News

Porsche: Downward Revisions Due to US Import Tariffs and Permanently Lower Chinese Demand
Why it matters: We have reduced our fair value estimate for Porsche by 11% to EUR 64 per share. Porsche imports 100% of ...
US Stock Funds Take a Hit—Everywhere
Since Donald Trump’s April 2, 2025, announcement of sweeping tariffs on nearly all major US trading partners, e ...
Asian Markets Fall as U.S. Tariffs Cast Cloud Over Global Economy
Asian stock markets fell Wednesday as U.S. tariffs continued to cast a cloud over the global economic outlook, ahead of when President Trump's sweeping duties, including a 104% tariff on Chinese goods ...
Cellphones, clothes, TVs, toys: This is all the stuff the U.S. buys from China
The U.S. exported $143.5 billion in goods to China, including Boeing (BA) jets, soybeans and oil. That doesn't include a $50 billion U.S. surplus in services largely tied to Chinese tourism in the ...
Perpetual's Moat Removed on Asset Management's Lack of Competitive Advantages
We assign a Medium Morningstar Uncertainty Rating to Perpetual. Key business risks include overpayment and acquisition indigestion, as well as cyclical or structural risks from competition that could ...
Tariffs Are a Self-Inflicted Economic Catastrophe
If they’re maintained, the tariff hikes announced April 2 represent a self-inflicted economic catastrophe for the United ...
South Korea Announces Emergency Support for Auto Sector Against U.S. Tariffs
South Korea's government has announced emergency-support measures for the country's auto sector, rushing to help ease the impact of U.S. President Trump's tariffs. The measures set forth by the trade ...
11 ways to prepare for a recession - from financial pros who've survived previous economic downturns
The best advice I gave out during the 2007-'09 recession is to track your daily spending. We obsess over retirement funds, but we spend the vast majority of our money on daily purchases. If we can ...
Cal-Maine is talking to DOJ's egg-price probe, 'greatly' appreciates Trump's efforts to shore up industry
Cal-Maine on Tuesday also announced an agreement to acquire Echo Lake Foods - a company that makes waffles, scrambled eggs, frozen omelets, egg patties and other breakfast items - for around $258 ...
Trump's team thinks Apple's iPhones should be made in the USA. Analysts are doubtful.
The Trump administration thinks that Apple Inc. can and should move its global manufacturing infrastructure of the iPhone to the U.S. - but analysts are doubtful the company could consider such an ...
Peabody Energy Shares Climb on Trump Executive Orders Boosting Coal Industry
Shares of Peabody Energy rallied after President Trump signed executive orders aimed at expanding the production and use of coal in the U.S. after years of declines. The stock was up 25% to $14.05 in ...
Trump Signs Executive Orders to Revamp U.S. Coal Industry
President Trump signed executive orders Tuesday aimed at revamping the U.S. coal industry and using more of the fuel to generate electricity.