US PPI: Tailwinds from Transportation Price Collapse Set to Subside in H2 2023
Falling costs for multiple modes of transportation have provided a strong "tailwind" to US PPI, which has declined steadily over the past 15...
645 Views
Merger Arb Mondays (17 Aug) - Steadfast, Con Aero, Z Fin, Cleanaway, OFX, BetMakers, FleetPartners
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
121 Views
Maersk Q226 Results: Price Gains Exceeded Fuel Cost Increases (By a Lot) | Guidance Lifted Again!
Maersk pushed price hard in Q226, more than offsetting high and rising fuel costs. The company also bumped up FY26 guidance for the second time in...
99 Views
Ohayo Japan |US Stocks Tread Water Amid Debt Limit Talks; NUGGET:Bullish BEV Outlook-JP OEM's Absent
We have Rebranded from "Good Morning Japan" to "Ohayo Japan" ! SPX largely unchanged last week amid debt limit talks; Japan equites near 52W highs...
350 Views
Good Morning Japan| Recession Fears Spook Equities;NUGGET- Musk Jumps in AI Race, Boon for Advantest
Expect a broadly quiet start in Japan. Panasonic plans to establish its third US battery plant;. JT increasing its focus on heated stick products;...
413 Views