capitalbrief7h
Macquarie does private credit its own way
Banks have largely driven the boom in private credit by pulling out of higher risk lending. Macquarie, however, is expanding ...
These 2 seasonal stock-market patterns could give your portfolio a boost
Another seasonal trend is the four-year U.S. presidential cycle. In general, the market rises modestly in the first year after a presidential election, followed by trouble in the second year. In years ...
GlobeSt.com2d
Industrial Shows Mini-Cycle Progress as Vacancy Rates Peak
The industrial real estate market continues to progress through a mini-cycle as vacancy rates begin peaking and occupiers ...
The Mid-Cycle Slowdown Brings A Healthy Rotation
Market rotation is shifting from tech to other sectors due to decelerating earnings growth and economic slowdown, impacting ...
National Bureau of Economic Research3d
Reconciling Macroeconomics and Finance for the U.S. Corporate Sector: 1929 to Present
We examine how to quantitatively reconcile the high volatility of market valuations of U.S. corporations with the relative stability of macroeconomic quantities since 1929. Macroeconomic and financial ...
Why ASX miners will handily beat banks in the long-term
After a stellar run for banks, investors are wondering whether they can continue their outperformance or if a rotation into miners is imminent. There’s a good case that a switch is coming, and it may ...
Euro Zone Business Activity Returns to Growth in Jan, PMI Shows
LONDON (Reuters) - Euro zone business activity returned to growth at the start of the year after two months of contraction as ...
Third Point Investors Ltd - Third Point Publishes Q4 2024 Investor Letter
Third Point LLC, the Investment Manager of Third Point Investors Limited (" TPIL " or the " Company ") announces that it has published its quarterly investor letter for Q4 2024. The full letter can be ...
Brookfield Renewable Reports Record Results and Announces 5% Distribution Increase
We delivered 10% FFO per unit growth, developed approximately 7,000 megawatts of capacity and deployed and committed $12.5 billion of capital into leading renewable platforms, enhancing what we can ...
Ignore The Fed For Now And Focus On Rotation
Nvidia, Microsoft, and Meta struggle amid mixed earnings. Read why the Fed’s unchanged rates and strong economy may lead to ...
tbsnews13d
Restoring confidence of the private sector comes first
His remarks at a public meeting on 18 January resonated with many in the private sector. Keep updated, follow The Business Standard's Google news channel Inflation, high interest rates, demand ...
The Courier-Mail16d
Scott Power: Cardiac pacing device developer EBR hits Morgans price target amid ‘rotation back into healthcare’
Morgans analyst Scott Power says there’s been a rotation back into small healthcare ... some strong performers indicating momentum in the sector. At 12pm the XHJ was up 0.6% for the past five ...