Moody's: Upside Still Attractive Over The Next 2 Years

Posted Jul 29 by Two Blokes

I reiterate my Buy rating on Moody's, citing its strong moat, pricing power, and new growth in private credit

Source: Two Blokes Trading

Federal Reserve officials expect they will need to resume lowering interest rates eventually—they just aren't ready to do so Wed

Posted Jul 29 by Two Blokes

Officials are split into three camps over what economic evidence they need before resuming rate reductions. Tw

Source: Two Blokes Trading

President Trump's tariff rollout has taken numerous twists and turns since launching earlier this year. Here's a roundup of wher

Posted Jul 29 by Two Blokes

A roundup of where things stand with tariffs on key U.S. trade partners and sectors.

Source: Two Blokes Trading

Toast: An Expanding Moat

Posted Jul 29 by Two Blokes

Toast's operational momentum and improving unit economics are underestimated by investors focused on near-term

Source: Two Blokes Trading

Carlisle (CSL) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates

Posted Jul 29 by Two Blokes

Beyond analysts' top-and-bottom-line estimates for Carlisle (CSL), evaluate projections for some of its key me

Source: Two Blokes Trading

Countdown to Teva Pharmaceutical Industries (TEVA) Q2 Earnings: Wall Street Forecasts for Key Metrics

Posted Jul 29 by Two Blokes

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Teva Pharmaceutical Industries (TEVA),

Source: Two Blokes Trading

Seagate (STX) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates

Posted Jul 29 by Two Blokes

Besides Wall Street's top-and-bottom-line estimates for Seagate (STX), review projections for some of its key

Source: Two Blokes Trading

Exploring Analyst Estimates for Kinross Gold (KGC) Q2 Earnings, Beyond Revenue and EPS

Posted Jul 29 by Two Blokes

Besides Wall Street's top-and-bottom-line estimates for Kinross Gold (KGC), review projections for some of its

Source: Two Blokes Trading

Insights Into Skyward (SKWD) Q2: Wall Street Projections for Key Metrics

Posted Jul 29 by Two Blokes

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Skyward (SKWD), delve into some of its

Source: Two Blokes Trading

Philips' sees tariffs impact of 150-200 million euros after US-EU deal

Posted Jul 29 by Two Blokes

Dutch healthcare technology company Philips said it expects an impact of 150-200 million euros ($173-232 milli

Source: Two Blokes Trading

Indonesia's Ministry of Health and Philips to deliver nationwide coverage of advanced image-guided therapy systems in Indonesia,

Posted Jul 29 by Two Blokes

July 29, 2025 Long-term multiyear agreements will see Philips installing its advanced Azurion image-guided the

Source: Two Blokes Trading

Siltronic lowers full-year guidance

Posted Jul 29 by Two Blokes

German semiconductor materials supplier Siltronic on Tuesday cut its annual sales guidance, amid continued wea

Source: Two Blokes Trading