CFTC запрашивает комментарии относительно возможных новых правил регулирования рынков прогнозов — Обсуждение рынка

[라온]

1402 ET - The Commodity Futures Trading Commission is asking the public for comments to gauge the need for new regulations to govern the prediction markets. "This begins the process of new rulemaking grounded in a rational and coherent interpretation of the Commodity Exchange Act, while reassuring the American people that the CFTC will exercise its exclusive jurisdiction over prediction markets," says CFTC chairman Michael Selig in a statement. The public is allowed to submit written comments to the Federal Register over the next 45 days. Critics of prediction markets say that trading contracts predicting the outcome of an event on platforms like Kalshi make an end-run around existing gambling regulations. Popular cryptocurrency exchanges like Coinbase and Gemini have recently added their own event contracts. (kirk.maltais@wsj.com)

1347 ET - U.S. footwear companies need strong and predictable trade policy to ensure they can compete globally, says Matt Priest, chief executive of industry trade organization FDRA. "As President Trump so wisely said last year, footwear production in the United States is not a strategic goal of his administration," Priest says. "Despite that statement, the administration has already doubled footwear duties in one year." Priest says sudden or broad tariff actions raise costs for consumers, disrupt sourcing partnerships and hurt smaller brands that can't easily shift production. Priest urges policymakers to avoid additional footwear tariffs, and says any new trade investigations or tariffs should be handled openly and with a realistic understanding of how global supply chains work. (kelly.cloonan@wsj.com)

1341 ET - The transport industry is set up well with capacity tightening and the industrial economy accelerating, says Benchmark analyst Christopher Kuhn. Spot rates are rising and if momentum continues into bid season, contract rates are likely to increase. Additionally, increased regulatory enforcement, including of the English language proficiency requirement, is tightening capacity, while years of elevated inflation and depressed rates have also pushed carriers out. The industrial economy is picking up, which if sustained, would particularly benefit less-than-truckload carriers. "We expect truckload and LTL carriers to benefit first from rising spot rates and strengthening industrial demand, followed by freight brokers, and lastly intermodal provider," Kuhn says. (nicholas.miller@wsj.com)

1332 ET - A go-private deal for Papa John's International would allow the company to pare down and rationalize its existing store footprints both in the U.S. and abroad, Benchmark analyst Todd Brooks writes, following a Wall Street Journal report of a roughly $1.5 billion acquisition offer from Irth Capital Management and Brookfield Asset Management. "This in turn, via sales transfer to the remaining locations, has the potential to make these stores more profitable as the innovation efforts to stimulate new customer traffic take hold," Brooks writes. "Opportunistically, being private could allow PZZA to pulse price point promotion as needed in short spurts to maintain market share, while also potentially accelerating efforts to become a more fully franchised operator (a process that is currently ongoing)." (elias.schisgall@wsj.com)

1320 ET - A lower price point for Papa John's International makes sense, Benchmark analyst Todd Brooks writes following WSJ reports that Irth Capital Management is leading a $1.5 billion bid to take the company private. Irth previously offered to buy the company alongside Apollo Global for a reported price of $67 a share, but pizza economics have been pressured since as Domino's has led an aggressive charge into price point promotions. Papa John's has struggled to attract new customers and is poorly positioned to compete on value over the long-term, Brooks writes. "Given the change in the industry environment over the 2H25, we understand why Irth and Brookfield would reportedly come back with a bid that would be lower than the prior reported bid by Irth and Apollo Global," he writes. Papa John's falls 4.8% following a surge Wednesday. (elias.schisgall@wsj.com)

1314 ET - Petco Health & Wellness made substantial progress on its turnaround in 2025 and is now executing growth plans that don't rely on external factors, Jefferies analysts say. The analysts upgrade the stock to buy from hold because they are confident in the continued success of the turnaround. Petco's planned 2026 initiatives, such as expanding pet food, carrying more national brands and updating products to drive traffic, aren't dependent on an improving macro-economic environment, the analysts say. Last year, Petco's new management team has also proven itself by improving margins and profit through sharpening assortment and expanding vet capacity, the analysts say. Shares jump 30%. (katherine.hamilton@wsj.com)

1308 ET - JP Morgan analysts say Bumble made it through the latest phase of its turnaround faster than they expected. Bumble had been working to impose more stringent requirements for users and cut down on bad actors, and with that reset in the rearview, it's now seeing metrics like registrations and active users stabilizing. The dating app is now shifting its focus to product innovation, including an AI dating assistant and profiles that de-emphasize swiping, the analysts say. "Bumble still has a long road ahead to get back to sustainable revenue growth, but we no longer think an Underweight rating is appropriate," they say, upgrading their rating on the stock to neutral. (kelly.cloonan@wsj.com)

1307 ET - Bumble's plans for an AI matchmaker could go a long way toward convincing users to pay for the dating app, M Science analyst Chandler Willison says. "I think a ton of people would pay extra for a service where you just enter in your information and you have an agent, basically, that just finds you dates," Willison says in an interview. The tool would likely appeal most to users burnt out from swiping and fed up with judging profiles by images, he says. The feature harkens back to traditional matchmaking services, which were more popular before the rise of dating apps, he says. An AI matchmaker is "the most obvious and most useful implementation of AI that the space could work towards," he says. (kelly.cloonan@wsj.com)

1301 ET - The first quarter is pretty small for Mattel, and sales are so far tracking in-line with expectations calling for a low-single-digit decline in the top line during 1Q, as well as 3% to 6% growth for the year. Margins may be slimmer this year, CFO Paul Ruh says at the UBS Global Consumer and Retail Conference. That's in part because of tariffs, but it's also due to uncertainty around the war in Iran. "It's early to say what the impact will be in our business, and it depends on the length and the depth of the impact," Ruh says. "But what I can tell you is that our supply chain team is very much used to these types of disruptions, and we're ready to reroute and continue with our optimization programs." (connor.hart@wsj.com)

1241 ET - Fossil Group CFO Randy Greben expects 2026 will be the watch maker's sales low point before inflecting to growth. The jewelry and accessories company expects its long-running sales slump to end in the fourth quarter of 2026, a year ahead of its initial turnaround plan schedule, Greben says. "This is in line with seasonal trends, but more importantly reflects the compounding benefits of our turnaround initiatives," Greben says on an analyst call. "This includes the lapping of last year's store closures and selected further closures this year, the sunsetting of some non-core small licensed brands…and the comping of last year's inventory reset as we shifted our focus to full price selling," he adds. Fossil Group shares are up 18%. (amira.mckee@wsj.com)

1238 ET - Brazil central bank's expected interest rate cut next week is getting complicated. While the war in Iran spike oil prices, domestic factors could also make inflation too hot for comfort. The official inflation gauge rose 0.7% in February, which was higher than expected, Goldman Sachs' Alberto Ramos writes. "The inflation pressures among services remain intense," he says. Unanchored inflation expectations, fast growth, tight labor market and high government spending "require a conservative calibration of monetary policy," Ramos says. The BCB's Selic policy rate has been at a steep 15% since June and a cut by as much as half of a percentage point next week looks increasingly uncertain, according to some analysts. (paulo.trevisani@wsj.com; @ptrevisani)

1232 ET - Bumble is upping the ante when it comes to incorporating AI onto its platform with plans to launch an AI matchmaker, M Science analyst Chandler Willison says. "It certainly seems like the most aggressive approach so far," Willison says in an interview. He expects competitors like Hinge and Tinder, both owned by Match Group, to move in a similar direction to offer an AI-driven matchmaker to some extent, he says. In December, Hinge's founder Justin McLeod departed the unit to launch Overtone, an AI-driven dating app in the early stages of development. The app, which is backed by Match, seems like an effort to learn about AI-driven dating services in a safe, startup-like environment, Willison says. (kelly.cloonan@wsj.com)

source: https://www.tradingview.com/news/DJN_DN20260312009008:0/