Macro Briefing - Tuesday, Nov. 11
The U.S. faces an unprecedented surge in electricity demand, primarily fueled by the rapid expansion of artificial intelligence data centers, manufacturing reshoring, and the broad electrification of society.
Russian Wheat Prices Hit Multi-month Low On Bumper Harvest And Oversupply
Russian wheat prices are on the slide, with the average price for 12.5% protein wheat in the European part of the country falling by 150 rubles to 13,700 rubles per metric ton last week, according to SovEcon’s price monitoring.
Grains Report - Tuesday, Nov. 11
Palm Oil futures were higher on ideas that production will be less in the near term due to weather considerations.
3 Top Dividend Aristocrats For Long-Term Returns
The top Dividend Aristocrats right now are undervalued, with strong dividend yields and attractive total return potential.
Alphabet Generates Strong FCF And If It Continues GOOGL Stock Is 40% Undervalued
Alphabet looks deeply undervalued, especially if it continues to make strong FCF margins.
The FTSE Finish Line - Tuesday, Nov. 11
The export-orientated FTSE 100 in London reached a new intraday high on Tuesday.
McDonald's Is Looking For The Final Leg Up
McDonald's is looking for the final leg up to complete a larger wedge pattern before it may find the top from Elliott Wave perspective.
ORCL Bounce?
The market couldn’t care less about this once trillion-dollar company, Oracle, falling 31% in the last two months.
Dow Climbs Triple Digits Despite Gloomy Jobs Data
The Dow Jones Industrial Average was last seen up 208 points, but the S&P 500 and Nasdaq Composite are continuing to slide due to Big Tech pressure.
Silver Flows Back To London, But Was It Enough...
The gold and silver prices are mixed after a choppy morning of trading on Tuesday. The gold futures had been rallying again, although they fell about $30 in the past two hours, and are now down $5 on the day to $4,117.
Get To Work - The Energy Report
Natural gas is feeling the weather, rising on the cold but also as the U.S. feeds the world with LNG exports.
GBP/USD Flat As UK Unemployment Rise Boosts BoE Rate Cut Expectations
The Pound Sterling recovers some ground and trims some earlier losses on Tuesday following the release of softer-than-expected labor market figures in the UK, increasing speculation that the BoE could cut rates at its December meeting.
WTI Rises As US Funding Bill Fuels Demand Recovery Optimism Despite Supply Concerns
West Texas Intermediate (WTI) US Oil stabilizes around $60.75 on Tuesday at the time of writing, up 1.20% on the day, supported by hopes that the reopening of the US government will revive economic activity.
Stock Analysis: MeiHua Holdings Group
MeiHua Holdings Group Company Limited is a Chinese bio-manufacturing company and a global supplier of amino acids and nutritional solutions.
Rolling On The Rivian
Electric car maker RIVN continues to thrive; if we can get above $19, I think this thing is going to supercharge.
Amgen Inc. Rallies After Repatha Trial Win And Strong Quarterly Results
Amgen Inc. experienced a significant stock rally following a successful Repatha trial and better-than-expected quarterly earnings, highlighting its strong clinical and financial momentum.
Strong Currency Keeps Hungarian Inflation At Bay
Inflation in Hungary showed signs of stagnation in October, yet this is still not a success story. With price pressures still above the central bank’s target, it is highly unlikely that we will see any interest rate cuts until autumn next year
Apple Invests In Renewable Energy, Forest Projects In Australia And New Zealand
Apple is expanding renewable energy efforts in Australia with a new solar project in Lancaster, Victoria, aimed at offsetting the climate impact of customers’ product use and advancing the company’s clean energy goals.
The Bond Market’s Having A Very Good Year
The Wall Street maxim that markets climb a wall of worry seems to apply to the bond market this year.
Current Report: Furuno Electric
Furuno has paid variable semi-annual dividends since November 2022. The current forward-looking annual dividend of $1.00 yields 6.59% as of Monday’s share price.

