Economic Outlook - The US is experiencing record highs of debt and a shrinking job market with surging unemployment [1] - A fiscal situation similar to the post-2008 recession is anticipated [1] - Lower interest rates will likely send risk-on assets higher [2] Monetary Policy - The idea of getting rates to 1% is a concern due to potential inflation [1] - Rates near or sub 2% next year could be on the table, pending the Fed chair [1] - Companies are able to borrow capital at a low cost with low rates [2] Investment Strategy - Higher rates for longer are expected sooner rather than later [2]

Retail, dining and debt data all point to growing strain on household budgets as voter unease over rising costs intensifies. https://t.co/CSYemeldEk📸: Spencer Platt via Getty Images https://t.co/OFeyChYj41 ...

Even if Paramount manages to take over Warner Bros. against the company’s will, it faces another high hurdle: coping with the colossal $54 billion of debt it’s planning to take on https://t.co/LeOAJFHNTF ...

Bond investors have been increasingly wary of debt sold by US hospitals, and they see looming cuts to federal health-care funding as new pain points. https://t.co/ZgfvO5ySrA ...

There’s a frenzy of development going on to support the AI revolution, and with it an insatiable demand for debt to fund it. https://t.co/QnnkXJtsm0 ...

Vanke was once considered too big to fail. Now it's facing a possible meltdown with more than $50 billion of debt in question https://t.co/Mr0FSYVU2K ...

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of Oracle Corporation ( ORCL ) have plunged 15% following the release of its fiscal second quarter results . This makes it so that shares are down 45% from the highs in September butThe Val ...

Matt, what stood out for you. Why the disappointment from Oracle. Yeah, I think there's a couple of things going on here.One is that they massively ramped their capital expenditure, its outlook for the year. So now looking for $50 billion to spend, that's 5 billion higher than the earlier estimate. So, you know, 5 billion higher than the earlier.So like kind of a more than 40% increase. And I think, you know, in a market where everybody was already kind of getting a bit concerned about how much some of thes ...

Oracle reporting earnings. Sema Modi here with more on what to watch out for this afternoon. Sema >> Sarah and Carl, the number one topic investors want clarity on is Oracle's financing plan.How does it fund this mega data center buildout with its debt already exceeding hundred billion while also holding on to its investment grade credit rating. It's also got that jumbo bond sale of $18 billion a couple of weeks ago, the biggest of the year. That rattled markets, right.had sent Oracle's 5-year credit defaul ...

The recent hype around Colombia’s unprecedented debt maneuvers is starting to fade, exposing the country’s fragile outlook amid upcoming presidential elections and growing budget strains https://t.co/FqoeSAxsbY ...