Recent Posts

Are Apple App store profits slowing?

Analysing Apple’s earnings can, on occasion, feel like looking at a jigsaw puzzle with some of the pieces missing. Consider the quarter ended in June: The fact that a slight dip in sales from Apple’s all-important hardware segment was offset by growth in its services segment — the App Store, advertising, etc — received a lot of attention when the ...

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For now, corporate hope cushions tech sector

The latest raft of technology earnings is starting to show a clear divide between areas that may continue to grow and those that will most certainly suffer at the hands of a global economic slowdown. Whether the more resilient sectors succumb, or conversely, drive a rebound in the parts that slumped, will be a key issue to watch over coming ...

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Fed can’t stop wishful thinking of bond traders

  Ever since traders erroneously interpreted Federal Reserve Chair Jerome Powell’s July press conference as dovish, US short-term bond yields have completed a round trip, with the market now essentially back to where it started a week ago. That gets bonds closer to realistic pricing in the face of the worst inflation in 40 years, but much more upheaval could ...

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