Historical observations only. No forecasts, recommendations, buy/sell ratings, or portfolio advice.
2019-12-28GEAlpha Vantage Newstrade_war_regime_event
Opinion: Bold stock-market calls for 2020: Begin with GE and Google
This article presents bold stock-market predictions for 2020, focusing on companies like GE and Google. It reflects on the surprising performance of the S&P 500 in 2019, which surged 27% despite trade-war concerns and interest-rate uncertainty, making it the second-best showing since 2003. The author sets the stage for investment strategy discussions for the upcoming year.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-12-27TSLAAlpha Vantage Newstariff_announcement
Tesla lines up $1.6bn in financing for its Shanghai Gigafactory
Tesla has secured $1.6 billion in new financing from state-backed Chinese lenders for its Shanghai Gigafactory, which will double its Model 3 production capacity. This financing, offered on preferential terms, highlights China's support for Tesla amidst a challenging market for domestic EV startups. The plant aims to supply the massive Chinese automotive market while bypassing shipping costs and tariff uncertainties.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-12-26TSLAAlpha Vantage Newstariff_announcement
Tesla Secures $1.29 Billion Loan from Chinese Banks for Shanghai Factory
Tesla Inc. has secured a secured term loan facility of up to 9 billion yuan ($1.29 billion) and an unsecured revolving loan facility of up to 2.25 billion yuan from Chinese banks. These loans are designated for its Shanghai car plant, which is crucial for increasing sales in the Chinese auto market and avoiding import tariffs. The funds will also be used to repay existing debt.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-12-11WMTAlpha Vantage Newstariff_announcement
Conversation With Sportsman’s Warehouse CEO Jon Barker
Jon Barker, CEO of Sportsman's Warehouse, discusses the company's strategy, including aggressive share-taking through real estate acquisition like the recent purchase of eight Field & Stream stores and doubling down on firearms. He highlights the company's strong financial position and omnichannel capabilities, which facilitate growth opportunities both organically and through M&A. Barker also addresses the impact of tariffs and the company's approach to mitigating cost increases.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-12-10AAPLAlpha Vantage Newstariff_announcement
Apple’s New Mac Pro Can Cost $52,000. That’s Without the $400 Wheels
Apple Inc. has launched its new Mac Pro desktop computer, with pricing options that can push the cost above $50,000. While the base model starts at $5,999, a fully configured machine can exceed $52,000, not including optional $400 wheels. The computer is manufactured in Austin, Texas, following tariff relief from the Trump administration.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-12-04BAAlpha Vantage Newstariff_announcement
United Airlines orders 50 new Airbus jets in latest hit to Boeing
United Airlines is ordering 50 Airbus SE A321XLR jets, valued at $7.1bn, to replace its 53 Boeing 757-200 planes starting in 2024. This deal makes United the second US carrier to purchase the new European jet despite fresh US tariffs on Airbus. The airline's chief operating officer stated they are still working closely with Boeing on a potential new twin-aisle aircraft, indicating an openness to future orders from the US plane-maker.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-12-04AMDAlpha Vantage Newsguidance
AMD share price up 120% in 2019; Strong outlook for 2020
Advanced Micro Devices (AMD) shares surged 120% in 2019, reaching their highest level since 2006, fueled by strong Q3 results, positive developments in the US-China trade deal, and the successful launch of new Ryzen processors. The company's high price-earnings ratio of 219.44x indicates investor confidence in future growth, with CEO Lisa Su expressing optimism for 2020 and beyond due to a strong product portfolio and market momentum.
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2019-12-03AAPLAlpha Vantage Newstariff_announcement
Apple Has Biggest Drop Since August
Apple Inc. (AAPL) shares experienced their biggest one-day drop since August due to escalating trade tensions between the U.S. and China. This followed President Trump's statement about being willing to wait another year for a trade agreement and Commerce Secretary Wilbur Ross's warning of impending tariffs if no changes occur within two weeks.
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2019-11-20AAPLAlpha Vantage Newstariff_announcement
Trump Considering Whether Apple Should be Exempt From China Tariffs
President Donald Trump stated on Wednesday he was considering whether to exempt Apple Inc. from tariffs on imports from China after touring an Apple manufacturing plant in Austin, Texas. Trump acknowledged the competitive landscape with companies like Samsung and the impact of existing trade deals. This consideration follows Apple's requests for tariff waivers and the company's commitment to boosting U.S. manufacturing.
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2019-11-20AAPLAlpha Vantage Newstariff_announcement
Trump Says ‘Looking’ at Exemption for Apple on China Tariffs
During a tour of an Apple Inc. assembly plant in Texas, President Donald Trump stated he is considering exempting the iPhone manufacturer from tariffs imposed on goods imported from China. This comes as trade tensions continue to impact global supply chains. The potential exemption could offer relief to Apple amidst ongoing trade disputes.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-11-15AMZNAlpha Vantage Newstariff_announcement
Why Costco Is Thriving Even as the U.S.-China Trade War Drags On
Costco is successfully navigating the U.S.-China trade war despite tariffs that are impacting other retailers. The company benefits from its high sales volumes, fast inventory turnover, and a business model that relies on membership fees for a significant portion of its operating earnings, providing stability in a volatile retail sector. Costco's scale grants leverage with vendors, and its strategic expansion and focused inventory management allow it to maintain low prices and strong sales growth, outpacing competitors and the broader retail market.
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2019-10-30GEAlpha Vantage Newstariff_announcement
GE shares jump after earnings beat, company raises cash flow forecast
General Electric's stock surged after the company exceeded third-quarter earnings and revenue expectations and raised its 2019 cash flow forecast. Despite a consolidated net loss of $9.5 billion for the quarter, GE's industrial free cash flow totaled $650 million, leading to an increased full-year forecast for industrial FCF. CEO Larry Culp highlighted progress in GE's transformation, even with external challenges like the Boeing 737 Max grounding and tariffs.
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2019-10-23CATAlpha Vantage Newsdemand
Caterpillar’s profit outlook down: Is global economy declining?
Caterpillar Inc. reported a drop in Q3 sales in the US and China, leading the company to cut its full-year outlook, adding to concerns about a global economic decline. The machinery maker noted the impact of the US-China trade war and weakening construction orders. This performance raises questions about the global economic trajectory and how the market will value Caterpillar's shares moving forward.
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2019-10-12NVDAAlpha Vantage Newsdemand
Semiconductor stocks are poised to benefit as industry sales growth resumes in 2020
Semiconductor stocks are expected to see a rebound in sales growth in 2020 after a challenging 2019, which is considered a "reset" year. Despite their volatility, these stocks have historically been excellent long-term investments. The industry has been particularly affected by the U.S.-China trade conflict, but analysts project a significant sales increase for companies like Nvidia next year.
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2019-10-07UNPAlpha Vantage Newsearnings
American Railroads Are Already in Recession With No End in Sight
American railroads are experiencing a significant slump, with carloads declining by 5.5% in the third quarter, the largest drop in three years. This downturn is attributed to the U.S.-China trade war, cautious shippers, and weakened manufacturing, leading analysts to anticipate no immediate end to the recession. While a rail recession doesn't guarantee a broader economic downturn, the current situation contrasts sharply with the strong growth seen in 2018.
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2019-10-06MUAlpha Vantage Newsearnings
Samsung’s Stock Is Signaling a Bottom for the Global Chip Market
Investors are becoming increasingly optimistic about Samsung Electronics Co. ahead of its upcoming earnings report, believing that the global memory-chip cycle is nearing its lowest point. Despite three consecutive quarters of disappointing earnings and delayed shareholder return improvements, the company's shares have risen 24% this year. However, concerns such as the U.S.-China trade war and South Korea's dispute with Japan are leading some to question the potential for further upside.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-09-23NVDAAlpha Vantage Newstariff_announcement
Apple says Mac Pro manufacturing will remain in Austin
Apple announced on Monday that it will continue manufacturing its Mac Pro computers in Austin, Texas, reversing earlier reports of a potential move to China. This decision comes after the company secured tariff exemptions from the U.S. government for key imported parts, allowing it to avoid additional costs. Apple (AAPL) emphasized its commitment to U.S. manufacturing and its significant investment in the American economy, including its operations and planned expansion in Austin.
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2019-09-20AAPLAlpha Vantage Newstariff_announcement
U.S. Grants Apple 10 Exemptions from Tariffs on Chinese Imports
The Trump administration has granted Apple Inc. exemptions from tariffs on 10 specific items imported from China, including a power supply and a logic board. These items were part of the $200 billion worth of Chinese imports first subjected to tariffs in September 2018. U.S. trade officials are currently evaluating additional requests from Apple for tariff relief.
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2019-09-19MSFTAlpha Vantage Newstrade_war_regime_event
Las Vegas Sands moves to strengthen China ties with appointment of Microsoft executive Yan Xuan
Las Vegas Sands (LVS) has appointed Microsoft Corporation’s Global Vice President, Yan Xuan, to its board of directors. This strategic move is likely intended to protect LVS's interests in Macau amidst ongoing US-China trade tensions and the impending re-tendering of Macau casino concessions in 2022. Yan Xuan previously held senior leadership positions in China with other global technology firms and will receive an annual retainer of US$150,000.
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2019-09-15GMAlpha Vantage Newsdemand
G.M. Strike: 50,000 Union Workers Walk Out Over Wages and Idled Plants (Published 2019)
The United Automobile Workers union initiated a strike against General Motors, involving nearly 50,000 members across various factories, demanding better wages, the reopening of idled plants, new jobs, and a reduction in pay disparity between new and veteran employees. This strike, the first since 2007, occurred as negotiations between the U.A.W. and G.M. reached an impasse, with G.M. seeking higher employee contributions to health care and increased productivity. The action unfolded amid G.M.'s substantial profits in North America, but also as car sales declined and the Trump administration's trade war impacted manufacturers.
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2019-09-13COSTAlpha Vantage Newstariff_announcement
Lovesac's stock surges as it moves manufacturing out of China
Lovesac's stock surged 23 percent after reporting a second-quarter loss that was less severe than anticipated, with sales increasing by 44.8 percent. The company is actively shifting its manufacturing out of China to mitigate tariffs, aiming to complete the move by the end of next year, primarily relocating to Vietnam. This strategic shift and strong revenue growth highlight Lovesac's efforts to expand its brand and multi-channel model.
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2019-09-11AAPLAlpha Vantage Newstariff_announcement
Why Markets Think Trump Tariffs Will Help Apple and Hurt Amazon
This article explores why markets believe tariffs will impact Apple positively and Amazon negatively. It highlights Apple's strong embedded position within the Chinese economy, suggesting that China needs Apple as much, if not more, than Apple needs China, thus incentivizing protection from tariffs. Conversely, Amazon's business model, heavily reliant on Chinese-made goods without a similar indispensable role in China's economy, makes it vulnerable to tariff impacts.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-09-10TSLAAlpha Vantage Newstariff_announcement
Ford Reveals Electrified Vehicle Line-Up that will Surpass Conventional Petrol and Diesel by 2022
Ford unveiled its most comprehensive line-up of electrified vehicles at the Frankfurt Motor Show, anticipating that electrified models will surpass conventional petrol and diesel sales in Europe by the end of 2022. The company plans to launch 17 electrified vehicles in Europe by 2024, including mild-hybrid, full-hybrid, plug-in hybrid, and all-electric options. Ford is also partnering with energy suppliers and NewMotion to provide seamless charging solutions, including home wall box installations, green energy tariffs, and access to over 118,000 public charging points across Europe.
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2019-09-09UNPAlpha Vantage Newstariff_announcement
Annual wood tie market update 2019
The North American wood crosstie industry faced a "perfect storm" in 2019 due to severe weather, U.S. tariffs, a weaker Chinese economy, and PSR adoptions, leading to tightened timber availability and reduced tie inventories. Despite a comfortable inventory level typically around 18 million units, the count dropped significantly, with the inventory-to-sales ratio hovering around 0.60s. Suppliers like Koppers Inc., Stella-Jones Corp., and Gross & Janes Co. reported substantial inventory reductions, though they anticipate a rebound by 2021 if weather conditions improve and raw material supplies normalize.
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2019-09-05TGTAlpha Vantage Newstariff_announcement
Target tells suppliers to eat higher tariff-related costs
Target Corp. has informed its suppliers that it will not accept any new cost increases related to tariffs on goods imported from China, expecting them to absorb these costs. The company's chief merchandising officer, Mark Tritton, stated Target aims to avoid passing price increases on to customers, especially with the holiday season approaching. This directive comes as tariff rates on Chinese imports are set to increase further, prompting concern among U.S. retailers about consumer behavior.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-09-05TGTAlpha Vantage Newstariff_announcement
Retail giant Target demands that suppliers absorb tariff costs to shield consumers
Target is requiring its suppliers to absorb the increased costs resulting from new tariffs on Chinese goods to avoid passing these price increases on to consumers. The retailer communicated this stance in a memo to suppliers and has previously warned the U.S. government about the negative impact of tariffs on American families. This move aims to keep prices low for guests despite the recently imposed 15% tariffs on $112 billion worth of goods from China.
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2019-09-03FCXAlpha Vantage Newsdemand
The Power of Scarcity
This article discusses the economic principle of scarcity and its impact on investment value, highlighted by the popularity of the Popeyes chicken sandwich. It examines how limited supply drives up demand and value in various markets, including gold, municipal bonds, and even affects stock dilution in companies. The author also touches on global economic factors like the U.S.-China trade war and the rise of free trade zones in China, linking them to investment opportunities in precious metals and government debt.
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2019-08-30MSFTAlpha Vantage Newstrade_war_regime_event
The Power of Scarcity
This article discusses the concept of scarcity and its impact on value, using examples from the Popeyes chicken sandwich phenomenon, gold, municipal bonds, and share dilution. It also delves into the current economic climate, including the U.S.-China trade war, its effects on various markets, and global economic indicators for different sectors and regions. The author highlights both opportunities and threats in the precious metals, energy, emerging markets, and blockchain sectors.
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2019-08-29CATAlpha Vantage Newstariff_announcement
Trump’s Steel Industry Claims
This article debunks President Trump's claims about the U.S. steel industry's transformation under his policies. While tariffs did benefit domestic steel producers by increasing prices and production, the article clarifies that the industry was not "dead" prior to his presidency, new mills had been built, and job growth was modest and influenced by technology. The piece analyzes the actual impact on production, prices, imports, capacity, and employment, concluding that Trump significantly exaggerated the changes.
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2019-08-29AAPLAlpha Vantage Newstariff_announcement
Apple invites go out, 3 new iPhones expected at event
Apple has sent out invitations for a special event on September 10th where it is expected to unveil three new iPhone models and updates to other products. This event follows a trade-war delay for Apple products and discussions between Apple CEO Tim Cook and President Trump regarding tariffs. The company recently reported strong second-quarter results driven by its services business, offsetting weaker iPhone sales.
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2019-08-27WMTAlpha Vantage Newstariff_announcement
Amid Hour-Long Lines, Customers Fight Over Products as Costco Opens First Store in China
Costco Wholesale Corp.'s first store in China experienced overwhelming demand on its opening day in Shanghai, leading to customer fights over products and hours-long waits. The frenzy caused the retailer to suspend operations temporarily due to heavy traffic, highlighting both the market's potential and the challenges faced by foreign retailers in China. This opening occurred amidst a U.S.-China tariff war and a history of global rivals struggling in the Chinese market.
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2019-08-27AAPLAlpha Vantage Newstariff_announcement
PGE gives big customers a new green option, and they like it
Portland General Electric (PGE) has launched "Green Future Impact," a new program that allows its large customers to directly purchase renewable energy certificates and energy from new, specific third-party renewable sources. This initiative aims to address the growing demand from big corporations for green energy options. The program connects the energy buy directly to new renewable sources, building on previous discussions and proposals for a "green tariff."
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-08-24XOMAlpha Vantage Newstariff_announcement
California rare earths miner races to refine amid U.S.-China trade row
MP Materials, owner of the only U.S. rare earths mine, is investing $200 million and hiring significantly to restart domestic rare earths refining by next year. This move comes as China escalates tariffs on rare earth imports, fueling U.S. national security concerns over its reliance on China for processing these critical minerals. The company aims to reduce U.S. dependence on China for rare earth processing and potentially encourage further domestic investment in magnet production.
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2019-08-20HDAlpha Vantage Newstariff_announcement
Home Depot says suppliers are moving manufacturing out of China to avoid tariffs
Home Depot's executives stated that their suppliers are actively moving manufacturing out of China to mitigate the impact of rising tariffs. This strategic shift to countries like Taiwan, Vietnam, and Thailand is expected to reduce the tariffs' cost impact on U.S. sales from an projected 2% ($2 billion) to about 1%. The company, which had already lowered its sales outlook for the year, is closely monitoring how these tariffs will affect consumer demand and product pricing.
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2019-08-16DEAlpha Vantage Newsguidance
Deere earnings fall short as company says farmers are delaying purchases because of the trade war
Deere & Company missed its fiscal third-quarter earnings expectations and subsequently lowered its full-year guidance, attributing the shortfall to farmers delaying equipment purchases due to uncertainty from the U.S.-China trade war. The company reported adjusted earnings of $2.71 per share on $8.97 billion in revenue, falling short of analyst expectations. Despite the agricultural sector's woes, Deere's construction and forestry business remained strong due to positive general economic conditions.
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2019-08-05QCOMAlpha Vantage Newstrade_war_regime_event
China's biggest chipmaker is still years behind its global rivals
SMIC, China's largest chipmaker, remains several years behind global rivals like TSMC in advanced chip technology, particularly 7nm chips, despite significant government investment and initiatives like "Made In China 2025." While China aims for greater self-sufficiency in semiconductor production due to the ongoing trade war with the U.S., analysts note that SMIC's technological gap and the need for greater talent and investment pose challenges to closing this disparity for at least another decade. Some factors, such as the slowing pace of chip miniaturization and leadership changes, could potentially help SMIC narrow the gap.
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2019-07-26AAPLAlpha Vantage Newstariff_announcement
Trump says Apple will face tariffs on Mac Pro parts made in China
President Trump announced that Apple will face tariffs on Mac Pro parts made in China, rejecting the company's request for tariff exemptions. Trump suggested Apple should instead manufacture the components in the United States, although he later indicated they would "work it out" and hinted at a new plant in Texas. This comes as Apple plans to produce its new Mac Pro in China, despite previous models being made exclusively in the U.S.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-07-25CATAlpha Vantage Newstariff_announcement
Caterpillar paid $70M in tariffs last quarter
Caterpillar incurred $70 million in tariffs in Q2 2019, contributing to a $328 million increase in manufacturing costs, according to CFO Andrew Bonfield. Despite these costs and weaker-than-expected earnings, the company managed to cover higher manufacturing costs through price realization and cost-cutting measures, including redesigning machines and reducing overall manufacturing costs by at least 5%. The article also notes the broader economic context of slowing manufacturing growth and global trade tensions affecting the OEM.
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2019-07-18AAAlpha Vantage Newsdemand
China, trade wars dent Alcoa’s demand hopes
Alcoa Corp. anticipates a decrease in global aluminum demand growth despite shrinking inventories, attributing this to ongoing trade tensions and macroeconomic challenges. The company reported a narrower-than-expected second-quarter loss but expressed concerns about future demand, which caused its shares to fall in premarket trading. The article highlights the potential impact of these factors on the global economy and Alcoa's outlook.
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2019-07-13UNPAlpha Vantage Newstariff_announcement
Wall St. Week Ahead: Union Pacific, other freight co earnings eyed for tariff effects
Investors are closely watching upcoming earnings reports from major U.S. railroads, Union Pacific Corp (UNP.N) and Kansas City Southern (KSU.N), for insights into how U.S. tariffs are impacting freight companies and the broader economy. Concerns about a "freight recession" and weakening demand due to trade tensions are prompting scrutiny of the transportation sector as an economic indicator. Union Pacific has already seen its freight volume fall, with its CEO calling the trade war a "significant threat."
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2019-06-27INTCAlpha Vantage Newstariff_announcement
Microsoft, Sony, Nintendo Express Concern Over Trump Tariffs
Microsoft, Sony, and Nintendo have jointly expressed concern over proposed U.S. tariffs on Chinese goods, stating that these would significantly harm the U.S. video game industry, its employees, and consumers. The companies warned that such tariffs would disrupt businesses, increase costs, depress sales, injure stakeholders, and put thousands of U.S. jobs at risk, given that over 96% of consoles imported in 2018 were made in China. They noted that a 25% price increase would make new consoles unaffordable for many families and lead to consumers paying an additional $840 million.
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2019-06-26HDAlpha Vantage Newstariff_announcement
Home Depot CEO: You just can't offset 40% deflation (video)
Home Depot CEO Craig Menear discussed the challenge of 40% lumber deflation attributing it to wet weather and stating it cannot be offset. He also indicated the company is exploring ways to mitigate Chinese tariffs. This comes as Home Depot reached $100.9 billion in sales in 2017 and aims for $120 billion by 2020.
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2019-06-20AAPLAlpha Vantage Newstariff_announcement
Apple warns US against imposing additional China tariffs
Apple Inc. urged the Trump administration not to proceed with proposed tariffs of up to 25% on products imported from China, stating it would reduce the company's contribution to the U.S. economy. The tariffs would impact nearly all major Apple products, including iPhones, and Apple highlighted its role as a major U.S. job creator and taxpayer. The company also noted the potential negative impact on its global competitiveness and its relationship with China if production were to move.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending
2019-06-19HPQAlpha Vantage Newstariff_announcement
Dell, HP, Microsoft, Intel oppose proposed tariffs on laptops, tablets
Dell Technologies Inc., HP Inc., Microsoft Corp., and Intel Corp. have voiced strong opposition to President Donald Trump's proposed tariffs on Chinese-made laptops and tablets. They argue these tariffs would significantly increase prices for consumers, potentially by at least 19%, and harm the industry without effectively addressing U.S.-China trade imbalances. The companies, which collectively represent a large portion of the U.S. laptop and tablet market, also highlighted the negative impact during peak shopping seasons.
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2019-06-18WMTAlpha Vantage Newstariff_announcement
Watch Your Coins, Dollar Tree's Raising Prices
Dollar Tree is testing higher prices with its "Dollar Tree Plus" collection due to increased tariffs on Chinese goods, which may impact its core demographic. Many retailers, including Dollar Tree, are expected to pass these increased costs onto consumers. Competitor Dollar General is expanding into health and beauty and food deserts to drive growth, a strategy Dollar Tree might consider as its shares are down 6.5% this year despite beating Q1 earnings expectations.
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2019-06-13AVGOAlpha Vantage Newsmargin
Broadcom results to provide clear insight into trade war impact
Broadcom's upcoming earnings report is expected to offer crucial insights into the impact of the U.S.-China trade war on the semiconductor industry, especially given its significant ties to China and key customers like Huawei and Apple. Analysts are closely watching for commentary on second-half revenue recovery, cloud capital expenditures, and smartphone unit trends, as expectations for the company's performance have recently been lowered. Despite the trade tensions, some analysts view Broadcom's stock as attractive due to its strong long-term growth and profitability prospects.
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2019-06-07WMTAlpha Vantage Newstariff_announcement
Walmart execs talk about taking risks, trade issues at shareholder rally and analyst meeting
Walmart executives discussed their philosophy of taking risks, global trade issues, and future growth strategies at their annual shareholder meeting and subsequent analyst meeting. CEO Doug McMillon emphasized the company's problem-solving culture, commitment to low prices despite tariffs, and offered career advice to aspiring employees. Walmart's stock price saw a positive reaction from Wall Street, trading higher following the executive presentations.
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2019-06-06CSXAlpha Vantage Newstariff_announcement
Operating ratio is CSX Corp. scorecard, CEO James Foote says
CSX Corp. CEO James Foote emphasizes the operating ratio as the key performance indicator for the railroad giant, highlighting its improvement from 63.7% in Q1 2018 to 59.5% in Q1 2019. He stresses that an effective operating ratio also leads to better service for freight customers and expresses confidence in strong freight traffic despite tariff concerns. The article also touches on the CFO's departure and other local business news.
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2019-06-05MSFTAlpha Vantage Newstrade_war_regime_event
Jamie Dimon shows the JPMorgan Chase flag at Philly’s big BIO meeting
JPMorgan Chase CEO Jamie Dimon spoke at the BIO 2019 conference in Philadelphia, expressing concerns about the "self-inflicted" U.S.-China trade war and the potential for a broader "economic war." He also discussed his company's expansion in Philadelphia, efforts to cut healthcare costs, and the importance of immigration reform and higher minimum wages. Dimon touched on the soundness of the U.S. financial system despite problematic government policies and the need for stronger leadership and tougher journalists.
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2019-06-03MMMAlpha Vantage Newstariff_announcement
Cheniere Energy takes ‘patient’ approach to U.S. trade war with China, LNG tariffs
Cheniere Energy is taking a patient approach to the U.S.-China trade war despite retaliatory tariffs on LNG, which have significantly impacted its shipments to China. The company views China as a long-term investment and is proceeding with major expansion projects, financed by a $1.5 billion credit agreement and a novel natural gas supply deal with Apache Corp. These strategic moves aim to position Cheniere as a key link between U.S. natural gas producers and global markets, while a $1 billion stock buyback program is expected to boost financial performance.
7d: Pending30d: Pending90d: PendingRelative 90d: Pending