by 2026.
Phillip Securities moved Netflix (NFLX) from a Sell to an Accumulate rating and increased its price target to $100 from $95 after rolling valuations forward to fiscal 2026 while keeping key modeling assumptions intact. The firm highlighted Netflix's leadership in the video-on-demand market and pricing power, while noting potential short-term volati…
Morgan Stanley has reaffirmed its Overweight rating on Apple with a $315 price target as the company approaches its earnings release. The firm expects iPhone revenue to outpace consensus by 4-8% for the December and March quarters, but highlights offsetting pressures - including higher operating expense consensus, tighter gross margin assumptions, …
Tokyo markets closed lower with the Nikkei 225 falling 1.83% as sector losses in Paper & Pulp, Transport and Communication weighed on the market. Advancers were outnumbered by decliners across the Tokyo Stock Exchange, while Furukawa Electric reached a five-year high. Commodities and currency moves included gains for crude and Brent oil and a weake…
Basic-Fit NV has reiterated its 2025 financial outlook and issued guidance for 2026. The company expects 2025 revenue of about 001.415 billion and underlying EBITDA less rent near 00344 million, both within previously stated ranges. For 2026, Basic-Fit projects revenue between 001.64 billion and 001.69 billion, underlying EBITDA less rent of 00405 …
Morgan Stanley lowered its rating on Varonis Systems from Overweight to Equalweight and reduced its price target to $41 from $44, citing growing competition in the AI security market. The move follows survey feedback and broader analyst revisions to earnings estimates, even as Varonis expands platform capabilities and announces new cloud and data-s…
KeyBanc upgraded Solventum (NYSE:SOLV) from Sector Weight to Overweight and set a $97.00 price target, pointing to the company's strong start since separating from 3M, recent acquisition activity and a valuation below peers. The firm highlighted a path to meeting or exceeding a 4-5% organic growth target ahead of its 2028 timeline and noted a chang…
National HealthCare (NHC) has surged to new 52-week highs, but the stock still looks reasonably valued against its cash generation and improving fundamentals. With bullish technicals, low leverage, and a business tied to durable senior-care demand, this sets up as a mid-term trade where you’re paying for quality, not hype.
JPMorgan has initiated coverage of Exponent (NASDAQ: EXPO) with an Overweight rating and a $100 price target, signaling roughly 35% upside from current levels. The bank bases its view on Exponent's position in science and engineering consulting, a cash-positive balance sheet and expected acceleration in revenue and margins, while other firms have a…
JPMorgan has launched coverage of Compass Inc. with an Overweight rating and a $15.00 price target, implying roughly 12.5% upside from the current share price of $13.33. The firm highlights Compass’s consolidation strategy, unified technology platform, and margin momentum, and identifies the completed Anywhere Real Estate acquisition as a primary c…
U.S. Under Secretary of Defense for Policy Elbridge Colby and South Korean Defence Minister Ahn Gyu-back agreed to strengthen collaboration on Seoul’s pursuit of a nuclear-powered submarine during meetings in Seoul. Both sides framed cooperation as a means to enhance South Korea’s capacity to lead peninsula defence and to elevate the bilateral secu…
JPMorgan has initiated coverage of Verra Mobility (NASDAQ: VRRM) with a Neutral rating and a $25.00 price target, implying roughly 17% upside from current levels. The bank's view follows a site visit to the company's Mesa headquarters and highlights market leadership, predictable recurring revenue and healthy margins. JPMorgan also flagged customer…
France's M6 broadcaster and its significant shareholder CMA CGM are advocating changes to long-standing French media regulations that effectively freeze ownership structures and limit consolidation. Sources say the move would enable French broadcasters to participate in wider European mergers and acquisitions, a shift prompted by rising competition…
Jefferies has highlighted seven UK industrial names it prefers heading into 2026, emphasizing company-specific fundamentals and recent earnings clarity rather than relying on a broad cyclical rebound. The group includes Bodycote, Chemring, Elementis, Volution Group (FAN), IMI, Rotork and Spirax Group, each carrying a buy rating and distinct valuati…
