EU Productivity And Lack Of Integration

TalkMarkets - Tue, 09/09/2025 - 11:45
A common theme is that EU economic integration has not proceeded as planned. As a result, EU firms are selling into smaller national markets, rather than a continent-wide market...

S&P 500 Earnings Dashboard 25Q2 - Tuesday, Sep. 9

TalkMarkets - Tue, 09/09/2025 - 11:30
25Q2 Y/Y earnings are expected to be 13.3%. Excluding the energy sector, the Y/Y earnings estimate is 15.3%.

Consumer Debt Unexpectedly Surged In July

TalkMarkets - Tue, 09/09/2025 - 11:16
Retail sales showed a healthy increase of 0.5 percent in July. At the time, analysts claimed this was a sign of a resilient consumer. Turns out, they charged that shopping spree to their credit cards.

Nebius: Microsoft Home Run

Seeking Alpha - Tue, 09/09/2025 - 11:06

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