Masa Son’s multi-generational vision is running into a brick wall: The public markets
Masayoshi Son, chairman and chief executive officer of SoftBank Group at the SoftBank World 2018 event in Tokyo, Japan. Kiyoshi Ota | Bloomberg | Getty Images SoftBank is learning the biggest obstacle to success for its $100 billion Vision Fund...
Bullish trend suggests the market’s win streak is just starting
Bespoke Investment’s Paul Hickey believes a market hot streak is unfolding. The independent market researcher is building his bullish case by zeroing in on the Citi Economic Surprise Index, which is built to measure optimism in the economy. In the...
Singapore sovereign wealth fund: The key number in the Temasek report
The most important number in Tuesday’s Temasek review for the Singaporean sovereign wealth vehicle was this: it divested S$28 billion ($20.6 billion) of assets, S$4 billion more than it invested. This is what a dynamic equity-based portfolio looks like in...
Risk Markets Surged on Receding Political and Trade Uncertainties
Risk aversion eased notably further last week as some of the imminent risks receded. New Italian government was sworn in as 5-Star Movement and bitter rival Democratic Party agreement to form a coalition. UK lawmakers passed a bill to force...
Trading Opportunities when Markets are Closed over Weekends
Make the Most of the Weekend to Improve Your Trading One of the greatest aspects of the FX market is that it is a true 24-hour a day market; however, this does not extend to weekends. While there are a...
Weekly Economic and Financial Commentary: Hiring Cools as Trade War Heats Up
U.S. Review Hiring Cools as Trade War Heats Up Amid increasing trade tensions and fears of recession, all eyes turned to the nonfarm payroll release this morning, which showed employers added only 130,000 jobs in August. Hiring has certainly slowed...
The Weekly Bottom Line: Markets Keep Calm and Carry on…For Now
U.S. Highlights After a dour start to the week, U.S. equities rebounded as they discounted news of a broadening global manufacturing slump. On net, the data this week suggested that the U.S. economy remains healthy, but warnings signals are still...
Dollar Retreats After Jobs Miss and Higher Risk Appetite
The US dollar is lower against major pairs on Friday after the U.S. non farm payrolls (NFP) came in lower than expected by 30,000 jobs. The final data point was 130,000, while not raising alarms as it still points to...
Powell’s Reiterates Commitment to Sustain Expansion; At Least Two More Cuts Still Expected in 2019
Fed Chair Powell’s speech in Zurich triggered a dollar rebound that also saw gold erase all of its nonfarm payroll gains. His speech will be the last comments we hear from him as we enter the blackout period for the...
Dow Stalls after Strong Week
The market could use more momentum on approach to July highs The Dow Jones Industrial Average continues to deepen its underperformance relative to the other U.S. blue-chip indices, even as Wall Street shares lose some of the optimistic momentum seen...