Earnings and Growth - US corporate companies' earnings have surpassed expectations, with an 8% year-over-year growth compared to the expected 6% [2][4] - Earnings are expected to continue growing into 2026 [2] - The first half of the year saw earnings up by 12% year-over-year [4] - Positive surprises in earnings have consistently been around 4 percentage points above expectations in the last two years [5] - Baseline earnings growth for the next year is projected at 7%, with potential upside risk [5] Monetary Policy and Economic Outlook - The market anticipates four Federal Reserve (FED) cuts, starting this week and continuing in December, then twice next year [2] - FED easing is generally a tailwind for stocks, provided there is no recession, and the forecast anticipates economic growth [3] Capital Expenditure and Market Dynamics - Capital spending growth year-over-year is expected to exceed buybacks, indicating corporate management's optimism [6] - Venture capital and private equity professionals are optimistic about market fundamentals [8] - The IPO market has been robust, with 350 transactions and an average deal increase of nearly 30% on the first day of trading [8][9] - Market participant positioning is relatively muted, suggesting potential purchasing capacity [10]

This deal from Keurig. Dr. . Pepper They first announced that they were going to do this back in August, but it was only yesterday that we learned of yours and KKR involvement.What what was the genesis of this deal. Yeah, well, look, the transaction itself, I think has been well articulated, makes a lot of sense bringing these these companies together. Our involvement really stemmed from, you know, the need for the company to find creative ways to bring its leverage down.And we came up with some. You know, ...

Personnel Assessment - The company expresses dissatisfaction with an individual's performance, describing them as consistently "too late" [1] - A negative reference was received regarding an individual, impacting a personnel decision [1] - A "bad fed guy" is expected to leave their position within a few months [1]

Geopolitical & Security - The US and Japan are strengthening security cooperation and increasing defense funding [1] - Japan is committed to fundamentally reinforcing its defense capabilities to proactively contribute to regional peace and stability [1] - Japan perceives an unprecedented severe security environment, emphasizing that peace cannot be preserved by words alone [1] - The US has approved the first batch of missiles for Japan's F-35 fighters [1] US-Japan Alliance - The US-Japan alliance is considered one of the most remarkable relationships in the world [1] - The US-Japan security treaty gives the US use of military bases in Japan, which are key assets for projecting power in the Asia-Pacific region [1] - The US views the security agreement as unfair because it obliges the US to defend Japan without a reciprocal commitment from Japan to help protect the US [1] Trade & Economic Considerations - Trade tensions initiated by the US have caused some nervousness in Japan regarding its relationship with the US [1]

Military Preparedness - Finland possesses a substantial artillery force, exceeding the combined artillery of France and Germany [1] - Despite its smaller population, Finland ranks seventh globally in total military personnel per capita [1] - Finland maintains obligatory military service, with 900,000 men and women having completed it [1] - Finland can deploy 280,000 personnel from reserves during wartime [2] - Finland's existing arsenal includes 62 F-18s, long-range missiles (land, sea, and air), and a recent acquisition of 64 F-35s [2] - Finland, along with Poland, possesses a significant artillery capability [2] Geopolitical Strategy - Finland emphasizes preparedness as a deterrent to war [1][2] - Other European nations are increasing their preparedness to avert potential crises [3]

Radical transparency or radical truthfulness can also hurt. Have you have had any regrets where you were too transparent or too truthful with people close to you. >> It it can always be a challenge.Yes. It depends on the person. You It's almost like touching a nerve.What I call it is tough love. It's tough love. Let's say you have a player on a team, okay, and he's got an issue.>> Okay. Are you going to let it go or are you going to deal with it. If you're going to have an effective team, you have to deal w ...

The world needs leaders who promote peace strongly and to achieve that you have to break some rules. When president arrived he asked me to join him in the car. I said that's again the security and protocol rules and he was delighted to break the rules and I >> Donald Trump seems to have walked away with more than just goodwill and handshake through his brief visit to Southeast Asia.The US president left the region with a flurry of new trade deals with Cambodia, Malaysia, Thailand, and Vietnam. But not only ...

This is something that the companies all across the board have been doing since the the pandemic era, what they call over hiring. A lot of these companies saw the growth in how people were relying on tech during the pandemic when they were home. They were obviously ordering a lot more from Amazon because they didn't want to go to the grocery store if they were at home workers and the company hired to accommodate that.And now they don't need as many people. But, you know, I heard your earlier point, Carol, a ...

What are his plans for people who haven't been following this day in, day out. How would you describe Zoran Mamdani plans. Well, he actually has done a really good job of of summarizing it in a digestible way himself.He's running on a platform to make buses fast and free, provide universal child care, and to freeze the rent in rent stabilized buildings where the city has some control over the rent. Actually doing that is is harder than those slogans, but that's what he is. Those are his big promises.So, Ful ...

A U.S. Air Force Reserve crew from the 53rd Weather Reconnaissance Squadron, known as the “Hurricane Hunters,” flew through Hurricane Melissa on Tuesday. The crew is collecting critical weather data for the National Hurricane Center. (U.S. Air Force video by Lt. Col. Mark Withee) -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for b ...