Falling Rents Prompt Cautious Approach to Canadian Apartment REITs
Scotiabank analyst Mario Saric advises patience in the apartment REIT market due to falling rents, expecting positive rent growth is needed for improved trading multiples; his top picks for 2025 are IIP and CAR.
Falling Rents Prompt Cautious Approach to Canadian Apartment REITs
Scotiabank analyst Mario Saric advises patience in the apartment REIT market due to falling rents, expecting positive rent growth is needed for improved trading multiples; his top picks for 2025 are IIP and CAR.
Progress
44% Bias Score
RBA Holds Interest Rates Amid Inflation Concerns
The Reserve Bank of Australia (RBA) kept the cash rate at 4.35 percent on December 18, 2024, citing persistent underlying inflation of 3.5 percent as the reason, despite headline inflation falling to 2.8 percent and slower economic growth; this decision impacts Australian borrowers and contrasts wit...
RBA Holds Interest Rates Amid Inflation Concerns
The Reserve Bank of Australia (RBA) kept the cash rate at 4.35 percent on December 18, 2024, citing persistent underlying inflation of 3.5 percent as the reason, despite headline inflation falling to 2.8 percent and slower economic growth; this decision impacts Australian borrowers and contrasts wit...
Progress
48% Bias Score
Goldman Sachs Bullish on Retail Stocks in 2025
Goldman Sachs predicts retail stock growth in 2025 due to sustained consumer spending and diversification of revenue streams; Ollie's Bargain Outlet and Target are highlighted as promising investments, while Ulta, Williams-Sonoma, AutoZone, and RH receive less optimistic assessments.
Goldman Sachs Bullish on Retail Stocks in 2025
Goldman Sachs predicts retail stock growth in 2025 due to sustained consumer spending and diversification of revenue streams; Ollie's Bargain Outlet and Target are highlighted as promising investments, while Ulta, Williams-Sonoma, AutoZone, and RH receive less optimistic assessments.
Progress
52% Bias Score
UPS Stock Upgraded on Lower Rates, Economic Recovery
BMO Capital Markets upgraded United Parcel Service (UPS) stock to outperform from market perform, citing a projected return to low single-digit growth in business-to-business (B2B) volumes driven by lower interest rates and a recovering industrial economy, along with internal cost-cutting initiative...
UPS Stock Upgraded on Lower Rates, Economic Recovery
BMO Capital Markets upgraded United Parcel Service (UPS) stock to outperform from market perform, citing a projected return to low single-digit growth in business-to-business (B2B) volumes driven by lower interest rates and a recovering industrial economy, along with internal cost-cutting initiative...
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40% Bias Score
Toronto Condo Resale Market Shows Signs of Life Amidst High Inventory
Toronto's condo resale market saw a 38 percent year-over-year sales increase in November 2024, driven by lower interest rates and decreased prices; however, high inventory levels and buyer hesitancy persist, hindering a robust recovery.
Toronto Condo Resale Market Shows Signs of Life Amidst High Inventory
Toronto's condo resale market saw a 38 percent year-over-year sales increase in November 2024, driven by lower interest rates and decreased prices; however, high inventory levels and buyer hesitancy persist, hindering a robust recovery.
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36% Bias Score
G10 Central Banks' Rate Decisions to Trigger Heightened FX Volatility
In December 2024, almost every G10 central bank will announce interest rate decisions within 10 days, creating heightened FX market volatility due to uncertainties around US trade policy and geopolitical tensions, and potentially impacting investors' strategies.
G10 Central Banks' Rate Decisions to Trigger Heightened FX Volatility
In December 2024, almost every G10 central bank will announce interest rate decisions within 10 days, creating heightened FX market volatility due to uncertainties around US trade policy and geopolitical tensions, and potentially impacting investors' strategies.
Progress
56% Bias Score
Barclays Downgrades Homebuilders Amid Interest Rate Concerns
Barclays downgraded four major homebuilders—D.R. Horton, Lennar, PulteGroup, and KB Home—to "equal weight" due to concerns about higher-than-expected interest rates and a potential ceiling in the new construction market, leading to significant stock declines in Q4 2024.
Barclays Downgrades Homebuilders Amid Interest Rate Concerns
Barclays downgraded four major homebuilders—D.R. Horton, Lennar, PulteGroup, and KB Home—to "equal weight" due to concerns about higher-than-expected interest rates and a potential ceiling in the new construction market, leading to significant stock declines in Q4 2024.
Progress
48% Bias Score
EZB to Cut Interest Rates by 0.25 Percentage Points in December
The European Central Bank is expected to cut interest rates by 0.25 percentage points in December, down from near-certain expectations of a 0.5 percentage point increase in early October. This follows statements from ECB officials and a change in market sentiment.
EZB to Cut Interest Rates by 0.25 Percentage Points in December
The European Central Bank is expected to cut interest rates by 0.25 percentage points in December, down from near-certain expectations of a 0.5 percentage point increase in early October. This follows statements from ECB officials and a change in market sentiment.
Progress
40% Bias Score
RBA Holds Interest Rates Steady Amid Mixed Economic Signals
The Reserve Bank of Australia kept the official interest rate at 4.35 percent on December 6, 2023, following mixed economic data and amid expectations of a rate cut in early 2024.
RBA Holds Interest Rates Steady Amid Mixed Economic Signals
The Reserve Bank of Australia kept the official interest rate at 4.35 percent on December 6, 2023, following mixed economic data and amid expectations of a rate cut in early 2024.
Progress
52% Bias Score
Home Equity Loans Offer Significant Advantages Before 2025
American homeowners with an average of over $300,000 in home equity can access home equity loans or HELOCs at ~8% interest, significantly lower than credit card rates, to fund home improvements, education, or debt consolidation before potential rate increases in 2025 and benefit from tax advantages.
Home Equity Loans Offer Significant Advantages Before 2025
American homeowners with an average of over $300,000 in home equity can access home equity loans or HELOCs at ~8% interest, significantly lower than credit card rates, to fund home improvements, education, or debt consolidation before potential rate increases in 2025 and benefit from tax advantages.
Progress
48% Bias Score
Global Markets Steady Despite Geopolitical Tumult
Global markets remained stable despite geopolitical risks, with oil prices rising and the dollar strengthening ahead of anticipated U.S. rate cuts, driven by robust jobs data and central bank policy expectations.
Global Markets Steady Despite Geopolitical Tumult
Global markets remained stable despite geopolitical risks, with oil prices rising and the dollar strengthening ahead of anticipated U.S. rate cuts, driven by robust jobs data and central bank policy expectations.
Progress
44% Bias Score
Nvidia's Stock Drop Weighs on US Markets Amidst Chinese Investigation
Nvidia's stock dropped 2.9 percent, pulling down US indexes from record highs following a Chinese anti-monopoly investigation; however, positive economic news from China and other market events created a mixed picture.
Nvidia's Stock Drop Weighs on US Markets Amidst Chinese Investigation
Nvidia's stock dropped 2.9 percent, pulling down US indexes from record highs following a Chinese anti-monopoly investigation; however, positive economic news from China and other market events created a mixed picture.
Progress
36% Bias Score