Former UK Treasury Minister Jim O’Neill on his expectations for global markets in 2026
CNBC Television· 2025-12-23 16:17
Let's bring in former UK Treasury Secretary Jim O'Neal. He is chair at Northern Gridstone. Uh Jim, it's great to have you on.Uh also a great time to kind of assess uh what we saw this year, which was plenty. Uh if you go back, you know, eight or nine [clears throat] months and it was all the talk was, you know, with the tariff panic, it was going to be end of US exceptionalism, um flows away from dollar assets. Maybe that didn't continue, but you did see outperformance by non US equity indexes and also just ...
X @Bloomberg
Bloomberg· 2025-12-23 16:16
Mergers & Acquisitions - ServiceNow agrees to Armis takeover [1] - EA investors back record LBO (Leveraged Buyout,杠杆收购) [1] Strategic Moves - Warner Bros' "masterful" move to extract value [1]
FDA approves first GLP-1 pill for obesity from Wegovy maker Novo Nordisk
CNBC Television· 2025-12-23 16:16
Welcome back. Novo Nordisk gaining FDA approval for the first oral weight loss drug. Our Anakah Constantino spoke with the CEO and joins us this morning.Hey, Anakah. >> Hi, Carl. That's right.So, we're all familiar with Novo's Blockbuster Weekly injection, Mgoi. But for the very first time, patients will be able to access an oral version of that drug. It's the first ever GLP-1 pill specifically approved for obesity, and it's launching early in 2026.And Novo says it's priced at a significant discount to what ...
X @Bloomberg
Bloomberg· 2025-12-23 16:13
A California charter school operator has asked for permission to fall short of a financial cushion required to cover its bond payments after enrollment slid at its mostly Hispanic campuses amid the Trump adminstration’s immigration crackdown https://t.co/ye1uyVaKic ...
Gold and silver prices break records, gas prices hit 4-year-low, why future rate cuts may be on hold
Yahoo Finance· 2025-12-23 16:12
Market Trends & Economic Indicators - Gold prices hit a record high, up 70% this year, with 50 record highs this year [1] - Copper prices also reached a record high, increasing by 30% this year, driven by AI data center usage [2] - US holiday retail spending increased by 42% year-over-year across all payment types [3] - Gas prices hit a 4-year low average nationwide ahead of the holiday travel rush [2] - Strong GDP print of 43% leads to uncertainty about future rate cuts [5] Fintech & Investment Opportunities - Fintech valuations are reflecting a negative scenario, potentially creating investment opportunities [9] - Consumer spending is supportive during the holiday season, impacting fintech [8] - Some fintech business models, like Block and PayPal, are seen as mature [11] - Dave, a neo bank providing short-term loans, shows promise in meeting consumer financial needs [12][13] Automotive Industry & Ford's Strategy - Ford's stock is up 36% year-to-date, despite a $195 billion charge tied to EV plans [30] - Ford CEO Jim Farley highlights a shortage of 400000 repair technicians across the economy, with 6000 bays in Ford dealerships without technicians [33][38] - Ford faces a $2 billion net tariff impact, hindering further US investments [49] - Ford acknowledges that customers are not interested in $75000 EVs and is shifting focus to more affordable EVs [53][54] AI & Technology - The market is pricing in tech and the S&P at 23%, but expectations are adjusted down to 18% [16][17] - Software names like Salesforce and Intuit may benefit from AI [17] - HUT 8's deal with Enthropic and Fluid Stack, backed by Google, indicates strong demand for AI infrastructure [22] - Service Now will acquire cyber security startup Armis in a $775 billion deal to expand its cyber security offerings amid the AI boom [28]
X @Sui
Sui· 2025-12-23 16:11
As Sui usage scales, so does the importance of real-time risk visibility.Strong example of ecosystem tooling evolving with Sui’s growth 🌊Webacy (@mywebacy):We just shipped a major DD upgrade to our risk engine for @SuiNetwork 🌊Builders can now:• Score Sui tokens at launch• Detect bundled buys and coordinated manipulation• Analyze LP lock status and liquidity integrity• Screen wallets for automated trading, wash https://t.co/Rt17Jsq0uV ...