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...But this inflationary cycle is seen as taking a different course....
...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....
...then apply Air-Lite to each leg and Peach-Lite to my derrière....
...“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...
...Sales growth is set to stay soft because of both the smartphone replacement cycle and weak sales in China....
...You, a rube like Alphaville, may have noticed the looming economic downturn and think it’s a bad time to be lending to fast-growing but asset-lite Vapourware Inc owned by investment firms FaceRip Street...
...The smartphone cycle is mature (at 70% penetration rate globally, US 82%, and even India now at a penetration rate of 62%). 5....
...“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....
...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....
...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...
...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...
...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....
...“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...
...But bankers know well they need to get their deals announced soon in order to close them in time for the next bonus cycle....
...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...
...Molson Coors on Tuesday said that a year ago, Bud Light was a bigger label in the US than Coors Light and Miller Lite combined, but that dynamic has been upended....
...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...
...Among other things, they cited expectations that the upgrade cycle for iPhones will be boosted by demand for new generative AI features to appear this year and in 2025....
...Cable television, a stalwart of the US political industrial complex since the 1990s, is in secular decline, resulting in smaller audiences for Fox News and its rivals this election cycle....
...On big tech, the AI hype cycle is simply impossible to predict....
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