Macquarie's Way on 2025 Outlook, Trump Trade, European Markets

Macquarie's Way on 2025 Outlook, Trump Trade, European Markets

-- Ben Way, group head of Macquarie Asset Management, says he's very optimistic on investment in 2025. Big economies have real investment opportunities, including opportunistic real estate and...
December 11, 2024 at 08:12 pm IST
US Core CPI Increases 0.3% for Fourth Straight Month

US Core CPI Increases 0.3% for Fourth Straight Month

-- US consumer prices continued to rise in November as the so-called core consumer price index increased 0.3% for a fourth straight month and rose 3.3% from a year ago. Michael McKee reports on...
December 11, 2024 at 07:44 pm IST
Macy's Trims Profit Outlook on Accounting Error

Macy's Trims Profit Outlook on Accounting Error

-- Macy's reduced its earnings outlook to $2.25 to $2.50 per share from a previous range after concluding its investigation into an employee plot to hide millions of dollars in expenses. Dana Telsey,...
December 11, 2024 at 07:28 pm IST
Iran Foreign Policy 'On Its Knees' after Assad Syria Downfall

Iran Foreign Policy 'On Its Knees' after Assad Syria Downfall

-- In a matter of days, Iran had lost one of the last men standing in its so-called Axis of Resistance, leaving its foreign policy effectively in tatters. Officials in Tehran this week sought to play...
December 11, 2024 at 07:19 pm IST
Investors Long US Vs. Rest of World in Equities:  Citi's Kaiser

Investors Long US Vs. Rest of World in Equities: Citi's Kaiser

-- Stuart Kaiser, head of equity trading strategy at Citi , explains the reasons he sees behind positive market sentiment as investors go long US equities. ...
December 11, 2024 at 06:28 pm IST
Evercore's Emanuel Warns of 'Exuberant Corrections' in 2025

Evercore's Emanuel Warns of 'Exuberant Corrections' in 2025

-- Julian Emanuel, senior managing director of equity, derivatives, and quantitative strategy at Evercore ISI , sees markets at risk from less than perfect news in the next year as valuations reach...
December 11, 2024 at 06:15 pm IST
What to Expect From November's CPI Report

What to Expect From November's CPI Report

-- The US November CPI report is expected to show core inflation of 0.3% for a fourth straight month, which would be consistent with annual price gains above 3%. Michael McKee has a preview on...
December 11, 2024 at 05:15 pm IST
Weaker Yuan Is One Part of China's Armory:  3-Minute MLIV

Weaker Yuan Is One Part of China's Armory: 3-Minute MLIV

-- Anna Edwards, Guy Johnson, and Paul Dobson break down today's key themes for analysts and investors on Bloomberg: The Opening Trade. ...
December 11, 2024 at 03:59 pm IST
Citi Cites Three Potential Catalysts for European Stocks

Citi Cites Three Potential Catalysts for European Stocks

-- Elise Badoy, head of EMEA research at Citigroup , says it could be time to close underweight positions on Europe, citing a potential ceasefire in Ukraine, more clarity on tariffs and improved...
December 11, 2024 at 03:51 pm IST
Defense and Security 'Top Priority' Says Polish Finance Minister

Defense and Security 'Top Priority' Says Polish Finance Minister

-- Poland's NATO defense spending is the highest as a proportion of GDP of all of the NATO countries at 4.12 percent. We need to take action now, to finance European defense, says Andrzej Domanski,...
December 11, 2024 at 03:43 pm IST
Evans:  Humanitarian Condition Fragile in Syria

Evans: Humanitarian Condition Fragile in Syria

-- The decade long civil war in Syria has left its economy in tatters even as the rebel-led forces begin to rebuild the country after overthrowing President Bashar Al Assad. Tanya Evans, International...
December 11, 2024 at 03:27 pm IST
Shaar:  Syria is Nowhere Near Rebuilding Economy

Shaar: Syria is Nowhere Near Rebuilding Economy

-- The rapid fall of Syria's Bashar Al Assad has put focus on Syria's ailing economy. The World Bank had previously reported that the country's GDP fell 90% during the decade long civil war. Karam...
December 11, 2024 at 03:14 pm IST
Chinese Government Has Room to Raise Debt Ratio, UBS's Hu Says

Chinese Government Has Room to Raise Debt Ratio, UBS's Hu Says

-- UBS Global Wealth Management's Yifan Hu says the Chinese government has room to raise the debt ratio and that Beijing should aim to boost the demand side rather than supply side. Hu also says the...
December 11, 2024 at 03:02 pm IST
S. Korea's Metal Workers Protest ; Push for Yoon's Exit

S. Korea's Metal Workers Protest ; Push for Yoon's Exit

-- Hyewon Chong, international executive director at the Korean Metal Workers' Union, the country's largest umbrella union for metal-related industries with 190,000 members, says her union's decision...
December 11, 2024 at 02:57 pm IST
South Korea's Richest Families Face an Investor Revolt

South Korea's Richest Families Face an Investor Revolt

-- The potential ouster of South Korean President Yoon Suk Yeol is likely to supercharge an investor revolt against the country's richest families, known as chaebols, which have long dominated the...
December 11, 2024 at 02:47 pm IST