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Bloomberg· 2025-07-09 10:15
Goldman Sachs plans to ask junior bankers to confirm their loyalty on a regular basis in a bid to limit advances from talent-hungry buyout firms https://t.co/NuJxeaQKHX ...
X @Bloomberg
Bloomberg· 2025-07-09 06:07
Strategists at Bernstein Societe Generale recommended buying Indian stocks with upward earnings revisions to navigate the market’s lofty valuations https://t.co/R3N4rORlx1 ...
摩根士丹利:新兴市场资金流动受美元驱动,但影响程度如何?
摩根· 2025-07-09 02:40
July 7, 2025 05:41 PM GMT Key Takeaways Global EM Strategist EM Flows Driven by USD, But by How Much? We leave our views unchanged ahead of shifting tariff deadlines. We see lower yields and a weaker USD, which should help drive EM inflows. Must reads from Global EM Strategy LatAm Macro Strategy – MXN: The Road to 18.00 and Below | 7-Jul-2025 MXN positioning is only mildly long despite its recent rally and the currency has decoupled from domestic risks. USD weakness offsets lower carry, but the peso remains ...
摩根士丹利:临近协议截止日期,贸易紧张局势如何发展
摩根· 2025-07-09 02:40
July 7, 2025 10:32 AM GMT Asia Economics | Asia Pacific M Idea The Viewpoint: Trade Tensions As We Approach Deal Deadlines The rhetoric around tariffs has risen. While we may get more details as the week progresses, our core view remains: uncertainty will likely persist, weighing on corporate confidence, capex and the trade cycle. Key Takeaways In this report, we provide a status update on the ongoing negotiations for every economy in the region and unpack the implications of the details that have emerged f ...
高盛:全球经济指标更新_发达市场数据意外偏负面
Goldman Sachs· 2025-07-09 02:40
7 July 2025 | 2:01PM EDT Global: GS Economic Indicators Update: DM Data Surprises Skew Negative Please find an update of our proprietary global economic indicators below. The data behind these exhibits can be downloaded here. Interactive charts can be found on our living page here. Chart of the Week Exhibit 1: Our GS Macro Data Assessment (MAP) Surprise Indices Have Turned Negative Across DMs Over the Last Several Weeks Our daily MAP surprise indices summarize the importance and strength (relative to consen ...
AGNC Investment: 2 Reasons To Bet Against Wall Street
Seeking Alpha· 2025-07-08 18:44
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.Sensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth with isolated risks through dynamic asset allocation. Features include: two model portfolios - one for short-term survival/withdrawal and one for aggressive long-term growth, dire ...
Caisse Française de Financement Local EMTN 2025-7 B
Globenewswire· 2025-07-08 15:49
Group 1 - Caisse Française de Financement Local plans to issue €150,000,000 Fixed Rate Obligations Foncières on 10 July 2025, maturing on 17 April 2035, which will be assimilated with an existing series of €1,000,000,000 issued on 17 April 2025 [2] - The net proceeds from this issuance will be allocated to finance or refinance Eligible Green Loans as defined in the SFIL Group Green, Social and Sustainability Bond Framework [3] - The Base Prospectus dated 10 June 2025 has been approved by the Autorité des Marchés Financiers and is accessible on the Issuer's website and the AMF's website [4]
Quantexa Adds Microsoft and Morgan Stanley Luminaries to Advisory Board
GlobeNewswire News Room· 2025-07-08 13:20
LONDON, July 08, 2025 (GLOBE NEWSWIRE) -- Quantexa, a pioneer in helping enterprises and public sector organizations use Decision Intelligence (DI), today announced the appointment of Steven Guggenheimer, former Corporate Vice President at Microsoft, and *Franck Petitgas, former Global Head of Investment Banking at Morgan Stanley and current member of the UK House of Lords, to its Advisory Board. These strategic additions reflect Quantexa’s intensified focus on expanding its global footprint, advancing its ...
人行广东省分行等部门联合发文:全链条支持广州科技创新发展
南方财经记者 庞成 广州报道 二是强化科技金融政策合力。从多维度发力,在完善信贷风险补偿分担机制、加强信息共享和投融资对 接、开展"益企共赢计划"试点、打造科创高地等方面凝聚各方合力,支持广州科技创新发展。 三是优化科技金融发展生态。完善科技金融组织体系和内部管理机制,建立健全科技金融统计制度和评 估机制,探索组建广州科技金融联盟,发挥市级财政科技资金带动作用,构建"赛事奖补+创业投资+科 技信贷"联动机制,打造"科学家+企业家+银行家+投资家"人才集聚新模式,营造广州科技金融高质量 发展的良好生态。 四是加强组织保障。加强统筹协调和信息共享,健全工作简报制度,及时会商重要问题,推动各项措施 落实落细,做好经验总结和宣传推广,打造可复制可推广的典型模式,加强信贷风险管理,切实防范科 技金融创新风险。 人行广东省分行表示,将以《实施意见》的出台为契机,认真贯彻中央金融工作会议决策部署,落实好 广东省委"1310"具体部署和广州市委"1312"思路举措,与有关部门加强信息共享和政策协同,引导金融 资本投早、投小、投长期、投硬科技,推动《实施意见》各项措施落到实处,全力做好广州科技金融大 文章,以高质量科技金融服务 ...
What It’s Really Like for Women in Finance | Bullish
Bloomberg Originals· 2025-07-08 13:01
- So what do you do to kind of keep yourself sane. - Well, recreation like this. Although I'm not sure that golf is the solution to the insane, sometimes it feels like it is insane.There you go. - Ah, there we are. Over the years I've interviewed the biggest names in finance and they've mostly been men, but things are changing.More and more. I'm meeting powerful women, controlling vast amounts of capital. What did it take for these women to break through and is Wall Street changing now that they have.We are ...