Macro & Rates · Bonds
Global Bond Sell-Off: What's Happening
Analysis
Card Factory plc (CARD) — Sell: Standing Still in a Weak Consumer Market
Analysis
International Consolidated Airlines Group SA (IAG) — Buy: A Buy I'm Not Buying Yet
Analysis
GSK plc (GSK) — Hold: Big, Safe and Barely Growing
Analysis
Currys plc (CURY) — Reduce: Selling More, Keeping Little
Analysis
CrowdStrike Holdings, Inc. (CRWD) — Pass: Growth Slowing, Losses Widening
Commodities · Shipping Monitor
Strait of Hormuz: Tracking the Ships
Analysis
Persimmon plc (PSN) — Hold: Building More, Banking Less
Analysis
ConvaTec Group PLC (CTEC) — Sell: Priced on Adjusted, Judged on Reported
The Verdict BoardEvery open call, one line
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