About: jessica
Recent Posts by jessica
Nike’s Index Exit and the Repricing of Sports Brands
Sports brands are losing investor confidence despite strong demand. Here is why Nike, adidas and Lululemon stocks are under pressure.
Premium at What Cost? UNH’s Recovery Faces an Optum Health Test
UNH has repaired its insurance business. Now Optum Health must prove whether the recovery has enough momentum to keep shares moving.
The Inflation Measure Keeping the Fed Cautious
US rents are cooling, but shelter inflation remains sticky. The CPI lag could influence how the Fed approaches future rate decisions.
The First Hour Belongs to Futures
For one hour after every major US data release, futures are the only equity market with a live price. The first vote arrives there, but understanding what it means takes more than watching the first move.
Why Gold Stopped Trading Like Gold
Gold has fallen 9% even as conflict escalates. A soft August NFP would trim Fed hike odds, but real yields, a firm dollar and oil still cap any rebound.
