2025 has cemented a pivotal moment with data signaling a divergence between the two reigning digital assets Bitcoin and Ether. Is this Ether's long- aaited super cycle or merely a catch-up trade driven by short-term volatility. Ether options on CME have consistently exhibited a higher implied volatility than Bitcoin options.This heightened volatility has served as a powerful magnet for traders, directly accelerating participation in the CMA Group's Ether futures market. The most compelling quantitative evid ...

“I think you could have a situation where the magnificent seven become a little less valuable and the rest of the market becomes more valuable,” says Ed Yardeni, founder and chief investment strategist at Yardeni Research. He expects the earnings for non-AI companies in the S&P 500 “to really shine.” -------- 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://ww ...

I I'd like to get into some of the specifics that this uh plan laid out. Um there is the question of course and this is point number five from the original document. You Ukraine will receive reliable security guarantees.That is the end of that sentence. What do reliable security guarantees look like for Ukraine. It's an easy and it's a simple idea. It's a very complicated thing to put into into effect.>> First of all, uh the main security guarantee for Ukraine for many years to come will be the air defense ...

A G20 year filled with public spats, boycotss, and threats to multilateralism has by all accounts gone off without a hitch in South Africa. Despite attempts by the US to derail the annual summit, President Ramiposa was able to pull off a coup, getting the rest of the G20 to agree to a declaration early on in the meetings with many of the recommendations he set out for included in it. The US president spent the better part of the past year attacking this year's theme of solidarity, equality, and sustainabili ...

Today, we've wiped out over half of all the beef cattle operations in business just over a generation ago. We've lost 52% of them. And the four largest packers controlled today about 80% of the marketplace.And consumers in 2024 paid about $823 per pound for beef. And so what we see today is a dysfunctional marketplace. As I described before, since 2017, we saw beef prices going up.that consumers were paying in the retail store. We saw cattle prices going down. The latest census shows that just in the 5-year ...

AI Impact on Economics - AI has a tremendous effect on economics, similar to historical periods of great inventions and changes like the 1920s [1] - AI represents a real productive shift and a significant change [1] Wealth Creation and Bubbles - The mechanism of wealth creation, the difference between wealth and money, and the formation and collapse of bubbles are discussed [3] - Wealth cannot be directly spent; it must be sold to obtain money for purchases [3] - Bubbles arise from creating needs for money, leading to a rise in wealth and a subsequent need to sell [4] - The current situation resembles another bubble scenario [4] Distinguishing Real vs Accounting Wealth - It is crucial to differentiate between real wealth and accounting wealth [4] - A common mistake is assuming that an asset's valuation is justified by its ability to produce income over time, which is not what creates bubbles [4]

We've uh just had a great meeting, a really good, very productive meeting. We have one thing in common. We want this uh city of ours that we love to do very well.And I wanted to congratulate the mayor. He really ran an incredible race against, you know, a lot of smart people. I feel very confident that he can do a very good job.I think I think he's going to be I think he is going to surprise some conservative people. Actually, the better he does, the happier I am. I will say there's no difference in party.t ...

GOOGLE AND NVIDIA AS WELL, WE'RE JOINED BY MANDEEP SINGH, GLOBAL HEAD OF TECHNOLOGY RESEARCH. LET'S KICK IT OFF WITH AMAZON. I THINK IT'S FAIR TO SAY WE'RE BOTH INTERESTED IN ALPHABET TODAY.SO THEY HAVE A ABOUT A ZILLION DATA CENTERS. I'M ACTUALLY NOT MOVED BY THAT. I COULD HAVE GUESSED IT, AND I DON'T THINK IT REALLY MATTERS, RIGHT.HOW MANY ACTUAL PLACES THEY HAVE, DOES IT. MANDEEP: RIGHT NOW, WHEN YOU COMPARE THEM TO A PURE PLAY DATA CENTER PLAY ON THE G. P.U. SIDE, THEY DO ABOUT 32 TO 35 DATA CENTERS. IT ...

The team at Morgan Stanley releasing their outlook for 2026, writing We raise our S&P 500 price target to 7800, driven by strong earnings growth. We believe that we're in the midst of a new bull market and earnings cycle, especially for many of the lagging areas. Michael Asset of Morgan Stanley joins me now.Wonderful to see you, Mike. Thanks, Alison. So let's start on the optimism you have and optimistic for quite a while talking about the rotation into the adopters, not just the tech behemoths.Why are you ...

Market Trends & Dynamics - Weight loss drugs originally intended for obese individuals are now marketed for general weight loss [2] - Off-label Ozempic prescriptions for non-obese, overweight, or diabetic individuals increased from 3% in 2018 to 30% in 2023 [2] - Off-label Wegovy prescriptions rose as high as 38% [3] - Telehealth companies are broadly marketing GLP-1 drugs, even to individuals wanting to lose a few pounds [3][7] Regulatory & Legal Landscape - The FDA has sent warning letters to telehealth companies regarding their marketing practices, but without significant legal action [9][10] - Pharmaceutical giants Eli Lilly and Novo Nordisk have sued some telehealth firms for marketing compounded versions of their drugs [10] - Pharmaceutical companies face strict regulations on marketing claims, while telehealth companies have more leeway [6][7] - The industry is awaiting further action from the federal government regarding compounding and telehealth companies [11] Company Strategies & Competition - Shortages of weight loss shots from Eli Lilly and Novo Nordisk allowed telehealth companies to emerge [5] - Now that shortages are resolved, there is tension between pharmaceutical giants and telehealth companies competing for market share [6] - Eli Lilly and Novo Nordisk originally created the GLP-1 class of weight loss shots [4] Risks & Concerns - The risks of compounded versions of weight loss drugs are understudied [2][5] - Medical professionals are concerned that advertisements for these drugs are perpetuating diet culture issues [8] - Doctors do not recommend these drugs for individuals at a healthy weight due to unknown long-term effects [8] - Side effects of GLP-1 drugs can include extreme nausea, vomiting, and gastrointestinal issues [8]