Let's talk about this FX market driven in the first half of this year by perceived capital flows. Do you believe that in the second half of this year it will be driven by rate differentials and why. I write differentials up to a point.Expectations about growth which are which are often the same thing. But but yes, I think that people are genuinely uncertain in the sense of at the moment they're uncertain, but aware of the fact that the world is very long because we've all put so much money into the US equit ...

Gladstone Investment (GAIN) Q1 2026 Earnings Call August 13, 2025 08:30 AM ET Speaker0and welcome to the Gladstone Investment Corporation First Quarter twenty twenty six Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would now like to turn the call over to your host, Mr.David Gladstone, Chairman of Gladstone Investment Corporation. Thank you. You may begin.Speaker1 ...

Political & Economic Analysis - The new bill is perceived as a reverse Robin Hood budget, transferring wealth from the poor to the rich [1][2] - Soft stagflation is anticipated, with rising inflation and a potentially softening labor market due to an economic slowdown [4] - Public opinion, even according to Fox News polls, is largely against the bill by 20 points, even before its effects are felt [7] - Democrats have an opportunity to capitalize on the bill's unpopularity and the Republican party's perceived lack of fiscal responsibility [8][10] - Economic populism is suggested as a counter-narrative to cultural populism, using the bill as an example [10] Midterm Elections & Political Strategy - The White House acknowledges potential blowback in the midterm elections, historically challenging for a president's first term [12][13] - The administration aims to fulfill campaign promises, including tax cuts, despite midterm election concerns [11][12] - Democrats are considering making JD Vance the face of the bill, particularly looking ahead to the 2028 presidential election, though focusing on Donald Trump and the Republican party as a whole may be more effective in the midterms [14][15][16] - The Republican party may struggle to credibly advocate for fiscal responsibility after Donald Trump's first term, during which the debt increased [8] - A past attempt to privatize social security under George Bush is cited as a cautionary tale of pursuing unpopular policies [17][18]

Brixmor Property Group (BRX) Q1 2025 Earnings Call April 29, 2025 10:00 AM ET Company Participants Stacy Slater - Senior Vice President of Investor Relations & Capital MarketsJames Taylor - CEO, President & DirectorBrian Finnegan - President & COOSteven Gallagher - Executive VP, CFO & TreasurerSamir Khanal - DirectorAlexander Goldfarb - Managing DirectorGreg Mcginniss - DirectorMark Horgan - Executive VP & Chief Investment OfficerMichael Griffin - DirectorFloris van Dijkum - Managing DirectorCaitlin Burrows ...