Welcome back to Money Movers. Something has changed in Europe. According to our next guest, forecasting European indices to see a 12 to 16% gain in 2026.Joining us to break down this bull case is Deutsche Bank Research head of European equity strategy and head of cross asset strategy, Max Suier. It's good to see you. Welcome back.What's changed in Europe. >> I think plenty of things have changed actually. So, very short term maybe.Let's start with that, right. Sure. >> Earning season we think is going to be ...

Treasury is moving this morning on these comments from Fed Governor Chris Waller, who uh casts a little doubt on further rate cuts after October. It's a subtle thing, but let's go through it. He says the Fed should reduce 25 base points in October.No question about that. Beyond that, he says he needs to see how you reconcile this issue of strong GDP on the one hand and a soft labor market on the other hand. He has said something has to give here and that's going to determine what he does beyond October.the ...

Group 1 - The Fed is expected to reduce rates by 25 basis points in October, but further cuts depend on the reconciliation of strong GDP and a soft labor market [1][2] - Fed Governor Chris Waller expresses caution about rekindling inflationary pressures and emphasizes the need for a balanced approach [2][3] - If the labor market weakens further and inflation remains controlled, the Fed may consider additional cuts of 100 to 125 basis points to reach a neutral rate [3][4] Group 2 - Waller highlights a prevalent "no hire, no fire" stance among companies, indicating potential job losses as businesses reassess their workforce needs [5][6] - The impact of AI on the labor market is significant, with expectations of job losses occurring before any job gains, suggesting a shift in employment dynamics [5][6]

格隆汇10月16日｜美联储理事沃勒：如果宽松的金融条件将引发经济繁荣，那么这种迹象本应出现在劳 动力市场；但到目前为止，并未出现。我的工作与劳动力市场有关，而目前情况并不乐观。如果美联储 继续下调政策利率，抵押贷款应会面临下行压力。许多人工智能支出涉及行业重新配置。我们的估计 是，剔除关税后的通胀率约为2.5%。似乎没有什么迹象表明通胀会大幅上升。来自各方的数据都在讲 述就业市场疲软的故事。美联储褐皮书并未显示形势一片大好。今年年底GDP可能走弱。对人工智能的 担忧在于，这是否是劳动力需求的结构性变化，而美联储的周期性工具无法应对。 来源：格隆汇APP ...

这个神话的第一个桥段，叫做"最初的匮乏"。全世界的历史教科书里面都有一个"原始人"的形象：以采 摘和狩猎为生的旧石器时代的人类，因为技术低下，不会生产，而不得不为了填饱肚子终日觅食，即使 如此，也有上顿没下顿，更不要说有什么储备或者富余了。这种原始经济被冠以"维生经 济"（subsistence economy）的称呼。 而当代的"去增长"呼声之所以会越来越大，是因为有一些继承了卢梭一身反骨的进步怀疑论者，提出了 一个更激进的问题：我们认为可以为之牺牲很多东西的那个"增长"是真正意义上的增长吗？我们以为财 富在增长的时候，它真的在增长吗？ ta们提出了一个惊世骇俗的观点：我们之所以能算出不断增长的财富，是因为我们没有减去这件事情需 要付出的代价。而这并不是出于疏忽或者认知上面的不足，这是进步观得以建立的一个先决条件——我 们选择不做减法，才可以保证财富增长。 这样的情况下，财富的增长是一个伪装成事实的神话。 01. 原始人比现代人更"匮乏"吗？ 大家有没有想过一个问题：经济发展一定是一件好事吗？ 很多人都听说过"负增长"的说法，那么"去增长"呢？对于今天世界上大多数人来说，负增长（negative growt ...

#报告 高盛：对9月中国经济数据、第三季度GDP以及四中全会的预测 https://t.co/mRgjtbvh8ONone (@None):None ...

Core Argument - The speaker advocates for recognizing the intrinsic value of nature beyond monetary terms, emphasizing the interdependence between nature and economics, termed "natureomics" [7][9][10] - The speaker highlights the need to shift from solely valuing Gross Domestic Product (GDP) to incorporating a "green development index" or "green domestic product" that accounts for the value of nature [7][8] - The speaker stresses the importance of listening to and learning from local communities and indigenous people in order to effectively preserve nature [5][9] Examples and Studies - A study in Walmart showed that butterflies contribute to 23% of Walmart's value through pollination of apples, flowers, fruits, and nuts, illustrating the economic significance of biodiversity [16] - Bees and butterflies contribute to 35% of turnover in the food section, and up to 60% in some cases, further emphasizing the economic value of pollinators [17] - The speaker mentions the concept of "natural wealth of nations" and the need to value nature to incorporate it into economic models [21] Initiatives and Programs - The speaker introduced the subject "natureomics" to promote the interdependence between nature and economics [9][10] - The speaker is involved in running a forum simultaneously in multiple universities (IIT, Royal Global, Cotton University, and Guwahati University) to promote nature-related discussions [24] - The speaker mentions a program called "project karma yogi" that trains Indian Administrative Service (IAS) officers, with the hope of including "natureomics" as a subject [26][27] Call to Action - The speaker encourages valuing nature and integrating it into economic considerations [7][8] - The speaker promotes recognizing and rewarding individuals who contribute to preserving nature, such as the professor who discovered 120 fish species in Manipur [11][12] - The speaker encourages students to seek knowledge and not be afraid to challenge existing economic models [20]

🚨 ALERT: IMF says global public debt is expected to approach 100% of global GDP by 2029, the highest since 1948.As debt mounts and trust in fiat fades, is Bitcoin the hedge the world needs? https://t.co/1SVBtuJ0pZ ...

The IMF said that global public debt is on track to exceed 100% of GDP by the end of this decade, its highest level since 1948, in the aftermath of World War II https://t.co/WJ3WZm80J6 ...

So, I think everybody's trying to figure out what to make of this market right now. I want to ask you not about an investment but a trade. Right now, it seems like one of the more attractive uh trades in the market right now with the government shutdown, trade tensions, also questions about the labor market would be VIX futures.Do you see it that way as well or are you seeing some other opportunities with all this volatility. >> Right. I I might say that that trade is happening uh in spite of those um seemi ...