Evercore ISI
Coverage of Evercore ISI in the Nexus archive.
- Treasury Action Not a Fed Game Changer for September, Says Evercore’s Guha
Krishna Guha of Evercore ISI stated that the US Treasury Department’s move to increase its planned purchases of outstanding 10-year to 30-year debt complicates things for Federal Reserve Chairman Kevin Warsh. However, Guha noted this action will not impact the central bank's September decision on interest rates.
- Brixmor Seeing Continued Consumer Traffic, Tenant Growth
Brixmor Property Group reported strong second quarter sales with increased consumer traffic and tenant growth. Analysts from Evercore ISI and Stifel raised their forecasts following the results. CEO Brian Finnegan highlighted a 10% rise in consumer traffic since pre-COVID, contributing to record small shop occupancy and benefits from open-air shopping centers.
- These biggest and ‘least loved’ stocks are the ones to pick ahead of earnings
Evercore ISI predicts that profit growth will surpass artificial intelligence concerns, leading to an increase in the S&P 500. The analysis suggests focusing on large, undervalued stocks ahead of earnings reports.
- Massive AI buildout poses latest inflation threat as consumers pay more for laptops and electricity
Massive AI investments in data centers are driving up costs for memory chips, processors, and electricity, leading to higher prices for consumer electronics like laptops and game consoles. This trend is expected to sustain inflationary pressures, potentially prompting the Federal Reserve to raise interest rates later this year.
- As oil exits the ‘danger zone,’ here’s what history suggests happens next for stocks
The article discusses how a decline in oil prices, exiting the 'danger zone,' is seen as a positive economic indicator by Evercore ISI, potentially benefiting stocks.
- When are prediction markets most helpful? Evercore ISI has a formula
Evercore ISI strategists have developed a formula to determine when prediction markets are most effective for forecasting. Their analysis provides insights into the optimal conditions for using prediction markets as a forecasting tool.