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📊 Also: Indonesia’s social commerce ban; Down Round Round Up! 🎓 ManagementConsultants.PPT
MoneyFitt Morning12 hours ago
📊 Also: Strike politics and just politics; JPMorgan Crypto; Cainiao: Alibaba’s first reorg 🎓 Trustbusters! Antitrust and Competition
MoneyFitt Morninga day ago
📊 Also: Evergrande crashes again; Moody's threatens US ratings cut; Down Round Round Up! 🎓 Credit Rating Agencies
MoneyFitt Morning3 days ago
📊 Also: US Autoworker Strike Spreads; Inflation again in focus; Higher for Longer and Longer and Longer; All Too easy in Japan; Down Round Round Up! 🎓 The ¥Carry Trade
MoneyFitt Morning4 days ago
📊 Also: Higher for Longer… Year 2; DownRound RoundUp! (KVYO, CART, ARM) 🎓 Price support after an IPO
MoneyFitt Morning6 days ago
📊 Also: FedWatch; Oil be back; DownRound RoundUp! (KVYO, CART, ARM) 🎓 Initial Public Offerings, or “IPO”s
MoneyFitt Morning7 days ago
📊 Also: FedWatch, Strikes may Spread; Bankruptcy Sunac; DownRound RoundUp! (CART, ARM) 🎓 Green Shoes!
MoneyFitt Morning8 days ago
📊 Also: Doing the Fed’s job?; Europe’s Dovish Hike; Downround Round-Up! 🎓 The Dot Plot Rate Outlook
MoneyFitt Morning9 days ago
📊 Also: US Retail boom, Cava pops, EY EY Oh!; Ruble rubble, Argy Bargy; EV rocketship, SEA Dives 🎓 Private Equity
MoneyFitt Morning12 days ago
📊 Also: US Producer Price Inflation higher; Strike Alert; Record High Euro Interest Rates; China Stimulus 🎓 Producer Prices
MoneyFitt Morning14 days ago
📊 Also: Citi Job; Inflation picks up again 🎓 Oversubscribed IPOs
📊 Also: Chinese property whiplash; Apple Wonderlust without much lust; #TikTokMadeMeBuyIt; Google under the Gun 🎓 All-Stock Transactions in M&A (mergers and acquisitions)
MoneyFitt Morning15 days ago
📊 Also: Cable Cutting; ARMed and Dangerous; Cart Tipped Over? 🎓 Private Equity, Barbarians or Turnaround Specialists
MoneyFitt Morning16 days ago
📊 Also: SoftBank, Strong Arm; Sentence 100x longer than SBF’s!; China: Deflation Nation (or not?!) 🎓 “Stagflation”
MoneyFitt Morning17 days ago
📊 Also: Labor Robust; Apple of China's Eye (or not?); China's Exports and Currency Slide 🎓 Unemployment
MoneyFitt Morning20 days ago
📊 Also: Higher for longer; China Real Estate Whiplash; Lease WeNegotiations; Gamers + Caffeine + Cup Noodles 🎓 Renminbi Maths: RMB = CNY; RMB = CNH; CNY ≠ CNH
MoneyFitt Morning21 days ago
📊 Also: Arms and the Son (cont'd); Country Garden Path (cont’d, again) 🎓 OPEC and OPEC+
MoneyFitt Morning23 days ago
📊 Also: Labor/Labour Day; Country Garden Path (cont’d) 🎓 Options: “Financial WMDs” (long explainer)
MoneyFitt Morning24 days ago
📊 Also: Good/Bad jobs; Arm’s Length; Bazookas or Band-Aids for China? 🎓 Unemployment or Inflation? The Fed's Dual Mandate
MoneyFitt Morning25 days ago
📊 Also: Inline Inflation; Dollar General and Consumption; Cybersecurity; UBS has Negative Goodwill 🎓 Profit Margins (Net? Gross!)
MoneyFitt Morninga month ago
📊 Also: Cooling and Activism; Inflation and La Tomatina; Country Garden Path 🎓 The Price-to-Earnings Ratio (PER)
📊 Also: JOLTS and Ghosts; Signs of Life, Pinduoduo, Temu and Social Commerce 🎓 Arbitrage
📊 Also: China Stamped; Evertanked 🎓 Not crypto: CBDCs
📊 Also: Prepared to raise; IPO in your InstaCART 🎓 The BRICS
📊 Also: Nvidia Nchanged; Not Better; Hike No Hike 🎓 Spanked SPAC
