Investing.com -- Barclays has introduced weather-linked investment insights that quantify how adverse weather affects specific sectors and companies. In its July 2025 report, the brokerage uses ERA5 weather data to evaluate financial impacts across retail and industrial sectors, providing metrics based on historical performance from 2010 to 2025, excluding COVID-19 years. Using ERA5 reanalys ...
Investing.com -- Legacy media stocks may offer modest upside this earnings season, but investor focus is likely to center more on strategic breakups and deal-making than on quarterly fundamentals, according to Barclays. The investment bank says the risk/reward across the sector “appears to favor the sector into earnings,” as ad spending remained resilient in the quarter, particularly in sports ...
Investing.com -- Bernstein sees opportunity in select U.S. retail names as 2025’s tariff-driven volatility gives way to clearer consumer trends and operational differentiation in the second half of the year. The firm’s analysts said in a note to clients this week that they believe the shift in macro environment has prompted a “flight to value,” with Dollar General (NYSE:DG) and Dollar ...
Investing.com -- UBS expects U.S. corporate credit spreads to widen in the second half of the year, cautioning that markets are underpricing the risks from slowing labor markets, potential trade tariffs, and upcoming Federal Reserve rate cuts. The brokerage laid out 10 themes for positioning in the third quarter, arguing that the sharp tightening in spreads seen in early July likely reflects ...