World News by Wild Rose

Capital.com Senior Market Analyst Kyle Rodda argues that strong corporate earnings continue to buffer equities against rising bond yields and AI valuation risks. He also cautions that investor tolerance could fade quickly if profit growth expectations begin to fade. (Source: Bloomberg)

Equities can keep climbing even as rising bond yields raise the bar for earnings growth, according to JPMorgan Chase & Co.’s Grace Peters.

European equities face a high bar for a year-end rally as investor confidence hinges on one key factor: a robust outlook for corporate earnings.

Ulrike Hoffmann-Burchardi, global equities CIO at UBS Global Wealth Management, says resilient earnings can drive the next leg higher for stocks as government, corporate and consumer spending support growth. She adds that the AI investment boom may also be underestimated as it expands into robotics and the physical economy. This interview aired Sept. 21, 2026. (Source: Bloomberg)

Market expectations for earnings at European luxury-goods makers are overly optimistic given softening demand conditions and buying trends, according to analysts at RBC.

Sharon Bell, equity strategist at Goldman Sachs, discusses the selloff in bonds and why she's positive on European equities. "15% earnings growth is pretty impressive," Bell tells Bloomberg Television. "European companies are global in their reach. They have a lot of exposure to lots of things you want at the moment," she adds. (Source: Bloomberg)

Max Kettner, chief multi-asset strategist at HSBC Bank, says equity markets have ‘100%’ discounted higher interest rates from here and points to the global strength in earnings supporting stocks. (Source: Bloomberg)

On this episode of Stock Movers: - Kroger (KR) is moving as it trimmed its annual sales guidance due to fierce competition for grocery spending. - Oracle (ORCL) shares are higher as the software company’s results featured better-than-expected cloud revenue amid strong AI demand. - Restoration Hardware (RH) shares are on the move after the home furnishing retailer’s quarterly earnings beat amid a weaker housing market and consumer spending environment. (Source: Bloomberg)

S&P 500 Index futures are little changed as of 7:41 a.m. in New York. Earnings from Oracle will provide a read on the AI trade.

US equity futures waver ahead of PPI data, Oracle earnings and a rate decision from the European Central Bank. Brent crude reaches $102 a barrel as Iran is said to be ready to intensify its counterattacks if the US continues its strikes. President Trump pledges a $5,000 payout to voters if the Republican party wins the midterm elections. The president is set to speak again at the Republican National Convention in Dallas today. Jack Caffrey of JPMorgan Asset Management joins "Bloomberg Brief" to recap this earnings season. This video has been edited to correct a graphic to note that ECB President Christine Lagarde is scheduled to speak. Lagarde's name was misspelled at 00;41;26;29 (Source: Bloomberg)

Oracle Corp. shares are struggling this year as investors balk at the massive debt load the software and cloud computing company has taken on to build out artificial intelligence infrastructure.

Jamaica tourism brought 2.34 million visitors and US$2.5 billion in earnings through 31 August, with arrivals 17 percent below the same period of 2025. The post Jamaica Tourism Runs 17 Percent Below Last Year After Melissa appeared first on The Rio Times.

Stock investors are caught between the pull of strong earnings and mounting macroeconomic risks, with key events carrying binary outcomes that argue for some protection.

Jessica Noviskis, OCIO portfolio strategist at Marquette Associates, says strong earnings continue to support US stocks, but elevated expectations and higher yields leave the market vulnerable if results disappoint. “When we do see those hiccups, we can see a bigger correction,” she says on “Bloomberg Markets.” (Source: Bloomberg)

When Nio CEO William Li outlined earnings prospects for the Shanghai-based carmaker in March, he could not help but liken the automotive business to the development of robots. “I think robotics will represent a natural extension of our carmaking capabilities and business acumen,” Li told reporters at a media briefing after Nio posted its first-ever quarterly profits for the three months ending December. “Don’t you think that every car we produce in the future will actually be a robot? Its...

Lululemon Athletica Inc. lowered its full-year outlook for a second straight quarter, reflecting the deepening challenges incoming Chief Executive Officer Heidi O’Neill will face when she takes over the top job next week.  Sales are now projected to be in a range of $10.35 billion to $10.5 billion in the current fiscal year that ends in early 2027. That’s down from June’s annual forecast, which was itself reduced from the previous view. The company also trimmed its outlook for earnings per share after reporting its first decline in comparable sales since the pandemic when they temporarily stopped reporting the measure. We get reaction from Poonam Goyal, Senior US Retail Analyst for Bloomberg Intelligence. (Source: Bloomberg)

Beata Manthey, European equity strategy head at Citi, says economic data, earnings revisions and government policy paint a positive picture for European firms. "We argue that actually policymakers are making good steps toward really protecting [the] European economy going forward," Manthey tells Bloomberg Television. (Source: Bloomberg)

Discovery Ltd.’s full-year earnings rose as South Africa’s largest health-insurance administrator benefited from years of strategic investment and as profit from its banking division climbed.

Australian earnings beats are outpacing misses for the first time in four years, defying a challenging economic backdrop and bolstering chances for a stalled stock rally to resume.

Minerva will pay 25% of adjusted profit, the mandatory minimum, instead of the 50% its own policy provides for once debt falls. The post Brazil’s Minerva Cuts Its Dividend to the Legal Minimum appeared first on The Rio Times.