RT Bloomberg New Economy (@BBGNewEconomy)Where will capital flow in a post-American exceptionalism world?@BBGNewEconomy's @ErikSchatzker speaks with CEO of Natixis Investment Managers Philippe Setbon at the #BloombergNewEconomy Forum.Learn more here: https://t.co/2T7Qg43jlf https://t.co/tBFNCBM9xb ...

Market Overview - Gold prices have surged to record highs since the onset of the Hamas-Israel war, influenced by the weakening US dollar and anticipated rate cuts from the Federal Reserve [3] - Equities increased by 0.3% yesterday, with positive returns over the past week and month [4] - Bonds experienced a slight decline of 0.06% yesterday, following a 0.6% drop last week, but showed a 0.2% increase over the month [4] - Gold fell by 0.5% in the previous session, with weekly and monthly changes of -2.5% and 3.8%, respectively [4] - Commodities rose by 0.7% yesterday, reflecting positive returns for both the week and month [4] - Real Estate advanced by 0.3% yesterday, despite weekly and monthly declines of 3.5% and 2.1% [4] - Bitcoin gained 1.4% yesterday, after a drop of 1.1% last week and a significant 9% decline over the month [4] Investment Strategies - The Trefis High Quality (HQ) Portfolio, consisting of 30 stocks, has a history of outperforming its benchmark, which includes the S&P 500, Russell, and S&P midcap indices [5] - The HQ Portfolio has provided superior returns with reduced risk compared to the benchmark index, minimizing volatility [5] - Empirical Asset Management has integrated the Trefis HQ Portfolio into its asset allocation framework, aiming to deliver superior returns with reduced risk compared to the benchmark index [3]

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Market Trends - USDC minting indicates increased capital inflow into the crypto market [1] - Rising stablecoin liquidity suggests growing market activity [1] - Tether's printing of $1 billion USDT signals further capital injection [1] Potential Implications - The crypto market may be preparing for a significant move [1]

Market Signals - USDT 增发 10 亿美元，预示着有新的资金流入加密货币市场 [1] - 行业关注这是否是买入信号，或者应该继续观望 [1]

国际金融协会（IIF）数据显示，8月份投资者向新兴市场股票和债务投资组合投入了近448亿美元（7月为流入381亿美元），为近一年来的最高水平。中国债券和股票市场净流入超过390亿​​美元，而中国以外债券市场则吸引了132亿美元的资金流入。中国以外股票市场在连续3个月流入后，出现74亿美元的流出。IIF经济学家指出，所有（国家或地区）的资金流入量均高于上月，基本格局仍反映出中国在投资组合配置中的巨大作用。投资者仓位似乎对整体风险和政策噪音越来越敏感，特别是在受外部冲击或选举周期影响的经济体。 ...

Financial Data and Key Metrics Changes - TechnipFMC has established itself as a premier offshore equipment company with a strong backlog and higher margins through its Subsea two point zero offering [1][5] - The company is on track to book $30 billion in orders over the last three years and expects another $10 billion next year [7][8] Business Line Data and Key Metrics Changes - The Subsea business has seen an increase in customer base and geographical reach, expanding from 10-12 customers to a broader market [8][10] - Subsea two point zero now represents over 50% of inbound orders, indicating a shift towards more predictable and efficient project execution [32][37] Market Data and Key Metrics Changes - The offshore market is experiencing a resurgence, with increased confidence from clients leading to higher investments [5][15] - Brownfield investments are expected to continue growing due to their high returns and existing capital infrastructure [16] Company Strategy and Development Direction - The company focuses on reducing cycle times and improving project delivery through its Subsea two point zero and integrated offerings [24][48] - TechnipFMC aims to maintain its competitive edge by ensuring predictable project execution and enhancing client confidence in offshore investments [25][42] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of the offshore resurgence and the company's ability to grow orders, revenue, and earnings [6][14] - The company acknowledges the need for continuous improvement in execution and delivery to meet higher industry standards [41][46] Other Important Information - TechnipFMC has built new facilities in Saudi Arabia and the UAE to enhance its international business capabilities [58][59] - The Surface Technologies business is primarily driven by the Middle East, with significant contributions from Saudi Arabia and the UAE [56][62] Q&A Session Summary Question: How is the order book evolving? - The order book has expanded with more customers and projects, reflecting a growing interest in offshore investments [8][10] Question: What is the mix of orders between greenfield and brownfield? - The mix includes a surprising level of greenfield projects, with brownfields continuing to attract high levels of investment due to their better returns [14][16] Question: How does TechnipFMC differentiate itself from competitors? - The company competes for capital flows, emphasizing the quality of offshore reservoirs and the ability to deliver projects on time and within budget [22][24] Question: What is the significance of Subsea two point zero? - Subsea two point zero allows for more predictable project execution and has become a significant portion of the order book, driving future earnings growth [32][33] Question: What are the key markets for the Surface Technologies business? - The key markets include the Middle East, particularly Saudi Arabia and the UAE, which are technically challenging but align with the company's strengths [56][62]

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Market Trends - Capital flow in the BONK ecosystem is decreasing compared to previous days [1] - Capital is rotating into ecosystems unrelated to $BONK [1] - Momentum is swinging back to @pumpdotfun, with its TVL back at $1 billion [1] - Memecoins outside of Pump are heating up, exemplified by $TROLL breaking past its recent ATH [2] - A new bullish wave is anticipated for $TROLL, potentially returning to $30 million soon [2] - More ecosystems are starting to follow the rotation [2]

Industry Trend - Capital is transitioning from traditional book-entry systems to open blockspace [1] Solana Ecosystem - Superstate is introducing USTB and USCC to Solana [1] - This integration aims to provide access to institutional-grade yield strategies on Solana's high-performance rails [1]