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Gold Rises as Weaker U.S. Labor Data Boosts Rate-Cut Expectations

Gold prices edged higher on Thursday, extending this week's gains as investors continued to react to signs of a cooling U.S. labor market and growing expectations that the Federal Reserve could lower interest rates in the coming months.

December gold futures rose about 0.4% to around **$4,321** per ounce after gaining more than 5% over the past five trading sessions.

The precious metal has been supported by a series of weaker U.S. labor market indicators. Wednesday's ADP Employment Report showed private payrolls increased by just **44,000** in July, well below expectations, reinforcing expectations that the Federal Reserve may have greater scope to ease monetary policy if upcoming employment data also soften.

Gold also continued to benefit from a weaker U.S. dollar and declining Treasury yields following the labor data, improving the appeal of non-yielding assets. While stronger-than-expected U.S. Services and Composite PMI readings highlighted resilient business activity, investors placed greater emphasis on signs that labor market conditions are gradually cooling.

Attention is now shifting to Friday's official U.S. Nonfarm Payrolls report, which could become the week's most important catalyst for gold. A weaker-than-expected employment report would likely strengthen expectations for Fed rate cuts and provide additional support for bullion. Conversely, a stronger labor market reading could push Treasury yields higher and weigh on gold prices.

For now, gold remains supported by easing monetary policy expectations, while investors continue to balance resilient economic growth against signs of a gradually softening labor market.

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European Investor 08-06-26

Precious Metal Price Forecasts 2026: Gold, Silver and more

Explore expert and AI predictions for precious metal prices in 2026. Get insights on market trends for gold, silver, platinum, and palladium. Read here >>

(bullionvault.com)

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Global Finance News 08-05-26

Gold Rises Nearly 1.5% as Softer Inflation Expectations Boost Rate-Cut Hopes

Gold prices climbed nearly 1.5% on Wednesday to around $4,215 per ounce, as investors increased bets that easing inflation pressures and gradually softer U.S. economic data could give central banks more room to reduce interest rates in the coming quarters.

The rally came despite stronger-than-expected U.S. manufacturing activity released earlier this week. The ISM Manufacturing PMI rose to 55.6 in July from 53.3, while the S&P Global Manufacturing PMI held at 53.9, signaling continued resilience in the factory sector.

However, investors focused more on signs that inflation pressures may be moderating. The ISM Prices Paid Index declined to 71.1 from 73.0, while JOLTS job openings fell below expectations to 7.359 million, pointing to a gradually cooling labor market. Meanwhile, the Atlanta Fed's GDPNow estimate for third-quarter U.S. growth was revised down to 5.9% from 6.2%.

These developments strengthened expectations that inflation could continue easing over the coming months, allowing the Federal Reserve and other major central banks to adopt a more accommodative policy stance. Lower interest rates typically support gold by reducing the opportunity cost of holding non-yielding assets.

Markets also drew support from easing geopolitical concerns. While tensions between the United States and Iran remain an important risk factor, recent developments have pointed toward de-escalation rather than further escalation, shifting investor focus back toward inflation trends and the outlook for monetary policy.

What to Watch

Investors will closely monitor upcoming U.S. inflation and labor market data for additional clues on the Federal Reserve's policy path. Any further evidence of moderating inflation or cooling employment conditions could strengthen expectations for lower interest rates and provide further support for gold prices, while comments from major central banks are likely to remain another key catalyst for the precious metals market.

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Global Finance News 08-05-26

Gold and Silver Retreat as Higher Treasury Yields and Easing Geopolitical Tensions Pressure Precious Metals

Gold and silver prices moved lower on Tuesday as investors rotated away from safe-haven assets following easing geopolitical tensions in the Middle East and rising U.S. Treasury yields ahead of this week's Federal Reserve meeting.

Gold futures fell around 0.8% to trade near $4,043 per ounce, while silver declined nearly 1.8% to about $57.70 per ounce, underperforming gold as traders reduced exposure across the precious metals complex.

The primary driver behind the decline was the continued unwinding of the geopolitical premium that had supported bullion during recent tensions between the United States and Iran. As fears of a broader regional conflict eased, demand for traditional safe-haven assets weakened.

At the same time, U.S. Treasury yields moved higher after the latest 2-year and 5-year Treasury auctions cleared at higher yields than previous sales. Rising yields increase the opportunity cost of holding non-interest-bearing assets such as gold and silver, making precious metals less attractive relative to fixed-income investments.

A firmer U.S. dollar also weighed on bullion prices by making dollar-denominated commodities more expensive for overseas buyers. Meanwhile, softer-than-expected U.S. durable goods orders reinforced expectations of moderating economic growth but did not materially change market expectations ahead of this week's Federal Reserve policy decision.

Silver posted steeper losses than gold, reflecting its dual role as both a precious and industrial metal. While safe-haven demand weakened, concerns about slowing manufacturing activity and softer industrial demand also weighed on silver prices.

Despite today's pullback, the longer-term outlook for precious metals remains supported by expectations that the Federal Reserve could begin easing monetary policy later this year if inflation continues to moderate. Investors are now focused on this week's Fed meeting, key U.S. inflation data, and comments from policymakers for further clues on the direction of interest rates and precious metal prices.

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European Investor 07-28-26

Gold and Silver Rise as Fed Rate Cut Expectations and Easing Middle East Tensions

Gold and silver traded higher on Monday morning in Asia, as investors continued to price in potential Federal Reserve interest rate cuts later this year and the impact of easing geopolitical tensions in the Middle East.

Gold climbed above $4,100 per ounce, gaining nearly 1% over the past five trading days, while silver rose above $60 per ounce, extending its weekly advance to almost 2%. Both precious metals found support from last week’s softer-than-expected U.S. inflation data, which reinforced expectations that the Federal Reserve could begin easing monetary policy in the coming months.

Lower interest rates typically benefit precious metals by reducing the opportunity cost of holding non-yielding assets and putting downward pressure on the U.S. dollar. As a result, investors continued to increase exposure to gold and silver despite a decline in safe-haven demand.

Geopolitical risks also remained in focus. The United States’ decision to halt its military attacks on Iran reduced fears of a broader regional conflict, easing some of the safe-haven buying . However, expectations of lower oil price, inflation and borrowing costs largely offset the impact of improving geopolitical sentiment.

Silver continued to draw additional support from its industrial demand outlook. Beyond its role as a precious metal, silver is widely used in solar panels, electronics, and other technology applications, making it more sensitive to expectations for global economic and manufacturing activity than gold.

Looking ahead, investors will closely monitor upcoming U.S. economic data and Federal Reserve commentary for further clues on the timing of potential rate cuts. While easing geopolitical tensions may limit safe-haven demand, expectations of lower interest rates and resilient industrial demand could continue supporting both gold and silver in the near term.

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WS News 07-27-26

Gold Holds Above $4,000 as Cooling Inflation and Geopolitical Risks Offset Strong Labor Data

Gold prices edged higher on Friday, holding above the psychologically important $4,000-per-ounce level as easing inflation and lingering geopolitical tensions continued to support safe-haven demand despite signs of resilience in the U.S. labor market.

The precious metal gained around 0.2% to trade near $4,001 after this week’s softer-than-expected U.S. inflation report strengthened expectations that the Federal Reserve could begin cutting interest rates later this year. June CPI and core CPI both came in below market expectations, reinforcing the view that inflationary pressures are gradually easing.

At the same time, Thursday’s U.S. jobless claims data pointed to a still-solid labor market. Initial claims fell to 208,000, below expectations of 216,000, while continuing claims also declined, suggesting layoffs remain limited. However, weaker core retail sales indicated consumer spending may be losing some momentum, helping preserve expectations for policy easing.

Geopolitical developments also remained a key driver for gold. Investors continued to monitor tensions involving the United States and Iran following recent military exchanges, while broader conflicts in the Middle East and Eastern Europe maintained demand for defensive assets.

Looking ahead, traders will focus on upcoming Federal Reserve commentary and additional economic data for clues on the timing of the first rate cut. Any renewed geopolitical escalation could provide additional support for gold prices in the near term.

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WS News 07-17-26

Gold and silver rally as CPI cools Fed-rate pressure - Kitco AM Report | Kitco News

Gold and silver rally as CPI cools Fed-rate pressure - Kitco AM Report
...

(kitco.com)

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The Investor 07-14-26

Gold is becoming the reserve asset of the new multipolar world – Sprott’s Paul Wong | Kitco News

Gold is becoming the reserve asset of the new multipolar world – Sprott’s Paul Wong ...

(kitco.com)

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Global Finance News 07-14-26

Gold Holds Above $4,000 as Investors Balance Geopolitical Risks and Economic Data

Gold prices edged higher on Tuesday, trading around $4,020 per ounce as investors continued to balance geopolitical uncertainty in the Middle East against a steady stream of global economic data and expectations for central bank policy.

The precious metal has remained well supported in recent weeks following renewed military tensions between the United States and Iran. Although immediate fears of a broader regional conflict have eased, the recent exchange of attacks has reinforced gold's appeal as a safe-haven asset, helping prices remain above the psychologically important $4,000 level.

At the same time, investors are digesting a series of mixed economic releases from major economies. China's trade data exceeded expectations, with both exports and imports posting strong growth, while recent inflation figures from India pointed to persistent price pressures. In Japan, industrial production missed forecasts despite stronger household spending, reflecting an uneven global economic backdrop.

Meanwhile, markets continue to assess the outlook for monetary policy. Softer inflation trends in some regions have strengthened expectations for future interest rate cuts, while resilient economic activity in others suggests central banks may remain cautious. This combination has helped limit downside pressure on non-yielding assets such as gold.

Looking ahead, traders will closely monitor upcoming U.S. inflation data, Federal Reserve commentary, and any further developments surrounding U.S.-Iran relations. While easing geopolitical tensions could reduce safe-haven demand, any renewed escalation or signs of slowing global growth could provide fresh support for gold prices.

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Global Finance News 07-14-26

Gold Sinks to $4000 on Trump's Hormuz Tariff Ahead of US Inflation, Fed Testimony, Earnings | Gold News

Gold sank near $4000 on Monday as silver also fell on the worsening US-Iran and Russia-Ukraine wars ahead of US inflation and Fed testimony

(bullionvault.com)

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WS Investor 07-13-26

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AustraliaFollow

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Australia Trade Surplus Widens Sharply as Building Approvals Rebound

Australia released mixed economic data for June, with building approvals rebounding strongly while the trade balance returned to a larger-than-expected surplus.

Building Approvals (MoM, Jun)

Actual: 7.2%
Forecast: 7.2%
Previous: -1.6%

Trade Balance (Jun)

Actual: A$1.929 billion
Forecast: -A$1.050 billion
Previous: -A$2.367 billion

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European Investor 08-06-26

Australia's Producer Inflation Accelerates Sharply in Second Quarter

Australia's producer inflation accelerated significantly in the second quarter, with both annual and quarterly producer price growth exceeding expectations, signaling that cost pressures remain elevated for businesses.

The Producer Price Index (PPI) rose 3.6% year over year in the second quarter, up from 3.0% in the previous quarter. On a quarterly basis, producer prices increased 1.3%, well above economists' expectations of 0.5% and sharply higher than the 0.4% increase recorded in the first quarter.

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Global Finance News 07-31-26

Australia Building Approvals Jump 7.2% in June, Beating Expectations

Australia's building approvals rose 7.2% month-over-month in June, far exceeding market expectations for a 0.7% decline, after falling 1.6% in May.

The stronger-than-expected increase points to renewed momentum in the country's construction sector and suggests housing activity remained resilient despite elevated interest rates. The data may also support expectations of continued demand for residential development in the coming months.

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European Investor 07-30-26

Australia Inflation Cools Further as Quarterly CPI Misses Expectations

Australia's inflation slowed more than expected in the second quarter, adding to evidence that price pressures continue to ease and strengthening the case for additional monetary policy easing by the Reserve Bank of Australia (RBA).

CPI (QoQ): 0.6%
Expected: 0.7%
Previous: 1.4%

CPI (YoY) (Q2): 3.9%
Expected: 4.1%
Previous: 4.1%

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Global Finance News 07-29-26

Australia NAB Business Confidence Improves in June but Remains Negative

Australian business confidence improved in June but remained in negative territory, highlighting that firms are still cautious despite a modest improvement in sentiment.

The National Australia Bank (NAB) Business Confidence Index rose to -5 in June from -14 in May, marking a notable rebound from the previous month. While the result exceeded the prior reading, confidence remains below zero, indicating pessimists still outnumber optimists among Australian businesses.

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Global Finance News 07-14-26

RBA Holds Interest Rates Steady at 4.35%

The Reserve Bank of Australia left its benchmark cash rate unchanged at 4.35% at its June policy meeting, matching market expectations and marking another pause in its tightening cycle.

The decision reflects the central bank's cautious approach as it assesses progress in bringing inflation back toward its target range while monitoring the resilience of the labor market and economic growth.

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WS Investor 06-16-26

Australia's economy grew just 0.3% quarter-over-quarter in Q1, significantly below the 0.5% consensus forecast and sharply lower than the 0.9% growth recorded in Q4. On an annual basis, GDP rose 2.5%, matching the previous quarter but missing expectations of 2.7%.

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WS Investor 06-03-26

Australia’s construction sector remained under pressure in April, although the decline in building approvals was less severe than in the previous month. Building approvals fell 3.4% month-over-month, worse than expectations for a 1.5% decline, following a sharp 10.5% drop in March.

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WS News 06-02-26

Australia’s private capital expenditure surged 6.5% quarter over quarter in Q1, massively beating the 1.2% forecast and accelerating sharply from the previous 0.7% increase.

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WS News 05-28-26

Australia’s construction activity surged in the first quarter, with Construction Work Done rising 3.4% quarter over quarter, far above the 0.8% forecast and sharply higher than the previous 0.2% increase.

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Global Finance News 05-27-26

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NASDAQ:WDCFollow

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Western Digital Stock Jumps 6% as Analysts Reaffirm Bullish Outlook

Western Digital (NASDAQ: WDC) shares climbed more than 6% on Monday after multiple Wall Street firms reaffirmed their positive outlook on the data storage company, citing strong long-term growth prospects driven by artificial intelligence and expanding data center demand.

Cantor Fitzgerald maintained its Overweight rating and set a $900 price target, while Melius Research initiated coverage with a Buy rating and a $1,050 price target, underscoring confidence in Western Digital's position within the rapidly growing storage market.

Analysts expect the company to benefit from accelerating investment in AI infrastructure, which is increasing demand for high-capacity storage devices across hyperscale cloud providers and enterprise customers. The continued expansion of AI applications is expected to drive sustained demand for both hard disk drives and flash storage solutions.

The analyst actions also coincided with broad strength across semiconductor and storage stocks, as easing geopolitical tensions between the United States and Iran improved investor sentiment and encouraged buying in technology shares.

At the time of writing, Western Digital shares were up approximately 6.3% to $623, making the stock one of the stronger performers in the technology sector during Monday's session.

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European Investor 06-29-26

Western Digital Gains Despite Analyst Downgrade

Western Digital (NASDAQ: WDC) rose 1.2% despite Fox Advisors downgrading the stock from Overweight to Equal Weight, suggesting investors remain optimistic about the company's exposure to the ongoing AI-driven data storage boom.

The downgrade comes after a strong run in memory and storage-related stocks, with the analyst likely citing valuation considerations following significant gains across the sector. However, the positive share price reaction indicates investors continue to focus on favorable industry fundamentals rather than the rating change.

Western Digital remains a key beneficiary of growing demand for data storage driven by artificial intelligence, cloud computing, and data center expansion. As AI models become larger and more data-intensive, demand for high-capacity storage solutions continues to increase across enterprise and hyperscale customers.

The company has also benefited from improving pricing conditions in the storage market, as industry supply discipline and rising demand have supported profitability. Investors remain optimistic that AI infrastructure spending will continue to drive long-term growth in storage requirements.

Western Digital's gains mirror broader strength across the semiconductor and data infrastructure sectors, where companies linked to AI deployment continue attracting investor interest despite occasional analyst downgrades and valuation concerns.

While Fox Advisors adopted a more neutral stance, the stock's advance suggests the market remains focused on the favorable demand outlook for storage products as AI adoption accelerates globally.

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Global Finance News 06-22-26

Western Digital Shares Surge as Morgan Stanley Reaffirms Overweight Rating

Western Digital (NASDAQ: WDC) shares jumped 12% after Morgan Stanley reiterated its Overweight rating and maintained a $650 price target on the data storage company.

The rally comes as investors continue to increase exposure to companies benefiting from the rapid growth of AI infrastructure and cloud computing. As AI models become larger and more data-intensive, demand for both high-capacity storage and data center hardware continues to accelerate.

Western Digital is viewed as a key beneficiary of this trend, supplying storage solutions used by hyperscale cloud providers, enterprise customers, and AI-focused data centers. Analysts remain optimistic that growing storage requirements will support stronger demand and pricing across the industry.

The strong move in shares reflects broader enthusiasm for AI-related infrastructure plays, with investors increasingly looking beyond semiconductor manufacturers to companies that provide the storage systems needed to support the expanding AI ecosystem.

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European Investor 06-15-26

Western Digital reported strong fiscal second quarter 2026 results, highlighting solid demand driven by the AI-led data economy and continued margin expansion.

Revenue reached $3.02 billion, representing a 25% year-over-year increase. GAAP gross margin improved to 45.7%, while non-GAAP gross margin came in at 46.1%. GAAP diluted earnings per share were $4.73, and non-GAAP diluted EPS totaled $2.13. Operating cash flow for the quarter was $745 million, with free cash flow of $653 million. The company noted that it returned more than 100% of its free cash flow to shareholders through share repurchases and dividends during the quarter.

Looking ahead, Western Digital expects fiscal third quarter 2026 revenue to be up approximately 40% year over year at the midpoint of its guidance, supported by continued customer demand for high-capacity hard disk drives used in large-scale and AI-focused data infrastructure.

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WS Investor 01-30-26

Western Digital Reports 27% Revenue Growth in Q1 FY2026, Raises Dividend

Western Digital (Nasdaq: WDC) posted fiscal Q1 2026 revenue of $2.82 billion, up 27% year-over-year, driven by strong demand for cloud-based data storage. The company reported GAAP EPS of $3.07 and non-GAAP EPS of $1.78, exceeding guidance expectations.

Operating cash flow reached $672 million, with free cash flow of $599 million, reflecting disciplined cost control and improved margins. For Q2 FY2026, revenue is projected to rise about 20% year-over-year at the midpoint.

CEO Irving Tan highlighted the accelerating role of AI in driving data creation and storage needs, emphasizing that innovation and operational efficiency are positioning Western Digital for continued growth. Reflecting confidence in business momentum, the Board raised the quarterly dividend by 25% to $0.125 per share.

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Global Finance News 10-30-25

AMD, Intel and Oracle Are the New AI Winners — These 5 Could Be Next | Dr Wealth

5 AI stocks ....

(drwealth.com)

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The Investor 10-23-25

VantagePoint Vantagepoint A.I. Hot Stocks Outlook for June 20, 2025 Stocks $SPY, $ELF, $META, $RIF, $USO and $HES

Register for a Free Live Training Hot Stocks Outlook uses VantagePoint’s market forecasts that are up to 87.4% accurate, demonstrating how traders can improve their timing and direction. In this week’s video, VantagePoint Software reviews forecasts for Cameco

(vantagepointsoftware.com)

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Global Finance News 06-23-25

Western Digital Finalizes Flash Business Separation; Reclassifies Sandisk as Discontinued Operations

Western Digital Corporation has completed the spin-off of its Flash business into a newly independent company, Sandisk Corporation, which now trades publicly under the symbol “SNDK” on the Nasdaq.

Following the separation finalized on February 21, 2025, Western Digital no longer consolidates Sandisk’s results in its financial reporting. Beginning in the third quarter of fiscal 2025, all historical financial results related to the Flash business will be presented as discontinued operations in Western Digital's financial statements.

The company has released preliminary unaudited financial data reflecting these changes, including updated balance sheets, income statements, reconciliations between GAAP and non-GAAP measures, and supplemental financial data covering fiscal years 2022 through 2025 to date. These figures are for informational use only and do not revise prior official filings.

The move reflects Western Digital’s strategic focus on its core HDD and other continuing operations while allowing Sandisk to pursue growth independently in the flash memory market.

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M

ME NEWS 04-08-25

Western Digital Announces Bylaws Amendments and $1.8 Billion Senior Notes Redemption
March 13, 2025 – Western Digital Corporation (NASDAQ: WDC) has announced amendments to its bylaws and plans to redeem $1.8 billion of its 4.750% Senior Notes due 2026.

Key Updates:
1. Bylaws Amendments
The Board approved several changes to the company’s Amended and Restated Bylaws, including:

Updates to advance notice provisions for shareholder proposals and director nominations.
Enhanced requirements for stockholder-proposed nominees, including compensation disclosures and Board interviews.
Adjustments for Delaware General Corporation Law compliance, including changes to stockholder meeting procedures.
New proxy rules, requiring stockholder solicitors to use a non-white proxy card (reserved for Board use).
2. Redemption of $1.8 Billion Senior Notes
Western Digital will redeem $1.8 billion of its 4.750% Senior Notes due 2026 on April 14, 2025, at 100% of the principal amount plus accrued interest. After the redemption, $500 million of these notes will remain outstanding.

These steps reflect Western Digital’s focus on corporate governance improvements and financial flexibility, strengthening its market position.

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M

ME NEWS 03-17-25

Western Digital Announces Bylaw Amendments and $1.8 Billion Debt Redemption
San Jose, CA – March 13, 2025
Western Digital Corporation (NASDAQ: WDC) today announced that its Board of Directors has approved amendments to its Amended and Restated Bylaws, aimed at strengthening corporate governance and compliance with SEC regulations. The company also confirmed the redemption of $1.8 billion in 4.750% Senior Notes due 2026, reinforcing its commitment to financial flexibility.

Key Bylaw Amendments
Western Digital’s board has adopted changes to modernize governance practices and address recent SEC rule changes. The updates include:

Enhanced Shareholder Proposal Rules:

New disclosure requirements for stockholder-nominated directors.
Clarification that stockholders cannot modify nominations after the deadline.
Mandatory board interviews for nominees.
Universal Proxy Compliance:

Stockholders soliciting proxies must use a proxy card color other than white, which is reserved for Board-approved proxies.
Stockholder Meeting Adjustments:

Elimination of the requirement to make stockholder lists available at meetings.
Streamlined adjournment and rescheduling procedures.
Updated Indemnification for Directors & Officers:

Aligns with new industry standards and the company’s revised indemnification agreements.
$1.8 Billion Senior Notes Redemption
Western Digital has also initiated the redemption of $1.8 billion in 4.750% Senior Notes due 2026 (CUSIP No. 958102AM7), effective April 14, 2025.

Redemption Terms:

Principal Repayment: 100% of face value
Accrued Interest Paid Up to Redemption Date
Remaining Notes Outstanding: $500 million
Trustee Notification: The U.S. Bank National Association has issued redemption notices to record holders per DTC procedures.

Company Statement
“These changes position Western Digital for continued success by improving governance transparency and reducing financial liabilities,” said [Company Representative]. “Our debt reduction strategy strengthens our balance sheet and enhances long-term shareholder value.”

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M

ME NEWS 03-14-25

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GermanyFollow

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German Factory Orders Surge in June, Beating Expectations

Germany's factory orders rose much more than expected in June, signaling a stronger recovery in manufacturing demand.

German Factory Orders (MoM, Jun)

Actual: 3.1%
Forecast: 0.5%
Previous: 0.3%

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European Investor 08-06-26

Eurozone and UK Services Activity Improves in July as Germany Returns to Near Stability

Services sector activity across Europe showed further signs of stabilization in July, with the Eurozone and the UK both posting stronger-than-expected PMI readings, while Germany's services sector moved closer to returning to expansion.

Key July Services PMI Results

Germany HCOB Services PMI: 49.8 (Expected: 49.6 | Previous: 48.6)
Eurozone HCOB Services PMI: 51.7 (Expected: 51.6 | Previous: 49.4)
UK S&P Global Services PMI: 52.1 (Expected: 51.8 | Previous: 48.8)
France HCOB Services PMI: 49.6 (Expected: 49.8 | Previous: 46.8)

The Eurozone services sector remained in expansion territory, with the PMI rising to 51.7, comfortably above the 50-point threshold that separates growth from contraction. The stronger-than-expected reading suggests demand across the region continued to recover despite lingering geopolitical uncertainty and softer manufacturing activity.

Germany also delivered an encouraging report. Although its services PMI remained just below the 50 mark at 49.8, the improvement from 48.6 indicates that the country's services sector is approaching stabilization after several months of weakness.

The UK posted one of the strongest reports among the major European economies. The Services PMI climbed to 52.1, beating expectations and rebounding sharply from 48.8 in June, pointing to renewed momentum in the country's largest economic sector.

France remained the weakest performer. While the Services PMI improved significantly from 46.8 to 49.6, it still stayed just below the expansion threshold, indicating that activity continues to contract, albeit at a much slower pace.

Overall, the July PMI releases suggest that Europe's services sector is becoming an increasingly important source of economic resilience. The data may ease concerns about slowing growth and reinforce expectations that domestic demand remains relatively healthy even as manufacturing continues to face headwinds.

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Global Finance News 08-05-26

German Unemployment Rate Rises Unexpectedly in July

Germany's labor market weakened in July as the unemployment rate unexpectedly increased, adding to concerns that Europe's largest economy continues to face headwinds despite signs of stabilizing inflation.

The German unemployment rate rose to 6.4% in July, above market expectations of 6.3% and up from 6.3% in June.

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Global Finance News 07-31-26

German Inflation Accelerates More Than Expected in July

Germany's inflation accelerated more than expected in July, with both monthly and annual consumer price figures coming in above market forecasts, highlighting renewed price pressures in Europe's largest economy.

Consumer prices rose 0.8% month-over-month, exceeding expectations of 0.7% and reversing June's 0.3% decline. On an annual basis, inflation accelerated to 2.8%, above the 2.7% consensus forecast and up from 2.3% in June.

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WS Investor 07-30-26

Spain Outpaces Expectations While Germany Posts Modest Q2 Growth

Spain's economy grew 0.7% quarter-over-quarter in the second quarter, outperforming market expectations of 0.6% and accelerating from the previous quarter's 0.6% expansion. The stronger-than-expected reading highlights Spain's continued resilience, supported by solid domestic demand and services activity.

Meanwhile, Germany's economy expanded 0.2% in the second quarter, slightly above economists' expectations of 0.1%. However, growth slowed from the revised 0.3% increase recorded in the previous quarter, suggesting Europe's largest economy continues to recover at a gradual pace.

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European Investor 07-30-26

German Business Confidence Improves in July as Expectations Reach Two-Year High

German business confidence strengthened for a second consecutive month in July, with improving expectations helping offset persistent weakness in current business conditions and signaling a gradual recovery in Europe's largest economy.

The Ifo Business Climate Index rose to 86.6 in July, beating market expectations of 86.1 and improving from 85.7 in June. The stronger-than-expected reading was driven primarily by a sharp improvement in business expectations.

The German Business Expectations Index climbed to 86.7 from 84.3, indicating that companies have become increasingly optimistic about the economic outlook over the coming months. Meanwhile, the Current Assessment Index edged down slightly to 86.5 from 87.0, reflecting that businesses still view present economic conditions as relatively weak despite growing optimism about the future.

Markets interpreted the data as a sign that Germany's economy may be emerging from its prolonged slowdown. However, the decline in the current assessment component suggests the recovery remains uneven, with businesses expecting better conditions ahead rather than experiencing a meaningful improvement today.

Investors will now turn their attention to upcoming eurozone GDP, inflation, and manufacturing PMI data for further evidence that Germany's improving business sentiment is beginning to translate into stronger economic growth across the region.

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European Investor 07-27-26

German Economic Sentiment Jumps in July as Confidence Improves

German investor confidence improved far more than expected in July, signaling growing optimism about the outlook for Europe’s largest economy despite continued weakness in current business conditions.

The ZEW Economic Sentiment Index climbed to 26.3 in July, comfortably beating the consensus estimate of 15.1 and rising sharply from 10.5 in June. The stronger-than-expected reading suggests financial market experts have become increasingly optimistic about Germany’s economic prospects over the next six months.

Meanwhile, the ZEW Current Conditions Index improved to -77.6 from -81.0 in the previous month, slightly outperforming expectations of -77.8. Although the indicator remains deeply negative, the improvement points to a gradual stabilization in current economic conditions.

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WS News 07-21-26

German Producer Prices Fall More Than Expected in June

German producer prices declined more than expected in June, signaling continued easing in upstream inflation pressures and reinforcing the broader disinflation trend across Europe’s largest economy.

Germany’s Producer Price Index (PPI) fell 0.3% month over month, compared with market expectations for a 0.2% decline. The reading marked a sharp reversal from May’s 0.3% increase and suggests that cost pressures facing manufacturers continued to moderate.

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WS News 07-20-26

Eurozone Inflation Eases Further in June, Supporting ECB Policy Outlook

Eurozone inflation continued to moderate in June, reinforcing expectations that the European Central Bank will have greater flexibility to continue easing monetary policy if disinflation remains on track.

Headline consumer inflation came in at 2.8% year over year, matching market expectations and slowing from 3.2% in May. Core inflation, which excludes volatile food and energy prices, also met forecasts at 2.4%, down from 2.6% in the previous month.

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WS News 07-17-26

Germany’s Trade Surplus Widens Sharply in May, Beating Expectations

Germany posted a much stronger-than-expected trade surplus in May, underscoring the resilience of Europe’s largest export-driven economy despite ongoing global economic uncertainty.

Germany’s trade balance recorded a surplus of €19.1 billion in May, significantly exceeding economists’ expectations of €14.9 billion. The result also improved markedly from April’s €14.7 billion surplus, reflecting stronger external demand and a favorable trade environment.

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WS News 07-09-26

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NYSE:UBERFollow

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Uber (UBER) Stock Falls 6% Despite Strong Q2 Earnings and Record Cash Flow

Uber Technologies (NYSE: UBER) shares fell around 6% on Wednesday despite reporting another quarter of strong growth in bookings, earnings, and cash flow. While the ride-hailing and delivery giant delivered solid financial results and maintained healthy guidance for the third quarter, investors appeared disappointed that revenue growth was slower than bookings growth and that the outlook did not include a significant upside surprise.

Gross Bookings Reach a New High

Uber delivered another quarter of robust operating performance, with growth across all of its major business segments.

Key second-quarter results included:

* Gross Bookings: $58.0 billion (+24% year over year; +22% constant currency)
* Revenue: $14.2 billion (+12%)
* Trips: 3.87 billion (+18%)
* Monthly Active Platform Consumers: 208 million (+16%)
* Adjusted EBITDA: $2.82 billion (+33%)
* Non-GAAP Operating Income: $2.14 billion (+40%)
* Non-GAAP EPS: $0.81 (+35%)
* Free cash flow: $2.79 billion (+13%)

The company also reported GAAP operating income of $1.9 billion and GAAP diluted EPS of $1.17, supported in part by a $1.6 billion pre-tax gain from the revaluation of its equity investments.

Delivery and Freight Continue to Lead Growth

Uber's Delivery segment remained one of the company's strongest performers.

Delivery revenue increased 28%, while Gross Bookings climbed 26%. Freight also posted solid results, with both revenue and Gross Bookings rising 25%.

Meanwhile, Mobility Gross Bookings increased 22%, reflecting continued healthy demand for ride-hailing services. However, Mobility revenue rose just 1%, largely due to business model changes that affected reported revenue growth despite higher customer activity.

Management noted that these changes reduced overall reported revenue growth by approximately eight percentage points during the quarter.

Profitability Continues to Improve

Uber continued to demonstrate strong operating leverage.

Adjusted EBITDA increased 33% to $2.82 billion, while Non-GAAP Operating Income climbed 40% to $2.14 billion. The company also generated $2.79 billion in free cash flow during the quarter, pushing trailing twelve-month free cash flow above $10 billion for the first time in its history.

CEO Dara Khosrowshahi highlighted Uber's expanding ecosystem, noting that the company added more first-time users over the past twelve months than during any comparable period in the past five years. He also emphasized Uber's long-term strategy of building the world's largest platform for autonomous vehicles.

Third-Quarter Outlook Remains Strong

For the third quarter of 2026, Uber expects:

* Gross Bookings between $58.25 billion and $60.25 billion, representing constant-currency growth of 18% to 22%.
* Non-GAAP EPS between $0.84 and $0.88.
* Adjusted EBITDA between $2.86 billion and $2.96 billion.

The guidance points to another quarter of strong profitability and continued demand across Uber's platform.

Why the Stock Fell

Despite reporting impressive growth across most operating metrics, investors appeared disappointed by the company's 12% reported revenue growth, which lagged the 24% increase in Gross Bookings. Although management explained that business model changes reduced reported revenue growth by roughly eight percentage points, the market may have been hoping for stronger top-line acceleration.

In addition, Uber's third-quarter guidance was broadly in line with expectations rather than significantly above them. After a series of consistently strong quarterly reports, investors may have viewed the latest results as solid but lacking a meaningful positive surprise, leading to profit-taking following the earnings release.

Wednesday's results demonstrated that Uber continues to generate strong growth across mobility, delivery, and freight while expanding profitability and producing record levels of cash flow.

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The Investor 08-05-26

Uber Surges 7% as Platform Growth Accelerates and Earnings Scale at Twice the Topline Rate

May 6, 2026 · Earnings Report

Uber Technologies jumped 7% today after reporting a first quarter that demonstrated the company's growing grip on daily consumer life, with trips, bookings, and earnings all expanding at a pace that comfortably exceeded expectations.

Gross bookings grew 25% year-over-year to $53.7 billion, or 21% on a constant currency basis, marking the third consecutive quarter of growth exceeding 21%. Trips grew 20% to 3.6 billion, driven by monthly active platform consumers rising 17% to 199 million. Revenue came in at $13.2 billion, up 14% year-over-year, though the headline figure was held back by roughly 9 percentage points due to business model changes.

The profitability story was arguably more impressive than the top line. GAAP income from operations surged 57% to $1.9 billion, non-GAAP operating income grew 42% to $1.9 billion, and adjusted EBITDA rose 33% to $2.5 billion. Non-GAAP EPS jumped 44% to $0.72. GAAP net income came in at just $263 million, significantly below the prior year's $1.78 billion, but that decline was entirely due to a $1.5 billion non-cash headwind from revaluations of Uber's equity investments rather than any operational weakness. Free cash flow was $2.3 billion for the quarter and the company ended March with $6.1 billion in unrestricted cash.

The Delivery segment was the standout growth driver, with gross bookings up 28% to $26.0 billion and revenue surging 34% to $5.1 billion. Mobility gross bookings rose 25% to $26.4 billion. Both segments expanded operating income meaningfully, with Mobility up 28% to $2.0 billion and Delivery up 43% to $961 million. Freight remained a modest drag, posting a small operating loss of $30 million.

A key milestone highlighted by CEO Dara Khosrowshahi was the platform reaching 50 million Uber One members, with subscribers now accounting for half of gross bookings across Mobility and Delivery, underscoring the stickiness and monetization power of the membership model.

"We are off to an exceptional start to 2026, with Gross Bookings growth exceeding 21% for the third consecutive quarter and earnings scaling at more than twice our topline," said CFO Balaji Krishnamurthy.

For the second quarter, Uber guided gross bookings to between $56.25 billion and $57.75 billion, representing 18% to 22% constant currency growth, and non-GAAP EPS of $0.78 to $0.82, implying growth of 31% to 38% year-over-year. Adjusted EBITDA is expected to reach between $2.70 billion and $2.80 billion.

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Global Finance News 05-06-26

Uber Technologies and Block Inc. announced an expanded global partnership aimed at improving restaurant operations and payment options across Uber’s platforms. The collaboration will extend Square’s integration with Uber Eats to multiple international markets, while introducing Cash App Pay as a payment method for Uber and Uber Eats users in the United States.

The partnership is designed to streamline restaurant workflows through integrated ordering systems and enhance customer payment flexibility, including access to millions of Cash App users. The companies said the initiative builds on previous collaborations and reflects a broader effort to connect their ecosystems and support growth for merchants and consumers globally.

Source: Uber

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The Investor 04-24-26

Prosus N.V. announced it has sold a 4.5% stake in Delivery Hero SE to Uber Technologies, Inc. for approximately €270 million.

The transaction involved the sale of 13.6 million shares at €20.00 each, representing a roughly 22% premium to the one-month volume-weighted average price. The deal forms part of Prosus’ commitments to the European Commission following its acquisition of Just Eat Takeaway*com, requiring a reduction in its Delivery Hero stake.

Prosus stated it remains committed to further reducing its shareholding within the agreed timeframe.

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The Investor 04-19-26

Uber Technologies and MOIA America announced plans to deploy autonomous ID. Buzz vehicles on the Uber platform in Los Angeles by the end of 2026.

The partnership has entered the on-road testing phase, with MOIA operating a growing fleet of autonomous vehicles equipped with human safety operators. The companies aim to expand the fleet to over 100 vehicles during testing, with a longer-term goal of scaling to thousands across multiple U.S. cities.

The initiative builds on a strategic collaboration launched in 2025 and leverages MOIA’s autonomous driving technology alongside Uber’s global ride-hailing platform. The ID. Buzz vehicles are designed specifically for autonomous mobility services.

The project marks a significant step toward commercializing driverless ride-hailing, with Los Angeles serving as the initial launch market before broader expansion.

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WS Investor 04-08-26

Uber Technologies, Inc. announced a partnership with Ace Hardware Corporation to expand on-demand delivery of home improvement products across the United States.

More than 3,700 Ace Hardware stores are now available on the Uber Eats platform, allowing customers to order items such as tools, paint, and gardening supplies for immediate or scheduled delivery.

The collaboration reflects Uber Eats’ strategy to broaden its offering beyond food delivery into everyday retail categories, while enabling Ace to enhance convenience and reach through digital channels.

Both companies said the partnership aims to provide faster, more flexible access to home improvement essentials, particularly for urgent or last-minute needs.
Business Wire

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WS Investor 04-07-26

Dubai, March 31, 2026 — WeRide and Uber Technologies launched fully driverless robotaxi operations in Dubai, marking one of the first commercial Level 4 autonomous taxi services without onboard drivers.

The service, now active in Umm Suqeim and Jumeirah, allows users to book autonomous rides through the Uber app. The rollout is supported by Dubai’s Roads and Transport Authority and aligns with the city’s goal of making 25% of all journeys autonomous by 2030.

Following earlier supervised trials, the companies received regulatory approval to expand operations across additional commercial, suburban, and logistics areas. The initiative is part of a broader plan to deploy at least 1,200 robotaxis across key Middle Eastern cities, including Abu Dhabi and Riyadh.

The launch highlights accelerating adoption of autonomous mobility in the region, with both companies emphasizing scalability, safety, and long-term commercialization of driverless transport solutions.
Globe Newswire

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European Investor 03-31-26

Uber Technologies, Inc. announced it will acquire Blacklane as part of its expansion into premium and executive travel.

Blacklane, which operates in more than 500 cities across 60+ countries, specializes in pre-booked chauffeur services and serves corporate and high-end travel customers.

The acquisition supports Uber’s strategy to grow its premium segment, including services like Uber Reserve and Uber Elite, which have seen strong demand for high-quality, scheduled rides.

Uber expects the combination of its global platform and Blacklane’s luxury service expertise to accelerate growth in the chauffeur market and enhance its offering across different customer segments. The deal is subject to regulatory approvals and is expected to close by the end of 2026.
Business Wire

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WS Investor 03-30-26

Uber Technologies, Pony*ai and Verne have announced a partnership to launch Europe’s first commercial robotaxi service, starting in Zagreb.

The service will combine Pony*ai’s autonomous driving technology, Uber’s ride-hailing platform and Verne’s operational framework, with initial on-road testing already underway and preparations for paid rides in progress.

The partners aim to scale the service to thousands of robotaxis over the coming years, expanding to additional European cities and potentially other global markets.

The collaboration marks a significant step toward commercializing autonomous mobility in Europe, as companies move from pilot programs to fully operational ride-hailing services.
Business Wire

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The Investor 03-26-26

Uber and Rivian announced a strategic partnership to deploy up to 50,000 fully autonomous robotaxis over the coming years.

Under the agreement, Uber will invest up to $1.25 billion in Rivian through 2031, with an initial $300 million commitment. The first phase includes the deployment of 10,000 autonomous Rivian R2 vehicles, with initial commercial launches planned in San Francisco and Miami in 2028, expanding to 25 cities across the U.S., Canada, and Europe by 2031.

The robotaxis will operate exclusively on the Uber platform, leveraging Rivian’s vertically integrated approach to vehicle design, software, and AI-powered autonomy systems. The partnership aims to accelerate the development of Level 4 autonomous driving technology and scale a fully driverless ride-hailing network globally.

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Global Finance News 03-19-26

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BrazilFollow

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Brazil Cuts Interest Rate to 14.00%, Matching Expectations

Brazil's central bank lowered its benchmark Selic interest rate by 25 basis points to 14.00%, in line with market expectations, from the previous 14.25%.

Actual: 14.00%
Forecast: 14.00%
Previous: 14.25%

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European Investor 08-06-26

Brazil Cuts Interest Rates to 14.25%, Extending Monetary Easing Cycle

Brazil's central bank lowered its benchmark interest rate to 14.25%, matching market expectations and marking a reduction from the previous rate of 14.50%.

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WS Investor 06-18-26

Brazil Retail Sales Fall Sharply, Missing Expectations in April

Brazil's retail sector weakened significantly in April, with sales falling more than expected on both a monthly and annual basis, signaling softer consumer demand in Latin America's largest economy.

Retail sales declined 1.5% month-over-month, well below expectations for a 0.6% decrease and reversing the 0.7% increase recorded in March. On an annual basis, retail sales rose just 1.0%, missing forecasts for 2.0% growth and slowing sharply from the previous month's 4.0% increase.

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Global Finance News 06-16-26

Brazil's industrial production increased 2.7% year-over-year in April, comfortably beating the 1.7% forecast, although growth slowed from 4.4% in March.

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Global Finance News 06-03-26

Brazil’s inflation pressures showed signs of accelerating in May, according to the latest IPC-Fipe data. The IPC-Fipe Inflation Index rose 0.45% month-over-month, up from 0.40% in April, indicating a modest pickup in consumer price growth.

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WS News 06-02-26

Brazil’s economy delivered another solid quarter of growth in Q1, with GDP expanding 1.1% quarter over quarter, beating expectations of 1.0% and accelerating sharply from the previous 0.3% increase.

On an annual basis, GDP grew 1.8%, matching both forecasts and the prior reading. While year-over-year growth remained stable, the stronger quarterly figure suggests economic momentum improved significantly at the start of the year.

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WS News 05-29-26

Brazil’s unemployment rate fell to 5.8% in April, beating expectations of 5.9% and improving from the previous 6.1%.

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WS News 05-28-26

Brazilian retail sales rose 0.5% month-on-month in March, beating expectations for no growth, though slowing from February’s 0.7% increase.

On a yearly basis, retail sales jumped 4.0%, well above the 2.8% forecast and sharply stronger than the previous 0.4% gain.

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The Investor 05-13-26

Brazil’s inflation rate accelerated in April but came in slightly below expectations.

Consumer prices rose 4.39% year over year, compared with forecasts of 4.41% and the previous 4.14% reading.

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European Investor 05-12-26

Brazil industrial production rose 4.3% year-over-year in March, beating expectations of 3.5% and rebounding strongly from the previous -0.7% decline.

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European Investor 05-07-26

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07-10-25WS News

NYSE:MCKFollow

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McKesson Barely Moves After Hours Despite Record Year as Strong Results Were Already Expected

Irving, May 7, 2026 — Shares in McKesson Corporation edged down a negligible 0.12% in after-hours trading yesterday after the healthcare distribution giant reported a fiscal fourth quarter and full year that delivered record revenue and earnings, reaffirmed its long-term growth targets, and issued fiscal 2027 guidance largely in line with what Wall Street had anticipated. The near-flat reaction is itself the story — McKesson has become such a reliable compounder that beating expectations is simply what investors expect.

Full year revenues reached $403.4 billion, up 12%, while adjusted EPS grew 18% to $39.11 — exceeding the company's own long-range targets of 13% to 16%. Fourth quarter adjusted EPS of $11.69 rose 16% year-over-year, driven by strength in oncology distribution, a lower share count, and a favorable tax rate. Free cash flow for the full year came in at $5.4 billion, and McKesson returned $5.1 billion to shareholders through buybacks and dividends.

The Oncology and Multispecialty segment was the standout, with full-year revenue surging 31% to $48.4 billion and adjusted operating profit up 53%. The US Oncology Network continued to expand, adding Cancer Care Northwest in April, and the PRISM Vision Group ophthalmology network also grew its footprint. These specialty provider businesses represent the highest-margin, highest-growth portion of McKesson's portfolio and are the primary reason the company commands a premium valuation.

Fiscal 2027 adjusted EPS guidance of $43.80 to $44.60, implying 12% to 14% growth, landed close to consensus and provided no upside surprise. The Medical-Surgical Solutions segment, which is being separated as a standalone business with Apollo Global acquiring a minority stake, continues to be a drag — adjusted operating profit there fell 5% in the quarter.

With a $7.7 billion share repurchase authorization in place and long-term EPS growth targets reaffirmed at 13% to 16%, McKesson offers exactly what its investors buy it for: predictable, compounding returns. The muted after-hours move reflects a market that got precisely what it paid for.

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WS Investor 05-08-26

McKesson Corporation (NYSE:MCK) declared a regular dividend of 82 cents per share of common stock. The dividend will be payable on July 1, 2026, to shareholders of record on June 1, 2026.

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The Investor 04-24-26

McKesson Corporation announced that funds managed by Apollo Global Management will acquire a minority stake in its Medical-Surgical Solutions (MMS) business as part of its planned separation strategy.

Apollo will invest $1.25 billion in convertible preferred equity for an approximately 13% stake, valuing the MMS unit at around $13 billion. McKesson will retain majority ownership and operational control while preparing the business for a future initial public offering.

The transaction is positioned as a key step in McKesson’s broader plan to spin off MMS into a standalone company, with Apollo providing strategic and financial support to facilitate the transition and future growth.

The deal is subject to regulatory approvals and customary closing conditions.
Business Wire

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Global Finance News 04-20-26

McKesson Corporation (NYSE: MCK) will release its fourth quarter financial results after market close on Thursday, May 7, 2026.

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The Investor 03-07-26

McKesson Corporation announced it has completed the sale of its retail and distribution businesses in Norway to NorgesGruppen, finalizing its exit from European operations. The divestiture, first announced in August 2025, allows McKesson to concentrate capital and strategy on expanding its Oncology, Multispecialty, and Biopharma Services platforms. Additional details will be shared during the company’s fiscal third-quarter earnings call in early February.

Source: Business Wire

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Global Finance News 01-31-26

The Board of Directors of McKesson Corporation (NYSE: MCK) declared a regular dividend of 82 cents per share of common stock. The dividend will be payable on April 1, 2026, to shareholders of record on March 2, 2026.

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WS Investor 01-28-26

McKesson Corporation announced that it will release its third quarter fiscal 2026 financial results after market close on Wednesday, February 4, 2026. The company will host a live earnings conference call webcast for investors at 4:30 p.m. Eastern Time on the same day.

Source: McKesson Corporation press release via Business Wire.

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Global Finance News 12-22-25

McKesson Corporation (NYSE: MCK) outlined its long-term growth strategy and updated financial targets at its 2025 Investor Day in Irving, Texas. The company raised its Fiscal 2026 adjusted earnings per share guidance to $38.05–$38.55, up from $37.10–$37.90, and lifted its long-term adjusted EPS growth target to 13–16% from 12–14%.

Executives highlighted strategic priorities, including strengthening North American pharmaceutical distribution, expanding oncology and biopharma services, and advancing portfolio optimization with the planned separation of its Medical-Surgical business. McKesson also introduced new segment growth targets: 5–8% for North American Pharmaceutical, 13–16% for Oncology & Multispecialty, and 10–13% for Prescription Technology Solutions.

CEO Brian Tyler said the company’s operational discipline and portfolio strength position it to drive sustainable growth and shareholder value. McKesson will release its Q2 fiscal 2026 results on November 5, 2025.

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European Investor 09-24-25

McKesson Corporation used its 2025 Investor Day in Irving, Texas, to outline its long-term growth strategy, highlight portfolio optimization moves, and raise financial targets.

Executives emphasized progress on strategic priorities, including strengthening North American pharmaceutical distribution, expanding oncology, multispecialty, and biopharma services, and modernizing the portfolio. The company also updated investors on the planned separation of its Medical-Surgical unit.

McKesson introduced a new organizational structure designed to sharpen its growth focus and improve transparency, while reaffirming oncology, multispecialty, and biopharma services as its primary growth pillars. Reflecting this momentum, McKesson raised its Fiscal 2026 adjusted earnings per share guidance to $38.05–$38.55, up from $37.10–$37.90.

Looking further ahead, the company lifted its long-term adjusted EPS growth target to 13–16% annually, compared to its previous 12–14% range, and set new segment growth targets: 5–8% for North American Pharmaceutical, 13–16% for Oncology & Multispecialty, and 10–13% for Prescription Technology Solutions.

CEO Brian Tyler said McKesson’s operational excellence and disciplined execution provide a strong foundation to accelerate strategic priorities and deliver sustainable value for shareholders.

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The Investor 09-23-25

McKesson Corporation (NYSE: MCK) will release its first quarter fiscal 2026 financial results after market close on Wednesday, August 6, 2025. The company will host a live webcast of the earnings conference call for investors at 4:30 PM Eastern Time to review its financial results.

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WS Investor 06-27-25

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