Just why is Marge so high risk for you Well good morning John yeah I mean Normally March can be both seasonally Positive or negative but what we're Seeing is this pattern over the last Year where you know we're…
Read MoreIt's a better based on what we've priced For Peak rates in this hiking cycle of Both the ECP and the Federal Reserve Close to four at the ECB 550 Plus may be At the Federal Reserve is one more…
Read MoreBloomberg Global Autos editor joins us Now for a preview of Tesla's investor Day you can answer Matt's question uh Craig or you could answer or well and You can answer what we expect from today I I know as…
Read MoreJust a month emerging Asian assets have gone from a buy to sell and there could Be more pressure to come MSCI GM Asia just capped its biggest monthly decline Since September, dropping below its 200 day moving average. This…
Read MoreWe had this you know very optimistic Risk-on moves in January February I Think the story is really about sort of Macroeconomic reality becoming uh you Know priced back into the market Um you know I think similar to the…
Read MoreYou know when you look at the strategy Set forward by Goldman Sachs help us Understand Goldman stack sock has been Lagging on a Price to Book basis from Some of its Rivals what are investors Not seeing what is…
Read MoreYou know when you look at the strategy Set forward by Goldman Sachs help us Understand Goldman stack sock has been Lagging on a Price to Book basis from Some of its Rivals what are investors Not seeing what is…
Read MoreMichael I usually don't do this but I'm Going to go lifo fifo on you which you Know you and I studied in school life of Fifo is back and that means inventories Out the door Target's one of the…
Read MoreAdani is on a charm offensive around Asia this week the group is holding Face-to-face meetings with banks in Singapore and here in Hong Kong as it Tries to ease any concerns around its Corporate governance or Financial Health CFO…
Read MoreSo there's been finally this repricing That's still underway when you take a Look at expectations for a pivot for a Pause or a cut has that meaningfully Changed too Yeah yeah I I think it certainly has Um you…
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