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...But this inflationary cycle is seen as taking a different course....
...However, Microsoft’s Azure offering “is the only software business that is benefiting from AI at this point in the cycle”, said Brad Sills, research analyst at Bank of America....
...But it is department stores, rather than lenders, that may have most to lose as the credit cycle sours. The biggest of these — Macy’s, Nordstrom and Kohl’s — do not own their credit card portfolios....
...Kate Calvert, an analyst with Investec, said that like the acquisition of Finish Line, the Hibbett deal “could turn out to be a well-timed acquisition at the bottom of a cycle”, adding that focus was likely...
...Sales growth is set to stay soft because of both the smartphone replacement cycle and weak sales in China....
...He’s laid out more than $46mn for Republican candidates, making him the largest donor this US election cycle....
...Analysts at Mizuho say the revelation that the company appears to be in the early stages of a new investment cycle has come as an unwelcome surprise....
...The smartphone cycle is mature (at 70% penetration rate globally, US 82%, and even India now at a penetration rate of 62%). 5....
...“We have . . . made the difficult decision to reduce our headcount by more than 10 per cent globally . . . this will enable us to be lean, innovative and hungry for the next growth phase cycle,” wrote Tesla...
...“It is not just a matter of China’s economic cycle, it is about the uncertainty that would arise from a Trump victory,” said Nomura’s chief equity strategist Yunosuke Ikeda....
...As TikTok’s fate has become intertwined with politics, Yass has increased his political spending, laying out more than $46mn for Republican candidates and making him the largest donor of this election cycle...
...Analysts said the ongoing price war in China’s auto market could lead to a vicious cycle. “In the case of China, when the price is lower, people think, ‘wait a minute....
...Not all of it suggests that the cycle is clearly over. Yes, jobless claims have nudged up over the past couple weeks....
...The market takes the view that the interest cycle has peaked. The Federal Reserve is expected to cut rates, probably beginning in June....
...Delaying the inevitable can be the right thing to do — particularly if the alternative is losing a key employee at the wrong point in the cycle — but without truly extraordinary inputs of maturity and common...
...“It’s always defied gravity, it has never behaved like a car company,” he said, but then added: “Suddenly it starts to look like it’s not immune from the same demand cycles and dynamics that affect the rest...
...February Morgan Stanley Asset Management report put it: Index concentration has historically proved self-correcting, with some combination of regulatory, market and competitive forces, along with business cycle...
...But bankers know well they need to get their deals announced soon in order to close them in time for the next bonus cycle....
...Juniper’s current operating profit margin of 17 per cent substantially exceeds that of HPE, itself a survivor of multiple tech cycles....
...Samii, who was working as a cycle courier for Uber in Pittsburgh, Pennsylvania, at the time, had lost trust in the automated system that essentially functioned as his boss....
...That said, Apple’s growth has always come in waves that track product cycles....
...At Unhedged, we’re betting that NYCB is not the last rate-driven market accident we are going to see in this cycle. One good read Is private equity worth it?...
...Beijing has signalled an increasing willingness to intervene in the EV market following a series of western complaints, as well as domestic concerns over the EV sector displaying signs of a boom-and-bust cycle...
...across different markets, and concluded… kinda yes but you’re a scrub if you try it: Our historical observations suggest that selectively investing in factors based on different states of the PMI economic cycle...
...At the same time environmental and consumer groups, including Chem Trust, the Greener UK coalition and Breast Cancer UK, have all spoken of the need for “robust” regulation and warned against reducing requirements...
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