Moody's cuts #France‘s credit outlook to negative from stable, but reaffirms Aa3 rating. The decision to reaffirm at Aa3 leaves Moody’s as the only agency still affording a double-A rating to France, w/Fitch and S&P already having downgraded to single-A status.

Multiple media outlets report that the US and China are nearing agreement on a trade deal which, according to Treasury Secretary Bessent, would lift the threat of 100% tariffs on Chinese goods next week and ease the flow of rare earth exports from China, among other things — this

The Mag 7 stocks have accounted for almost half of the S&P's 15% gain this year. Microsoft, Alphabet, Amazon and Meta are expected to post a combined $360 billion in cap ex in their current fiscal years, and nearly $420 billion next year: Bloomberg data. bloomberg.com/news/articles/…

Good morning. From The Wall Street Journal on President Milei’s political victory in yesterday’s Argentine election: “The result, stronger than most polls had predicted, gives Milei fresh political momentum after months of unrest over deep spending cuts and a grinding recession

La vicenda di Emanuele Fiano mostra chiaramente quanto grande sia il rischio che la sinistra italiana (e non solo italiana) si faccia sbranare dai fondamentalisti islamici e dai loro sodali che -per calcolo o per sciocco spirito postcoloniale- essa non ha mai voluto allontanare

Amazing chart, Venezuela used to be wealthier than Poland. Poland introduced capitalism & free market principles, Venezuela followed socialism Free market makes people wealthier, socialism always ends in bitter poverty and misery. Why are young people so fascinated by socialism?

AI is disrupting an entire industry! Ad giant WPP's shares fall to their lowest level since the 2008 financial crisis following weak Q3 numbers and another profit warning: organic growth –5.9% (miss), cuts FY25 guidance again. US –6%, UK –8.9%, both below estimates. Margins

ALLELUIA

It’s not just that repo has been trading above the Federal Reserve's benchmark rates for some time (chart below). As Bloomberg notes: “it’s the first time outside of month-end or auction settlement periods since 2019 that these rates have also moved above the target range for the

🚨🚨🚨🪖🇺🇸🇻🇪 Fonte vicina alla Casa Bianca citata dal New York Post: "Maduro sta finendo, e una Venezuela libera e prospera sta sorgendo. Nel giro di pochi giorni, Maduro esisterà solo al passato, e nel giudizio della Storia". dangelodario.it/2025/10/31/lid…

Nel 2025, l'unico paese dell'Eurozona che ha visto un calo in valore assoluto dei rendimenti sul debito pubblico è stato l'Italia. Risultato inequivocabilmente positivo, conseguito con ampia partecipazione dei non residenti (Sole)

South Korea's exports to tiny Kyrgyzstan just reached half a billion Dollars in one month. This stuff is obviously not headed to Kyrgyzstan but going to Russia. The West is guilty of a collective failure on Ukraine: chasing short term profits instead of shutting down autocrats...

OOPS! The total value of the US stock market is now ~245% of the country’s GDP – far above the 100% level that Warren Buffett considers a sign of a market bubble.

Good Morning from Germany, which continues to slip further behind the United States in terms of prosperity. The gap is striking when you examine economic output per person: this year, Germans will generate ~$43,000 per capita, while Americans will produce just under $69,000. In

Oggi più che un pezzo de Il Corriere sembra di leggere un volantino di Lotta Continua, ecco cosa scrivono: “Il Venezuela non è uno stato di narcos, ma un narco-stato funzionale” ed "è colpa delle sanzioni se la loro economia è al collasso" Ma siete seri? Questi muoiono di fame

BREAKING: Global stock markets reached a record $148 TRILLION in market cap in October. This marks a +19.3% YoY increase, well above the historical average. Since the 2020 low, world stock markets have added +$75 trillion in market cap, or +97%. Over the last 20 years, global

US manufacturing production remains under pressure even as inflation eases The ISM's manufacturing index came in below 50 for the eighth straight month, declining 0.4 points to 48.7. The employment subcomponent also remained below the 50 On the price side, the index of prices

Berkshire Hathaway is now holding over 31% of their Assets in Cash, the highest percentage on record. Video: youtube.com/watch?v=fDeykb…

As illustrated by the chart below, the UK’s unemployment rate rose to 5.0% in the three months ended September. This is up from 4.8% and above the consensus forecast of 4.9%. Earnings growth, the other big focus of today’s data, edged lower from 4.7% to 4.6%, with the public

Company executives have mentioned “economic slowdown” and synonyms at the slowest pace since 2007 on sales, guidance and earnings calls tracked by Bloomberg. bloomberg.com/news/articles/…