Stock-and-bond portfolios suffer when inflation spikes, but a commodities stake would cut risk and boost returns. And the cost would be minimal when inflation is low. ...

US stocks rose ahead of inflation data on Friday as investors position for next week’s Federal Reserve decision https://t.co/V4xnXsnqfN ...

Group 1: Netflix and Warner Brothers Discovery Deal - Netflix has reached a $72 billion cash and stock deal to acquire Warner Brothers' movie and streaming assets, marking a significant strategic shift for the company [2][10][40] - The acquisition includes iconic franchises such as Harry Potter, Game of Thrones, and DC, allowing Netflix to strengthen its content library and keep these assets away from competitors like Paramount and Comcast [12][46] - This deal is seen as surprising, as analysts had previously given a higher probability of Paramount winning the bidding war [9][41] Group 2: Implications for the Streaming Industry - The acquisition is expected to widen the gap between Netflix and smaller streaming services, making it more challenging for them to compete effectively [47][58] - Regulatory scrutiny is anticipated, particularly regarding the streaming side of the deal, as Netflix becomes the largest player in the market [55][56] - Paramount is likely to continue pursuing its interests in Warner Brothers' assets, indicating that the competitive landscape may still evolve [16][56] Group 3: Apple Executive Departures - Apple is experiencing significant executive turnover, with key figures such as COO Jeff Williams and AI chief departing, raising questions about the company's future direction and succession plans [5][20][30] - Despite the management changes, Apple's stock has performed well, up about 12% this year, driven by strong iPhone sales [6][25] - The challenges in Apple's AI initiatives, particularly with Siri, have been highlighted as a concern, but the overall company health remains stable [21][29] Group 4: Economic Data and Market Reactions - Investors are awaiting the release of personal consumption expenditure (PCE) data, which is crucial for understanding inflation trends ahead of the Federal Reserve's rate decision [3][31] - The expected PCE data for September indicates a year-over-year increase of 2.8%, slightly down from 2.9% in August, which may not significantly alter the Fed's approach [32][34] - Wall Street anticipates that the Fed will lower rates next week, contributing to a positive outlook for stocks [4][34]

US stocks posted modest gains Friday as traders held their breath ahead of critical inflation data that could reshape the Fed's rate-cut calculus. The S&P 500 rose 0.3%, the Nasdaq Composite climbed 0.4%, and the Dow Jones Industrial Average ticked up 89 points, or 0.2%. ...

The yield on the 2-year Treasury note was up to 3.54%, while the 10-year yield was up to 4.1%%. Stocks rose modestly to start Friday's session as Wall Street awaited updates on inflation and consumer sentiment. The Dow Jones Industrial Average rose 79 points, or 0.2%. The S&P 500 was up 0.3%. The Nasdaq Composite was up 0.5%. ...

Core Insights - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - Inflation remains persistent around 3%, prompting a preference for hard assets over fiat currency [2] - The investment group iREIT®+HOYA Capital specializes in high-yield, dividend growth investment ideas, targeting dividend yields up to 10% [2] Investment Strategy - The investment strategy emphasizes defensive stocks with a medium- to long-term horizon [2] - The group offers research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - The service aims to help investors achieve dependable monthly income and portfolio diversification [2]

Core Insights - Over the past three years, REITs (VNQ) have only delivered 16% in total returns, significantly underperforming the overall stock market (SPY), which has expanded by approximately 75% [1] Group 1: REIT Performance - The total return of REITs over the last three years is 16% [1] - The overall stock market has seen a return of roughly 75% during the same period [1] - Adjusting for inflation, the real return figures for REITs are notably lower [1] Group 2: Industry Context - The article highlights the need for improved liquidity in the pan-Baltic capital markets through institutionalizing the REIT framework in Latvia [1] - There is an emphasis on developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1]

Kelsey clarified that “we are not encouraging individuals to invest in risky assets,” adding that the onboarding process included warnings about the downsides of investing in other cryptocurrencies.“If this is being funded in crypto there are some strings attached,” Allen told Bloomberg. “Stablecoins are less volatile than Bitcoin, but I would say that giving money in this way is very much designed to make it easier to take that money to bet on Bitcoin, because it's going to be sitting as crypto in a crypto ...

Indian households are witnessing a significant easing in price pressures now and expect it to continue over the next 12 months across all major product categories, according to surveys conducted by the country’s central bank. https://t.co/WXy1msNdio ...

Trump doubled down on his pacifist credentials, celebrating a treaty he negotiated in Africa with a banner delivering peace. But he had an unusual choice of pre-show music. >> Yes, it's the most inappropriate music choice since that famous footage of the Hindenburg.girl is on fire. >> I think they liked each other a lot. I spent time with them.I think they liked the Some people may be surprised. I really do. I think they they've spent a lot of time killing each other and now they're going to spend a lot of ...