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Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives
Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives
Bernstein's latest GLP-1 tracker has Eli Lilly's Mounjaro leading script growth, with downstream effects compounding pressure on the restaurant industry already facing weakening consumer confidence, as gas prices nationwide remain above a politically sensitive $4 a gallon in late summer.
Turning to UBS's latest note on the restaurant industry, Dennis Geiger, who covers U.S. restaurants and consumer discretionary names, wrote in a note on Sunday that restaurant investors are struggling to identify opportunities across the space amid sharp share-price volatility, weakening consumer confidence, growing uncertainty...
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Sep 22, 2026 / Tyler Durden
Bank Stocks Slide On Resurgent Agentic Fears
Bank Stocks Slide On Resurgent Agentic Fears
It used to be software that was the first casualty of fears of AI disruption. Today, it's the banks.
In a generally flat (and higher for tech stocks) market landscape, banks are conspicuously underperforming today, prompting questions what's the reason for the underperformance.
According to some traders, the reason is the market's newfound obsession with the latest shiny agentic models that are taking the world by storm.
As Goldman trader Gaelle Jarrousse writes, she is noting the agentic hit on bank and insurance stocks. She lays...
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Apr 18, 2026 / Tyler Durden
White House Working With FBI To Probe Cases Of Missing Scientists
White House Working With FBI To Probe Cases Of Missing Scientists
Authored by Jacki Thrapp via The Epoch Times,
The Trump administration confirmed on April 17 that it was working with the FBI to investigate the mysterious deaths and disappearances of ten U.S. scientists and government employees who had access to nuclear or aerospace material.
“In light of the recent and legitimate questions about these troubling cases, and President [Donald] Trump’s commitment to the truth, the White House is actively working with all relevant agencies and the FBI to holistically review all...
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Jun 29, 2026 / Tyler Durden
Rate On China's New Overnight Liquidity Tool Comes Below Estimates, Hints At Imminent Easing
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