James Hardie Industries PLC (NYSE:JHX) is one of the top cement stocks to consider for investment, according to analysts. On September 10, James Hardie Building Products Inc., a subsidiary of James Hardie Industries, announced the renewal of its partnership with Green Brick Partners Inc. (NYSE:GRBK), reinforcing their collaboration in fiber-cement siding and exterior design solutions through 2028. Eagle Materials Inc. (EXP) to Capitalize on Improving Construction Trends The agreement will make James Hard ...

Mortgage rates are dropping at their fastest pace in nearly a year which could give a much needed boost to the frozen housing market— as well as stocks tied to home loan servicers, builders and home retailers. The Data: The 30-year fixed mortgage rate averaged 6.35% for the week ending Sept. 11, down from 6.50% the prior week, according to data from Freddie Mac. The 15 basis point drop is the largest weekly decrease in the past year and brings rates to their lowest level since last October. Read Next: Opend ...

Wednesday's Fed meeting at 2:00pm represents the year's most consequential monetary policy decision, with markets all but guaranteeing a traditional 25-basis-point cut with only a small chance for an aggressive 50-basis-point reduction. The decision comes after a complex data backdrop featuring disappointing employment figures but stubborn core inflation, creating a challenging environment for Fed communications and market expectations. Powell's 2:30pm press conference will be scrutinized for insights into ...

Stocks notched another week of record highs as investors bet on a Fed interest rate cut next week. The central bank is widely expected to prioritize a cooling labor market even as sticky inflation complicates the picture, with investors overwhelmingly betting on a quarter-point cut. Futures markets put the probability at north of 90%, according to the CME FedWatch tool. That sets the stage for a pivotal week in markets, where the Fed's call could determine whether the rally has more room to run. The thr ...

D.R. Horton, Inc. (NYSE:DHI) is one of the best cheap stocks to buy for beginners. Wells Fargo analyst Sam Reid raised the firm’s price target on D.R. Horton, Inc. (NYSE:DHI) to $190 from $175 on September 2, keeping an Overweight rating on the shares. DR Horton (DHI) Jumps 17% After Earnings Beat The firm told investors that it adjusted price targets in the homebuilding group, raising valuations across the board after the recent re-rating of stocks. It stated that generalists are doing more work on the ...

The U.S. housing market is in a slump, and the Federal Reserve has taken notice. Notes from the Fed meeting in July highlight discussion between committee members on slow economic growth in the first half of the year, due in part to a decline in residential investment. Members reflected on weakening housing demand, more homes for sale and falling house prices. Must Read Staff economists at the Fed also reported that housing valuations have edged down but remain elevated. Participants warned that a “mor ...

公司业务与行业地位 - 纽柯钢铁是美国最大、最多元化的钢铁公司 占美国粗钢产量约25% 在大多数涉足品类中处于市场领先地位[7][8] - 公司采用电弧炉(EAF)技术生产钢材 比传统方法更具能源和成本效益 并赋予较高生产灵活性以适应市场变化[9] - 通过收购西南数据产品成立纽柯数据系统(NDS) 为数据中心提供全套建筑基础设施 包括优化封闭系统、服务器机柜和机笼[11][12] 财务表现与股东回报 - 伯克希尔哈撒韦在6月30日持有纽柯钢铁头寸价值8.57亿美元[4] - 公司连续52年增加股东股息 并积极进行股票回购[10] - 尽管钢铁行业具有强周期性 公司仍能持续实现净利润并保持自由现金流[10] 战略定位与发展前景 - 伯克希尔哈撒韦新增纽柯头寸 同时增持建筑公司Lennar并重新投资D.R. Horton 被视为对美国建筑和基础设施发展的布局[4][6] - 公司传统业务与国内基础设施支出增加趋势高度契合 同时通过NDS部门布局未来数据中心建设需求[12] - 特朗普政府"制造业回流"政策若有效实施 将推动建设热潮 使钢铁和建筑公司共同受益[7]

EL MONTE, Calif.--(BUSINESS WIRE)-- #BuiltOnRelationships--KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., today announced the grand opening of Belcourt Place, a new-home community in highly desirable El Monte, California, a vibrant and culturally rich city offering a family friendly activities and a dynamic mix of dining, shopping and entertainment. The new homes are designed for the way people live today, with popular features like modern kitchens overlooking large great ...

Companies are facing reduced margins thanks to surplus inventory in some regions and high demand in others. ...

主要股指表现 - 标普500指数上涨+009% 纳斯达克100指数上涨+037% 均创历史新高[1][2] - 道琼斯工业平均指数下跌-031%[1] - 九月E-mini标普期货上涨+006% E-mini纳斯达克期货上涨+036%[1] 市场驱动因素 - 消费者信心指数下降-28至554 创四个月新低 低于预期的580[5] - 市场预计9月FOMC会议100%概率降息25基点 9%概率降息50基点[6] - 预计到年底联邦基金利率将下降71基点至362% 从当前433%水平[6][9] - 五年期通胀预期意外升至+39% 高于八月的+35%和市场预期的+34%[5][8] 债券市场 - 10年期国债收益率上升+59基点至4061%[8] - 收益率上升因原油价格上涨+1%推高通胀预期[3][8] - 欧洲政府债券收益率同步上升 德国10年期国债收益率+50基点至2706% 英国+52基点至4658%[10] 个股表现 - Warner Bros Discovery大涨+11% 延续周四+28%涨势 因报道称Paramount Skydance准备收购该公司[13] - Tesla上涨+5% 因内华达州批准其自动驾驶汽车测试[13] - Micron Technology上涨+3% 本周累计上涨+13% 因AI芯片需求强劲[14] - 家居建筑商板块下跌超-1% 因国债收益率上升 包括Lennar、DR Horton等[16] - Lululemon Athletica下跌-3% 因美银将目标价从210美元下调至185美元[16] - Oracle下跌-3% 因Ellison家族支持收购Warner Bros Discovery的报价[17]