Rachel Reeves claims to prioritise growth above all else; in her speech she called it “the engine that carries every one of our ambitions forward”. Yet her speech provided little fuel for this engine https://t.co/vD9xFOyZRM ...

In three crucial areas Rachel Reeves revealed a preference for short-term political expediency over the hard choices required for growth https://t.co/Ve0qp9hpYq ...

We saw actually some UK stocks benefiting yesterday the footsie to 50 point liking what it heard by the end of the day at least in specific sectors. We say it was a bit divided, but some of the brokers wealth managers too, did pretty well. How did you see it go down with stocks.Yeah, absolutely. I think generally because the budget was pretty okay actually, like it was quite positive. I think for markets generally, you had premium come out across assets, including equities and certainly within equities, the ...

The International Monetary Fund has maintained its lowered projection for India’s growth next financial year, citing the possibility that high US tariffs could remain in place, even as New Delhi says a trade deal to reduce the levies is close https://t.co/PJQTiysGHj ...

Summary of J.P. Morgan Global Fixed Income Markets 2026 Outlook Industry Overview - **Industry**: Global Fixed Income Markets - **Company**: J.P. Morgan Securities plc Key Themes and Core Views - **Baseline Macro View**: Growth is expected to run at or above potential across most developed markets (DM), with inflation declining but remaining sticky above target in several jurisdictions [8][18] - **Central Bank Actions**: - Most DM central banks are expected to either maintain current rates or conclude easing cycles in the first half of 2026. - The Federal Reserve (Fed) is anticipated to cut rates by 50 basis points (bp) and the Bank of England (BoE) by 75 bp, while the Bank of Japan (BoJ) is expected to hike by 50 bp by the third quarter of 2026 [8][18] - **Yield Forecasts**: - 10-Year U.S. Treasuries (UST) forecasted at 4.35%, 10-Year Bunds at 2.75%, and 10-Year Gilts at 4.75% by the fourth quarter of 2026 [8][18][21] - **Market Risks**: The U.S. presents the widest risk distribution due to personnel and fiscal dominance issues, adding uncertainty to the Fed's outlook [8][18] Trading Recommendations - **Treasuries Strategy**: - A recommendation for a 50:50 weighted 2s/5s/10s belly-cheapening fly, anticipating cheapening in the 5-Year sector as the Fed goes on hold in the second half of 2026 [8][18] - **Cross-Market Divergences**: - Suggested buying payers on 5-Year SOFR rates funded by selling payers on 5-Year EUR rates and buying calls on June 2026 SONIA vs SOFR [8][18] - **Euro Area Strategy**: - Expectation for 10-Year Bund yields to remain range-bound, with a forecast of 2.65% by mid-2026 and 2.75% by year-end [9][19] - **UK Strategy**: - Anticipation of the BoE easing by 25 bp in December and two more cuts in the first half of 2026, targeting a Bank Rate of 3.25% [10][18] - **Scandinavian Markets**: - Both Riksbank and Norges Bank expected to stay on hold, with a recommendation for Jun26/Dec26 SEK FRA curve flattener as a carry trade [11][18] - **U.S. Market Dynamics**: - Expectation for yields to remain range-bound initially, with a rebound anticipated once the Fed goes on hold in spring 2026 [13][18] Additional Insights - **Inflation and Economic Resilience**: Despite inflation being stickier than expected, DM growth has shown surprising resilience, with recent data indicating disconnects between consumer sentiment and capital expenditure [22][18] - **Market Volatility**: Increased volatility is expected in the second half of 2026, particularly in France as the 2027 presidential election approaches [19][18] - **Interest Rate Forecasts**: - Detailed interest rate forecasts for various countries, including the U.S., UK, Euro area, Japan, and Australia, with specific rates and changes outlined for 2026 [16][21] This summary encapsulates the key points from the J.P. Morgan Global Fixed Income Markets 2026 Outlook, highlighting the anticipated economic conditions, central bank actions, trading strategies, and potential risks in the market.

Company Overview - Maruha Nichiro Corporation is the largest seafood company in Japan, competing primarily with Nippon Suisan Kaisha and Kyokuyo Co., Ltd [1] - The company operates subsidiaries in Japan, New Zealand, Australia, the United States, Europe, Asia, and South America [1] - The market capitalization of Maruha Nichiro Corporation is approximately US$1,204 million [1] Performance Metrics - The company achieved a Profitable Growth rank of 6, an improvement from the previous period's rank of 9 [4] - The Profitability rank is 7, which is an improvement from the prior period's rank of 8, but still below average compared to peers [4] - The Growth rank of 2 represents a significant improvement from the previous period's rank of 8, indicating World Class performance compared to peers [4]

Mexico’s central bank cut its expectation for growth this year after the economy contracted in the third quarter, igniting recession fears for Latin America’s second-biggest economy https://t.co/Lr3D9Qdmwh ...

Fastest growing stablecoin on @ethereum?Agora's @withAUSD, w/ market cap up +137.3% in the past 30 days. https://t.co/yRvgNEbIds ...

Chancellor Friedrich Merz asked German business leaders for patience to allow measures enacted by his ruling coalition to revive growth time to take effect https://t.co/OlX90vPque ...

AI Market & Competition - Competition in the AI sector is viewed positively, indicating a real and growing market beyond just one or two leading companies [2][3] - The AI market is still in its early stages ("springtime"), suggesting significant growth potential and increasing competition [3] - The emergence of competitors to Nvidia suggests that the market is real [2] Investment Strategy & Portfolio Allocation - The rise of Alphabet as an AI player may lead to portfolio rebalancing, potentially involving increased exposure to Alphabet and reduced exposure to previously dominant companies like Nvidia [4] - Investors are diversifying portfolios to include stocks with growth potential that are relatively undervalued [8] - Inter-sector rotation is occurring, with investment spreading from former leaders to other companies, including Alphabet [6] Sector Focus & Opportunities - While technology offers the greatest growth opportunities, the industry is also exploring opportunities in healthcare, particularly medtech and pharma [9] - Finding undervalued opportunities is challenging, as many value plays appear to be value traps [10] - Tech remains attractive due to the relative ease of forecasting revenue and technological advancements over a 2-3 year horizon compared to other sectors like pharma [12] Economic Data & Market Sentiment - New data points, such as the ADP NE pulse number, provide valuable insights into the labor market on a weekly basis [15] - Consumer confidence is a crucial indicator to monitor at the current stage [15] - The market is looking at old data, but also getting some new data [14]