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Strengthening Profits, But Growth Needs More Training

Peloton delivered better than expected 4Q results with Connected Fitness (CF) subs coming in at the high end of its guide along with Revenue, and Adj. EBITDA coming
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Mostly stable F2Q but shy of convincing skeptics

F2Q results showed some signs of consumption stabilization along with solid bookings, though with a slimmer revenue beat than likely required to catalyze the
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What you need to know for the week ahead

Commentary for Monday: The data docket picks up this week with a handful of releases that will provide an initial glimpse into current-quarter economic activity.
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2Q24 US Internet Earnings Wrap

Digital Advertising: Broadly speaking, 2Q earnings (and 3Q guidance) were mixed. Mega cap saw better performance, with smaller (perhaps more brand-oriented)
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Oh what a difference the margin makes

Workday delivered broadly in-line F2Q results and F3Q/FY25 guidance which were overshadowed by updated mid-term targets, slightly lowering Subscription
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Moderate buying in the region this week

Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$0.9bn) this
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End of Week Market Intelligence: ready...

US stocks are trading higher Friday and on pace for a ~1% gain for the week (for theS&P 500 as of Friday at 1:30 PM) as investors have been reacting to a slew of
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FX Daily Snapshot Europe Weekly Focus

The flash PMIs for August did little to ease concerns about a slowing euro area economy. A temporary boost to French services from the Olympics
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All to play for in final leg of US presidential election

FX View: This week the US dollar (DXY) has fallen a further 1.0% as markets position with increased confidence for the start of the Fed easing cycle in
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Confirmation Bias In Action

Sometimes financial markets seem almost willfully perverse. During Wednesday’s trading, the price of the front-month WTI crude oil future fell
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