I am less bullish on Wayfair near-term due to weak consumer spending and negative customer metrics, despite solid business fundamentals and market share gains. US revenue has shown positive growth, ...

I am downgrading The Cheesecake Factory from hold to sell due to worsening macro conditions and poor consumer sentiment affecting discretionary spending. CAKE's traffic growth has been negative for ...

Qatar National Bank (QNB) said the global macroeconomic framework for 2026 remains supportive of emerging market (EM) assets, despite ongoing volatility. The bank emphasized the growing importance of ...