Analysts

AT&T

Analysts Oppenheimer downgraded AT&T (T) to Perform due to competition from SpaceX’s upcoming IPO and satellite broadband threat

Oppenheimer's downgrade of AT&T reflects growing concerns about competition from satellite internet providers like SpaceX's Starlink, which could disrupt traditional broadband markets. This shift may pose significant risks for AT&T and similar companies as regulatory support for satellite technology increases.

Analysts Ebury warn of underestimated political risks in U.K. as Andy Burnham’s candidacy raises concerns

The recent cancellation of a call by Andy Burnham, a leading candidate to challenge U.K. Prime Minister Keir Starmer, has heightened investor concerns about potential shifts in fiscal policy, particularly regarding government borrowing and spending. This uncertainty is impacting the U.K. bond market, with analysts warning of significant risks associated with a possible Burnham victory in the upcoming by-election.