业绩表现 - 公司第三季度营收同比增长17.3%至1.971亿美元，超出华尔街预期 [2] - 第三季度调整后每股收益为0.66美元，符合分析师预期，但低于去年同期的0.69美元 [2] - 尽管营收增长强劲，但盈利能力同比下降以及调整后EBITDA略低于预期，导致市场负面反应 [2] 股价表现 - 公司股价在公布第三季度业绩后，早盘下跌11.5% [1] - 此次大幅下跌较为罕见，因该股波动性不大，在过去一年中仅有4次超过5%的波动 [4] - 自年初以来，公司股价下跌9.2%，当前股价79.78美元，较2024年12月创下的52周高点99.91美元低20.1% [6] - 若五年前投资1000美元购买公司股票，当前价值约为871.16美元 [6] 历史波动背景 - 过去一年中最大的股价波动发生在大约两个月前，当时因市场整体回调，股价下跌3.4% [5] - 该次下跌背景是，尽管8月生产者价格指数意外下降0.1%，市场情绪仍保持谨慎，逆转了早盘涨幅 [5]

More than 1m people have been laid off so far this year, up 65pc on the same period in 2024 and 44pc more than the total jobs cuts announced across the entirety of last year.Last month 153,000 Americans lost their jobs, a number that was up 175pc compared to the same month a year ago, according to a report by Challenger, Gray and Christmas, a firm that helps laid off workers find jobs.US layoffs have surged to the highest level recorded in any October since 2003 in a major warning sign for the American econ ...

One kilogram gold bars. Photographer: Brendon Thorne/Bloomberg Gold steadied as traders weighed comments from Federal Reserve officials as well as data showing a dramatic weakening in the US jobs market, raising the prospect of lower interest rates. Bullion was little changed just below $4,000 an ounce, paring gains made earlier in the session. Markets were buffeted early Thursday by a report that showed US companies had announced the most job cuts for any October in more than two decades, according to d ...

The average rate on a 30-year U.S. mortgage ticked up for the first time in five weeks after falling to its lowest level in more than a year last week. The average long-term mortgage rate moved up to 6.22% from 6.17% last week, mortgage buyer Freddie Mac said Thursday. A year ago, the rate averaged 6.79%. Last week’s average rate the lowest since Oct. 3, 2024, when it was 6.12%. Borrowing costs on 15-year fixed-rate mortgages, popular with homeowners refinancing their home loans, also rose this week. Th ...

By Michael S. Derby NEW YORK (Reuters) -Cleveland Federal Reserve President Beth Hammack said on Thursday ongoing high levels of inflation argue against the U.S. central bank ​cutting interest rates again. "I remain concerned about high inflation and believe policy should be leaning against ‌it," Hammack said in the text of a speech to be delivered to an Economic Club of New York event. "‌After last week's meeting, I see monetary policy as barely restrictive, if at all, and it's not obvious to me that mo ...

公司概况 - 公司为摩根士丹利直接贷款基金，是一家商业发展公司，为中型市场企业提供融资解决方案 [1] - 公司是摩根士丹利更广泛金融服务的一部分 [1] - 商业发展公司在为无法获得传统银行融资的企业提供资金方面扮演关键角色 [1] - 公司与其它商业发展公司存在竞争，例如黑石担保贷款公司 [1] 分析师共识与价格目标 - 共识目标价在过去一年呈现小幅上升趋势 [2][6] - 上月平均目标价为18.33美元，表明分析师持积极态度 [2] - 上一季度平均目标价为17.83美元，较前一个月上涨0.50美元 [3][6] - 在过去一年中，平均目标价稳定在17.83美元，直至上月出现增长 [4] - 富国银行设定的目标价为17美元，反映了当前的市场担忧 [2] 公司表现与挑战 - 公司面临盈利下滑和不良贷款增加等挑战 [3][6] - 公司面临高浮动利率风险，这可能预示着潜在的分红削减 [4] - 分析师乐观情绪可能源于财务业绩改善或战略举措 [4] 影响因素与展望 - 季度财报会显著影响分析师的目标价 [5][6] - 积极的盈利惊喜或强劲的财务表现可能推动目标价进一步上调 [5] - 当前经济环境以持续通胀和劳动力市场疲软为特征，为公司前景增加了不确定性 [5]

利率前景与美联储政策 - 美联储今年预计不会进一步降息 因内部鹰派官员担忧通胀 希望等待更多数据支持[3] - 10年期国债收益率在区间内波动 例如从3.98%升至4.14% 该趋势将持续直至出现通胀明确下降的证据[4] - 联邦公开市场委员会内部意见分歧 有委员投票支持降息50个基点 而其他委员则持谨慎态度[5] 政府停摆的经济影响 - 政府停摆已持续约37天 导致联邦雇员面临薪资停发 食品券福利存在不确定性等问题[6][7] - 航空旅行成为关键压力点 交通部宣布将从次日开始在40个机场减少10%的航班 此问题可能促使停摆结束[8] - 若参议院取消下周休会计划 则表明协议即将达成 预计停摆可能在未来48小时内取得重大进展或于感恩节前结束[10][11][18] 固定收益投资策略 - 建议提升信用质量并采用中期期限策略 因当前承担信用风险的额外收益有限 且经济放缓可能导致信用利差扩大[13] - 偏好投资级债券领域 而非高收益或杠杆贷款市场 因后者风险回报比不佳[13] - 中期期限指5至10年平均久期 可避免利率下降时过短期限的再投资风险 同时规避长期债券因政府赤字和通胀不确定性带来的波动[14] 经济状况与消费者行为 - 经济呈现两极分化 占人口10%的富裕群体贡献过半消费 其股市收益和就业状况良好 而低收入阶层在汽车贷款和信用卡方面出现更多拖欠压力[20][21] - 最高法院正在审议总统关税政策的合宪性 若关税被否决 总统虽有其他实施手段但进程更慢 且可能涉及约1000亿美元的退税 这对公司影响重大[22] - 政府停摆结束后经济数据将恢复发布 例如非农就业数据 这对美联储和投资者评估经济状况至关重要[18][25] 政治格局变化 - 南希·佩洛西宣布退休体现了民主党的世代更替 周二选举中年轻民主党成员在新泽西、弗吉尼亚和纽约市取得重大胜利[17] - 这一政治世代变化是投资者需关注的后选举期重要因素[18]

TIPS perform best if you get in when inflation is low, research finds. ...

Prestige Consumer Healthcare (NYSE:PBH) Q2 2026 Earnings Call November 06, 2025 08:30 AM ET Speaker1Good day, and thank you for standing by. Welcome to the Q2 2026 Prestige Consumer Healthcare earnings conference call. At this time, our participants are in the listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press Star 1-1 on your telephone. You will then hear an automated message advising your hand is rai ...

Key Takeaways Chipotle's Q3 comps rose just 0.3% amid softer traffic from lower-income and younger diners.Management is ramping up menu innovation, adding more limited-time proteins, dips and sauces.New flavors like Red Chimichurri and Adobo Ranch are boosting engagement and repeat spending.Chipotle Mexican Grill (CMG) reported third-quarter 2025 results that reflected a softer consumer environment and slowing traffic trends. Comparable sales increased just 0.3%, as lower dining frequency among households e ...