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12.11.26 - 15:21
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Claims At 57-Year Lows, Sentiment Near Record Lows, Hires Rate Stuck At 3.4%: The Labor Market′s Trilemma Gets A Hawkish Twist (ZeroHedge)
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Claims At 57-Year Lows, Sentiment Near Record Lows, Hires Rate Stuck At 3.4%: The Labor Market's Trilemma Gets A Hawkish Twist
Three datasets, three different economies.In one, layoffs are scarcer than at any point since Nixon's first year in office. In another, consumers are only a few points above the most miserable reading in the 70-plus year history of the University of Michigan survey. And in the third, hiring has been so sluggish for so long that a single blowout payrolls print barely dents the 12-month average.Last week we called this "Low Hire, Low Fire, Low Inspire", and then the October jobs report promptly blew away every estimate, sentiment unexpectedly jumped, and CPI ran hot (again). So did the trilemma resolve itself? Not really. If anything, it just got a lot more expensive, because Goldman now thinks the Fed will hike its way through it.Low Fire: Fewer Claims Than The Best Week Of 2019Start with the part that is unambiguously strong. Initial jobless claims remain n...
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12.11.26 - 08:01
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Siemens Energy: Goldman sieht 64 Prozent Aufwärtspotenzial (Der Aktionaer)
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Siemens Energy hat gestern Zahlen für das Ende September abgelaufene Geschäftsjahr 2025/26 vorgelegt. Diese sowie der Ausblick konnten sich durchaus sehen lassen. Die Aktie legte im gestrigen Handel kräftig zu. Und die Analysten bleiben nach den Geschäftszahlen überwiegend zuversichtlich gestimmt....
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12.11.26 - 06:00
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As Beijing pushes for cash return, Chinese firms can unlock 15% valuation boost: report (SCMP)
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Chinese companies could unlock a further 15 per cent in equity valuation upside by stepping up share buy-backs and dividend payouts, as Beijing seeks to encourage listed firms to return more cash to investors, according to Goldman Sachs.
The US investment bank said in a report on Wednesday that an increase in corporate payout ratios and share repurchases, in line with policymakers' efforts to improve shareholder returns, could lift valuations of the MSCI China Index by about 15 per cent from......
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