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In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das spektakuläre IPO von Bullish, die Rallye des Nikkei und durchwachsene Zahlen bei Cisco Systems. Außerdem geht es um Rheinmetall, SAP, Cancom, Nemetschek, Amazon, Coreweave, E.on, Ströer, HelloFresh, Asics, Tencent, Heidelberg Materials, Holcim, CRH, Wienerberger, Strabag, Budimex, Sniezka, Kingspan, Rockwool, Prysmian, Nexans, NKT, Siemens Energy, PKO Bank Polski, Raiffeisen Bank International, Finnair, Metso, Kernel Holding, Ferrexpo, Euwax Gold II (WKN: EWG2LD), iShares Physical Gold (WKN: A1KWPQ) oder den Xetra Gold (WKN: A0S9GB). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
S&P futures are pointing to a flat open today, up +0.1%. Asian markets closed mostly higher today, with Japan's Nikkei climbing to a record high. European equity markets are also firmer in early trades. President Trump has signed an executive order that will extend the China tariff truce by another 90 days, signaling cautious progress in trade negotiations. Reports indicate discussions remain stuck on key issues like fentanyl, rare earths, and export controls. Trump suggested allowing sales of downgraded NVIDIA Blackwell chips to China as part of the negotiations.Companies Mentioned: NVIDIA, MARA Holdings, Hanesbrands, Citigroup
Niet alleen het hoofdkantoor van de Fed wordt verbouwd, ook het bestuur van de Amerikaanse centrale bank moet er aan geloven. Trump benoemt namelijk zijn economisch adviseur Stephen Miran. Waardoor hij er een vertrouweling bij krijgt.Daar stopt het niet, want hij heeft nu ook een favoriet op het oog die de baas wordt van de Fed. Deze aflevering kijken we wat het betekent voor jou dat de Fed meer MAGA-proof wordt. En of er nu echt vier renteverlagingen aan komen, zoals de economen van JP Morgan denken.Over Trump gesproken: hij blijkt iets minder impopulair te worden onder Amerikaanse kiezers. Een groter probleem hebben de Democraten. Sinds 1996 stonden ze er niet zó slecht voor als nu. We kijken ook wat er allemaal terecht komt van alle beloftes die topmannen en regeringsleiders doen. Zoals Tim Cook van Apple, die 600 miljard dollar investeert in de VS. Gaat dat allemaal wel gebeuren? En dan weer over Cook gesproken: we hebben het ook over koekjes. Over die van Lotus Bakeries om precies te zijn. Een aandeel dat geliefd is bij de Zuiderburen. Tot dit jaar dan, want de koers had het moeilijk. Al kwam daar vandaag ineens verandering in. Beleggers smullen van de halfjaarcijfers! Ook hoor je waarom je goed kan verdienen met DuoLingo en minder met dure horloges. De topman van Breitling vertelt hoe hij zich voorbereid op die gigantische heffingen die Trump oplegt aan Zwitserland.Verder in deze aflevering: De winst van NN Group daalt met 40 procent. Ja, en? Het aandeel van Softbank tikt een recordstand aan De fusie tussen Paramount en Skydance is een feit See omnystudio.com/listener for privacy information.
Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:“Trade secret theft in tech and auto sales in Southeast Asia” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares fell today on the back of earnings out of blue chip firms. The Straits Times Index was down 0.81% at 4,223.85 points at 2.19pm Singapore time, with a value turnover of S$1.29B seen in the broader market. In terms of counters to watch, we have Singapore Exchange. The bourse operator announced today that its net profit for the second half ended June 2025 declined 2.6 per cent to S$308 million, from S$316.3 million in the year prior. Elsewhere, from how Japanese stocks rallied on the back of US trade deal hopes, to how Intel’s CEO Tan Lip-Bu responded to US President Donald Trump’s call for his resignation for the first time – more international and corporate headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Benjamin Goh, Head of Research and Investor Education, SIAS.See omnystudio.com/listener for privacy information.
Niet alleen het hoofdkantoor van de Fed wordt verbouwd, ook het bestuur van de Amerikaanse centrale bank moet er aan geloven. Trump benoemt namelijk zijn economisch adviseur Stephen Miran. Waardoor hij er een vertrouweling bij krijgt.Daar stopt het niet, want hij heeft nu ook een favoriet op het oog die de baas wordt van de Fed. Deze aflevering kijken we wat het betekent voor jou dat de Fed meer MAGA-proof wordt. En of er nu echt vier renteverlagingen aan komen, zoals de economen van JP Morgan denken.Over Trump gesproken: hij blijkt iets minder impopulair te worden onder Amerikaanse kiezers. Een groter probleem hebben de Democraten. Sinds 1996 stonden ze er niet zó slecht voor als nu. We kijken ook wat er allemaal terecht komt van alle beloftes die topmannen en regeringsleiders doen. Zoals Tim Cook van Apple, die 600 miljard dollar investeert in de VS. Gaat dat allemaal wel gebeuren? En dan weer over Cook gesproken: we hebben het ook over koekjes. Over die van Lotus Bakeries om precies te zijn. Een aandeel dat geliefd is bij de Zuiderburen. Tot dit jaar dan, want de koers had het moeilijk. Al kwam daar vandaag ineens verandering in. Beleggers smullen van de halfjaarcijfers! Ook hoor je waarom je goed kan verdienen met DuoLingo en minder met dure horloges. De topman van Breitling vertelt hoe hij zich voorbereid op die gigantische heffingen die Trump oplegt aan Zwitserland.Verder in deze aflevering: De winst van NN Group daalt met 40 procent. Ja, en? Het aandeel van Softbank tikt een recordstand aan De fusie tussen Paramount en Skydance is een feit See omnystudio.com/listener for privacy information.
Thu, 07 Aug 2025 07:38:00 -0000fullラジオNIKKEI 1735809a24f4-7361-11f0-9619-bb81c451e9d9
S&P futures are pointing to a higher open today, up +0.5%. Asian markets traded higher today with the Nikkei outperforming and Hang Seng setting a third consecutive day of gains. European markets are also firmer in early trades. In a CNBC interview, President Trump reiterated key trade positions, particularly targeting India and China. He criticized India's Russian energy purchases, BRICS participation, high tariffs, and resistance to market access, threatening to hike existing 25% tariffs with a decision expected shortly. India is reportedly considering responses, including easing dairy market access and supporting affected exporters. On China, Trump stated that a trade deal is very close, with a potential meeting with President Xi by year-end, contingent on progress.Companies Mentioned: Walt Disney, OpenAI, Boeing
2026年度から、日本で一部の企業に対し二酸化炭素(CO2)の排出量取引が義務付けられます。詳しいルールはこれから決まりますが、どれだけの排出枠が割り当てられるかは企業にとって死活問題です。議論のポイントをNIKKEI GXの京塚環編集長が解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE(日経プライムボイス)は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。■NIKKEI GX編集長 京塚環 記者として機械、電機、商社、スタートアップを担当。2013年から4年間バンコクに駐在した。GXではカーボンクレジット制度などを幅広く取材してきた。海好きで、海の環境変化を肌で感じる日々。25年4月から現職。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録はこちら:https://www.nikkei.com/promotion/service/prime/【NIKKEI PODCAST】日経電子版Podcastポータルサイト:https://www.nikkei.com/special/podcastXアカウント:@nikkeipodcast ( https://x.com/nikkeipodcast )Instagramアカウント:@nikkeipodcast ( https://www.instagram.com/nikkeipodcast/ )■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility(小泉裕之編集長)▽脱炭素時代の変革のヒントを追うNIKKEI GX(京塚環編集長)▽最先端技術や知財戦略を探るNIKKEI Tech Foresight(久米秀尚編集長)▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance(中西豊紀編集長)▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World(檀上誠編集長)▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI(渡部加奈子編集長)
S&P futures are pointing to a flat open today, up +0.1%. Asian markets traded broadly higher today, with the Nikkei and Hang Seng both up +0.6%. European equity markets are also firmer in early trades. Tensions between the U.S. and India have escalated after former President Trump threatened significant tariff hikes on India over its purchase of Russian oil. This follows a 25% tariff imposed by Trump last week. However, both nations remain engaged in dialogue, with talks scheduled for late August. India is reportedly considering increased purchases of U.S. gas, communication equipment, and gold but remains firm on protecting its agricultural and dairy sectors. Companies Mentioned: STAAR Surgical, Core Scientific
In the US today so far, Wall St closed lower as investors digested weak economic data against the latest tariff threats out of President Trump. ISM services index data flatlined for July adding to stagflation concerns in the US while stocks also came under pressure after Trump told CNBC that tariffs on chips and pharmaceuticals are coming soon. The S&P 500 ended the day down 0.5%, the Nasdaq dropped 0.65% and the Dow Jones ended the session down 0.14%.In Europe overnight, markets in the region closed mostly higher despite President Trump saying he will unveil new tariffs in the near future. The STOXX 600 rose 0.1%, Germany's DAX added 0.4%, the French CAC fell 0.1% and, in the UK, the FTSE 100 ended the day up 0.1%.Across the Asia region on Tuesday markets closed higher led by South Korea's Kospi index adding 1.6%, while Hong Kong's Hang Seng climbed 0.92%, China's CSI index added 0.4% and Japan's Nikkei ended the day up 0.64%.The local market started the new trading week in the green with a 1.23% surge on Tuesday as all sectors ended the day in positive territory following strength on Wall St on Monday night. Discretionary and financials were the best performing sectors with gains of 1.81% and 1.49% respectively, while staples managed the lowest gain with 0.34%.Australian consumer confidence rose to 90.6 points, the highest since May 2022, following easing inflation data and expectations of an interest rate cut by the Reserve Bank of Australia. The ANZ-Roy Morgan index saw significant improvements in both current and future financial conditions, with a 0.25% rate reduction anticipated this month.Telix Pharmaceuticals (ASX:TLX) plunged over 8% after it flagged higher operating expenses in the first half of the fiscal year to be around 36% of revenue for 1H25.Austal (ASX:ASB) added over 7.5% as it finalised its agreement with the federal government to become the country's leading defence shipbuilder. The company also impressed investors with a guidance update for FY25 with the new guidance expectation for EBIT of no less than $100m for the 12-months, higher than the previous guidance of no less than $80m.And Electro Optic Systems (ASX:EOS) rocketed 43% on Tuesday after announcing it has secured an order for a drone defence capability based on a new type of high-power laser, to the value of $125m (71.4million euros) from a European NATO Member State. The order is a world first export order for a 100-kilowatt class laser defence system.What to watch today:On the commodities front this morning, oil is trading 1.66% lower at US$65.20/barrel, gold is up 0.16% at US$3379/ounce and iron ore is up 1.21% at US$100.77/tonne.The Aussie dollar has strengthened against the greenback to buy 64.72 US cents, 95.56 Japanese Yen, 48.62 British Pence and 1 New Zealand dollar and 10 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the new trading day up 0.13.Trading ideas:Bell Potter has significantly increased the 12-month price target on Electro Optic Systems (ASX:EOS) from $3.75 to $5.00 and maintain a buy rating on the defence manufacturer after the company secured its latest order valued at 71.4m euro. The new laser counter-drone capability was developed by EOS to address the urgent market need and emerging strategic requirement to defend against drone swarm attacks at an economical cost.And Trading Central has identified a bullish signal on AGL Energy (ASX:AGL) following the formation of a pattern over a period of 34-days which is roughly the same amount of time the share price may rise from the close of $10.00 to the range of $10.45 to $10.55 according to standard principles of technical analysis.
Wall Street closed lower across the major averages on Friday as investors assessed signals of a weakening economy against Trump's modified tariffs imposed from August 1. The Dow Jones lost 1.23% on Friday, the S&P 500 fell 1.6% and the tech-heavy Nasdaq ended the day down 2.24%.The all-important July jobs report came in weaker-than-expected with an expansion of just 73,000 in nonfarm payrolls for the month, well short of the 100,000 economists were expecting signalling economic weakness at a time Trump's latest tariffs were imposed.In Europe on Friday markets closed lower after Trump's latest slew of tariffs came into effect despite the UK and EU having already negotiated trade deals. The STOXX 600 fell 2.7% on Friday while Germany's DAX lost 2.66%, the French CAC ended the day down 2.91%, and, in the UK, the FTSE100 closed Friday's session down 0.7%.Across the Asia region on Friday markets also closed lower after Trump modified his tariffs on the region. Japan's Nikkei lost 0.66%, Hong Kong's Hang Seng fell 1.07%, China's CSI index declined 0.51% and South Korea's Kospi index ended the day down a sharp 3.88%.Locally on Friday the ASX200 posted a 0.9% loss to end a solid trading week as investor sentiment was dented by Trump's latest tariff moves on copper and key trade partners, and investors reassessed positions to start the new month ahead of key earnings results updates and as the market hovers around all-time highs.Star Entertainment Group (ASX:SGR) tanked over 13% on Friday after the embattled casino operator's sale of its Queen's Wharf precinct to its Hong-Kong based JV partner collapsed.Sleep apnoea treatment leader ResMed (ASX:RMD) rallied over 1% on Friday after posting another quarter of strong results including double digit revenue growth and higher-than-expected margin expansion in the latest quarter.What to watch today:The Aussie dollar has strengthened against the greenback to buy 64.72 US cents, 95.29 Japanese yen, 48.70 British pence and 1 New Zealand dollar and 9 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down 0.4%.Trading ideas:Bell Potter has initiated coverage of Sigma Healthcare (ASX:SIG) with a sell rating and a 12-month price target of $2.00 as the analyst believes the company is a great business but is overpriced. 2H25 earnings are also expected to be weaker (relative to 1H25) as is the normal seasonal trend. We expect a convergence on consensus earnings for FY26 following FY25 reporting in August.And Trading Central has identified a bearish signal on Mader Group (ASX:MAD) following the formation of a pattern over a period of 29-days which is roughly the same amount of time the share price may fall from the close of $7.15 to the range of $5.70 to $6.00 according to standard principles of technical analysis.
US President Trump announced tariffs on countries ranging from 10%-41% including a tariff rate of 10% for Brazil, 30% for South Africa, 20% for Taiwan and 25% for India. Canada's tariff increased from 25% to 35%, while Mexico received a 90-day extension of the current tariff rates.Japan eyes a 15% rate for the US chip tariff, on par with EU, with Japan's trade negotiator stating Japan should be able to secure a 15% rate for the new sectoral tariff the US is planning to impose on chips, according to Nikkei.European and US indices are entirely in the red in reaction to the Trump's latest tariff levy; AMZN -8% & AAPL +2% post-earnings.USD is broadly firmer vs. peers as NFP looms large; CHF/NZD pressured after the respective countries received tariff hikes.USTs are near enough flat, Bunds are softer but unreactive to HICP, Gilts heavy.Crude is on the backfoot, gold awaits NFP, copper stable.Looking ahead, Global Manufacturing PMI (Finals), US NFP, ISM Manufacturing, UoM Sentiment Final, Atlanta Fed GDPNow, Speakers including Fed's Bowman, Waller (Unconfirmed), Hammack.Earnings from, Earnings from Exxon, Chevron, Regeneron & Colgate.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump announced tariffs on countries ranging from 10%-41% including a tariff rate of 10% for Brazil, 30% for South Africa, 20% for Taiwan and 25% for India. Canada's tariff increased from 25% to 35%, while Mexico received a 90-day extension of the current tariff rates.Japan eyes a 15% rate for the US chip tariff, on par with EU, with Japan's trade negotiator stating Japan should be able to secure a 15% rate for the new sectoral tariff the US is planning to impose on chips, according to Nikkei.US official said they are still working out technicalities of rules of origin terms for transshipment and will implement rules of origin details in the coming weeks.Amazon (AMZN) shares fell 6.5% after-market whilst Apple (AAPL) shares rose 2.3% post-earnings.APAC stocks traded mostly subdued following the weak handover from US peer; European equity futures indicate a negative cash market open with Euro Stoxx 50 futures down 0.5% after the cash market closed with losses of 1.4% on Thursday.Looking ahead, highlights include Global Manufacturing PMI (Finals), Italian Retail Sales, EZ HICP, US NFP, ISM Manufacturing, UoM Sentiment Final, Atlanta Fed GDPNow, Speakers including Fed's Bowman & Waller (Unconfirmed), Earnings from Axa, Engie, Daimler Truck, Exxon, Chevron, Regeneron & Colgate.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:“Bhutan wrestles with professional brain drain” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
Thu, 31 Jul 2025 07:37:00 -0000fullラジオNIKKEI 173531156c16-6de1-11f0-b516-87a03269a549
S&P futures are pointing to a flat open today, up +0.1%. Asian markets traded mixed on Wednesday. The Nikkei closed flat, while the Hang Seng fell (1.4%), weighed down by weakness in tech and property stocks. European markets are marginally higher in early trades. The U.S. and China concluded two days of trade talks in Stockholm without significant breakthroughs but described the discussions as constructive. Key issues included U.S. concerns over China's purchases of sanctioned Iranian and Russian crude, industrial overcapacity, and rare earths trade, while China raised concerns over fentanyl tariffs and export controls. No commitments were made on structural reforms or rebalancing China's economy. Companies Mentioned: Anthropic, Kraken, Intercontinental Exchange
次世代の電気自動車(EV)電池として期待される全固体電池。トヨタ自動車とタッグを組んで開発を進めるのは出光興産です。なぜ石油元売り企業が事業に参入するのか。普及に向けて課題だった高コストを克服する「秘策」も含めて、NIKKEI Mobilityの小泉裕之編集長が解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE(日経プライムボイス)は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。■NIKKEI Mobility編集長 小泉裕之 記者として自動車、テック・通信、流通など幅広く各業界を担当。2019〜21年に自動車業界を担当した際は、カルロス・ゴーン元会長逮捕後に経営再建を進める日産自動車の取材に奔走し、取材チームをまとめるキャップも務めた。23年10月からNIKKEI Mobilityデスク。25年4月から現職。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録はこちら:https://www.nikkei.com/promotion/service/prime/【NIKKEI PODCAST】日経電子版Podcastポータルサイト:https://www.nikkei.com/special/podcastXアカウント:@nikkeipodcast ( https://x.com/nikkeipodcast )Instagramアカウント:@nikkeipodcast ( https://www.instagram.com/nikkeipodcast/ )■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility(小泉裕之編集長)▽脱炭素時代の変革のヒントを追うNIKKEI GX(京塚環編集長)▽最先端技術や知財戦略を探るNIKKEI Tech Foresight(久米秀尚編集長)▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance(中西豊紀編集長)▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World(檀上誠編集長)▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI(渡部加奈子編集長)
Wall Street closed higher with the S&P500 posting its 5th straight record close as investors digested a strong start to earnings season in the US and trade developments in the form of a landmark trade agreement with Japan. The S&P500 rose 0.4% on Friday to post its 14th record close of the year, the Nasdaq added 0.24% and the Dow Jones ended the day up 0.47%. Both Alphabet and Verizon rallied last week on the back of better-than-expected earnings results with rallies of 4% and 5% respectively over the last trading week.In Europe on Friday markets closed mostly lower following Trump's remarks saying there is a '50-50' chance of a deal being done with the EU before his self-imposed August 1 deadline. The STOXX 600 fell 0.2%, Germany's DAX lost 0.3%, the French CAC added 0.2% and, in the UK, the FTSE100 ended the day down 0.2%.Across the APAC region on Friday markets closed mostly lower as investors assessed recent trade developments. Japan's Nikkei lost 0.88%, Hong Kong's Hang Seng fell 1.09%, India's Nifty 50 declined 0.9% and South Korea's Kospi Index bucked the trend to close 0.18% higher.Locally on Friday the ASX200 posted a 0.5% loss on Friday as a sharp sell-off in materials, financials and healthcare stocks offset strength among energy and tech stocks. For the week, Australia's key index lost 1.03%.The banks extended their sell-off on Friday as investors continued profit taking from the sector that ran the hottest over the last financial year. CBA (ASX:CBA) fell over 5% over the last trading week while NAB (ASX:NAB)declined over 4%, Westpac (ASX:WBC) fell over 3% and ANZ (ASX:ANZ) lost 1%.Regal Partners (ASX:RPL) shares jumped over 9% on Friday after the specialist alternative investment manager reported a 7% rise in funds under management for the June quarter with net inflows at around $600m for the quarter. What to watch today:On the commodities front this morning oil is trading 1.45% lower at US$65.07/barrel, gold is down 0.93% at US$3336.98/ounce and iron ore is down 0.03% at US$98.55/tonne.The Aussie dollar has weakened against the greenback to buy 65.75 US cents, 97.09 Japanese Yen, 48.79 British Pence and 1 New Zealand dollar and 9 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down just 0.06%. Trading Ideas:Bell Potter has downgraded the rating on Whitehaven Coal (ASX:WHC) from a buy to a hold and have reduced the 12-month price target on the coal miner from $7.10 to $6.90 following the release of Q4 results out of the company. FY25 guidance was met, Group production and sales met the upper half of the guidance range and unaudited unit costs, and capex were below guidance. The company increased debt though following the first payment for the BMA acquisition and Narrabri undertook an 8-week longwall maintenance period during FY25 which is expected to be overcome in FY26. The move to a hold rating is due to recent share price appreciation.And Trading Central has identified a bearish signal on Gentrack (ASX:GTK) following the formation of a pattern over a period of 67-days which is roughly the same amount of time the share price may fall from the close of $9.72 to the range of $7.90 to $8.30 according to standard principles of technical analysis.
Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"Singapore's nature getaways and takeaways from Japan's election” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
De klok tikt door naar 1 augustus, heffingendag. Japan is net door de knieën gegaan. Hoewel de handelsdeal er op zich niet erg gunstig uitziet, schoot de Nikkei-index omhoog na bekendmaking, een duidelijk teken van hoeveel heffingenangst er in de markt zat. Hoe slecht de deal ook was, de zekerheid gaf opluchting en dus schoten de koersen omhoog. Fijn dat beleggers zo blij zijn, maar er zit ook een negatieve kant aan. Diverse Japanse autofabrikanten hebben hun prijzen verlaagd om concurrerend te blijven en moeten met minder winstmarge genoegen nemen. Ook Amerikaanse bedrijven melden flinke verliezen. Speelgoedmaker Hasbro en automaker GM melden beide een verlies van 1 miljard dollar als gevolg van de hogere importheffingen. Op dit moment haalt de Amerikaanse overheid ongeveer 300 miljard dollar op jaarbasis aan importheffingen op. Er zijn veel factoren die dit bedrag in de komende maanden zullen beïnvloeden. Allereerst de hoogte van de definitieve heffingen. Niet elk land weet welk percentage het uiteindelijk te wachten staat. Daarnaast zal de goederenstroom afnemen. Consumenten gaan bijvoorbeeld op zoek naar alternatieven. Stel, Franse wijn wordt straks 20 procent duurder. Een Amerikaan zal dan al snel naar een Californische variant grijpen. Dat betekent meer vraag naar Amerikaanse wijn en dus hogere prijzen. De Franse wijnboer heeft pech, want die verkoopt minder. Maar ook de Amerikaanse overheid ontvangt dan geen importheffingen meer over deze geïmporteerde wijn. De impact op de inflatie blijft voorlopig nog beperkt. Als eerste omdat er vlak voor de aankondiging van de hogere heffingen begin april flink extra is geïmporteerd. Bedrijven kunnen nu nog uit deze relatief goedkope voorraad leveren. Daarnaast zullen zij in eerste instantie een groot deel van de heffingen voor lief nemen en pas in de loop van de tijd hun verkoopprijzen aanpassen.Maar inflatie wordt natuurlijk door meer factoren bepaald dan alleen importinflatie. Door de afzwakking van de economie neemt de inflatiedruk bij diverse goederen af. Huizenprijzen stijgen bijvoorbeeld niet meer. De woningmarkt is goed voor maar liefst een derde van het totale inflatiemandje. Ook de zwakke dollar is van invloed: een vuistregel is dat bij iedere daling van deze munt met 10%, de Amerikaanse inflatie 0,3 procent extra stijgt. De conclusie is simpel: het inflatielandschap is gehuld in nevelen. De afzwakkende economie zorgt voor neerwaartse druk op de geldontwaarding. Maar hogere heffingen hebben een opwaarts effect. Eerst een beetje, dan wat meer en uiteindelijk zullen alle heffingen in hogere consumentenprijzen zijn verwerkt, want bedrijven gaan die rekening van 300 miljard dollar niet betalen. Fed-voorzitter Jerome Powell heeft in zijn laatste tien maanden nog een heidense klus. Hij moet tussen al deze tegenstrijdige inflatiekrachten navigeren en een adequaat rentebeleid voeren. Je snapt wel dat hij geen haast heeft om de rente te verlagen Over de column van Corné van Zeijl Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD.See omnystudio.com/listener for privacy information.
De klok tikt door naar 1 augustus, heffingendag. Japan is net door de knieën gegaan. Hoewel de handelsdeal er op zich niet erg gunstig uitziet, schoot de Nikkei-index omhoog na bekendmaking, een duidelijk teken van hoeveel heffingenangst er in de markt zat. Hoe slecht de deal ook was, de zekerheid gaf opluchting en dus schoten de koersen omhoog.
Kockázatkereső üzemmódban vannak a piacok, ahol a 15 százalékos vám jó hír. Ennek ékes bizonyítéka volt a japán részvénypiac, ahol szerdán erre a 15 százalékos hírre komoly tépéscsinálás volt a Nikkei indexben és a Toyota részvényeiben. Újra száguld az AI gyorsvonat. Donald Trump deregulációt ígér a mesterséges intelligencia területén. Az Google gyorsjelentés legkomolyabb híre a 75 milliárd dollárról 85 milliárd dollárra tovább emelt idei beruházási terv. A győztes mindent visz közgazdasági világrend legnagyobb csatája előtt állunk az AI miatt. Ahol minden eddigi győztes attól fél, hogy az út szélén maradhat, ami a közelmúlt tapasztalatai alapján nagyon súlyos következményekkel jár.A hét legfontosabb eseményeiről Jónap Richárd, Móró Tamás és Tunkli Dániel beszélgetett.Olvass minden nap a világ történéseiről egy Concorde-os szemüvegén keresztül: https://www.concordeblog.hu/Kövess bennünket minden csatornánkon:https://www.linkedin.com/company/concordecsoport/https://www.instagram.com/concordecsoport/https://www.facebook.com/concorde/https://www.youtube.com/@concorde_csoport
こんにちは。姿勢治療家(R)仲野孝明です。 この番組では、体の姿勢と生きる姿勢、より豊かに人生を生きるための姿勢力について話をさせていただいてます。 今回は、姿勢治療家(R)が考える健康の要素、6ヘルス(構造・睡眠・食・運動・精神・呼吸)の中の運動 不定期でお送りしている、姿勢治療家がオススメする姿勢力を高める本を紹介しました。 今回は、もはや順レギュラーのりゅうパパさんから素敵な情報をいただきましたので、紹介させていただきます。 Podcastお便り(仙台 りゅうパパ) 仲野先生、奥様、壱岐さん、いつも楽しい放送をありがとうございます。他のPodcast番組になりますが、89歳で現役マラソンランナーの中野陽子さんにインタビューをされた放送がありました。中野さんは今でも週4日は走り、インターバル走や坂ダッシュなどもされているそうです。故障しないで走りつづける秘訣は?という質問に対して、「姿勢が大事です」と即答されていました。また、過去のインタビューになりますが、「姿勢はとっても大事!生まれ持った顔は変えられないけど、姿勢は変えられるから」と仰っていて、自分も宝物にしたい言葉だなと思いました。中野さんを見ていると、本当に姿勢が良ければ走りつづけられるし、笑顔でいられるんだなと、ますます姿勢の大切さを実感しました。思わず仲野先生にも知っていただきたく、お便りを送らせていただきました。お年を召し、腰や首が曲がる方は多く見受けられますが、もちろん個人差や、やむを得ない理由もあれど、ただ加齢によって腰が曲がるのではなく、日々の習慣によって腰が曲がるのではないかと思います。 私もこれまで以上に姿勢を意識して、100歳になっても走りつづけていたいです。※本当にただの普通のお便りでして、仲野先生に知っていただきたくメールさせていただいた次第ですので、番組で取り上げていただかなくても大丈夫です。私は東北の「姿勢普及家」として引き続き姿勢よく走りつづけていきます!笑 関連記事 【NIKKEIランナーズサロン】 https://creators.spotify.com/pod/profile/nikkeirunnerssalon/episodes/89--6NIKKEI-e335ear インタビュー記事 https://melos.media/training/21257/#google_vignette 体を見直す時間は、人生を見直す時間です。 ■Youtube|姿勢治療家の「姿勢の医学」チャンネル 正しい姿勢と正しいカラダの使い方配信中 https://www.youtube.com/user/nakanoseitai ■twitter|勢治療家仲野孝明公式 https://twitter.com/sisei_nakano ■有料動画講座|いつでもどこでも学べる姿勢 一般社団法人 日本姿勢構造機構 https://shiseikk.jp/vimeo/ ■メルマガ登録|仲野孝明メールマガジン 6ヘルスを軸にした日々の気づきコラム配信中。 http://takaakinakano.com/mail-register/ ■オンラインSHOP|姿勢治療家印のグッズ販売 自分が使いたい商品をつくっちゃいました https://shop.senakano.jp/ ■公式ページ|姿勢治療家仲野孝明 http://takaakinakano.com/ ■仲野整體東京青山|姿勢治療家HEADOFFICE 治療のご相談はこちら https://senakano.jp/
Global equity markets rally on US-Japan trade deal progress, sparking hopes for EU agreements, with equities surging and gold easing. Japan's Nikkei 225 reaches a new all-time high, as does the S&P 500. In earnings: Alphabet surprises positively, while Tesla disappoints. Companies reporting today include industry giants like Nestle, Roche, Deutsche Bank, and LVMH. The ECB is not expected to cut rates today, with the market's focus on its outlook. Carsten Menke, Head of Next Generation Research, discusses China's historic new hydropower project – which is six times bigger than the Three Gorges Dam – and explores its potential impact on iron ore and steel prices.(00:00) - Introduction: Helen Freer, Investment Writing (00:25) - Markets wrap-up: Mike Rauber, Investment Writing (05:58) - Iron ore and steel: Carsten Menke, Head of Next Generation Research (09:51) - Closing remarks: Helen Freer, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Thu, 24 Jul 2025 08:16:00 -0000fullラジオNIKKEI 1735484e18b8-6866-11f0-9111-47588cc9238e
Global Market Rally and US-Japan Trade Deal Insights In this episode of Dividend Cafe, Brian Szytel reports from The Bahnsen Group's New York City office on a broad-based market rally occurring on July 23rd. Key highlights include the positive impact of finalized trade deals between the US and Japan, and the US and EU. US markets experienced a nearly 1% increase, while Japan's Nikkei saw a 3.5% rise. Fixed income prices dipped slightly as yields rose. The Atlanta Fed's business inflation expectations decreased marginally, while existing home sales in the US fell 2.7% for June. The US-Japan trade deal, featuring a 15% tariff rate and a substantial investment from Japan, is seen as a significant achievement. The episode concludes with insights on ongoing market valuations and upcoming economic indicators. 00:00 Introduction and Market Overview 00:20 Global Market Rally 00:27 US-Japan Trade Deal 01:19 Economic Calendar Highlights 02:48 US-Japan Market Discount Analysis 04:03 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
S&P futures are pointing to a higher open today, up +0.3%, supported by trade deal momentum. Asian equities rallied Wednesday, led by Japan's Nikkei, which surged +3.5% on the back of a U.S.-Japan trade deal announcement. European markets are also trading firmly higher, with the STOXX 600, DAX, and CAC up near +1%. The U.S. and Japan reached a trade deal reducing tariffs to 15% on various goods, including autos. Japan will boost rice imports by 75% and purchase $8B in U.S. agricultural and other products. Defense spending with U.S. firms will increase to $17B annually. Japan also committed $550B in U.S. investments, with the U.S. receiving a 90% profit share.Companies Mentioned: Boeing, Morgan Stanley, ConocoPhillips
Unicredit ha deciso di ritirare l'offerta pubblica di scambio su Banco Bpm dopo che Consob ha prorogato per altri 30 giorni il congelamento dell'operazione e la condizione relativa al via libera del golden power non è stata soddisfatta. Andrea Orcel ha spiegato che l'incertezza sull'applicazione delle prescrizioni non giova né a Unicredit né agli azionisti di Bpm, accusando i vertici di Piazza Meda di aver impedito un normale dialogo con gli azionisti per valutare il valore della combinazione. Nonostante i progressi ottenuti con Tar, Dg Comp e governo italiano, i tempi di risoluzione vanno oltre la scadenza dell'offerta, spingendo Unicredit al ritiro. Per il gruppo guidato da Orcel si tratta di un'opportunità mancata per il settore bancario italiano, mentre restano da seguire le mosse di Credit Agricole, pronto a salire oltre il 20% di Bpm con il via libera della Bce. Interviene Luca Davi, Sole 24 OrePensioni, continua il calo delle anticipate: stimata una riduzione dell'11% a fine 2025Secondo l'ultimo monitoraggio Inps, il trend delle pensioni anticipate continua a calare, con una riduzione stimata dell'11% entro fine 2025. Nei primi sei mesi dell'anno sono state erogate 397.691 pensioni, di cui 98.356 anticipate, un dato in calo del 17,3% rispetto allo stesso periodo del 2024, ma destinato a ridursi al -11% una volta consolidati i dati. L'importo medio delle pensioni del primo semestre è di 1.215 euro, con forti differenze di genere: 1.009 euro per le donne contro 1.449 per gli uomini, a causa di carriere più discontinue e tipologie di assegni differenti. Il commento è di Emilio Rocchini, professore di Diritto del Lavoro LUISS.Dazi, accordo Stati Uniti-Giappone: tariffe al 15% e Tokyo investirà 550 miliardi negli UsaStati Uniti e Giappone hanno raggiunto un accordo che riduce dal 25 al 15% i dazi americani, includendo il settore automotive, e prevede investimenti giapponesi per 550 miliardi di dollari negli Usa. Il premier Shigeru Ishiba ha annunciato che il pacchetto supporterà catene di approvvigionamento strategiche in settori come farmaceutica e semiconduttori. In cambio Tokyo aumenterà le importazioni di prodotti agricoli americani, in particolare di riso, restando però nei limiti delle quote esistenti. L'intesa ha rassicurato i mercati: il Nikkei 225 è salito del 3,51%, nonostante i rumors sulle possibili dimissioni di Ishiba dopo la sconfitta elettorale. Ne parliamo con Marco Masciaga, corrispondente da New Delhi Il Sole 24 Ore.Italia-Algeria, Meloni: «Siglate oltre 40 intese»Al quinto vertice intergovernativo tra Italia e Algeria sono stati firmati circa 40 accordi che spaziano dall'agricoltura alla difesa, fino a telecomunicazioni e cinema. Tra i principali, la creazione di un centro Enrico Mattei per la formazione e l'innovazione agricola in Algeria e un memorandum di cooperazione per sviluppare pesca e trasformazione alimentare. Durante un'audizione al Senato sul piano Mattei, Antonio Gozzi di Confindustria ha sottolineato i problemi burocratici legati ai flussi di lavoratori coinvolti nei progetti di formazione. Al vertice con il presidente Tebboune, la premier Meloni ha ribadito la priorità del contrasto all'immigrazione illegale e la volontà di rafforzare il partenariato economico. Il commento è affidato a Manuela Perrone, Il Sole 24 Ore.
US President Trump announced trade deals with the Philippines, Indonesia and Japan, with the latter involving a USD 550bln investment in the US and 15% tariffs for Japanese goods.US stocks closed mixed with underperformance in tech, APAC stocks were mostly higher; Nikkei 225 outperformed.Japanese PM Ishiba is likely to announce resignation as early as this month, according to Yomiuri. Other reports suggest August-end. European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 1.2% after the cash market closed with losses of 1.0% on Tuesday.DXY is flat, havens (CHF, JPY) lag G10 peers, antipodeans lead, EUR/USD remains on a 1.17 handle.Looking ahead, highlights include EU Consumer Confidence, US Existing Home Sales, Supply from UK, Germany & US.Earnings from VAT, Lonza, Equinor, Thales, Tesla, Alphabet, ServiceNow, IBM, Chipotle, GE Vernova, Freeport, AT&T, Thermo Fisher Scientific, Lamb Weston, Infosys, Moody's, CME & Hilton.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this jam-packed episode of What's On Your Mind, Scott Hennen dives headfirst into a whirlwind of headlines, heartfelt stories, and hot mics. From Trump's game-changing trade deal with Japan and its ripple effects across global markets to Fargo's own political dramas and street fair successes, it's a no-holds-barred talk show rollercoaster. You'll hear a powerful story of redemption from a local veteran-owned business, a lively debate about Medicaid reform, and a candid "mornings with the mayor" chat that sparks real questions about city leadership. Oh, and there's some Ozzy Osbourne nostalgia and s'mores records thrown in—because why not?
Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"Japan's rice price shock and upper house elections” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
Thu, 17 Jul 2025 07:40:00 -0000fullラジオNIKKEI 17354e4be504-62e1-11f0-a7df-9b4a3a9a5d68
De Peruaanse keuken, die staat bij foodies wereldwijd hoog aangeschreven. Het beste restaurant ter wereld 2025 is Maido, een Nikkei restaurant uit de stad Lima. In Antwerpen is er ook een restaurant die de Peruaanse Nikkei serveert, genoemd naar de hoofdstad van dat land. En sterker nog; ze hebben een link naar Maido, dat eerder genoemde beste restaurant ter wereld.Mayra vertelt wat de Nikkei keuken nu juist is, het verhaal van hun opstart, het leerproces en de uitdagingen die ze onderweg tegengekomen zijn en ze licht een tipje van de sluier van haar nieuw project die dicht bij haar salvadoraanse roots liggen.Meer info over Lima Nikkei en La Senda vind je hier:▸ https://www.limanikkei.be/▸ https://www.instagram.com/limanikkei.be▸ https://www.facebook.com/nikkei.be▸ https://www.instagram.com/lasenda.antwerp▸ https://www.instagram.com/pan.antwerpenHonger naar meer? Dat is mijn nieuwsbrief waarin ik een blik behind the screens deel van de voorbije afleveringen, vooruitblik naar komende episodes en links deel naar allerlei leuks op vlak van eten en drinken.Schrijf je hier gratis in!▸ https://overeten.substack.comMeer weten Over Eten? Volg me op tiktok, instagram en/of facebook:▸ http://www.overetenpodcast.be▸ http://www.facebook.com/overetenpodcast▸ http://www.instagram.com/overetenpodcast▸ http://www.tiktok.com/overetenpodcast
Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:“New Trump tariffs and Indonesia's talent exodus” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
Thu, 10 Jul 2025 07:58:00 -0000fullラジオNIKKEI 1735b8d48490-5d63-11f0-acb2-b76f792d53f8
S&P futures are pointing to a flat open today. Asian markets traded mixed today with Japan's Nikkei logging small gains, supported by resilience in manufacturing. The Hang Seng underperformed, as property and tech stocks lagged. European markets are trading higher, with the DAX and CAC leading gains. President Trump announced a 50% tariff on copper, set for late July or early August implementation, and proposed a 200% tariff on pharmaceuticals with a longer timeline. He ruled out extending the August 1 deadline, emphasizing his tough stance on trade while accusing BRICS nations of undermining the U.S. dollar and threatening an additional 10% tariff. Companies Mentioned: Apple, Starbucks, Merck, Verona Pharma, AES Corp
Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on: ”Singapore bets on expansion of economic engine Changi Airport” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
S&P futures are pointing to a slightly higher open today, up +0.1%. Asian markets had a mixed session on Thursday. The Hang Seng dropped (0.6%) amidst weakness in property stocks while Japan's Nikkei dipped as uncertainty around trade talks weighed on sentiment. European markets are broadly higher in early trades, with the STOXX 600 up +0.3% and the FTSE 100 leading at +0.5%. President Trump announced a trade deal with Vietnam, imposing a 20% tariff on exports to the U.S. and 40% on transshipments, reduced from an earlier proposed 46%. The U.S. will face zero tariffs on exports to Vietnam, though specifics on product groups and transshipment provisions remain unclear. Companies Mentioned: Old Point Financial, Apollo Global Management, TripAdvisor
Thu, 03 Jul 2025 09:26:00 -0000fullラジオNIKKEI 1735cf69f240-57ef-11f0-9a96-27d3a27e03ec
S&P futures are pointing to a higher open today, up +0.2%. Asian markets finished Wednesday trading mostly lower, with the Hang Seng slightly higher and Japan's Nikkei weighed down by renewed tariff concerns. European equities are broadly showing strength in early sessions with the French CAC leading gains. President Trump stated he is not considering extending the July 9 deadline for resuming higher tariffs and reiterated the possibility of imposing duty rates on several nations, including Japan. Trump criticized Japan's limited U.S. rice imports and imbalance in auto trade, suggesting future tariffs could range from 30% to 35%.Companies Mentioned: Paramount Global, Intel, Spectris
US equity futures are higher with S&P up 0.4%. US 10-year and 2-year yield both point down . Dollar softer versus yen, slightly firmer elsewhere. Oil down ahead of another expected OPEC and production hike. Gold firmer. Industrial metals higher. Asian equity markets are mixed. Nikkei has been outperforming to hit twelve month high. European markets are firmer. In trade developments, Canada to rescind digital services tax after Trump threatened to pull out of trade talks on Friday. Trump said he doesn't think he'll need to extend tariff 9-Jul deadline, contrasting somewhat with Treasury Secretary Bessent. Somewhat better news on US-China trade talks after both sides confirmed details on framework agreement where China relaxes rare earth exports and US removes countermeasures. Companies Mentioned: Torrent Pharmaceuticals, JB Chemicals & Pharmaceuticals, KKR, Avadel Pharmaceuticals
Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:”Hot India and 'Cool Japan,' Thailand's clash with Cambodia” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
Thu, 26 Jun 2025 08:15:00 -0000fullラジオNIKKEI 1735b12adc20-5265-11f0-9aaf-8702fed1acd2
S&P futures slightly pointing down. European equity markets pared early loss. Asian equity markets mostly higher, with Nikkei seeing decent gains. Taiwan a notable outperformer on TSMC gains. China markets underperform. For treasuries, 10-year yields down 4bps to 4.5%. Dollar firmer. Oil up, gold down, industrial metals lower. Cryptocurrencies consolidating overnight gains. For latest update on trade talks, US and China meetings in London to extend through Tuesday after representatives from both sides met for more than six hours. Nothing substantive emerged from first day of talks with US officials describing them as fruitful. President Trump said he has received good reports from meeting though China's not easy to deal with. Export controls were a focus of talks after China and US traded criticisms of each other's curbs on rare earths and technology.Companies Mentioned: GFL Environmental, EchoStar, Meta Platforms
US equity futures are pointing slightly up. European markets are narrowly mixed, while Asia go broadly higher, with decent gains for Nikkei and Hang Seng. Kospi extended recent post-election outperformance. For treasuries, 10-year yields stay steady at 4.5% after backing up sharply in prior session. Dollar softer, oil down, gold softer, industrial metals mixed. Attention on trade developments with US and China resuming talks in London with export licenses a key topic of discussion. NEC Director Hassett confirmed US is seeking agreement on rare earths from London talks. For its part China has taken issue with US principally over tech export controls and Huawei crackdown, which were attributed in part for Beijing maintaining its rare earths export curbs. Unclear whether the latest talks will lead to resolution of divisions between US and China, leaving fate of tariffs unknown.Companies Mentioned: Qualcomm Inc, Alphawave IP Group, Quartzsea Acquisition Corp, Meta Platforms
S&P futures are pointing lower today, down (0.5%). European equity markets are weaker. Asian markets are lower, with Nikkei, Hang Seng and Taiwan underperforming, mainland China closed for public holiday. Overnight, treasury yields went up, with the two year up 2bps and the ten year up 5bps. The U.S. dollar weaker, oil up, gold gains, industrial metals higher. Trade tensions weighing on risk appetite. US-China relations fraying a month with two sides accusing the other of violating Geneva agreement. Main disagreements revolve around US frustration at China slow walking offer of relaxing rare earths curbs and China taking issue with US at new export restrictions. On geopolitical front, China rebuked US after Defense Secretary Hegseth warned of potentially imminent Taiwan invasion. Renewed tensions come as press sources noted efforts underway to set up a Trump-Xi call in bid to move forward talks.Companies Mentioned: Qualcomm, Alphawave IP Group, Sanofi, Blueprint Medicines, BASF
You might not be able to send inventory to FBA next month. Tariff surcharges could appear on Amazon listings, and TikTok Shop expands again. All this buzzing news and more! ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon Seller Chrome Extension: https://h10.me/extension ► Sign Up For Helium 10: https://h10.me/signup (Use SSP10 To Save 10% For Life) ► Learn How To Sell on Amazon: https://h10.me/ft ► Watch The Podcasts On YouTube: youtube.com/@Helium10/videos We're back with another episode of the Weekly Buzz with Helium 10's VP of Education and Strategy, Bradley Sutton. Every week, we cover the latest breaking news in the Amazon, Walmart, and E-commerce space, talk about Helium 10's newest features, and provide a training tip for the week for serious sellers of any level. Amazon Slashes Your FBA Capacity! https://sellercentral.amazon.com/inventory-storage/storage-request/limit-increase Create deals for Amazon Pet Day https://sell.amazon.com/blog/announcements/pet-day Amazon denies plans to list tariff prices after President Trump calls Jeff Bezos to object https://www.usatoday.com/story/news/politics/2025/04/29/amazon-tariff-costs-trump-white-house/83340801007/ Grow With US: How Walmart's New Program Aims To Help Small Businesses Go Big https://corporate.walmart.com/news/2025/04/29/grow-with-us-how-walmarts-new-program-aims-to-help-small-businesses-go-big France urges fees on cheap e-commerce parcels in EU https://uk.finance.yahoo.com/news/france-urges-fees-cheap-e-121540875.html Walmart to Offer 3-Hour Delivery to 95% of Americans https://www.pymnts.com/walmart/2025/walmart-to-offer-3-hour-delivery-to-95percent-of-americans/ Exclusive: Some Amazon sellers are pulling out of Prime Day amid Trump tariffs https://www.reuters.com/business/retail-consumer/some-amazon-sellers-are-pulling-out-prime-day-amid-trump-tariffs-2025-04-28/ Walmart, Target resume business with some Chinese factories after tariff-related halt, suppliers say https://edition.cnn.com/2025/04/29/business/walmart-target-chinese-orders-tariffs-hnk-intl/index.html TikTok to enter Japan's e-commerce industry, Nikkei reports https://www.reuters.com/world/china/tiktok-enter-japan-e-commerce-nikkei-reports-2025-04-26/ Did you know Helium 10 has a forum? While our Facebook group gets more traffic, we want to grow the forum community too! It's a great place to ask questions and join discussions about e-commerce, Amazon strategies, and more. Remember, it's not for Helium 10 customer support—that's available 24/7 through our website. To participate, sign in to your Helium 10 account and head to forum.helium10.com. Helium 10 has rolled out several powerful new features this week, starting with the brand-new Tariff Analyzer tool in Profits. This feature gives sellers a detailed breakdown of how tariffs impact their net profits on a product-by-product basis. By inputting the country of origin and cost of goods sold (COGS), users can instantly see pre- and post-tariff profit margins, estimate the price adjustments needed to maintain margins, and even compare how switching manufacturing to another country, like Vietnam or Uzbekistan, might improve profitability. It's a game-changing tool for sellers looking to stay agile amid rising import costs. Another major upgrade is the expansion of Managed Refund Services, now available to both Platinum and Diamond users. Previously reserved for Diamond subscribers, this service helps Amazon sellers recover funds owed by Amazon due to lost, damaged, or mishandled inventory. Helium 10's team handles the tedious claims process, scanning accounts, filing cases, and staying compliant with Amazon's policies. Sellers only pay a small percentage of successfully recovered funds, making it a zero-risk way to reclaim potentially thousands in lost revenue. On top of that, Helium 10 has added support for Cerebro and Magnet in the Amazon Saudi Arabia marketplace, with built-in translation tools to help sellers understand foreign-language keywords and rank data, opening up new international expansion opportunities easily. Tune in for a wealth of knowledge and strategies to keep your Amazon business thriving.