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07.12.25 - 21:18
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Bond Traders Defy the Fed and Spark Heated Debate on Wall Street (Bloomberg)
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The bond market's reaction to the Federal Reserve's interest-rate cuts has been highly unusual. On that point, at least, there is broad agreement on Wall Street. By some measures, a disconnect like this, with Treasury yields climbing as the central bank lowers rates, hasn't been seen since the 1990s....
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06.12.25 - 16:48
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Wall Street Week | Rattner′s trip to China, Nepal′s Gen-Z Uprising, Capitalism 4.0, Succession Cliff (Bloomberg)
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This week, Willett Advisors' Steven Rattner says China's innovation is surging even as its consumers struggle, and warns that US trade policies won't slow Beijing down. The real solution, he says, is doing better at home. And, a close look at the social media spark that ignited Nepal's biggest youth-led protests in decades, toppling the government and revealing the power of perception in global uprisings against inequality. Plus, has capitalism lost its way, or is a new version already emerging? Later, a wave of retirements is reshaping America's local businesses – succession planning could open opportunities for owners and private markets. (Source: Bloomberg)...
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