Just a year in as Indonesia’s president, Prabowo Subianto has faced waning popularity and setbacks to his campaign promises of economic growth and social change. Now he and his sidemen are raiding what kitties they can https://t.co/06neoNIfVm ...

Economic Conditions - The equity markets are experiencing a recovery based on hopes that a government shutdown may end soon, although the situation remains at a stalemate [1] - Economic indicators such as ADP numbers have shown flat growth over the last three months, and there has been a significant increase in layoffs, indicating a halt in the job market [2][3] - The relative price performance of cyclical sectors in the S&P 500 has fallen to its lowest levels in 35 years since the government shutdown, suggesting continued weakening economic conditions [5] Inflation and Market Signals - The relative price of material stocks has plummeted since the shutdown, indicating a strong correlation with CPI inflation, and inflation-sensitive stock prices have also declined [6] - Market signals suggest a continued weakening trend since the shutdown, with expectations that the Federal Reserve will continue easing policies well into 2026 as inflation subsides [7] Investment Strategies - The current economic slowdown is expected to prompt broad easing from both monetary and fiscal authorities, which is already reflected in lower short rates, bond yields, and a weaker dollar [9] - There are signs of better performance in high beta stocks, small caps, micro caps, and international stocks, indicating potential leadership in these areas due to policy changes [10][11]

Market Outlook & Economic Trends - Market reflects anticipation of a negotiated resolution to the government shutdown in the coming weeks [3] - Weak economic data suggests the Federal Reserve will likely implement a rate cut in December [3] - Cyclical sectors of the S&P 500 have experienced a significant collapse in relative price, nearing 35-year lows, indicating weakening economic conditions since the government shutdown [5] - Material stocks have plummeted since the shutdown, correlating with CPI inflation [6] - The economy is expected to slow, leading to broad easing from both monetary and fiscal authorities [9] Investment Strategy & Market Performance - Lower rates on short rates, lower bond yields, and a weaker dollar have been observed this year, alongside faster money growth [9] - High beta stocks, small-cap and micro-cap stocks, and international stocks are showing better results, reflecting policy changes [10] - Leadership is expected to emerge in high beta, small-cap, micro-cap, and international stocks [11] Economic Indicators & Concerns - ADP numbers are flat over the last 3 months [2] - Challenger layoffs have surged recently [3] - Consumer confidence is declining significantly [3]

Economic Growth & Resilience - US economy defies tariff doomsday predictions, showing continued growth [1] - AI infrastructure is contributing to economic growth [1] - Corporate balance sheets are healthy, providing resilience and investment power [1] - American companies' investments are powering economic growth [1] Potential Risks & Softening - Potential risks include labor market drops, tariffs passed to consumers, and asset valuation adjustments [2] - Expectation of a period of economic softening [2] Overall Outlook - Reasonably positive outlook for the economy, expecting around 26 (likely referring to a specific economic indicator, but without context, the unit is unclear) [2] - US economy demonstrates resilience and strength compared to other regions [2]

RT Bloomberg Live (@BloombergLive)Africa’s economies are growing fast and the world is paying attention.Join us in Johannesburg, Nov 17–18 for the Bloomberg Africa Business Summit, where leaders explore what’s next for growth & investment. https://t.co/WwKVp5R7DI#AfricaBusinessSummit https://t.co/ZVym2gdF98 ...

Philippine stocks fell to multiyear lows after a sharp slowdown in economic growth deepened pessimism toward one of this year’s worst-performing markets https://t.co/bScRsJ1YW1 ...

The Philippines’ economic growth dramatically decelerated in the third quarter as a corruption scandal soured investor sentiment and prompted the government to hit the brakes on some infrastructure projects https://t.co/yGEtEq4Wne ...

The Bank of England used its regular business survey to warn that UK Chancellor of the Exchequer Rachel Reeves will unveil her budget against a grim backdrop of weak business investment, rising unemployment and slowing growth https://t.co/mNIqkq8N3t ...

Economic Growth & Inflation - Economists and policymakers view moderate inflation as beneficial for driving economic growth [1] - Moderate inflation helps in preventing deflation [1] Impact on Consumption & Savings - Moderate inflation has an impact on consumption and savings [1]

Core Viewpoint - Economic growth is anticipated to remain sluggish through the second half of 2025 [1] Group 1 - The economic outlook suggests a continuation of tepid growth, indicating potential challenges for various sectors [1]