sector-analysis News
US Farm Sector Gains as China Soybean Purchases Rebound Sharply
A recent surge in buying has eased concerns for agricultural giants like ADM and Bunge after a period of muted demand from the critical export market.
AM Best Upgrades US Homeowners Insurance Outlook to Stable
The influential rating agency cited improved pricing, underwriting discipline, and moderating catastrophe losses as key drivers for its revised outlook.
Homebuilder Stocks Gain as Mortgage Rates Fall to 6.25%
The drop in the 30-year fixed rate to a multi-month low offers a potential boost to housing affordability and builder sentiment after a period of elevated borrowing costs.
West Races to Secure Rare Earths as China Tightens Supply
Growing restrictions on elements vital for defense and EV sectors are accelerating efforts to build non-Chinese supply chains and reduce strategic dependency.
Macau Gaming Revenue Surges 14%, Boosting US Casino Giants
November figures beat analyst estimates, signaling a robust recovery driven by premium gamblers and providing a tailwind for Las Vegas Sands, Wynn, and MGM.
US Agribusiness Eyes India as Soybean Demand Shifts from China
With Chinese purchases tilting towards South America, firms like ADM and Bunge could gain from India's efforts to secure long-term edible oil supplies.
US Holiday Shopping Starts Strong Online, But Foot Traffic Falters
Record digital sales mask underlying consumer caution as in-store visits decline, painting a complex picture for the retail sector's crucial fourth quarter.
E-commerce Sector Rises on Record Black Friday Online Sales
Shoppers spent a record $10.8 billion online, signaling robust consumer health and a strong start to the critical holiday retail season.