Recession
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X @Bloomberg
Bloomberg· 2025-08-15 00:08
Japan’s economy expanded faster than expected last quarter, avoiding a recession and giving embattled Prime Minister Shigeru Ishiba some rare good news as he fends off calls to resign https://t.co/yhwVVMmkUN ...
X @Bloomberg
Bloomberg· 2025-08-13 21:20
Economic Outlook - Japan's economy likely avoided recession with modest growth in Q2 [1] - Domestic demand, led by capital spending, offset the negative impact of US tariffs [1] Trade & Tariffs - US tariffs created a drag on Japan's economic growth [1]
Denise Chisholm On Tech, Tariffs, & Data | Quant & Colleagues | Fidelity Invesments
Fidelity Investments· 2025-08-13 20:48
In the past quarter, stocks across the S&P 500 remained relatively expensive, with one key exception — the tech sector. Interesting. So what's happening with the tech sector.Well, tech's a massive sector, so let's talk about some key names, some of which are semiconductor stocks. Think about those companies that make builder design those small chips that go into electronic devices. These stocks are more volatile but when they rally they can often carry the entire sector to big gains.I see. But how come they ...
X @Bloomberg
Bloomberg· 2025-08-13 18:33
Economic Performance - Russia's economy experienced growth last quarter, avoiding a recession [1] Market Dynamics - The growth occurred despite pressure from very high interest rates [1]
X @Bloomberg
Bloomberg· 2025-08-13 05:14
Economic Outlook - Russia's economy likely returned to growth last quarter [1] - The economy dodged a recession despite pressure from ultra-high interest rates [1]
Cullen/Frost Bankers CEO: There's a quiet bullishness happening around natural gas
CNBC Television· 2025-08-13 00:10
Economic Outlook & Business Sentiment - Cullen Frost Bankers sees customer agility in managing costs and passing them along, but the primary concern related to tariffs is uncertainty about a potential recession [4][5] - Businesses are delaying projects, not canceling them, due to recessionary worries, but increased clarity in trade policy could lead to renewed activity in the next 6-12 months [6] - Cullen Frost Bankers' loan pipeline is good, but many projects are being delayed; a Fed rate cut could stimulate activity [9] - Customers are trying to avoid raising prices to maintain market share and volume, suggesting limited inflationary pressure [10] Cullen Frost Bankers Performance - Cullen Frost Bankers experienced strong consumer activity in Q2, with a 37% jump in consumer deposit growth and strength in real estate loan products [1] Energy Sector - The energy industry is healthy at mid $60s per barrel oil prices, but significant production increases are unlikely at that level [12] - The industry is focused on efficiency rather than increasing production into lower price levels [13] - There's a growing bullishness around natural gas due to demand from data centers and increasing LNG capacities [14][15]
A Recovery Defined By Innovation
ARK Invest· 2025-08-12 17:49
Productivity Growth & Economic Outlook - Productivity surges tend to occur at the beginning of recoveries after recessions [2] - The fact that productivity has held up well during the rolling recession suggests a secular change in productivity growth [2] - The company anticipates productivity growth could reach 5% or more, sustained for a longer period [3] Technological Drivers - New technologies such as robotics, energy storage, AI, blockchain technology, and multiomic sequencing are expected to drive significant productivity gains [3] Correlation of Economic Indicators - GDP growth and productivity growth are typically highly correlated on a year-over-year basis [1]
X @Bloomberg
Bloomberg· 2025-08-12 09:24
Corporate America has a lot worries, including tariffs, inflation and consumer demand. A recession isn’t one of them. https://t.co/HK2fV75JRw ...
X @The Economist
The Economist· 2025-08-08 05:20
Switzerland is likely to face a mild recession, should Donald Trump’s tariffs of 39% stick. Many hope negotiations will bring down the rate. And Switzerland’s flexible economy will be able to adjust https://t.co/t8RogNBNkj ...
Why Trump’s Economy Hasn’t Cracked Under Tariffs (Yet) | WSJ
The Wall Street Journal· 2025-08-07 14:00
- [Narrator] The US economy is facing a make or break moment. - And our country's becoming very rich. - [Narrator] Key economic data is painting a murky picture.Inflation has so far defied the worst of economists' expectations, and the US consumer remains strong, but pockets of weakness in the labor market and slower growth are raising red flags. - I think most economists expected this summer to really be that period where, you know, you begin to see the effects, and I think we're now like we're right at th ...