Articles by Daniel Marsh
Asia Markets Steady as Oil Holds Gains; Singapore Dollar, Meta, Aurizon in Focus
Asian shares were muted as oil prices held gains on Middle East tensions. Singapore dollar strengthened on robust export data. Meta's cash flow dropped 91% as AI spending surged. Aurizon and others reported results.
Rhine Drought Surcharge Tests Hapag-Lloyd's Earnings Resilience
Severe drought on the Rhine has pushed Hapag-Lloyd's low-water surcharge to €930 per 40-ft container, while Q2 net profit plunged 72.9%. Analysts see 20% downside.
Fed Pause Odds Tested by Tuesday's Data Trio
Tuesday's data burst — import prices, housing starts, and industrial production — will test market expectations for a Fed pause in September.
Palantir Soars 29% as U.S. Growth Outpaces International Markets
Palantir shares surged 29% on strong U.S. growth, but international revenue lags, raising questions about global expansion and valuation.
European Stocks Brace for Earnings Surge Amid Oil and Inflation Risks
European stocks are set for their fastest earnings growth in four years, but oil price surges and persistent inflation are testing investor confidence. Key data this week includes UK CPI and flash PMIs.
Fed Minutes, Global Data, and Apple's iPhone Strategy Dominate Market Focus
Markets focus on Fed minutes, Japan GDP, and China credit data. Apple to launch only Pro iPhone 18 models for holidays. India sets LPG output targets amid Middle East tensions.
Realty Income's $1B Convertible Deal Yields $28M Annual Carry Edge
Realty Income's $1B convertible offering establishes a $28M annual carry spread, funding growth while limiting dilution. The notes convert at a 15.9% premium.