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23.02.26 - 16:51
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Key Events This Week: PPI, Iran Talks, Nvidia Earnings, Fed Speakers Galore And State Of The Union (ZeroHedge)
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Key Events This Week: PPI, Iran Talks, Nvidia Earnings, Fed Speakers Galore And State Of The Union
While much digital ink has been spilled on the Supreme Court's striking down of Trump's IEEPA tariffs and the consequences of this decision (see "Full Analysis Of The Supreme Court IEEPA Decision: How It Impacts The Economy, Policy And Markets"), a lot more is on deck for this week when we will also have more geopolitical headlines to contend with, as the latest round of US-Iran talks is expected in Geneva on Thursday. The talks come amid a recent buildup of US forces in the region and yesterday the New York Times was the latest outlet to report that Trump is considering an initial targeted strike against Iran in the coming days, which could be followed by a larger attack if Iran does not give in to US nuclear demands. Other highlights for the week ahead include the State of the Union address in the US (late tomorrow), US PPI and preliminary CPIs in Europe (both Friday). In earnings, ...
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18.02.26 - 23:06
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Buffett Goes Out Like a Bear With $5 Billion in 4Q Sales (Bloomberg)
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Warren Buffett's last quarter as Berkshire Hathaway's CEO reflected a bearish sentiment as he prepares to depart the firm, handing the reins to Greg Abel. The conglomerate cut its Amazon stake by 75%, with the position likely gaining 130-140% and performing broadly in line with the S&P 500. Chevron and Chubb, among its top 10 holdings, saw position increases. Berkshire Hathaway is also building a stake in the New York Times Co. Bloomberg Intelligence Senior Property & Casualty Insurance Matthew Palazola joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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30.09.25 - 17:30
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The divide: who really profits in today′s economy? (The Guardian)
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Broadway flops despite rising ticket costs, farmers face huge shortfalls largely due to Trump's tariffs, tech cashes inHello, and welcome to TechScape. I spent the weekend wondering about the insistent feeling in the United States that few but the ultra-rich, even businesses, are making enough money to afford the basics of a comfortable life.The New York Times published a story recently about Broadway's rising costs that featured the grim stat: “None of the musicals that opened last season have made a profit.” The shows' failure to recoup their investments comes even as Broadway tickets are more expensive than ever before. So who is making any money?The Guardian view on AI and jobs: the tech revolution should be for the many not the few | EditorialWhy I gave the world wide web away for freeZuckerberg hailed AI 'superintelligence'. Then his smart glasses failed on stageMadeline Horwath on AI chatbots and cognitive decline – cartoon Continue reading......
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07.08.25 - 11:42
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Geheimer KI-Star: Allzeithoch nach diesen Zahlen (Der Aktionaer)
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Im Schatten der Tech-Giganten sorgt ausgerechnet ein Medienhaus für Aufsehen: Die Aktie der New York Times erreichte am Mittwoch ein neues Allzeithoch – gestützt auf einen überzeugenden Quartalsbericht. Der traditionsreiche Verlag gilt nicht als klassische KI-Aktie....
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21.03.25 - 12:48
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Stocks Turn Lower on Earnings Gloom; EU Falters; Heathrow Fire | Bloomberg Brief 03/21/2025 (Bloomberg)
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US equity futures fall after companies post gloomy results partly driven by tariff uncertainty and DOGE cuts. Heathrow Airport is shut down for the day in an unprecedented disruption due to a fire causing an electrical outage. President Trump invokes wartime powers to boost US minerals output and denies a New York Times report of the Pentagon briefing Elon Musk on plans in case of war with China. The European Union fails to agree to an aid package for Ukraine after leaders met in Brussels. The Lithuanian President tells Bloomberg that he believes Presidents Trump and Zelenskiy want peace, but he doubts Putin does. Kallum Pickering of Peel Hunt says that central banks are playing it neutrally amid the uncertain economic backdrop. Mercado Libre's CFO Martin de los Santos says the company plans to invest more logistics as it balances profit and growth. (Source: Bloomberg)...
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