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02.07.26 - 15:15
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US Adds Only 57K Jobs, Missing Estimates, As Unemployment Rate Slides On Plunge In Workers (ZeroHedge)
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US Adds Only 57K Jobs, Missing Estimates, As Unemployment Rate Slides On Plunge In Workers
In our jobs preview post we quoted Goldman Delta One head, Rich Privorotsky, who said that "equities marginally want something weaker than consensus: with no forward guidance, hot NFP means hikes in play, which is unfriendly for pockets of equity risk." Well, they got it because moments ago the BLS reported that in June the US added just 57K workers, half the 113K expected, and the worst monthly print since the big February drop.
Except for an outlier 25K forecast from Citi, the jobs print was below all forecasts, a 2 sigma miss to estimates.
And yes, negative revisions are back:
April jobs revised down by 31,000, from +179,000 to +148,000
May jobs revised down by 43,000, from +172,000 to +129,000.
With these revisions, employment in April and May combined is 74,000 lower than previously reported as Trump once again goes back to using the Biden playbook.
Remarkably, while the number of p...
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01.07.26 - 15:00
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Will Budweiser Brewing′s China sales improve on back of AB InBev′s World Cup sponsorship? (SCMP)
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Subdued demand in China is likely to have weighed on Budweiser Brewing APAC's second-quarter sales, according to analysts, but the ongoing Fifa World Cup might provide a brighter start to the third quarter.
Citing information from investor relations personnel at Belgian beer giant Anheuser-Busch InBev's Asian subsidiary, Goldman Sachs analysts said in a report issued on Monday that Budweiser Brewing believed weak catering traffic remained the biggest headwind in China, with nightlife sales......
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11.06.26 - 00:06
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Goldman′s Gupta: Very Constructive on Earnings Cycle (Bloomberg)
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Anushka Gupta, Head of Americas at Goldman Sachs Apex, to discuss the market developments on a Wednesday afternoon. The conversation centers around the recent decline in stock prices triggered by escalating tensions between the US and Iran. She speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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