MUFG executed $500 million in TenneT bonds after Dutch government approved a debt guarantee https://t.co/6xKmcUzZKF ...

"We’re going to get from 'because we can' to something much better. And, when that happens, the current $3-4 trillion in crypto assets .. will be dwarfed by the $200+ trillion in stocks and bonds that can come on-chain," says @pbrody.Opinion.https://t.co/Fikwgagq6A ...

Market Overview & Investment Strategy - The current environment is considered favorable for investing in both stocks and bonds [1] - Potential for two or three rate cuts this year could cushion expected softness in the third and fourth quarters [2] - Equity markets, both public and private, are seen as having more value due to innovation and earnings growth potential [4] - The IPO market is perking up, with activity up approximately 21% year-over-year, and M&A activity up about 30% [5] IPO Market Dynamics - Average IPOs over $1 billion are up about 50-60%, indicating strength in companies that waited to go public [7] - Mispricing is occurring in the IPO market, suggesting strong demand for growth stories from both retail and institutional investors [9] - Clarity around tariffs and the Federal Reserve's actions, along with a US economy growing at nearly 2%, are contributing to IPO market success [10][11] Sector Opportunities - Financials are benefiting from capital market activity, with consumer spending showing 4-5% growth in credit card spending for July [11][12] - Industrials are expected to benefit from infrastructure spending incentives [13] - AI data centers are a significant opportunity, with companies like Edgecore scaling to meet the demand from hyperscalers [13][14]

UBS Asset Management out with a note to clients today emphasizing the need for a diversified portfolio due to increasing economic growth risks. Evan Brown is behind the note. He is the firm's head of multiasset strategy.Evan, welcome back. Good to see you. Um, so was Friday the beginning of a growth scare in your view.>> I mean, it it was jarring to see, you know, 150,000 uh three-month moving average drop to 35,000. And we've been of the view, I think everyone's been of the view that that there's going to ...

China says it plans to tax interest income on bonds issued by the government and financial institutions, in a surprise move that’s prompted investors to reevaluate their debt market positions https://t.co/HNlju4E48v ...

Pat Neal doesn’t hold any treasury bills. In fact, he doesn’t own any bonds at all—or any public stocks. He follows those markets to predict how their activities will impact the spending patterns of home buyers.https://t.co/agKRTM86AH https://t.co/FCdMnYsSH7 ...

Pat Neal doesn’t hold any treasury bills. In fact, he doesn’t own any bonds at all—or any public stocks. He follows those markets to predict how their activities will impact the spending patterns of home buyers.https://t.co/agKRTM86AH https://t.co/3aqj06ha2S ...

Pat Neal doesn’t hold any treasury bills. In fact, he doesn’t own any bonds at all—or any public stocks. He follows those markets to predict how their activities will impact the spending patterns of home buyers.https://t.co/agKRTM86AH https://t.co/rSEsvMLaqi ...

If people get feared over this correction on #Altcoins, I would suggest to sell all your crypto and buy bonds instead.This is peanuts. ...

SoftBank has pulled in more than $17 billion-equivalent of investor bids for its dollar and euro bonds https://t.co/W6UtyRfhPL ...