Narrow-moat Wyndham’s WH first-quarter results and 2023 outlook continue to point toward resilient travel demand, even as macro clouds (higher inflation, softening labor markets, tightening credit ...

We are lowering our fair value estimate for narrow-moat Datadog DDOG to $115 from $120 after the firm reported a mixed quarter with strong financial results more than offset by fiscal 2023 guidance ...

Apparent strong demand in the U.S. domestic airline market in the first half of 2024 was in the “eye of the beholder,” with many routes proving unprofitable despite high numbers of passengers reported ...

At a cursory glance, the diagnosis for global corporate travel demand looks healthy. Global air traffic posted its strongest year-over-year growth since the recovery from the 2008 U.S. financial ...

Dassen guided Q3 net sales to be between EUR 7.4 billion and EUR 7.9 billion, with installed base management sales around EUR 2 billion. Gross margin for Q3 is expected to be between 50% and 52%, with ...

Bitcoin gains from fading macro headwinds, rising institutional adoption, liquidity trends and ETF flows shaping structural ...

Pool Corporation POOL recently issued a business update for the swimming pool season from late May to early June 2024. The company reported weak demand for new pool construction and emphasized the ...

Macro Horizons covers the main macroeconomic and policy news events affecting foreign-exchange, fixed income and equity markets around the world, as selected by editors in New York, London and Hong ...

August economic data shows China's policy moves haven't acted quickly enough, Goldman Sachs says. The strategists pointed to weak retail sales and potential labor market pressures. They downgraded ...