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X @Forbes
Forbes· 2025-08-21 17:45
Texas Is Catching Up To California In Number Of Unauthorized Immigrants, Pew Data Showshttps://t.co/juID0yTgi4 https://t.co/tWJzU5micA ...
X @BBC News (World)
BBC News (World)· 2025-08-21 08:51
Asylum Seeker Statistics - The number of asylum seekers housed in hotels in the UK increased by 8% in the past year [1] - The number of asylum seekers housed in hotels in the UK has decreased slightly since March [1]
美国政策与主题性阿尔法 - 解读股市对政策风险的韧性-US Public Policy x Thematic Alpha-Explaining Equities' Resilience to Policy Risks
2025-08-21 04:44
Summary of Key Points from the Conference Call Industry Overview - The analysis focuses on the **US equity market**, particularly the **S&P 500** and its resilience to recent **policy changes** including tariffs, taxes, immigration, and deregulation [1][2][3] Core Insights - There is a divergence between macroeconomic indicators, which show a weakening environment, and the equity market, which has posted positive year-to-date performance since April [2][6] - The negative impacts of policy changes are concentrated in sectors with limited market cap weight, while positive impacts are more dispersed among larger sectors [3][12] - The **Consumer Discretionary** sector has underperformed the broader market by approximately **10% year-to-date**, primarily due to tariff-related risks [15][18] - **Industrials** are expected to outperform due to tailwinds from near-shoring and domestic AI investments, supported by stronger pricing power [8][12] - The **Semiconductors** sector has shown strong relative performance despite negative policy impacts, benefiting from the AI theme [8][12] Sector-Specific Impacts - **Immigration**: Expected to lower real GDP growth by about **0.5 percentage points** due to tighter labor supply, affecting sectors like construction and hospitality, which have a smaller share of the S&P 500 market cap [13][24] - **Tariffs**: Contributed **60-70 basis points** of drag to GDP growth, with significant impacts on the Consumer Discretionary sector, while the overall market cap weight of affected sectors is limited [14][15] - **Tax Policy**: The **OBBBA** is expected to add **40 basis points** to GDP growth next year, with benefits for sectors like Technology and Industrials due to provisions like upfront R&D expensing and bonus depreciation [16][40] - **De-regulation**: Expected to have micro-level impacts, particularly benefiting the Financials and Energy sectors through eased capital requirements and regulatory changes [45][46] Additional Considerations - The equity market's resilience is attributed to a focus on the rate of change in policy impacts rather than absolute levels, with a bullish narrative supported by factors like a potential Fed cutting cycle and AI adoption [12][14] - The overall economic outlook is expected to remain sluggish, with GDP growth decelerating but avoiding recession, maintaining a preference for US assets [12][18] - The **Consumer Discretionary** sector is particularly vulnerable to tariff risks, while **Industrials** and **Financials** are positioned for potential upside due to favorable policy changes [15][22] Conclusion - The analysis indicates that while macroeconomic indicators suggest a weakening environment, the equity market, particularly the S&P 500, remains resilient due to sector-specific dynamics and policy impacts. The focus on sector-level analysis reveals opportunities and risks that may not be immediately apparent from broader economic data [12][18]
Noem announces plan to paint southern border wall black
MSNBC· 2025-08-20 17:57
Joining us now, former Republican Congressman from Florida, MSNBC political analyst Carlos Carbelloo, former Brooklyn prosecutor, MSNBC legal analyst Charles Coleman is here as well. Congressman, we spent a good part of the beginning of President Trump's second term talking about Doge, right. About how important it is to be good stewards of the taxpayers's money.Now, the administration is deploying military to cities that have not asked for help. warships to the coast of Venezuela, continuing to build the w ...
Protesters chanting 'ICE go home!' confront federal agents in D.C.
NBC News· 2025-08-20 14:01
Protesters chanting 'ICE go home!' confront federal agents in D.C. For more context and news coverage of the most important stories of our day, click here: https://www.nbcnews.com » Subscribe to NBC News: http://nbcnews.to/SubscribeToNBC » Watch more NBC video: http://bit.ly/MoreNBCNews » Subscribe to Here's the Scoop podcast: https://www.nbcnews.com/heres-the-scoop-daily-podcast NBC News Digital is a collection of innovative and powerful news brands that deliver compelling, diverse and engaging news storie ...
MSNBC Highlights - Aug. 19
MSNBC· 2025-08-20 10:35
kits. So now let's apply the full facts so that we can look at these questions. I'm going to show you a timeline here and what we are learning in this case. We're going to look at the recent secrecy, the failures by the Trump administration, why this case has been a failure for justice and governance and transparency.And the history helps reveal links to the current issues, the questions facing Trump as president and as a civilian. Because before he was president, he had assorted history with Epstein. And w ...
X @Bloomberg
Bloomberg· 2025-08-19 12:02
In Miami, a Trump-loathing billionaire is teaming up with a Catholic leader to fight the immigration crackdown https://t.co/7QfHMXYEjo ...
X @Forbes
Forbes· 2025-08-19 09:50
America’s Richest Immigrants 2025 https://t.co/LZhgXsNcrz https://t.co/TeAZmZtpaL ...
X @Bloomberg
Bloomberg· 2025-08-19 00:37
Population Growth - New Zealand's population growth is at its slowest pace in almost three years [1] - A sluggish economic recovery deters foreign immigrants [1] - More citizens are departing New Zealand [1]
X @Tesla Owners Silicon Valley
“For honest, hardworking, and talented people, legal immigration should be quick and easy, while entering the country illegally should be hard.”Elon Muskhttps://t.co/9diKrcDV0A ...