Two Penguins Investment
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Financial Intelligence
Recent perspective
Recent financial reporting selected by recency, stored importance, and source diversity.
The lead
Channel NewsAsia Businessmarketsmarket event
Global shares and bonds rallied as investors awaited signals on Federal Reserve interest rate policy. The market is in a wait-and-see mode.
Continue at Channel NewsAsia Business02
Reserve Bank of Australia Media Releasescentral bankspolicy decision
The Reserve Bank of Australia launched a consultation on the role of RITS in supporting settlement in a tokenised ecosystem. This update also covers progress on the retail central bank digital currency (CBDC) initiative.
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CNBC Top Newsmacroeconomic data
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Nasdaq Marketscompaniesearnings
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BBC Businesstechnologycorporate event
Live chronology
Page 41 · Newest reporting first
Channel NewsAsia Businessmarketsmarket event
Stocks fell and bond yields rose as the U.S. and Iran exchanged attacks. The escalation heightened risk aversion and deepened the bond rout.
Channel NewsAsia Businessmarketsmarket event
Stocks fell and the bond rout deepened as the US and Iran traded attacks. The escalation heightened geopolitical risk and pressured risk assets.
Nasdaq Marketsmarketsinvestment opinion
Stretched AI valuations, heavy concentration, leverage, and circular financing are identified as real risks in September. The article discusses whether AI stock investors should be worried.
Nasdaq Marketscompaniesinvestment opinion
Argenx's top and bottom lines are growing robustly, with 18 consecutive quarters of sales growth. The article questions whether the biotech stock remains underrated.
Nasdaq Marketsmarketsinvestment opinion
In the last 15 years, the S&P 500 has fallen by an average of 1.3% in September, making it the worst month for the U.S. stock market. Historical patterns suggest potential market behavior.
Channel NewsAsia Businessotherinvestment opinion
US tech firms may crowd out other issuers in the euro bond market, potentially raising credit risk. The trend could affect pricing and access for other borrowers.
BBC Businessmacroinvestment opinion
Economist Kenneth Rogoff argues that the era of dollar dominance may be ending.
Nasdaq Marketscompaniesinvestment opinion
Billionaire investor Stanley Druckenmiller has not bought Nvidia, but he opened a position in a competitor that has surged over 100% this year. This reflects his investment strategy and views on the AI chip market.
Nasdaq Marketstechnologyinvestment opinion
AI data centers face power shortages as hyperscalers rapidly expand. This highlights electricity as a key constraint for AI infrastructure, potentially benefiting energy stocks.
Nasdaq Marketsmarketsmarket event
Asian stocks fell sharply on Wednesday as escalating U.S.-Iran tensions pushed oil prices and global bond yields higher. Inflation and interest rate concerns weigh on markets.