finance.yahoo.com/news/tesla-f...
finance.yahoo.com/news/tesla-f...
“.. our 2025 delivery forecast is
now ~1.7mm units, or down -5% y/y. This is ~14% below current consensus ..”
Cuts price target to $225 (prior $259). Reiterate Sell.
“.. our 2025 delivery forecast is
now ~1.7mm units, or down -5% y/y. This is ~14% below current consensus ..”
Cuts price target to $225 (prior $259). Reiterate Sell.
Central Bank's estimate is a quarter lower than the budgeted price ($59 per barrel).
The forecast for 2027-28 has also been downgraded—from $55 to $50 per barrel and from $60 to $55.
Central Bank's estimate is a quarter lower than the budgeted price ($59 per barrel).
The forecast for 2027-28 has also been downgraded—from $55 to $50 per barrel and from $60 to $55.
Our working families are paying the price for his trade war. www.nbcnews.com/business/eco...
Our working families are paying the price for his trade war. www.nbcnews.com/business/eco...
Mattel plans for price increases on American toys.
Mattel's CEO says the company is moving more of its production out of China, lobbying the Trump administration to exempt toys from tariffs, and making plans to raise prices on American toys.
www.wsj.com/business/ret...
Mattel plans for price increases on American toys.
Mattel's CEO says the company is moving more of its production out of China, lobbying the Trump administration to exempt toys from tariffs, and making plans to raise prices on American toys.
www.wsj.com/business/ret...
• The forecast for the price of Urals oil has been reduced from 69.7 to 56 dollars per barrel;
• The forecast for the ruble exchange rate has been adjusted from 96.5 to 94.3 rubles / US dollar.
• The forecast for the price of Urals oil has been reduced from 69.7 to 56 dollars per barrel;
• The forecast for the ruble exchange rate has been adjusted from 96.5 to 94.3 rubles / US dollar.
".. we are reducing our 2026 PC market unit forecast to -5% Y/Y and our 2026 Enterprise Server shipment forecast to just +1% Y/Y .."
".. we are reducing our 2026 PC market unit forecast to -5% Y/Y and our 2026 Enterprise Server shipment forecast to just +1% Y/Y .."
“the oil price forecast has been reduced from $69.7 to $56. USD per barrel”
“the oil price forecast has been reduced from $69.7 to $56. USD per barrel”
See bottom column.
See bottom column.
That’s well below the breakeven price of $61 that US producers need to turn a profit drilling new wells in the cheapest part of the Permian Basin.
That’s well below the breakeven price of $61 that US producers need to turn a profit drilling new wells in the cheapest part of the Permian Basin.
Prices move when expectations about future profits change.
If calming things down lifts stocks, markets are telling you that peace is better for business than conflict.
https://newsletter.platypuseconomics.com/p/how-to-price-a-liar
Prices move when expectations about future profits change.
If calming things down lifts stocks, markets are telling you that peace is better for business than conflict.
https://newsletter.platypuseconomics.com/p/how-to-price-a-liar