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US-listed semiconductor complex
Twenty-six companies, one demand cycle: a mechanical comparison of the listed semiconductor complex
US consumer price inflation
One month, three inflation rates: headline 3.40%, core 2.45%, energy 16.28%
lululemon athletica inc. (LULU)
FY26 guidance cut twice in six months; excluding $0.86 of tariff refunds the EPS midpoint is $8.74, -28.3% from March
Export controls and the disclosed line
A rule you can read in the accounts: how US export controls reach a named line in NVIDIA's results
Europe's largest listed markets
What is actually listed in Europe: the twenty largest companies, screened rather than recalled
The euro area labour market
A flat aggregate over a wide spread: 6.4% unemployment, 7.0pp between member states
Enterprise value
The one-line check every multiple depends on