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Inflation Key for Reeves After UK Growth Slows: 3-Minute MLIV
Bloomberg Television· 2025-11-13 12:08
ANNA: THANK YOU. VALERIE TYTEL. OUR REPORTER SKYLAR, VERY NICE TO HAVE YOU ON THE PROGRAM.IT SEEMS AS IF THE END OF THE SHUTDOWN HAS PROVIDED SOME POSITIVE MOMENTUM. IS THIS A DRIVER HIGHER FOR STOCKS AND FOR GOLD IT WOULD SEEM THAT HAS LEGS. ABSOLUTELY.WE HAVE SEEN THE MOMENTUM BEHIND THE EQUITY MARKS. THIS IS ANOTHER POSITIVE DRIVER. THE MAIN POINT IS GROWTH.THAT IS WHAT EQUITIES CARE ABOUT. YOU HAVE THE U.S. SHUTDOWN. YOU CAN GET BOOSTED.I THINK THE OTHER BIT OF THE PUZZLE IS YES, YOU'RE LIKELY TO HAVE W ...
X @Elon Musk
Elon Musk· 2025-11-12 19:42
Move to Austin! It gets better very year.So many cool, world-class people are moving to Austin from SF, LA, NY, London and many other parts of the world!Austin++Farzad (@farzyness):After living in Austin metro for the last 5 years, I can attest that this area of the country is AWESOME.But two HUGE drawbacks:The growth is CRAZY, which means that regions will get disrupted very quickly. Where you end up living might look completely different in 3 years. ...
Consumer sentiment falling will hurt value stocks, says Barclays' Venu Krishna
Youtube· 2025-11-12 18:42
Core Viewpoint - The company has downgraded its outlook on value to negative due to concerns over cost pressures in certain segments, particularly staples, while maintaining a positive stance on growth driven by technology [2][3]. Sector Analysis - Growth is primarily dominated by technology, which continues to show strong profitability and earnings beats, contrasting with value sectors facing cost pressures [2]. - Consumer sentiment is declining, which is expected to negatively impact value sectors [3]. Momentum and Quality - Momentum has been adjusted to neutral, indicating a cautious approach, while quality remains neutral as well [4][6]. - The company has shifted its focus from large-cap stocks to big tech within the large-cap category, reflecting a change in strategy [5]. Economic Outlook - There is a low probability of a recession, with robust consumption despite a weakening labor market [7]. - The primary concern in the market is the scale of AI spending and the uncertainty regarding returns on that investment [8]. AI Investment Concerns - If AI spending decelerates, it could lead to significant market implications, particularly if it becomes reliant on credit markets for capital expenditures [8][9]. - A potential macroeconomic slowdown could coincide with a pullback in AI capital expenditures, which would have negative consequences, although this scenario is not considered the base case [10]. Earnings Performance - Current earnings reports show strong performance, with over 90% of companies reporting nearly 50% growth in earnings and approximately 6.5% growth in sales, indicating good operating leverage in the system [10].
On CEO Martin Hoffmann: We'll remain focused on full-priced sales throughout the holidays
CNBC Television· 2025-11-12 17:51
are a d. Everyday investors like No plans for any Black Friday discounts. Joining us this morning in a first on CNBC interview is CEO Martin Hoffman.Martin, so much to get to. Thanks for being with us today. >> Thanks for having me.>> Does this quarter reflect some kind of inflection point with the consumer. >> I mean, it's been an absolutely amazing quarter with close to 35% constant currency growth. But what it really shows is the strategy that we are having.And this is a strategy of building the most pre ...
X @Bloomberg
Bloomberg· 2025-11-12 17:10
The CEO of shale driller Vista Energy sees another round of reforms from Javier Milei as a trampoline to growth after the libertarian president notched a decisive win in midterm elections https://t.co/cOaqeOj3EF ...
Evolve | Jemimah Barigye | TEDxAga Khan HS Kampala Youth
TEDx Talks· 2025-11-12 17:04
Core Message - Embracing change and discomfort is essential for personal growth and unlocking hidden potential [6][7][13] - Overcoming the fear of change leads to self-discovery and the development of new skills [9][10][15] - Stepping outside one's comfort zone, although initially daunting, fosters resilience, adaptability, and improved cognitive function [12][15] Supporting Arguments - Many individuals struggle with self-assertion and fear change, similar to the speaker's past experiences [3][4] - Pressure and challenging situations can reveal hidden strengths and capabilities [7][8][9] - The comfort zone is a "physiological illusion" that hinders personal development [14] Call to Action - Individuals are encouraged to identify and undertake a small challenge to push themselves beyond their comfort zones [16][17][18] - The audience is prompted to reflect on whether they are becoming too comfortable in their current situations and avoiding growth [11] - The speech aims to inspire listeners to embrace change and strive for personal evolution [15][16]
Perspective vs Reality - The Emotional Game! | Amaira Merchant | TEDxYouth@PMSS
TEDx Talks· 2025-11-11 17:11
People [Applause] say, "Wow, Omra, you're an IB and you play basketball. You must really have your life together." And I'm like, "Totally." If by together you mean I run laps at 6:00 a. m. as conditioning practice.I always forget my math homework somewhere between the court and my locker. and I currently can't tell if I'm crying because I missed the game-winning shot or because Spotify played an emotional Bollywood song, then yes, I am the definition of thriving. On the court, people see the hustle, the tea ...
RBI Chairman: New China venture gives us path to 5% global restaurant growth
CNBC Television· 2025-11-10 17:53
China Market Expansion - Restaurant Brands International (RBI) is forming a joint venture with a Chinese alternative asset manager, CPE, to expand Burger King in China [1] - The goal is to grow Burger King China to over 4,000 restaurants by 2035 [1] - CPE is making a $350 million capital commitment to fuel growth in China [2] - The company's business in China experienced double-digit growth in the third quarter [2] - A local partner will help adapt to the Chinese consumer [6] US Market Performance - Burger King's same-store sales growth in the US was a little over 3% last quarter [6][7] - The company saw some choppiness in October [7] Industry Trends and Value Equation - There's a significant bifurcation in restaurant business performance, largely due to getting the value equation right [9][10] - Companies that have taken too much price over time are seeing consumers turn away [9][10] - The value equation includes great food, restaurant appearance, and service quality [12]
X @Token Terminal 📊
Token Terminal 📊· 2025-11-09 18:40
RT Fluid 🌊 (@0xfluid)Strong fundamentals. Consistent growth.@tokenterminal’s Q3 report highlights Fluid’s momentum featured in @Binance Square Reports.Fluid continues to scale securely and sustainably. 🌊 ...
Musk Wins Pay Deal, Now Come Major Milestones
Bloomberg Technology· 2025-11-07 20:36
75% is a lot. But there also comes some significant milestones and also then talk of 50% growth in car production by the end of 2026. Can we make that gene.Now, the simple answer is that probably not. But that's what Ellen did. A master classes is ultimately is throwing a ball out there that is difficult to achieve, but he has the wherewithal to do that. And so that ball you talked about the production piece, this 50%, he puts that target out there.But then he adds these kind of qualifiers that say that, ye ...