New World Order
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15 Best Long Term Low Volatility Stocks to Invest In
Insider Monkey· 2026-02-02 06:57
In this article, we will look at the 15 Best Long Term Low Volatility Stocks to Invest In.On January 26, Sherry Paul, Morgan Stanley senior portfolio manager, appeared on CNBC’s ‘Closing Bell’ to talk about the state of equity markets and whether more volatility is expected ahead.According to her, one of the most important things that came out of Davos was going from the phrase globalization to the “new world order”, in which the former felt more like a conscious uncoupling, while the latter has a much hars ...
More market volatility is ahead but not necessarily bad news, says Morgan Stanley's Sherry Paul
Youtube· 2026-01-26 21:13
Core Viewpoint - The market is experiencing renewed volatility post-Davos, with a shift in sentiment from bullish to cautious, emphasizing the urgency of reimagining supply chains and advancing technology in the U.S. [3][4] Group 1: Market Sentiment and Trends - The transition from a "pre-Davos" bullish market to a "post-Davos" environment indicates increased volatility, with a notable "sell America" trend and a weaker dollar [1][3]. - The phrase "new world order" has replaced "deglobalization," suggesting a more urgent need for changes in supply chains and technology [3][4]. Group 2: Investment Strategies - Investors are encouraged to focus on thematic areas such as AI, automation, and innovation rather than solely on traditional mega-cap stocks [5][6]. - The importance of equal weighting in investment portfolios is highlighted, as traditional market cap-weighted strategies may overlook emerging value in various sectors [6][7]. Group 3: Technology Sector Insights - Every company is now viewed as a tech company, necessitating an understanding of AI's application in business models to avoid potential extinction events [7][10]. - The software sector is currently underperforming, with many stocks showing little movement, indicating vulnerability in the context of advanced AI [8][9].
美银:The Flow Show-Bull Risks Allocation, Asia & Approval
美银· 2026-01-19 02:28
Accessible version The Flow Show Bull Risks: Allocation, Asia & Approval Scores on the Doors: bitcoin 11.3%, oil 8.0%, gold 6.8%, commods 5.7%, global stocks 3.9%, US stocks 1.2%, US$ 0.7%, HY bonds 0.3%, IG 0.3%, govt bonds -0.1% YTD. Zeitgeist: "When the market goes up, they should lower rates" Trump on the Fed. Zeitgeist: "Only three certainties are death, taxes, and new highs in Japanese banks." Tale of the Tape: Japan yen weakest vs. China renminbi since 1992 (Chart 6); biggest risk to max bull Q1 cons ...
彭博:特朗普罢黜马杜罗表明美国的新世界秩序已经到来
美股IPO· 2026-01-05 04:22
Trump's Ouster of Maduro Shows America's New World Order Is Here 在打击委内瑞拉之后,美国总统表示他将把外交政策方法应用到其他地方,并猜测古巴和格陵兰岛是他想要"帮助"的地方。 作者:考特尼·萨勃拉曼尼安、凯特·沙利文、菲奥娜·麦克唐纳、苏迪·兰詹·森和菲利普·海曼斯 美国突袭抓获委内瑞拉总统尼古拉斯·马杜罗的行动,向美国的盟友和对手发出警告:唐纳德·特朗普总统拥有他自己的新世界秩序。 在令人震惊的深夜行动之后,马杜罗和他的妻子从加拉加斯附近的一个戒备森严的军事基地被迅速转移到纽约的一所监狱。特朗普此举表明,美 国为了除掉一个被视为对美国利益和安全构成威胁的领导人,愿意走多远。 1月3日,被罢黜的委内瑞拉总统尼古拉斯·马杜罗抵达曼哈顿西区直升机场。摄影:亚当·格雷/彭博社 特朗普在宣布马杜罗被捕的新闻发布会上说:"未来将取决于保护商业、领土和对国家安全至关重要的资源的能力。这些是决定全球力量的铁 律,我们将继续保持这种格局。" 这一做法震惊世界,招致广泛批评。此前,特朗普在其第二个任期内对索马里、尼日利亚、叙利亚、伊拉克和伊朗以及国际水域发动了军 ...
X @The Economist
The Economist· 2025-12-02 22:00
With the old order in ruins, the contours of the new world will become much clearer in 2026—in three main areas https://t.co/h3Ci14hOmiIllustration: Miguel Porlan https://t.co/rlMghVX3DC ...
X @Bloomberg
Bloomberg· 2025-11-20 08:12
African nations are starting to adjust to Donald Trump’s new world order and investors are taking notice https://t.co/Z2U91Jup7v ...
US, Saudi Chip Deal Complicates 'Strategic Game' for China, Says Ashton
Bloomberg Television· 2025-11-19 21:17
Are we on the right track here. Far be it from me to to answer that question. But I will say, you know, it's reasonable to ask whether or not this presents some sort of leak risk that could allow the Chinese to get a hold of the more advanced and video ships that anybody is not allowed to sell into the Chinese market.These are definitely much closer to top tier chips than what China can buy. And, you know, there's this awkward reality that China has built large parts of Saudi Arabia's digital and telecom in ...
X @The Economist
The Economist· 2025-11-15 10:15
With the old order in ruins, the contours of the new world will become much clearer in 2026—in three main areas https://t.co/h3Ci14hOmiIllustration: Miguel Porlan https://t.co/c3mTLodnCQ ...
X @The Economist
The Economist· 2025-11-14 21:00
With the old order in ruins, the contours of the new world will become much clearer in 2026—in three main areas https://t.co/VDbWOLjsR4 ...
X @Bloomberg
Bloomberg· 2025-09-26 13:10
China has the world’s best mercantilists and they will profit more than anyone from the new order the US is creating, writes @johnauthers (via @opinion) https://t.co/IfhNpbWxOF ...