KeyBanc warns Apple’s iPhone 18 launch may be a negative catalyst for shares

en English Innovation Jul 31, 2026 Mark Esposito  and Aurélie Jean To unlock AI’s full economic potential, we must steer it toward expansion. That requires replacing incentives that favor capital over labor with those that reward augmentation and investment in human capability. …

Governments and economists have long viewed demographic aging as a threat to economic growth. But new research finds that labor scarcity encourages investment and shifts innovation toward labor-saving technologies, boosting productivity enough to offset a shrinking workforce. OXFORD—The global demographic transition, characterized by declining birth rates and rising life expectancy, has been one of the…

Using mandatory Outlook reports from Chinese mutual funds, we decompose each fund’s equity-market beliefs into macro fundamentals, government policy, and residual sentiment. Policy beliefs, rather than macro beliefs, predict subsequent market returns and help explain the positive alphas observed in China’s mutual fund industry. By contrast, residual sentiment strongly shapes equity allocations and attracts investor…

No one should doubt the power of the law of supply and demand. We’ve seen it in action so far this year. The Iran war — particularly the resulting disruption in traffic through the Strait of Hormuz — has negatively impacted oil supply. Unsurprisingly, fuel prices have risen significantly. This dynamic, though, has made oil…

Nucor (NYSE: NUE) just delivered the kind of quarter that validates the entire domestic-steel thesis, and it did it with numbers that weren’t close to what the Street was modeling. The after-hours reaction — shares down about 0.2% — tells you the good news was already in the price. The headline beat Adjusted EPS: $4.84…