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Franklin Corporate Ladder 1-5 Year SMA Q1 2025 Commentary
This article was written by Follow Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company…
Q3 GDP Tracking: Just Over 3%
by Calculated Risk on 10/25/2024 10:38:00 AM The BEA will release the advance estimate of Q3 GDP next week. The consensus estimate is GDP increased at a 3.0% real annual rate in Q3, the same rate as in Q2. From BofA: Our 3Q GDP tracking estimate was unchanged this week. We expect the advance 3Q…
AI is the Bubble. Taiwan is the Pin – Fat Tail Daily
In March last year, a Taiwanese analyst shared satellite imagery of a mysterious Chinese military facility in Inner Mongolia — deep within China’s remote deserts. A network of seemingly aimless roads winds through the site, but upon closer inspection, it mirrors the exact layout of central Taipei. That includes crude replicas of the presidential palace,…
Cotality: House Prices Increased 1.4% YoY in July
by Calculated Risk on 9/10/2025 12:47:00 PM From Cotality (formerly CoreLogic): US home price insights — September 2025 The 2025 spring homebuyers season ended softly, with slower price growth dominating the narrative and potentially opening the door to more buyers. • Year-over-year price growth dipped to 1.4% in July 2025. This is almost half the…
Ahead of Market: 10 things that will decide stock action on Monday
Indian blue-chip equity indices ended flat on Friday, but logged their best week since early February, led by gains in financials and metal stocks. The benchmark NSE Nifty 50 and S&P BSE Sensex ended the session 0.05% and 0.01% lower, but gained 2.2% and 2.02% on the week. Here’s how analysts read the market pulse:…
CXL – Calix Limited
The successful acquisition in December 2019 of US-based Inland Environmental Resources Inc. contributed significantly to growth ($9.7m), along with organic Sales Revenue growth of 34% to $4.4m compared to the prior year or previous corresponding period. Significant progress in CO2 carbon capture for cement and lime:o LEILAC-1 PILOT PLANT successfully commissioned mid-2019, and test runs…