| Cosima F. Barone | Vol. XVII - Issue #246 | Mar. 09, 2018 |
INSIDE THIS ISSUE:
Global Financial Markets Reckoning
Ever since it bottomed out at the end of March 2009, the overall market capitalization has been reaching out to its March 31, 2000, peak. How will markets react when the debt-stressed consumers decide to bank their gains from the tax cut, instead of spending the money? ... Read more
A Fractured World: Nationalist Insurgency & Trade Wars
Is the global liberal order in danger? After decades when the world has been dominated by the United States as their influence remained unrivaled in so many segments (economy, U.S. Dollar, trade and defense) over the rest of the globe, are there strategic alliances or emerging global trends that could potentially shake the world order as we know it? ... Read more
A Glance At World's Insightful News
In Focus: ECB, EUROPEAN UNION, CHINA, INDIA, ITALY, JAPAN, USA - OPEC & non-OPEC
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White House gives Ukraine less than a week to sign on to plan requiring major concessions
By Michael R. Gordon
The Wall Street Journal, Nov. 22, 2025
‘No one was expecting this.’ Stocks are sending Wall Street on a wild ride.
By Gregory Zuckerman and Gunjan Banerji N
The Wall Street Journal, Nov. 22, 2025
“The setup into year end is tricky,” writes 22V Research’s Dennis DeBusschere. “There’s no strong case to buy aggressively, but it’s also not a clear shorting environment. Markets will remain ‘violently flat,’ with sharp moves but no real direction.”
By Jacob Sonenshine
Barron`s, Nov. 21, 2025
It’s good for the soul to find bright economic spots amid a world that is shifting on its very foundations, Christopher Smart writes in a guest commentary.
By Christopher Smart
Barron`s, Nov. 21, 2025
Pension managers worry that surging investment from wealthy individuals could erode their returns
By Chris Cumming
The Wall Street Journal, Nov. 21, 2025
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Ukrainian leader is trying to prepare his people for ‘a very difficult choice’ after almost four years of full-scale conflict with Russia
By Ian Lovett
The Wall Street Journal, Nov. 22, 2025
Judge Leonie Brinkema said a ‘dramatic’ forced sale may not be ‘easily enforceable’
By Stefania Palma in Alexandria, Virginia
Financial Times, Nov. 21, 2025
El-Erian says that AI has pulled up the stock market in two ways—and it can unwind it, too. “One is indexes,” he says. “The second one has to do with ‘risk compression.’ In credit, you go all the way up the high-yield curve. So, AI has pulled everybody up with them. Some names don’t deserve the valuations they have right now. Others do.”
By Andy Serwer
Barron`s, Nov. 21, 2025
Shares of the “crypto treasury” company have lost more than half their value over the past year.
By Andrew Bary
Barron`s, Nov. 21, 2025
The most important global events likely to affect FX and bond markets in the week starting Nov. 24
By Dow Jones Newswires staff
The Wall Street Journal, Nov. 21, 2025
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Wall Street wants to sell data on private markets, where pensions and colleges pay hefty fees and receive scant information
By Heather Gillers
The Wall Street Journal, Nov. 22, 2025
In fact, Nvidia used to be a decent yielder, and November used to be payment-raising time. After years of stunning stock price gains, splits, and no dividend raises, the payment is a penny a share per quarter, for a yield of 0.0002%, the lowest in the S&P 500.
Wall Street estimates that Nvidia will generate over $93 billion in free cash this year, and $151 billion next year, after around $5.5 billion in yearly capital spending. Its dividend costs about $1 billion. Maybe it’s time for a raise.
By Jack Hough
Barron`s, Nov. 21, 2025
In particular, what happens in Japan doesn’t stay in Japan. As Société Générale strategist Albert Edwards writes: “The world’s financial markets had long gorged themselves on Japan’s multidecade era of ultralow interest rates and super-sized [quantitative easing]. Western politicians in particular should quiver with fear as Japan turns off the liquidity tap that has in effect suppressed Western bond yields below levels that their bloated fiscal deficits justify.”
By Randall W. Forsyth
Barron`s, Nov. 22, 2025
Crypto market turmoil intensified this week, with bitcoin shedding more than 10% and over $10,000 in value
By Kevin T. Dugan and Vicky Ge Huang
The Wall Street Journal, Nov. 21, 2025
Ukraine’s president gives his first response to the Trump administration’s proposal, which would hand concessions to Russia
By Ian Lovett
The Wall Street Journal, Nov. 21, 2025
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