Bloomberg Open
IMG:https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iYWE2PGbxbhY/v0/-1x-1.png Spotlight A $2 trillion reckoning looms as ports become pawns in geopolitics. Continue reading Bloomberg Open
Category: Economy
Children of Men
August 21, 2024 at 2:17 AM EDT By John Authers John Authers is a senior editor for markets and Bloomberg Opinion columnist. A former chief markets commentator at the Financial Times, he is author of “The Fearful Rise of Markets.” Save To get John Authers’ newsletter delivered directly to your inbox, sign up here. https://www.bloomberg.com/opinion/articles/2024-08-21/baby-bust-pricing-in-the-decline-in-fertility-gains-urgency?srnd=opinion Fertility is a painful and emotive topic. Republican vice-presidential candidate JD Vance’s criticisms of “childless cat ladies” have landed him in political hot water; some 30 years ago, the British novelist P.D. James penned a terrifying novel, later followed by a film, The Children of Men, imagining a society 25 years after the last … Continue reading Children of Men
US inflation was a blip in the grand scheme
It really was a blip. Continue reading US inflation was a blip in the grand scheme
Bidenomics- hardly game changing
“Yes, at the margin, there’ll be some more chips made here. Is it going to be, are we going to get 30%, 40%, 50% of global production? No, nowhere near that. Is the ED revolution going to continue? I don’t think the $7,500 rebate is going to drive that. What’s going to drive that is ultimately market economics and innovation. You might coax another mile or two per gallon out of internal combustion engines, but if there’s going to be a tech breakthrough, it’s going to be across the battery platforms and the mileage and the range and the pricing … Continue reading Bidenomics- hardly game changing
Morgan Stanley – preventative care vs sick care – growth impacts
Our Head of Europe Sustainability Research discusses how rising longevity is revolutionizing our fundamental approach from reactive to proactive treatment.—– Transcript —–Welcome to Thoughts on the Market. I’m Mike Canfield, Morgan Stanley’s European Head of Sustainability Research. Along with my colleagues, we’re bringing you a variety of perspectives; and today we’re focusing on a topic that affects everyone – how much does poor health cost us? And how are ageing populations and longer life expectancy driving a fundamental shift in healthcare? It’s Thursday, August the 8th, at 4pm in London. As populations age across the developed world, health systems need to help … Continue reading Morgan Stanley – preventative care vs sick care – growth impacts
Black Swan hedging
Our markets team has put together a list of what bankers say you should — and shouldn’t — do when markets crash. One thing traders did yesterday was rush to insure their portfolios against an extreme market crash. In an echo of the chaotic period at the start of the pandemic, a defensive strategy often known as Black-Swan hedging was suddenly in vogue, with the Cambria Tail Risk ETF, an actively managed exchange-traded tail-risk fund, jumping 4.5% for its best day since March 2020. https://www.bloomberg.com/news/newsletters/2024-08-06/five-things-you-need-to-know-to-start-your-day-americas?cmpid=BBD080624_MKT&utm_medium=email&utm_source=newsletter&utm_term=240806&utm_campaign=markets Continue reading Black Swan hedging
Caterpillar Profit Beats Estimates, Boosted by Stronger Pricing
Caterpillar Inc. reported second-quarter earnings that beat analyst expectations, helped by stronger pricing that helped offset a drop in sales. Caterpillar, one of the world’s biggest producers of heavy machinery, is seen as a bellwether for industrial activity as a key supplier to industries from construction and mining to energy and transportation. Caterpillar Profit Beats Estimates, Boosted by Stronger Pricing http://www.bloomberg.com/news/articles/2024-08-06/caterpillar-profit-beats-estimates-boosted-by-stronger-pricing Continue reading Caterpillar Profit Beats Estimates, Boosted by Stronger Pricing
Five Things You Need to Know to Start Your Day: Americas (Bloomberg)
By Morwenna Coniam August 5, 2024 at 6:37 AM EDT Good morning. Global stocks are falling with US futures in the red as a tech-led selloff accelerates. Meanwhile, concerns about the US economy are fueling speculation as to when the Federal Reserve will cut interest rates. And Mars is considering making a major deal in the snack industry. Here’s what traders are talking about. — Morwenna Coniam. Want to receive this newsletter in Spanish? Sign up to get the Five Things: Spanish Edition newsletter. Stocks slump The global stock-market decline picked up speed on Monday, with losses cascading across tech shares and the … Continue reading Five Things You Need to Know to Start Your Day: Americas (Bloomberg)
Odd Lots: The Hidden Forces Driving the Big Market Sell-Off Odd Lots The Hidden Forces Driving the Big Market Sell-Off https://podcasts.apple.com/ca/podcast/odd-lots/id1056200096?i=1000664111117 41:28 The Nasdaq is now in correction territory and the S&P 500 is down more than 2% so far this month. Analysts are blaming any number of things for the selloff, including a slowdown in the economy, the Federal Reserve being behind the curve on rate cuts, hedge funds rotating out of positions, and waning enthusiasm for AI. But Matt King, the former Citigroup strategist who’s now founded his own research shop called Satori Insights, argues there’s something else … Continue reading
Bankwatch 
